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Last Updated: 02/19/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
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To give scale operators better visibility into a customer’s purchase order usage and help prevent overages, four new columns have been added to the Purchase Orders screen: Weight Limit , Weight to Date , Volume Limit , and Volume to Date . The...
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Pathway: Operations > Inbound / Outbound > Inbound (tab) For cash-pay customers, consider using the following inbound scale process to ensure all transactions are captured and to enhance scale house efficiency. For more information on s...
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The following scale setup applies to the various customer types processed at a landfill or transfer facility. For guidance on creating tickets and processing scale customers, refer to the Related Articles section at the bottom of this page. ...
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Pathway: Operations > Inbound / Outbound Before using the Inbound / Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information. Permiss...
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An issue has been resolved that was preventing the material set as the Default Inbound Material at the facility from appearing as the default when a new inbound work order is created. Pathway: Setup > Operations > Facility | Operat...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
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Billing logic has been updated to the Do Not Bill Until Delivery Completed setting in Service Code Setup to expand and include Vendor and Unknown equipment ownership types (selected when adding a new service). With this update, equipment...
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Last Updated: 02/11/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
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Last Updated: 02/11/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...