New Articles

  1. Standard Reports (AR) - Updates to Tax Details and Tax Summary Reports (17994)

    Created On: 02/27/2025 in Release Notes Home Release 74 Reports - Release 74
    The Total Sales column has been removed from the Tax Details and Tax Summary reports. Pathway: Reports > Standard Reports > AR ...

  2. Rate Update Batch (Sales) - Charge Code Selection Not Displaying (17801, 18006)

    Created On: 02/27/2025 in Release Notes Home Release 74 Sales - Release 74
    An issue has been resolved that prevented charge codes from populating for selection, and the logic has been corrected to prevent a batch from showing 0 records after creation. Pathway:  Sales > Rate Update Batches ...

  3. Import Mapping

    Created On: 02/26/2025 in Database Home
    Pathway:   Database > Import Mapping The Import Mapping tool is a feature used during the conversion process to help import customer data from their legacy system into Navusoft. Before conversion, a designated user should review the ex...

  4. Database Query (Database) - New Field Added to the 'Tax Details' Query (17874)

    Created On: 02/25/2025 in Release Notes Home Release 74 Database - Release 74
    Line of Business fields have been added to the Database Query, Tax Details entity.  Pathway: Database > Database Query ...

  5. Invoices (Accounts>AR History) - Autopay Message Restored to Display on Invoices (17893)

    Created On: 02/25/2025 in Release Notes Home Release 74 Accounts - Release 74
    An issue has been resolved that prevented the auto pay message from displaying on printed invoices. Location of the message may vary across invoice formats. ...

  6. Reason Code (Setup) - Added Option to Enable Vendor at the Reason Code Level (16973)

    Created On: 02/20/2025 in Release Notes Home Release 74 Setup - Release 74
    A new "Enable Vendor" field has been added to Reason Code Setup, appearing only for Add Service and Update Service reason codes. On the Add and Edit Active Service screen, vendor fields will be displayed if the vendor is enabled for both the reaso...

  7. Database Query (Database) - New Field Added to the Work Order Entity (17911)

    Created On: 02/20/2025 in Release Notes Home Release 74 Database - Release 74
    A new "Oncall Reason Code" field has been added to the Database Query, Work Order entity. Pathway: Database > Database Query > Work Order [Entity] ...

  8. Service Bundle (Setup) - New Feature Online Order and Quick Order {New Feature}

    Created On: 02/20/2025 in Release Notes Home Release 74 Setup - Release 74
    The Online Order and Quick Order service bundle feature is available in the Version 74 release. Review the documentation linked at the bottom of this page for setup instructions and best practices to optimize its use. Article: Service Bun...

  9. Route Management (Operations) - Export and Import Logic Updated (17856)

    Created On: 02/19/2025 in Release Notes Home Release 74 Operations - Release 74
    In the Route Management Current tab, the Import and Export logic for both format options (Navusoft and RouteSmart) has been updated to use Route ID instead of Route Name. To support this, Route ID was added to the Route Setup screen (Setup > Opera...

  10. Inbound/Outbound (Operations) - New Search Type Setting and Logic Update (17935)

    Created On: 02/19/2025 in Release Notes Home Release 74 Operations - Release 74
    A setting to default the Search Type has been added to the Facility Setup screen. When this setting is enabled, the search type value is automatically populated for new transactions. If the setting is not enabled, the search type value remains bl...
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