New Articles

  1. Division (Setup) - Credit Card Chargeback Notification Template Added (18437)

    A "Chargeback Notification Template" drop down field has been added to the Add/Update Division Setup screen. When a chargeback is recorded on an account, a notification is automatically sent to the account’s billing contacts.  Chargeback tem...
  2. Edit Active Service (Accounts) - Updates to Future Site Service Charges (18085)

    An issue has been resolved where charge codes were duplicated when a service had a pending change, either through the Edit option or a Rate Update Batch, with a future start date and an additional edit was applied.  ...
  3. Database Query (Database) - New Fields and Filter Option Added to Accounts and Sites Query (18473)

    The following fields have been added to the Accounts and Sites query in Database Query: Exclude from Payment Processing Fee - also added as a filter option Account Phone Site County Site Phone 1 Site Phone 2 Pathway:  Dat...
  4. Customer Portal - Disposal Ticket Image Enlarged (18354)

    The display size of disposal ticket images in the Customer Portal has been increased for easier viewing when hovering over the image icon. Additionally, clicking the View link now opens the image in a separate window for enhanced visibility. ...
  5. Add Account & Add Site (Accounts) - Display 'Suggested' Service Regions (18433)

    Suggested Service Regions have been added to the Add Account and Add Site screens. Suggested regions are determined based on the address's latitude and longitude, falling within the polygon defined in Service Region Setup. Pathway...
  6. AR Aging Management (Accounting) - Broker Group Filtering Added to Multiple Screens (18406)

    A Broker Group filtering option has been added to the AR Aging Management, Surcharge Management, and Adjustment History & Pending Approval screens. As part of this update, filters on the AR Aging Management screen have also been reordered for impr...
  7. System Options (Setup) - New Option 'Disable Auto Pay Day of Month' Added (18429, 18430)

    A new setting, 'Disable Auto Pay Day of Month' , has been added to the Account tab in System Options Setup. When enabled (set to 'Yes'), the 'Scheduled Day' option and 'Day of Month' field are hidden in the Account Wallet in Navusoft and Cust...
  8. AR Batch Report (Accounting) - Report Logic Updated to Include Accounts with Collection Status (18301)

    The logic for the AR Batch Report, available when reviewing a payment batch, has been updated to include accounts with a collection status. Pathway:  Accounting > AR Payment Batch  ...
  9. Truck (Setup) - 'Mark Inactive' Button Slow to Respond (16756)

    The Confirmation popup that appears after selecting 'Mark Inactive' for a truck was previously delayed. The processing logic has been updated to show the popup immediately. Pathway: Setup > Operations > Truck ...
  10. Service Records (Accounts) - Display of Service ID (18508)

    The logic for the Service Record has been updated to ensure the full Service ID is displayed alongside service codes with longer names. Previously, the Service ID was not shown when the service name was too long. Pathway: Search > Work ...