-
Two new tabs have been added to the Edit Cancellation Request screen: A History tab has been added to track changes to cancellation requests, including updates to the assigned personnel and the current stage of the request. A Linke...
-
The following changes have been made to the Division Setup screen: A green + was added to the screen to open the Add Division tool. To edit a division, double click within its row. The screen now includes export and refresh buttons and a sear...
-
Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
-
Created On: 08/14/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group/Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for both...
-
Created On: 08/12/2024
in Setup Home Account
Pathway: Setup > Account > Broker Group The Broker Group Setup screen allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Broker Group Setup Field Descrip...
-
Two new options have been added to the Work Order entity's Database Query: Equipment Volume and Service Note. Pathway: Database > Database Query ...
-
In the NavuNav (Android) application, an icon has been added to the Stop List and Stop Details screens to indicate whether a customer is open, closed, or closing soon. The customer's open time is displayed afterward. The status is indicated by the...
-
Edit Contact has been updated to include the option to allow a non-billing contact to receive invoice and past-due notifications. For this, the following requirements must be met: This field only displays IF 'None' is selected for the Billing ...
-
A new 'Service Description Display' field has been added to the Mobile tab for a Line of Business. This change affects how the service description is displayed to drivers in NavuNav (Android). Pathway: Setup > Services > Line of Business...
-
Two new status options, 'Internal Collections' and 'External Collections,' have been added to the Account Status drop down menu. To apply either status, the following requirements must be met: In Setup > Accounting , a new 'Collection Group / A...