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Pathway: Accounting > AR Aging Management The AR Aging Management screen categorizes a company's accounts receivable according to the length of time an invoice has been outstanding. In addition, users can take action on targeted past-d...
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Pathway: Accounting > Billing This article explains how to process auto-pay from the Billing screen. It's important to note that a billing batch must be posted before auto-pay can be processed. Permissions The following permi...
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Created On: 01/23/2023
in Setup Home User Security Pathway: Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available for...
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Created On: 01/23/2023
in Setup Home Waste Profiles Pathway: Accounts > Account (screen) This article details how to add a waste profile to a site and link it to a charge code for an active service. Waste profiles are added in two ways: From the Photos, Attachments, Blanket Purchase O...
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Pathway: Accounting > AR Payment Batch Auto payments scheduled for future date processing are held in the AR Payment Batch tool, where they can be manually retrieved and processed on their scheduled date. Permissions The f...
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The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module. Setup: Disposal/Ship Location Pathway: Setup > Operations > Disposal/Ship Location The Disposal...
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Created On: 01/23/2023
in Setup Home Waste Profiles Pathway: Accounts > Account Screen The Dot Description defaults to the description given to the Charge Code. Select the EPA icon from the customer's site to edit this description if needed. EPA Waste Codes can also be added and removed f...
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Pathway: Accounting > Billing This article details processing auto pay payments for a future date using the Billing tool. Scheduled auto pays display in Accounting > AR Payment Batch for future processing. Batch must be poste...
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Pathway: Reports > Standard Reports > Operations > Disposal Detail Run the Disposal Detail report to review an itemized breakdown of total disposal costs for a customer within a specified date range and the selected filter parameters. De...
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Created On: 01/23/2023
in Sales Home Pipelines Pathway: Sales > Pipeline > Leads The Pipeline Leads tool provides sales representatives with the information they need to identify and target new customer s based on previously collected prospect information. This tool only includes le...