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In the Details tab of the Account Class screen, a new 'Require Site Class' checkbox has been added. This checkbox requires that a site class be selected when creating a new account or site within that account class. Pathway: Setup > ...
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Import Matrex Scale Tickets is a specific import designed for third-party integration. A new import option, 'Import Matrex Scale Tickets,' has been added to the Database module. To import, the following is required: The file must be in CSV f...
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A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...
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Created On: 08/06/2024
in NavuNav NavuNav Android
Cash on Delivery (COD) is available to the NavuNav Android application to allow drivers to take payment in the form of cash, check or card. Setup Requirements In order for NavuNav to accept COD payments, the Term for the account mus...
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The following fields have been added to the Tax Details Database Query: Credit GL Account ID Account Name Account ID Pathway: Database > Database Query ...
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The following changes have been made to the Add User tool: A clearing option has been added to the Department field. A 'None' option, which is now the default setting, has been added to the Sales Goal Type field. Pathway: Setup > Syste...
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Sales stages 'Discovery' and 'Verbal' have been removed as options from the following locations: Sale Stage Setup Sales Rep Map Site Status History Pathway: Setup > Sales > Sales Stages ...
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Division Setup Inter-company tab added Enable Disposal Billing field options: No Yes (Bill to Site for each transaction) Yes (Automated GL Batch) Bill to Site Includes a site search to direct billing to. Disposal Charge Code D...
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A 'Service Description Display' drop-down field has been added to the Mobile tab of the Line of Business Setup screen. Pathway: Setup > Services > Line Of Business ...
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An enhancement has been made to AR Aging Management, adding the option to select multiple accounts when changing account statuses. Pathway: Accounting > AR Aging Management ...