New Articles

  1. Operations (Dispatch) - Added Option To Include Ticket Image With Invoice (14266) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    An 'Include Ticket Image With Invoice' checkbox has been added to both the Add and Edit Disposal/Ship Record screens. Select the check box and the image will be included on the invoice. This applies to single invoices only and may not be supported w...

  2. Setup (System) - Edit Reason Code ID (14513)

    Created On: 01/23/2023 in Release Notes Home Release 67 Setup - 67 Release
    Logic has been updated to prevent the Reason Code ID field from being edited upon save. Pathway:  Set Up > System > Reason Code ...

  3. Billing - Logic Updates to Billing Batch (14091) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounting - 66 Release
    Logic has been updated to the automatic frequency of creating a new batch after a batch was marked 'Complete'. The following frequencies are supported: Monthly Weekly Daily Every 4 Weeks Quarterly Bi-Monthly Semi-annual 'Fr...

  4. Accounts (AR History) - Credit Memo Renamed (14550)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounts - 67 Release
    In AR History Credit Memo has been renamed to Print Memo. Pathway: Accounts > Search > Accounts  ...

  5. Accounting (AR Payment Batch) - AR Payment Batch Lock Box Import (14541)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounting - 67
    An enhancement has been made to Lock Box Import Format 3. If an imported record has a letter in the account ID field (1st column), the import will match on the account's old ID. Otherwise matches on the Navusoft Account ID. If the imported record ha...

  6. AR History – Screen Modifications (13966) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Multiple modifications have been made to the AR History screen in the Accounts module. Modifications include: The Print icon has been replaced with a Statement drop down selector that includes options: Print Statement Email Statement Pri...

  7. Vehicle Inspections – Filter Option Removed (14114) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Operations - 66 Release
    The Region filtering option has been removed from the Vehicle Inspection screen in Dispatch. Going forward, this screen filters by the selected Division and Date. Pathway:  Operations > Vehicle Inspections ...

  8. Accounts - Transfer Service Search Results (14087)

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Previously, an issue prevented the search feature in the Transfer Services tool from returning any results. This has been fixed. Pathway: Accounts > (Search Accounts and Select) > (Click Plus Icon and Select Transfer Services) > (Click Sea...

  9. Operations - Service Record Updated to Support Manifest Consolidation Transfers (14523) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    The Labels tab in the Service Record has been updated to support multiple batch consolidation transfers. Batch 1, Batch 2 and Batch 3 columns were added to record up to three batch transfers. The Batch ID of the Manifest Consolidation batch displays...

  10. Account Portal - PrePayment Option Added (14085) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Account Portal
    A PrePayment field has been added to the Make a Payment screen in the Account Portal as well as to Quick Payments. After a customer has entered a prepayment amount and processed payment, the excess funds are available for future balances to de...
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