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Created On: 01/23/2023
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...
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Pathway: Operations > Route Management > Current (Tab) The Current tab displays a list of service locations (stops) that are assigned to a route. Changes made to a stop from the Current tab are permanent. If this a one-time change, t...
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Created On: 01/23/2023
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...
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Created On: 01/23/2023
in Setup Home Waste Profiles Pathway: Accounts > Waste Profile Management The Waste Profile Management tool offers a comprehensive overview of waste profiles across all sites. Using this screen, users can quickly review and manage waste profiles for a site. ...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for B...
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Pathway: Operations > Manifest Processing > Manifest Consolidation Manifest Consolidation is the process of combining waste material into one manifest for transport to an offsite location where it will be destroyed. The Manifest Consoli...
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Created On: 01/23/2023
in Sales Home Pipelines Pathway: Sales > Pipelines > Opportunities The Pipeline Opportunities tool serves as a means to monitor and oversee prospects who have received a proposal and estimate the potential revenue these prospects could generate. Unlike quotes, proposa...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. Tran...
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Pathway: Operations > Resource Scheduling > Resource Calendar The Resource Calendar offers a comprehensive overview of worker availability, route statuses, and availability conflicts across all routes. It provides valuable information re...