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In AR Aging Management, the Division filter was enhanced to support the selection of multiple divisions. Pathway: Accounting > AR Aging Management ...
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Within the 'Create Account' screen, Account Custom Properties and Site Custom Properties have been relocated to the bottom left of the screen. Pathway: Accounts > Add Accounts ...
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In the Rate Update Batch screen, a 'Created User' field has been added to the 'Created Date' column, and a Net Variance column has also been added.
Pathway: Sales > Rate Update Batches ...
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The following enhancements have been made to the Service Region Setup screen: Addition of a Division filter. A CSV export option was added. Addition of Search. Pathway: Setup > Services > Service Region ...
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In the Add/Edit Route, users can now specify default trucks and drivers for each day of the week. Additionally, a Default Description field has been added, allowing users to include a label that will appear in parentheses after the route name in Dis...
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An issue has been resolved that prevented the loading of the Bill Batch Summary screen in Billing Analysis Window. Pathway: Accounting > Billing ...
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Created On: 07/23/2024
in Accounts Home
Pathway: Accounts > Site Status Updates Pending Approval The Site Status Pending Approval screen provides a second level review to complete a status change to a site. Use this screen to approve or reject changes to an active, vacatio...
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A new default setting, 'Per Invoice Fee', is available in the Account Class setup screen that will be visible on the Customer Service screen and in Edit Account when configured. Account Class Setup - Finance Charges and Other Fees New Def...
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The date format on the Recent Activity and Sales Rep homepages now includes the year. Pathway: Homepage ...
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Attachments added to the service record in Dispatch, and made available to NavuNav, are now displayed as links in the Stop Details window. ...