New Articles

  1. Account Portal - Account Portal Updated to Reflect Currency Code Selected in NavuCore (14122) [Enhancement]

    An update has been made to Account Portal to use the currency code selected in NavuCore under Setup > System > System Options > Currency field. Pathway: Setup > System > System Options ...
  2. Accounts - Search by Work Order (14629)

    Previously, when searching by Work Order, an issue caused the most recently viewed work order to return in the search and not what was entered. This has been fixed. Pathway: Accounts > Search > Work Order/Invoice/Reference/PO ...
  3. Setup - Length Of Name Field Increased for Several Setup Screens (14590) [Enhancement]

    The length of the Name field on several Setup screens have been extended to 50 characters. The screen will highlight red if the 50 character limit is exceeded. This has been applied to the following Name fields: Equipment Type ( Setup > Services ...
  4. Accounting (GL Transaction Processing) - Multiple Enhancements to GL Batch Processing (14409, 14532) [Enhancement]

    The following modifications have been made to GL Batch Processing: GL Batch Processing has been renamed to GL Transaction Processing. The AR Period filter has been relocated to display above the screen tabs and will display "Closed" or "Partia...
  5. Setup (Accounts) - Account Class Set Up - NSF Fee Field (14215)

    The NSF fee field has been removed from the Account Class Set Up screen. Pathway:  Set Up > Accounts > Account Class
  6. Accounting (Vendor Invoice Mang) - Adjustment Reason Codes Not Populating in Drop down - (14458)

    Previously, an issue prevented options from displaying in the Adjustment Reason Code drop down when viewing the Edit Vendor Invoice screen (from the Pending tab, double click within the row of an account to open). This has been resolved. ...
  7. Billing – Declined and Expired Payment Link Export Updated (13973) [Enhancement]

    Additional fields have been added to the export of the Declined and Expired  payment links for batches in Billing. Added fields include: Billing Contact Email -email for the account's Billing Contact Billing Phone Number - phone number for ...
  8. Accounts - Modify Add/Edit Order Form - End Service Reason Code (14187)[Enhancement]

    An enhancement has been made in the Services tab of the Edit Proposal tool to display "Services listed will be ended on the effective date of this agreement" in red text and the affected services highlighted with a red background. Pathw...
  9. Setup (System)- Portal Invitation Notification Template (14591)[Enhancement]

    A new 'division.paymentportalurl' keypath was added to the Account Portal Notification template. Pathway: Setup > System > Notification Template ...
  10. Setup (System) - Removed Extra 'Login Logo' Field in Account Portal Screen (14568)

    Previously, the 'Login Logo' field displayed twice in the Account Portal system setup screen. This has been updated to only display the field once. Pathway: Setup > System > System Options ...