New Articles

  1. AR History – Option to Add/Remove Service Record Line Items for Single Invoices (13941) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 65 Customer
    Single invoices generated from a customer's account have been updated to allow users to add or remove service record line items before generating the invoice. With this change, recurring services will display grouped together as one line item and...

  2. Accounts (Unread Email Management) - Screen Was Not Allowing Users to Scroll (14576)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounts - 67 Release
    An issue was preventing users from being able to scroll down in the Unread Email Management screen. This has been fixed. Pathway:  Accounts > Unread Email Management ...

  3. Tasks - Task Count Logic Updated (14053)

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Logic has been updated to Task 'count' to only include the logged in user's assigned tasks in the red bubble displayed above the Task icon. Pathway: Tool Bar > Tasks Icon ...

  4. Account Request Management - Screen Modifications (13991, 13992) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Account Request Management The Account Request Management screen has been modified with the following changes: Filter Changes Options in the Status  filter have been renamed from Resolved to Completed. New Columns Added Completed B...

  5. Accounts (Service Record) - Time Stamp Updated for Photo Attachments (14433)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounts - 67 Release
    Previously, the Photos tab in the Edit Service Record the timestamp was displaying server time. A fix has been installed to display the logged in user's local time for the Created On Timestamp. Pathway: Accounts > Search > Accounts > ...

  6. Standard Reports – Report Title Added to Top of Screen for Standard Reports (13985) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Reports - 66 Release
    An update has been made to all reports in Standard Reports to display the title of the report at the top of the screen. Pathway: Reports > Standard Reports  ...

  7. Accounts (Service Record) - Option to Add Photos and Attachments on Invoices (14264, 14265) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    The option to include photos and attachments on an invoice has been added to the Service Record. If a photo or attachment was marked 'Include With Invoice,' a 'Yes' will display in the field under the  Include With Invoice column. To change this se...

  8. Customer AR History- Logic Updated For Invoice Reversals (13834)

    Created On: 01/23/2023 in Release Notes Home Release 65 Customer
    Logic has been updated to Customer AR History to prevent the reversal of invoices if the invoice is referenced in a more recent invoice. Only the latest invoice for an account/site can be reversed IF the posting period is still open. Reverse will ...

  9. Billing - Multiple Enhancements to the Billing Screen (14092) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounting - 66 Release
    The following enhancements have been made to the Billing  screen: The Date field has been modified to display as ' Invoice Date' . A new column: 'From-To Date', has been added to display the Bill From Date and Bill To Date for the invoice. ...

  10. Dispatch - Route Notifications Expanded to Include Text (14213) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Operations - 66 Release
    The following changes have been made to the Email Notification tool in Dispatch and Services List: Email Notification has been renamed to Route Notification (Dispatch) or Service Notification (Services List). The notification has been expanded...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.