New Articles

  1. Material Type Setup (Setup) - Multiple Screen Updates (16799) [New Feature]

    Created On: 05/20/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following enhancements have been applied to the Material Type Setup screen: A Excel Export option was added. A Search bar was added. 'Division' and 'Disposal Location' filters were added to the Material Type Value tab. P...

  2. AR History (Accounts) - Authorization Logic Updated to Generate Single Invoices (16829) [New Feature]

    Created On: 05/20/2024 in Release Notes Home Release 73 Accounts - Release 73
    The following changes have been applied to the Create Invoice screen and the permission it includes: The 'Create Invoice' screen has been renamed to 'Preview Invoice.' The permission logic for the 'Generate Invoice' button has been updated. If ...

  3. Reason Code - 'Service' Label Added to Service Reason Code Types (16832)

    Created On: 05/20/2024 in Release Notes Home Release 73 Setup - 73 Release
    Reason codes categorized as "service" now include a "Service" label following the reason code. Pathway: Setup > System > Reason Code ...

  4. Customer Portal - Allow Customers To Re-Print Scale Tickets From Portal (16701)

    Created On: 05/17/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    An enhancement has been made to enable the ability for customers to re-print scale tickets within the Customer Portal. Pathway: Customer Portal ...

  5. GL Transaction Processing (Accounting) - Unable to Post 'Pending' GL Transactions (16792)

    Created On: 05/16/2024 in Release Notes Home Release 73 Accounting - Release 73
    In a few isolated scenarios, users were unable to post pending GL Transactions in the GL Transaction Processing screen. This has been resolved. Pathway:  Accounting > GL Transaction Processing ...

  6. Customer Service Screen (Accounts) - Geocoded Stops Reseting to Default Location (16800)

    Created On: 05/15/2024 in Release Notes Home Release 73 Accounts - Release 73
    In scenarios where a service location pin was moved and saved, any updates made to the site would cause the service location to revert back to the default location. This has been resolved. Pathway: Accounts > Customer Service Screen > G...

  7. Operations Analysis (Reports) - Discrepency Between Scheduled Date in Report and Date on Work Order (16797)

    Created On: 05/15/2024 in Release Notes Home Release 73 Reports - 73 Release
    In Operations Analysis, the issue causing a discrepancy between the recorded Date on the 'Revenue By Route Details' screen and the Scheduled Date on the work order has been resolved. Pathway: Reports > Analysis > Operations Analysis >...

  8. Add/Edit Contact (Accounts) - New Request Notification Field Added (16819) [New Feature]

    Created On: 05/15/2024 in Release Notes Home Release 73 Accounts - Release 73
    A new 'Request Notification Method' field has been added to the Add/Edit Contact screen. The following options are available: None: Contact will not receive request notifications in text or email. Customer must check the portal for request updates...

  9. Customer Portal - Attached Account Requests Images Not Displaying (16814)

    Created On: 05/15/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    An issue that prevented portal users from viewing photos attached to account requests in Navusoft has been resolved. Pathway:  Customer Portal  ...

  10. Customer Portal - Updates to Requests Tab (16816) [New Feature]

    Created On: 05/15/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    The following screen improvements have been applied to the Customer Portal: Requests Tab Changes: (1) Add icon relocated to the left of the Completion filter (2) Completion filter options have been improved to match the filter options in the...
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