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Previously, an issue occurred when using an account template to create a new account: when an address was added, the Service Region field would unexpectedly clear. This has been resolved. Pathway: Accounts > Add Account ...
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An enhancement has been made to the Calendar on the Customer Service screen to display Rejected Credit Memos on the date they were rejected. When hovered over, a tooltip will show the reference number, amount, notes, and the rejection reason. ...
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An enhancement has been implemented on the Account Request screen to show the name of the user who completed the request and the timestamp of completion. Pathway: Accounts > Account Request Management ...
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An "Amount" field has been added to the Record Chargeback screen, allowing users to enter partial amounts as needed. By default, the field will be pre-filled with the payment amount. Pathway: Accounts > AR History ...
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When a system user in Navusoft closes a request, the status on the Customer Request History screen in the customer portal is updated to show "Closed." Previously, it displayed as "Closed - Not Chargeable." Pathway: Customer Portal ...
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Created On: 05/14/2024
in Accounting Home Billing
Pathway: Setup > Accounting > Bill Group The file format that is used to export a billing batch to a third party mailer is established in Bill Group Setup in the Settings tab. If an export format is not identified for the Bill Group, ...
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Previously, there was an issue within the AR Payment Batch screen where using the F5 key shortcut to add payments to a batch did not consistently open the Search Accounts/Sites screen as intended. This issue has been resolved. Pathwa...
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A new 'Create Individual GL Batches' button has been added to the GL Transaction Processing screen. When selected, the user will be prompted to add a note that will be copied onto each created GL Batch. If the user has selected multiple batches ...
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The logic for discount calculation has been corrected for proposals/contracts with 'Pre-Authorization' set to "Required for Rates Below Max. Discount" in the Add/Edit Document Type setup. Validation is also based on the what was entered in the Max D...
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Sorting logic has been implemented for the Start Date column in the Pending tab of the Route Management screen. Pathway: Operations > Route Management ...