New Articles

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

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

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

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

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

    An issue that prevented portal users from viewing photos attached to account requests in Navusoft has been resolved. Pathway:  Customer Portal  ...
  6. Customer Portal - Updates to Requests Tab (16816) [New Feature]

    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...
  7. Create Account (Accounts) - Service Region Clearing When Address Is Added (16755)

    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  ...
  8. Customer Service Screen (Accounts) - Calendar to Display Rejected Credit Memos (16625) [New Feature]

    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. ...
  9. Account Request Management (Accounts) - User and Timestamp Added to Closed Requests (16817) [New Feature]

    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  ...
  10. AR History (Accounts) - Logic Updated to Chargebacks (16658) [New Feature]

    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 ...