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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 ...
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The Account Class filter in AR Aging Management has been enhanced to offer users the flexibility of selecting multiple account classes. Pathway: Accounting > AR Aging Management ...
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The following screen improvements have been applied to the Active Dispatch screen: A Filter Equipment option has been added to further filter the Unassigned Work column. The stop's sequence number displays inside the location pin (only for route...
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The following changes have been applied to the Account Request Type Setup screen and Account Request Management screen: Account Request Type The following changes have been applied in Account Request Type Setup screen: 'Assign to Default'...
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An issue has been resolved that prevented a truck's last known location from being displayed on the Route Dispatch Map. Pathway: Operations > Dispatch ...