New Articles

  1. Default Bill Group - Setup Not Being Followed For New Added Accounts (16406)

    Created On: 02/26/2024 in Release Notes Home Release 72 Setup - Release 72
    The default bill group established in the Default Bill Group Setup was not being retrieved when adding a new account with matching Account Division and Account Class. Pathway: Setup > Accounting > Default Bill Group ...

  2. Account Request - Uploaded Photos Not Displaying (16405)

    Created On: 02/26/2024 in Release Notes Home Release 72 Portal - 72 Release
    An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. Pathway (Portal): Customer Portal > Requests Pathway:  Accoun...

  3. Customer Analysis (Analysis) - 'Total' Relocated to Bottom of Results (16386)

    Created On: 02/26/2024 in Release Notes Home Release 72 Reports - Release 72
    The 'Total' row in the Customer Analysis report has been corrected to display at the bottom of the results. Previously, when a Division filter was applied, the Total row was displayed in the middle of the report's results. Pathway: Repo...

  4. Accounting (Setup) - Update to 'One Invoice Per PO' Setting Field (16365) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Setup - Release 72
    The 'One Invoice Per PO' field in Bill Group setup has been renamed to 'One Invoice Per' and now includes the following setting options: Disabled, PO Number, and Work Order Number. Pathway: Setup > Accounting > Bill Group ...

  5. Billing (Accounting) - Performance Improvement for Invoice Format 17 (16383)

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounting - Release 72
    The performance has been improved for generating a large number of invoices using Format 17. Pathway: Accounting > Billing;  Setup > Accounting > Bill Group ...

  6. Active Services (Accounts) - 'Per Unit Rate' Column Added (16392) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A 'Per Unit Rate' column has been added to the Active Services section of the Customer Service screen when the Standard view is used.  ...

  7. Service Record - Display Signature Omit Reason (16355) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounts - 72 Release
    In NavuNav, if the driver has chosen a reason code for not capturing the customer's signature, the reason code will be displayed in the Completion tab of the Service Record. Pathway: Service Record > Completion (tab) ...

  8. Credit Card Expiration - Expiration Filter Added (16290) [Enhancement]

    Created On: 02/21/2024 in Release Notes Home Release 72 Accounting - Release 72
    The following enhancements have been applied to the Credit Card Expiration screen: A new 'Expiration' filter has been added. Filter options include: Expired, In 1 Month, In 3 Months and In 6 Months. Export to Excel added. Addition of bread-cr...

  9. Accounts - Updates to Site Search (16272) [Enhancement]

    Created On: 02/20/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Two new filter options, "Inactive More Than 60 Days" and "Inactive Less Than 60 Days," have been included in the Status drop down menu on the Site Search screen. This filter is not applied if both options are selected at the same time. P...

  10. Account Portal - Updates to Quick Pay and Add Payment Method Screens (15868) [Enhancement]

    Created On: 02/19/2024 in Release Notes Home Release 72 Portal - 72 Release
    The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid ...
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