New Articles

  1. 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 ...

  2. Standard Reports (AR) - Error When Exporting Reports to Excel (15194, 16056, 16247)

    Created On: 02/16/2024 in Release Notes Home Release 72 Reports - Release 72
    Previously, when a user selected the 'Run as Excel' option to generate the Aging Details and Tax Details reports, an error would occur. This has been resolved. Pathway: Reports > Standard Reports > AR > Aging Details ...

  3. AR Aging Management - 'Total'Calculation Not Rounding Correctly (16379)

    Created On: 02/16/2024 in Release Notes Home Release 72 Accounting - Release 72
    The rounding logic in the Total column of the AR Aging Management screen has been corrected to align with the AR Aging Buckets displayed in the Customer Service screen. ...

  4. Manifest Processing (Operations) - Voided Labels Displaying in Manifest Batches (16262)

    Created On: 02/15/2024 in Release Notes Home Release 72 Operations - Release 72
    The issue causing voided labels to display on the Manifest Consolidation Batch report has been resolved. Pathway: Operations > Manifest Processing > Manifest Consolidation

  5. AR History (Invoice Adjustment) - Screen Changes for Surcharges and Taxes (16330) [Enhancement]

    Created On: 02/15/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The Invoice Adjustment screen has been updated to order surcharges and taxes by the service or charge code they are attached to. Pathway: Accounts > Customer Service Screen > AR History > (right click on invoice) View Details / Adjust I...

  6. Billing Analyis (Billing) - Reports Not Exporting to Excel (15690)

    Created On: 02/15/2024 in Release Notes Home Release 72 Accounting - Release 72
    The issue preventing the generation of any Billing Analysis reports in Excel has been resolved. Pathway: Accounting > Billing > (right-click) on a batch > Billing Analysis ...

  7. Create a Billing Batch

    Created On: 02/14/2024 in Accounting Home Billing
    Pathway:  Accounting > Billing The Billing Batch screen streamlines the bulk processing of billing transactions within the Navusoft system. This article captures the process of creating a new billing batch. Permissions The...

  8. Create Invoice (AR History) - Message to Display if 'Generate Invoice' Button is Disabled (16349) [Enhancement]

    Created On: 02/13/2024 in Release Notes Home Release 72 Accounts - 72 Release
    On the Create Invoice screen, if the Generate Invoice button is disabled, users will see the following reason displayed: "Unable to generate invoice; this account is part of an in-progress billing batch." Pathway: Accounts > Customer Se...

  9. AR History (Accounts) - Daily Auto Apply Not Applying Credits (16316)

    Created On: 02/13/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic has been updated to fix an issue that was preventing credit invoices from being applied to open and past-due invoices during the daily auto-apply process. Pathway: Accounts > Customer Service Screen > AR History ...

  10. Inbound/Outbound - Auto Print Scale Ticket for Outbound Orders (16244) [Enhancement]

    Created On: 02/13/2024 in Release Notes Home Release 72 Operations - Release 72
    The logic for outbound work orders has been updated so that the scale ticket will automatically print when the work status is set to 'Shipped - Completed.' Pathway: Operations > Inbound / Outbound ...
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