New Articles

  1. Sales Results Net New - Sales Result Details Screen Fixed to Match Totals Listed (16584)

    Created On: 04/10/2024 in Release Notes Home Release 72 Reports - Release 72
    Previously, an error occurred with the records in Sales Results Details not matching the total listed on the Sales Results Net New screen. This issue has been resolved. Pathway:  Reports > Analysis > Sales Results Net New ...

  2. Invoice Adjustment Pending Approval and History - Logic Updated to the Recalculation of Taxes and Surcharges (16550) [Enhancement]

    Created On: 04/09/2024 in Release Notes Home Release 72 Accounting - Release 72
    An enhanc ement has been made to the Invoice Adjustment screen to recalculate the taxes and surcharges and when a credit is applied to the parent charge. Pathway:  Accounting > Invoice Adjustment Pending Approval and History ...

  3. GL Transaction Processing - Logic and Functionality Updated to Record ID in GL Setup Errors Screen (16561) [Enhancement]

    Created On: 04/09/2024 in Release Notes Home Release 72 Accounting - Release 72
    In the GL Setup Errors screen (within GL Transaction Processing), the Record ID field has been enhanced to display as a clickable link. Clicking on this link will take the user to the screen where the error was found and can be fixed. ...

  4. Accounts - Logic Updated to Service Code Field For On Call Work Orders (16611) [Enhancement]

    Created On: 04/09/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to the creation of on call work orders to auto-populate the Service Code field if the site has only one active service. Otherwise, if there is more than one active service, the Service Code field remains null requiring the...

  5. Tax Summary (AR Reports) - Update to Division Filter (16579) [Enhancement]

    Created On: 03/29/2024 in Release Notes Home Release 72 Reports - Release 72
    The Division filter in the Tax Summary report has been enhanced to support multiple selections. Pathway: Reports > Standard Reports > AR > Tax Summary ...

  6. Work Orders (Accounts) - Format 3 Not Using Correct Timestamp (16583)

    Created On: 03/29/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An issue has been resolved that was causing Work Order Format 3 to display an incorrect timestamp than the Service Record.  Pathway:  Accounts > Customer Service   ...

  7. Contracts (Accounts) - Logic Updated to 'Payment Required' Calculation for Electronic Signatures (16536)

    Created On: 03/29/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic for the "Payment Required" calculation in the Electronic Signature screen has been updated for both scenarios: calculating recurring services without taxes and surcharges, and calculating recurring services with taxes and surcharges. ...

  8. AR Payment Batch (Accounting) - Search Updates Including Addition of Shortcut Key (16523) [New Feature]

    Created On: 03/28/2024 in Release Notes Home Release 72 Accounting - Release 72
    The following enhancements have been made to the AR Payment Batch screen: Search and Add Accounts/Sites To search and add accounts and sites to the batch, an 'Add' icon has been introduced. Additionally, the search can also be initiated by selec...

  9. Keyboard Shortcuts - Keyboard Shortcuts for Mac and PC (16466) [Enhancement]

    Created On: 03/27/2024 in Release Notes Home Release 72 Home - Release 72
    The following keyboard shortcuts that previously used the Command (Cmd) key in Mac have been updated to use the Option (Opt) key: Mac Opt + Shift + S = Search Opt + Shift + C = Create Account Opt + Shift + O = Order Processing Opt + Shi...

  10. Active Services (Accounts) - Default Rates not Considering Effective Date (16564)

    Created On: 03/27/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An issue has been resolved where default rates were not considering the effective date. Pathway: Setup > Services > Default Pricing > Service Code ...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.