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Pathway: Operations > Route Management
The Route Management tool is used to manage new and existing stops on a route and should be included in daily operation activities. This article details the functionality and purpose o...
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Previously, the Reason Code and Net Variance fields were displayed when voiding a batch. With this update, those fields are now hidden, leaving only the Notes field visible. Pathway: Sales > Rate Update Batch ...
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A new 'Reset Sequence to 0 on Reroute/Reschedule' checkbox has been added to the Current tab of the Route Management screen. Checked : Assigning a new route or rescheduling a service will set the New Sequence to 0 . Unchecked : Assigning...
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The Min. Past Due Balance filter on the AR Aging Management screen has been corrected to properly filter by the past due amount instead of the total amount. Pathway: Accounting > AR Aging Management ...
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In Billing, the counts in the Invoice Count, Print Count, Notification Count, and Auto Pay Enrolled columns are now displayed as hyperlinks. Clicking a hyperlink opens a popup window with detailed information. Pathway: Accounting > Billi...
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GL Segmentation has been updated to limit the total length, including separators, to a maximum of 30 characters. Pathway: Setup > Accounting > GL Segmentation ...
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Created On: 12/03/2024
in Accounting Home
Pathway: Accounting > GL Transaction Processing Export GL batches from Navusoft into an Excel file for uploading into QuickBooks using the process outlined here. This documentation outlines the steps within Navusoft, provides recommendat...
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The calendar's timestamp has been updated to align with the time zone configured for the division associated with the site. Pathway: Accounts > Customer Service Screen ...
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In Route Setup, the Line of Business label in Update Route has been renamed to Primary Line of Business . This label now appears in the Line of Business tab to clearly indicate the primary line of business for a route. Additionally, a count of al...
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The following enhancements have been applied to the Active Service screen: Delivery and removal workflow fields are now hidden when 'Company' is not selected for Equipment Ownership, as the company is not responsible for the delivery or removal of...