New Articles

  1. GL Segmentation (Setup / Accounting) - Added Support for Division Cost Center Segment (18325)

    To support for division cost center segment, the following settings have been added: 'Division Cost Center' has been added to Add/Update Division. 'Division Cost Center' was added to the Revenue segments 1 through 4 (Length of 8) in GL Segment...
  2. AR Payment Batch (Accounting) - Enhancements to AR Payment Batch (18336) [New Feature]

    The following enhancements have been applied to AR Payment Batch: Control Total  A new optional 'Control Total' field has been added to Create Payment Batch as a built-in checks-and-balances feature to help prevent data entry errors and ensure...
  3. Route Management (Operations) - Logic Updated to Nearby Pins on Map (18352)

    On the Current tab in Route Management, double-clicking a site to display its location on the map previously failed to show nearby location pins. This has been resolved. Pathway: Operations > Route Management - Current [tab] ...
  4. Task Type (Setup/Account) - Logic and Naming Updated to 'Assign to Default' Column (18353)

    On the Task Type Setup screen, the second Assign to Default column has been renamed to Assign to Specific User . Additionally, the logic has been updated so that if any option other than Specific User is selected in the Assign to Default colu...
  5. Disposal Records (Database Query) - Logic Updated for Truck Name to Display (18392)

    An issue has been resolved that prevented the display of Truck Name for the Disposal Records query. Truck Name is displayed for disposal tickets with an assigned truck.  Pathway: Database > Database Query ...
  6. Navusoft Video Overview

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  7. Daily Auto Apply

    Pathway: Setup > Account > Account Class A “Run Daily Auto Apply” setting is available in the Account Class setup, under the Status Management tab. When enabled, this runs once daily to automatically apply any unapplied payments, credits...
  8. Status Management (Accounting) - Fix Applied to 'Has Active Service' Field (18238)

    An issue has been resolved where the Has Active Services column in the Debt Recovery / Received Payments tab incorrectly displayed 'No' for accounts that do have an active service.  Pathway: Accounting > Status Management ...
  9. Truck (Setup/Operations) - Export Option Added to Screen (18184) [New Feature]

    The Truck Setup screen has been updated to include an Excel Export option. Pathway: Setup > System > Truck ...
  10. Notification Template (Setup / System) - New Keypath Added to Credit Card Expiration Notification Template (18229)

    The Customer Portal URL keypath has been added to the Credit Card Expiration notification template . This update is intended to encourage customers to manage their autopay and payment methods directly through the portal, helping reduce inbound...