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An enhancement has been made to the Bulk Update scree n to use background color indicators to identify the status of the update. Green - Processed status Red - Voided status None - Pending status Pathway: Datab...
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The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway: Accounts > Search > Accounts ...
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Tax Region Setup The following enhancements have been made to the Tax Region Setup screen: Tax Region Setup - Upper Grid An Excel Export button was added. A Search option has been added. Tax Region Setup - Tax Rate (tab) The Type ...
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The following changes have been made to the login, new user login and reset password screens. Login Screen Updates: The following enhancements have been made to the Login screen: Addition of a 'Show My Password' check box. New User...
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The following enhancements have been made to the Surcharge Group Setup screen: An Export button has been added. A Search bar has been added. Logic for adding surcharges has been changed. To add a surcharge, click the green + add icon to o...
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Bulk Update has been updated to only allow .csv or xlsx file formats to be uploaded in Upload Source File. Pathway: Database > Bulk Update ...
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An enhancement has been made to the Service History report to include a column for the Gross Quantity and the No Charge Quantity totals. Pathway: Reports > Standard Reports > Account > Service History ...
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An issue has been resolved that caused the Unapplied Total from correctly calculating the selected unapplied amounts (Payment, Deposit and Adjustments). Pathway: Accounting > Unapplied Management ...
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When emailing proposals and service agreements from the Navusoft application, if the user selected forms to attach with the email, a PDF copy of the proposal/agreement was also attached even if the 'Include Attachment?' check box wasn't checked. Thi...
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A 'Hide Inactive' check box has been added at the top of both the Service Code Setup and Charge Code Setup screens. By default, this box is checked upon the initial loading of the screen to hide inactive codes. To display the codes, uncheck the box....