New Articles

  1. Permission Setup - Enhancements to Role Permission Tab (16197) [Enhancement]

    Created On: 01/17/2024 in Release Notes Home Release 72 Setup - Release 72
    The following enhancements have been applied to the Role Permission grid in the Permission Setup screen: The 'Authorized,' 'Not Authorized' and 'New' icons in the Authorization Status column have been replaced with a drop down selection for each r...

  2. Role Setup - Enhancements to Role Setup and Permissions Grid (16203) [Enhancement]

    Created On: 01/17/2024 in Release Notes Home Release 72 Setup - Release 72
    The following enhancements have been applied to Role Setup and its Permissions grid: Columns renamed: The 'Authorized' column was renamed to 'Authorized Permissions.' The 'Not Authorized' column was renamed to ' Not Authorized Permissions.' The...

  3. Tax Region Setup - 'Type' Column Added to Tax Rate Tab (16217) [Enhancement]

    Created On: 01/16/2024 in Release Notes Home Release 72 Setup - Release 72
    In the Tax Rate tab of the Tax Region Setup screen, a new 'Type' column has been added.  Pathway:  Setup > Accounting > Tax Region ...

  4. Accounts - Logic Updated to Per Unit Rate Field (16170, 16286) [Enhancement]

    Created On: 01/16/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to the Per Unit Rate field for Manual Charges and Active Services to allow users to enter a 7 digit rate. Previously, anything over 999,999 was not supported and an error message would display. Pathway:  Accounts >...

  5. Work Type Event Class Setup - Inactivate Option Added (16215) [Enhancement]

    Created On: 01/16/2024 in Release Notes Home Release 72 Setup - Release 72
    The Work Type Event Class screen now features an Active field with 'Yes' and 'No' options for each work type event class. If a work type event class has '0' linked service codes, it can be marked as inactive. In cases where a service code is linked,...

  6. Billing Batch - Tooltip Added to 'Autopay Enrolled Column' (16178) [Enhancement]

    Created On: 01/11/2024 in Release Notes Home Release 71 Accounting - Release 71
    The Billing Batch screen's Auto Pay Enrolled column has been enhanced to display details of the values listed in the column with a tool tip. Hover over the value and the details will be displayed. Pathway:  Accounting > Billing ...

  7. AR Analysis Report - Details Screen Not Loading Large Data Sets (16161)

    Created On: 01/11/2024 in Release Notes Home Release 72 Reports - Release 72
    An issue has been resolved that was preventing the AR Analysis Details screen from loading large sets of data.  Pathway:  Reports > Analysis > AR Analysis ...

  8. Inbound/Outbound - Error Creating New Disposal Record (16157)

    Created On: 12/27/2023 in Release Notes Home Release 72 Operations - Release 72
    Previously, an error message was returned when trying to create a disposal record in Navusoft and NavuNav. This has been resolved. Pathway:  Operations > Inbound/Outbound ...

  9. Accounts - Active Services Taking Longer To Load (16173)

    Created On: 12/27/2023 in Release Notes Home Release 71 Accounts - Release 71
    Previously, when viewing a site, the Active Services section of the screen was taking longer to load than usual. This has been resolved. Pathway:  Accounts > Search > Accounts ...

  10. Route Management (Pending) - Upon "Post" Screen Continues to Display as "Updating" (16172)

    Created On: 12/27/2023 in Release Notes Home Release 71 Operations - Release 71
    Previously, in the Route Management Pending tab, when a new route was set and the 'Post' button was clicked, the route would post successfully, but the screen would persistently show "updating." This has been resolved. Pathway:  Operatio...
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