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Created On: 10/28/2023
in Accounting Home Pathway: Accounting > Status Management The Status Management screen consists of four tabs that are primarily used to oversee and manage the status of accounts that are on, or eligible for credit hold. Permissions Permis...
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Created On: 10/26/2023
in Operations Home
Pathway: Operations > Active Dispatch The Active Dispatch screen enables dispatch operators to manage routes more efficiently. Users can utilize drag-and-drop functionality to assign unassigned work orders to routes, transfer assigned wo...
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A new '4x6 Hazardous Waste Label - With Background' option has been included in the Print Work Order Labels list on the Edit Service Record screen. Pathway: Work Order (search) > Charges (tab) ...
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Functionality has been improved to enable the transfer of a deposit that has been converted into a payment to another account. Pathway: Accounts (Customer Service Screen) > AR History ...
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Previously, if a user created an on call order, and changed the Schedule Date after the Service Code field was populated, the service code is removed. This has been resolved. Pathway: Accounts (Customer Service Screen) > Create On Call...
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The following columns have been added to the Navusoft File Format export: Location Postal Code Location Full Postal Code Location Phone Business Hours Service Days Service Day Hours Service Code Service Code Name Equipment Type Equipmen...
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The Create Invoice screen has been updated to include a Grand Total at the bottom. Pathway: Accounts (Customer Service Screen) > AR History ...
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To prevent errors when processing billing batches with an invoice message greater than 500 characters, the Invoice Message field in Add and Update Bill Group has been expanded to accommodate up to 2000 characters. Pathway: Setup > Accou...
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In order to maintain consistency with other sections of the product, we have moved the "add site" icon to the left side of the Site Search screen. ...
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Created On: 10/19/2023
in Accounting Home Pathway: Accounting > Unapplied Management The Unapplied Management screen provides accounting information for payments and over-payments collected on an account that have not been applied to an invoice. From this screen users can appl...