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Created On: 07/17/2026
in Reporting Home Analysis
Pathway: Reports > Analysis > Daily Analysis
The Daily Analysis screen is an interactive reporting screen designed to give you both a high-level look and a more granular level view into the data by day. Currently, this screen has...
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The Payments By Day Daily Analysis report now includes a totals row at the bottom of the view. The summary values are hyperlinked, allowing you to click to the Payments By Day Details view, allowing you to drill down into each payment for a gi...
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The invoice totals are now matching the site totals when Invoice Detail Level is set to "Summary by Material in Account > Edit Account > Settings . The issue reported where the totals were mismatched due to all chargeable line items not being ...
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When a site service billing is driven by a recurring minimum, the description of the minimum charge code as defined by the Line of Business is now displayed. This ensures customers clearly see that the rate applied is for a recurring minimum, an...
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The issue where editing the site details of a Vacation Hold site triggered the system to automatically update the status of the Account to Credit Hold has been fixed. The account status is no longer affected when changes are made to a Vacatio...
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Created On: 07/17/2026
in Accounting Home
Managing payments in Navusoft is highly flexible. To help you find the right method for your needs, this article maps out the payment processing workflows across the system: several in Core, a few in the Customer Portal, and 1 via Online Orderin...
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To better accommodate haulers whose drivers service multiple stops at a single location, also referred to as community stops, seconds have been added to the completion time displayed in the Services List. This enhancement helps prevent identical t...
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Created On: 05/28/2026
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Created On: 05/26/2026
in Operations Home
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Created On: 01/24/2023
in Accounts Home Notes
Pathway: Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...