-
P athway: Accounts > Tax Verification The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately calculate and apply appropriate taxes to service...
-
The Tax Verification screen has been updated with the following changes: Previous check box selections for "Verified," "Not Verified," "Failed," "Address Not Found" and "Errors" now display as a tabset. A Confirmation prompt has also been added ...
-
Previous posting logic only allowed a work order to progress in the "Pending" to "Posted" process. With this change, if a work order has not been billed, the Posting Status can be reverted back to "Ready to Post" from a "Posted" status. ...
-
Previously, when creating an on call work order, the External ID was not copying over to the service record. This has been resolved. Pathway: Accounts > Search > Accounts ...
-
Notification template option 'Other' has been renamed to NavuSales iOS and is no longer available in Customer Service. Pathway: Setup > System > Notification Template ...
-
The issue with the truck display, which was preventing the hyperlink to the Truck History Calendar Screen from appearing, has been successfully resolved. Pathway: Operations > Dispatch ...
-
Created On: 10/05/2023
in Operations Home Dispatch Pathway: Operations > Dispatch In Dispatch, a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly navigate between...
-
Created On: 10/02/2023
in Setup Home Accounting Pathway: Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used by AR Payment Batch for payment processing. This screen consists two sections, an upper grid and a lower grid. The upper grid sho...
-
If the 'Enable ERP Integration' is set to 'Yes' in System Options Setup, an ERP ID field will display in Tax Region Setup. Pathway: Setup > System > System Options; Setup > Accounting > Tax Region ...
-
The following changes have been applied to the labels on the Edit Route Record popup editor: Miles field has been removed 'Start Time' was renamed to 'Scheduled Start Time' 'End Time' was renamed to 'Expected End Time' 'Disposal Location' was r...