-
Created On: 07/24/2024
in Accounts Home
Pathway: Accounts > Site Status Updates Pending Approval The Site Status Pending Approval screen provides a second level review to complete a status change to a site. Use this screen to approve or reject changes to an active, vacation ho...
-
A new default setting, 'Per Invoice Fee', is available in the Account Class setup screen that will be visible on the Customer Service screen and in Edit Account when configured. Account Class Setup - Finance Charges and Other Fees New Def...
-
The date format on the Recent Activity and Sales Rep homepages now includes the year. Pathway: Homepage ...
-
Attachments added to the service record in Dispatch, and made available to NavuNav, are now displayed as links in the Stop Details window. ...
-
In the NavuNav Android application, banner counts were added to the status filters. ...
-
The logic for the Effective Date field in Site Status History has been updated, allowing a site to be made active, inactive, or placed on a vacation hold using the current date. Pathway: Accounts > Site Status ...
-
A fix has been deployed to resolve the issue where chargebacks were not showing on the AR History screen after a payment reversal. Pathway: Accounts > AR History ...
-
Created On: 07/17/2024
in Setup Home System
The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vend...
-
In Site Status History, if "Vacation Hold" is selected as the new site status, an optional "End Date" field will display. If an end date is entered, the system will automatically reinstate the site to an active status on the specified end date ent...
-
An issue has been resolved where users with access to only one division were stuck in a loop between the “Duplicate Accounts” and “Add Site” windows. Selecting "Continue" from the Duplicates Accounts window will create the new site. Pa...