New Articles

  1. Generate Invoice (Accounts) - Performance Improved to Preview Invoice (16906)

    The performance of the Preview Invoice screen has been improved. This update resolves an issue where the amount displayed on the Preview screen differed from the amount generated on the generated invoice if it included a prorated service. ...
  2. Edit Disposal / Shipment (Operations) - Disposal Tickets Entered in NavuNav Not Displaying In Dispatch Disposal Records (16806)

    An issue has been resolved where Disposal Records created in NavuNav were not being calculated into the Disposal Rate field when viewed in Navusoft. Pathway: Operations > Dispatch ...
  3. Billing (Accounting) - Enhancement to Allow Omitting One or More Divisions from a Billing Batch (16882) [New Feature]

    Functionality has been added to exclude specific divisions from a billing batch when the batch includes more than one division. On the Billing screen, if a batch is in the 'Not Started' status and the Bill Group is not limited to a single division...
  4. Process a Vacation Hold

    Pathway:  Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes.   ...
  5. Notification Template (Setup) - Text Message Notifications Include HTML Link (16896)

    Previously, invoice numbers in SMS notifications were sent with HTML markups in the link. This has been resolved to display the invoice number in plain text. Pathway:  Setup > System > Notification Template ...
  6. Accounts - Keyboard Functionality Improved Across Multiple Screens (16884, 16885, 16624)

    To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
  7. Billing (Accounting) - Updates to 'Create Billing Batch' (16994) [New Feature]

    When creating a billing batch, users will notice that the Type field has been updated to display the following selection options: 'All Charges' and 'Work Order and Manual Charges Only.' Additionally, the 'Bill From Date' field has been removed, ...
  8. Invoice Message Management

    Pathway:  Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...
  9. Invoice Message Management (Accounting) - New Screen Available (16963, 16972) [New Feature]

    A new "Invoice Message Management" screen has been added to the Accounting module. This screen allows users to create and edit messages specific to a Division, Bill Group, Account Class, and Service Region, which will be displayed on customer invo...
  10. Recent Activity and Sales Rep (Homepages) - Account Requests Column Updated (16929)

    In the Recent Activity and Sales Rep Homepages, the Account Requests column has been renamed to "Requests" and will display both account requests and cancellation requests.   Pathway:  Recent Activity and Sales Rep Homepages ...