New Articles

  1. Accounts - New Origin Field Added to Create Account and Add/Edit Site (15137) [Enhancement]

    Created On: 06/15/2023 in Release Notes Home Release 69 Accounts - 69 Release
    A new 'Origin' field has been added to Add Account , and Add/Edit Site to record. If the account is created with an origin assigned, the Origin field will auto populate in the Add Site screen when a new site is created. Pathway:  A...

  2. Standard Reports - New AR Reports Available (14778) [Enhancement]

    Created On: 06/15/2023 in Release Notes Home Release 69 Reports - 69 Release
    Two new report types have been added to AR Standard Reports. Aging Details To A Date  Aging To A Date Reports Added Pathway:  Reports > Standard Reports > AR > Aging Details To A Date ; Aging Summary To A Date ...

  3. Truck Setup - Modifcations to Truck Setup (15269, 15634) [Enhancement]

    Created On: 06/15/2023 in Release Notes Home Release 69 Setup - 69 Release
    Truck Setup has been updated to include a new 'Last Odometer' column that will display the last mileage reading and date it was recorded. In addition, a new Attributes tab was also added to "Add Truck" to record supplemental truck information.  ...

  4. Account Class - Option to Disable Adding Stored Payment Method Added (15239) [Enhancement]

    Created On: 06/14/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new field 'Disable Adding Account Payment Method'  has been added to the Credit Card/ACH section of the Portal/Payment Processing tab. When enabled, the ability to save payment methods in AR History and the Payments tab of a work order will be d...

  5. Rate Update Batch - Batch Update Processing (15343)

    Created On: 06/14/2023 in Release Notes Home Release 69 Sales - 69 Release
    A prior issue that prevented the processing of rate update batches, causing them to remain in an "In Progress" status, has been resolved.   Pathway:  Sales > Rate Update Batches ...

  6. Bill Group - New Frequency Added (15237)

    Created On: 06/14/2023 in Release Notes Home Release 69 Setup - 69 Release
     A new  'Anniversary 30 Day' option has been added to the Frequency field in Add/Edit Bill Group.  Pathway:  Setup > Accounting > Bill Group ...

  7. Transporter - Emergency Response Message (15296) [Enhancement]

    Created On: 06/14/2023 in Release Notes Home Release 69 Setup - 69 Release
    A recent update has been implemented to incorporate the Emergency Response Message into the standard manifest format. This message can now be included by entering it in the 'Emergency Response Message' field found within the Transporter Setup. ...

  8. Disposal Detail - Logic Updated to 'Ticket #' Column (15096)

    Created On: 06/14/2023 in Release Notes Home Release 69 Reports - 69 Release
    An enhancement has been made to include both internal and external ticket IDs within the disposal summary under Ticket #. Pathway:  Reports > Standard Reports > Operations > Disposal Detail ...

  9. Accounts - Change History Displaying Rate Change From Rate Update Batch (15342)

    Created On: 06/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when a rate was modified using Rate Update Batches, the Change History for a service on an account did not reflect the updated rate. This has been resolved. Pathway:  Accounts > Search: Accounts > right click on a service and...

  10. Dispatch - Optimization Override Field Added to Start Route Optimization (14977) [Enhancement]

    Created On: 06/13/2023 in Release Notes Home Release 69 Operations - 69 Release
    A new "Optimization Override" field has been added in the "Start Route Optimization" feature of Dispatch. This field allows users to override both the Line of Business route optimization settings and RouteSmart's route optimization settings. If the ...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.