New Articles

  1. AR Account Activity Report

    Created On: 08/22/2023 in Reporting Home Standard Reports Account
    Pathway:  Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated to an account. Permissions Permission ID Permis...

  2. Bill Group Setup - New 'Invoice With Aging' Available (15024) [Enhancement]

    Created On: 08/22/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new invoice format, "Invoice With Aging," has been added to the invoice options available in Bill Group Setup. Pathway:  Setup > Accounting > Bill Group ...

  3. Service Code Setup - Selections For Pricing Model Changed (14384) [Enhancement]

    Created On: 08/22/2023 in Release Notes Home Release 69 Setup - 69 Release
    Different pricing models are available in the Pricing Models drop down on the Add Service Code screen. For more information including the setup process, submit a ticket request to Navusoft. Pathway:  Setup > Services > Service Code ...

  4. Reports (Standard - Disposal Detail) - New Parameters Added (15327) [Enhancement]

    Created On: 08/21/2023 in Release Notes Home Release 69 Reports - 69 Release
    Two new parameters "Weight Summary Unit" and "Volume Summary Unit" have been added to the Disposal Detail report as required fields. In addition, the "LOB" parameter has been modified to display as "Line of Business."  Pathway:  Reports ...

  5. Accounts (Service Record) - Update to Add State ID to Source Location Tab (14899) [Enhancement]

    Created On: 08/21/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An enhancement has been made to add State ID to the Source Location tab in the Service Record. In addition, the Source Location search box has been expanded to include the ability to search by State ID. Pathway:  Accounts > Search > A...

  6. Customer Portal - Logic Update to Display of Total Due (15144) [Enhancement]

    Created On: 08/21/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Logic has been update to the Account Balance Due that displays in the Customer Portal to exclude the Unapplied Payments/Credits amount. Pathway: Account Portal > Make a Payment ...

  7. Dispatch (Services List) - Productivity View Added (14163) [Enhancement]

    Created On: 08/21/2023 in Release Notes Home Release 68 Operations - 68
    A new "Productivity" option has been added to the view drop down on the Services List screen in Dispatch.   Pathway:  Operations > Dispatch ...

  8. Opportunities - Dashboard Filter Not Limiting Detail Results - (15641)

    Created On: 08/18/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously an issue was occurring within the Opportunities Dashboard where the filter options were not matching the grid details results.  This has been resolved.  Pathway:  Sales > Pipelines > Opportunities  ...

  9. AR Payment Batch - Timezone Display Correction (15337)

    Created On: 08/18/2023 in Release Notes Home Release 69 Accounting - 69 Release
    Previously, the timestamp in the AR Payment Batch details screen used the UTC timezone while AR Payment Batch used the division's timezone. This has been corrected so all payment batch screens consistently use the division's local time.  ...

  10. Rate Update Batch - Contract Expiration Date Hyperlink To Contract - (15522)

    Created On: 08/18/2023 in Release Notes Home Release 69 Sales - 69 Release
    Within the Rate Update Batch Details, the Contract Expiration date is now a hyperlink that, when clicked, will open and allow viewing of the associated contract.  Pathway:  Sales > Rate Update Batch ...
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