New Articles

  1. Customer Portal - Option To Print Receipt Added - (15168)

    Created On: 04/27/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The print icon has been enabled in the Customer Portal for payment receipts. Previously, print was only available for invoices.  Pathway:  Customer Service Portal  ...

  2. Split Sites - New Accounts/Sites Not Displaying Information (15092)

    Created On: 04/27/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when using the Split Site to New Account feature, the account/site details were missing for the new account. This has been fixed.  Pathway:  Accounts > Search Accounts > Account Detail s ...

  3. Work Order - Default Destination Not Displaying on Scheduled Work Orders (14744)

    Created On: 04/27/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented the Default Destination assigned to a service from populating in the Service Record's Destination / Origin field. This affected Scheduled Event Type work orders. Pathway: Accounts > Search Work ...

  4. Accounts - Selection of Default Destination Clearing Monthly Rate Field (15183)

    Created On: 04/26/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when adding a service with Default Destination enabled, the Per Unit rate was resetting to 0.00 upon selection of a Default Destination. This has been fixed. Pathway:  Accounts > Search  Accounts > Add Service ...

  5. Bill Group - New Print Sequence Option Added (15167) [Enhancement]

    Created On: 04/26/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new Print Sequence option 'Postal Code and Account ID' has been added to Add/Update Bill Group. Pathway:  Setup > Accounting > Bill Group ...

  6. Credit Card and ACH Reconciliation - Credit Card Refund Records (15142)

    Created On: 04/26/2023 in Release Notes Home Release 69 Accounting - 69 Release
    An issue has been resolved that prevented Credit Card and ACH refunds from being reflected in the Credit Card/ACH Reconciliation screen. In addition, 'Refund' has been added to the list of options in the Source drop down.  Pathway:  ...

  7. Bill Batch - Send Notification Logic Updated (15159)

    Created On: 04/26/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The following logic has been updated to the tabs on the Billing screen: Pending and In Process - The 'Send Notifications' right-click option has been restricted to only display for batches in a Posted status. History - The 'Resend Notifications' ...

  8. AR Payment Batch - Screen Updates (15107)

    Created On: 04/21/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The following updates were applied to the AR Payment Batch editing tool: A Deposit check box has been added to indicate the money received was entered as a deposit. The Deposit column is hidden if the user does not have permission 267 (Post Depos...

  9. Accounts - Work Order Prepayment Notification Pending (14945)

    Created On: 04/21/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The following changes have been applied to WO Prepayment Notifications: In Setup > System, 'WO PrePayment Receipt' has been renamed to 'Work Order Prepayment Notification'. This will display as WO Prepayment Notification on the calendar and...

  10. Dispatch - Assigned Truck Changes (15091)

    Created On: 04/21/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated in Dispatch to refresh and display truck assignment changes if the driver has selected a different truck in NavuNav. Additionally, the Route Production view in Dispatch will display the mileage the driver logged at the start o...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.