-
The Rate field in the Tax Rate tab of the Tax Region Setup screen has been updated to support up to four decimal places. ...
-
On the 'Create Account' screen, the Surcharge Group is now visible for the Prospect status and automatically defaults based on the selected Service Region. Pathway: Accounts > Add Account ...
-
In Database Query, a new Cancellation Requests entity has been introduced, enabling it as a basis for creating queries to pull historical cancellation data. Pathway: Database > Database Query ...
-
Pathway: Operations > Route Management
The Route Management tool is used to manage new and existing stops on a route and should be included in daily operation activities. This article details the functionality and purpose o...
-
Previously, the Reason Code and Net Variance fields were displayed when voiding a batch. With this update, those fields are now hidden, leaving only the Notes field visible. Pathway: Sales > Rate Update Batch ...
-
A new 'Reset Sequence to 0 on Reroute/Reschedule' checkbox has been added to the Current tab of the Route Management screen. Checked : Assigning a new route or rescheduling a service will set the New Sequence to 0 . Unchecked : Assigning...
-
The Min. Past Due Balance filter on the AR Aging Management screen has been corrected to properly filter by the past due amount instead of the total amount. Pathway: Accounting > AR Aging Management ...
-
In Billing, the counts in the Invoice Count, Print Count, Notification Count, and Auto Pay Enrolled columns are now displayed as hyperlinks. Clicking a hyperlink opens a popup window with detailed information. Pathway: Accounting > Billi...
-
GL Segmentation has been updated to limit the total length, including separators, to a maximum of 30 characters. Pathway: Setup > Accounting > GL Segmentation ...
-
Created On: 12/03/2024
in Accounting Home
Pathway: Accounting > GL Transaction Processing Export GL batches from Navusoft into an Excel file for uploading into QuickBooks using the process outlined here. This documentation outlines the steps within Navusoft, provides recommendat...