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Logic has been updated to the scanning labels receipt timestamp to pull from the local browser time. Pathway: Accounts > Search - Work Order / Invoice / Reference / PO ...
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Created On: 02/27/2023
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax cl...
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Created On: 02/27/2023
in Setup Home Account Pathway: Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of the ...
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An issue was found that caused the timestamp in Recent Activities to display the wrong time. This has been fixed to use the user's current time. Pathway: Home Screen > Recent Activity Icon; Activities Column ...
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The Notification Details screen available through the Invoice Notification Monitoring tool has been updated to include Search and Excel export options. Pathway: Accounting > Invoice Notification Monitoring ...
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The Sales Result Details screen of the Sales Results Net New report has been updated with the following: A search box has been added. The toolbar was reordered to the following: Show Map, Export and Search. Column alignment formatting comple...
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Formatting to phone fields in both the Add and Update Disposal / Ship Location editors have been updated. Pathway: Setup > Operations > Disposal / Ship Location ...
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Created On: 02/23/2023
in Setup Home Accounting This article provides tax setup information and covers the following screens in Navusoft: Tax Setup, Tax Region, and Tax Rate. Tax Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, etc) th...
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A 'View' link option has been added to the Disposal / Ship Location Setup screen to view a signature if one has been attached. Signatures are attached in the ' Add Disposal / Ship Location' or 'Update Disposal / Ship Location' screens. ...
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The Charges tab on the Service Record has been moved to the first position in the Service Detail tab set. Pathway: Accounts > Search > Work Order ...