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Created On: 02/14/2023
in Setup Home Setup - Other The following article details how to use Route Optimization in Dispatch. Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency. IMPORTANT - Submit a Ticket Requ...
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An issue has been resolved that prevented the link in the Email Statement from opening correctly by the recipient. Pathway: Accounts > Account (Customer Service Screen) > AR History ...
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Previously, when a charge code with a default rate was added to a work order, the default rate was not applied. This has been fixed. Pathway: Accounts > Search Work Order; Setup > Services > Available Charge Code ...
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Created On: 02/13/2023
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...
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Logic has been updated to resolve an issue that caused a Credit Card Expiration Notification to be sent for inactive cards, showing the wrong card information. Pathway: Accounts > Account
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An issue has been resolved in the Customer Portal that was causing Credit Card and eCheck payment batches from not separating correctly. Pathway: Customer Portal > Payments ...
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Created On: 02/08/2023
in Setup Home Accounting Pathway: Setup > Accounting > Term Term Setup establishes the payment terms on an invoice to indicate when payment is due. Permission The following permissions are required to view, add and edit terms: Permission ID ...
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Created On: 02/08/2023
in Setup Home Operations Pathway: Setup > Operations > Facility The following article details the tab set in the Facility Setup tool. Setup here is used for the creation of Disposal/Ship records and is also utilized by the Disposal Activity tool in Operations. ...
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Created On: 02/08/2023
in Setup Home Services
Pathway: Setup > Services > Service Region Service Regions are smaller geographic areas that make up a Division and are assigned at the site-level. Service Regions provide flexibility in auto-assigning surcharges to sites and assist in ...
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Pathway: Setup > Account > Account Class Account Class establishes the criteria an account, or group of accounts, follow in their billing and payment processing practices. Account class is assigned to an account when the account is created...