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Pathway: Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide ...
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Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
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Created On: 02/06/2023
in Setup Home System Pathway: Setup > System > Department Department Setup populates the list of options in the Department field when adding or updating a user account. Assigning departments to user accounts helps in daily operations such as managing tasks....
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Created On: 02/06/2023
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
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Pathway: Accounts > Unread Email Management The Unread Email Management screen records unopened email messages that were sent out of the Navusoft application. This screen loads based on the Division and time frame selected. Upon load, on...
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Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Invoice Adjustment - Pending Approval and History tool is used to approve or reject credit requests and maintain a history of each approval by time period. When ...
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Created On: 02/01/2023
in Setup Home System
Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
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An issue has been resolved that prevented users from being able to scroll down on the Unread Email Management screen. Pathway: Accounts > Unread Email Management ...
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An issue has been resolved that allowed the Expiration Credit Card Notification to be sent to emails of inactive accounts. If an account is inactive it will no longer receive the notification. Pathway: Accounts > Search > Account ...
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Created On: 01/30/2023
in Setup Home Setup - Other The following setup must be complete to process a credit request on an invoice. Permissions Required Review the following permissions required for credit request processing. Permission ID Permission Name Description 332 ...