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Last Updated: 03/03/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Accounts From the Account Details section of the Customer Service screen, click the attachments icon to add photos, documents, purchase orders, and waste profiles. The red item number alert displays a dynam...
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Last Updated: 01/23/2025
in Sales Home Sales Management Pathway: Sales > Sales Management The Sales Management screen consists of two sections: the upper grid and the lower grid. The upper grid provides a summary of contracts and proposals submitted by each sales representative along with the ...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...
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Last Updated: 04/04/2023
in Sales Home Pathway: Sales > Contract Expiration Contract Expiration is a loss prevention tool used by sales to monitor customer contract expiration dates. The Contract Expiration screen is divided into two grids; the top grid displays a summary of co...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing Batch screen streamlines the bulk processing of billing transactions within the Navusoft system. This article captures the process of creating a new billing batch. Permissions The...
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Review the enhancements made to the Driver Timeline screen in Dispatch, as well as some of the updated views within Dispatch. Additional Items Added to Menu Options New selection options include: Set Driver Log In / Out Upon sel...
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Last Updated: 12/16/2024
in Accounts Home AR Managment
Pathway: Accounts > Search > Accounts > AR History The option to enable auto-pay for an account is linked to its payment method and is configured in AR History. Accounts with auto-pay can choose to have payments processed either at the...
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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) This article focuses on linking site services. When an active service is added to, or already exists on an account, users can link additional services such as a "locking ba...
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Last Updated: 04/26/2024
in Setup Home Setup - Other Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
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Last Updated: 12/16/2024
in Accounts Home Service Records Pathway: Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and convenien...