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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: 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 > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
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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: 03/31/2025
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...
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Last Updated: 11/19/2024
in Accounts Home Accounts Screen
Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Ac...
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Last Updated: 01/24/2025
in Sales Home CRM Sales Workflow
This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to clo...
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Last Updated: 03/13/2024
in Setup Home User Security Pathway: Setup > System > Permission Within the Navusoft application, user accounts require specific permissions for daily operations. These permissions are not directly allocated to individual users; rather, they are assigned to roles l...
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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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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipeline > Leads The Pipeline Leads tool provides sales representatives with the information they need to identify and target new customer s based on previously collected prospect information. This tool only includes le...