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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. Tran...
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Manifest Consolidation has been enhanced to support a second and third transfer. To support this, enhancements have been made to the Manifest Consolidation screen and are referenced in the Screen Functionality and Logic Updates section below. ...
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Last Updated: 01/12/2024
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...
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Last Updated: 04/26/2024
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 ...
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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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Last Updated: 03/19/2024
in Setup Home Services The following article details the setup of surcharges and surcharge groups. Surcharges are an additional charge added to services rendered that are assigned to an account's billing setup (if applicable) by using a Surcharge Group, a grouping of sur...
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Last Updated: 11/20/2023
in Accounting Home Pathway: Accounting > Period Closing The Period Closing screen provides a list of divisions for which the AR (Accounts Receivable) period can be closed. Once closed, the system restricts any further AR activity within that period. It's imp...
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Last Updated: 02/07/2024
in Accounts Home Account Menu Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...
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Pathway: Accounts > Search: Accounts The following article details how to create an Account Request from the Customer Service screen. After an account request is created, it will filter into two locations: Account Request Management and ...
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Pathway: Accounts > Search (Accounts) > Calendar (Section) The Customer Calendar tool displays actionable items applied to an account, records users who have viewed the account, and includes right-click functionality to access addition...