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Last Updated: 04/18/2024
in Setup Home Account
Pathway: Setup > Account > Account Request Type The Account Request Type Setup screen allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of accou...
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Pathway: Reports > Standard Reports > AR > Operations Report The Operations Repor t offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze t...
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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipelines > Opportunities The Pipeline Opportunities tool serves as a means to monitor and oversee prospects who have received a proposal and estimate the potential revenue these prospects could generate. Unlike quotes, proposa...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool enables users to communicate issues and requests to Navusoft. After submitting a ticket request, users can track its status within Navu Requests tab set. Additionally, any c...
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The Billing Batch screen's Auto Pay Enrolled column has been enhanced to display details of the values listed in the column with a tool tip. Hover over the value and the details will be displayed. Pathway: Accounting > Billing ...
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The logic has been updated to fix an issue that was preventing credit invoices from being applied to open and past-due invoices during the daily auto-apply process. Pathway: Accounts > Customer Service Screen > AR History ...
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Last Updated: 07/08/2024
in Accounting Home
Pathway: Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...
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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Account (screen) This article details how to add a waste profile to a site and link it to a charge code for an active service. Waste profiles are added in two ways: From the Photos, Attachments, Blanket Purchase O...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Note Type Note Type Setup is used to create the different note types that are available for selection when servicing or communicating on an account or site. Permissions The following permission...
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Last Updated: 04/29/2024
in Setup Home Account Pathway: Setup > Account > New Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the acco...