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Last Updated: 07/01/2025
in Accounts Home Tax Verification
P athway: Accounts > Tax Verification Tax Verification only applies to Texas. The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately ...
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Last Updated: 05/24/2024
in Database Home
Pathway: Database > Import > Import Manual Charges The Import Manual Charges feature provides users a method of importing a large amount of manual charges across multiple sites. Once imported, charges are included on the next invoice. ...
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Pathway: Accounts > Search (Accounts) > Calendar (Section) The Customer Calendar tool provides a comprehensive overview of actionable items associated with an account. It tracks and displays users who have accessed the account and of...
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Last Updated: 02/03/2025
in Database Home Pathway: Database > Send Bulk Portal Invites The Send Bulk Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a previous invite....
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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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Last Updated: 04/26/2024
in Setup Home Accounting Pathway: Setup > Accounting > Term Term Setup establishes the payment terms on an invoice to indicate when payment is due. Permission The following permissions are required to view, add and edit terms: Permission ID ...
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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Waste Profile Management The Waste Profile Management tool offers a comprehensive overview of waste profiles across all sites. Using this screen, users can quickly review and manage waste profiles for a site. ...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Reports > Analysis > Customer Analysis The Customer Analysis report provides two report options: Earned Revenue and Revenue. These reports provide a breakdown of revenue associated with the accounts that meet the criteria defined ...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Report > Analysis > Revenue Analysis The Revenue A nalysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users with the flexibility to analyze and interpret both monthly an...
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Last Updated: 09/26/2024
in Accounts Home Services
Pathway: Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...