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Last Updated: 12/12/2024
in Accounts Home Account Menu
Pathway: Accounts > Menu > Refund Request Initiate refund requests seamlessly for a customer using the Refund Request feature, located in the account menu. This tool streamlines the refund process, ensuring all necessary details...
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Pathway: Operations > Manifest Processing > Manifest Consolidation Manifest Consolidation is the process of combining waste material into one manifest for transfer to a location where it will be destroyed. This article details the proc...
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Last Updated: 05/24/2024
in Database Home
Pathway: Database > Notification History and Block List The Notification History tool contains a log of all SMS and Email notification types users have sent from the Navusoft system. Notifications do not immediately display upon first o...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts
This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provi...
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scale...
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Pathway: Reports > Standard Reports > AR > Work Order Payments The Work Order Payments report provides a comprehensive breakdown of each work order that is associated with a payment transaction. Only work orders that have a payment transac...
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Last Updated: 04/05/2023
in Sales Home Pipelines Pathway: Sales > Pipelines > Pipeline Summary The Sales Pipeline Summary screen displays a snapshot of data reported in the Sales Pipeline (Opportunities and Leads) dashboards . Use the filter options provided to review the data or,...
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A new Refund Request feature has been added to both the Customer Service screen and the Accounting module. Details about this feature, including setup, are outlined below. New Permissions Pathway: Setup > System > Permiss...
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Last Updated: 03/13/2024
in Setup Home Waste Profiles Pathway: Setup > Services; Operations This article details the setup required for waste profiles which includes: Enable Line of Business EPA Waste Codes Setup Charge Code Setup Enable Line of Business Pathway: Setup > Se...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Setup > Accounting > Bill Group The file format that is used to export a billing batch to a third party mailer is established in Bill Group Setup in the Settings tab. If an export format is not identified for the Bill Group, ...