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Last Updated: 10/24/2024
in Setup Home Services
The primary reason to enable temporary services is to track temporary service revenue. This article explains how to set up and apply temporary services to a site. When adding a service, if the reason code permits temporary services, the Add Activ...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
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Last Updated: 10/02/2023
in Reporting Home Analysis Pathway: Reports > Analysis > AR Analysis The Accounts Receivable (AR) Analysis report offers a comprehensive examination of the Division's AR activity for a designated fiscal year. Permissions Permission ID Permission N...
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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Account Screen The Dot Description defaults to the description given to the Charge Code. Select the EPA icon from the customer's site to edit this description if needed. EPA Waste Codes can also be added and removed f...
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The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid ...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool provides all system users a way to report issues and request help while using the Navusoft application. General users of Navu Requests can create ticket requests for any rea...
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Last Updated: 10/09/2023
in Setup Home Account Pathway: Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of the ...
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Last Updated: 02/18/2025
in Setup Home Operations Pathway: Setup > Operations > Material Type Material Type identifies the various types of waste collected and is essential for safe transportation and destruction. Permissions The following permissions are required to view, ad...
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Last Updated: 02/04/2025
in Operations Home Split Orders The following article details the behind-the-scenes setup required to control split order functionality. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing tha...
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Last Updated: 01/15/2025
in Setup Home Services
Pathway: Setup > Services > Available Charge Codes The Available Charge Code Setup determines where charge codes are available. Charge codes must first be created in the Charge Code Setup before their availability can be configured o...