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The following changes have been implemented in AR Payment Batch: Payment Source Setup A new Payment Source Setup screen has been added to Setup > Accounting. AR Payment Batch In the payment batch ...
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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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An issue that prevented portal users from viewing photos attached to account requests in Navusoft has been resolved. Pathway: Customer Portal ...
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Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated to an account. Permissions Permission ID Permis...
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An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. Pathway (Portal): Customer Portal > Requests Pathway: Accoun...
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A new "Invoice Message Management" screen has been added to the Accounting module. This screen allows users to create and edit messages specific to a Division, Bill Group, Account Class, and Service Region, which will be displayed on customer invo...
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The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module. Setup: Disposal/Ship Location Pathway: Setup > Operations > Disposal/Ship Location The Disposal...
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Pathway: Reports > Standard Reports > AR > Payment Transfer The Payment Transfer Report is used to review and audit payments that have been transferred between divisions within an identified time period. Required Permission T...
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Customer Portal accounts with their homepage set to the Services Map and Requests view have been updated to include a Service Exceptions tab. This tab will only display service records with a 'Not Serviced' work status. Pathway: Custom...
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Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access. Contacts Screen The following enhancement has been made to the Contacts screen: A Request Notificatio...