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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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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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Pathway: Reports > Standard Reports > AR > Tax Details The Tax Details report offers a detailed breakdown of the sites within the specified time period that were taxed on a sale. Using the available filters, this report can be refined to f...
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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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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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Last Updated: 02/20/2025
in Accounts Home
Service bundles are predefined groups of services tailored to specific geographic regions, ensuring customers see only the options available to their location. These bundles streamline the selection process and enhance user experience. Service bun...
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The ability for a driver to move the location pin has been implemented in the Android version of the NavuNav app. When a driver moves a pin, the new location is saved and viewable in Navusoft. ...
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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...
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Pathway: Reports > Standard Reports > AR > Aging Details To Date The 'Aging Details To A Date' report provides additional aging details for accounts in the selected division based on the date entered. Required Permissions P...
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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...