Popular Articles

  1. Customer Portal - Success Message Updated (16901)

    Last Updated: 06/26/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    In the Customer Portal, after a work order has been successfully created, the Success popup has been updated to display the Work Order number. Pathway:  Customer Portal > Create Work Order  ...

  2. Navu Requests - Close Ticket Requests

    Last Updated: 05/31/2024 in General Information Home Navu Requests
    Pathway:  Home Screen; Navu Requests Icon Navu Requests can be closed by the assigned user, or a Navu Request Administrator. Upon closing a request, other users linked to the request will receive a notification of the status change. Close...

  3. Operations (Service Record) - Cannot Create Labels on Work Order (14669)

    Last Updated: 01/26/2023 in Release Notes Home Release 67 Operations - 67 Release
    Feedback * Define what exactly the issue was.  * Wording - 'an issue was occurring'  to  'an issue occurred' Previously, an issue occurred that prevented a user from creating labels on a work order.  This issue has been fixed. P...

  4. Bank Account Setup

    Last Updated: 02/13/2025 in Setup Home Accounting
    Pathway:  Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used by AR Payment Batch for payment processing. This screen consists two sections, an upper grid and a lower grid. The upper grid sho...

  5. Customer Portal - Changes to Quick Pay and Make A Payment Screen (15952) [Enhancement]

    Last Updated: 11/21/2023 in Release Notes Home Release 71 Portal - Release 71
    The following changes have been applied to both the Quick Pay and Make a Payment screens available in the Customer Portal: Radio buttons and payment options have been added to allow customers to select how they would like to pay. If 'Selec...

  6. Customer Portal - Display Exception Next To Work Order Status (16544) [Enhancement]

    Last Updated: 04/11/2024 in Release Notes Home Release 72 Portal - 72 Release
    An enhancement has been made to the display of the work order's status in the Customer Portal, now including the name of the exception reason, if one exists. Pathway:  Customer Portal ...

  7. Manifest Consolidation - Support of 2nd and 3rd Transfers (14503, 14647) [Enhancement]

    Last Updated: 01/25/2023 in Release Notes Home Release 67 Operations - 67 Release
    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.   ...

  8. Payment Batch Listing

    Last Updated: 09/19/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard > AR > Payment Batch Listing  The Payment Batch Listing report lists all the payment batch details within a time period. The report can be further filtered by the Bank Account or Type assigned to the batch. ...

  9. Dispatch (Operations) - Updates to Context Menu Actions (17440)

    Last Updated: 12/17/2024 in Release Notes Home Release 74 Operations - Release 74
    The following enhancements have been applied to the Dispatch screen: Left and Right-Click Enhancements Left-click anywhere within a row (that is not a link) and it will cause the selection of the row. Right-click ...

  10. Customer Portal - 'Maximum Payment Amount' Field Displayed When Not Enabled (16420)

    Last Updated: 02/28/2024 in Release Notes Home Release 72 Portal - 72 Release
    Previously, even when the 'Enable Auto Pay Max Amount' setting in System Options Setup was set to 'No,' the option remained visible on the Customer Portal. This issue has been resolved. Pathway:  Setup > System > System Options ...
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