Popular Articles

  1. Payment Batch Listing

    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. ...
  2. Search Accounts - Improvements Made to Search Screen (16466) [Enhancement]

    The following enhancements have been applied to the Search screen: 1. Keyboard-friendly: Each search field on the Search screen supports keyboard entry and responds to the tab key. Upon typing in a search field, the system will generate a lis...
  3. Dispatch (Operations) - Updates to Context Menu Actions (17440)

    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 ...
  4. Past Due Notification Letters - Updates to Letter Templates (14800) [Enhancement]

    The following changes have been made to Invoice List Past Due Dunning Letters and Past Due Dunning Letters: The remittance address of the division will display in the upper left corner of the letter. The division name/address and customer name...
  5. Create On Call Order (Accounts) - Update to Route Selection Drop Down (16535) [Enhancement]

    An enhancement has been implemented in the Route selection drop down menu when creating an on-call order or editing a service record. Now, it displays the name of the default driver for the route alongside the route name. Pathway:  ...
  6. Customer Portal - Division Logo Not Printing on Services Calendar (14919)

    An issue has been resolved that prevented the division logo from printing on the services calendar in the Customer Portal.  Pathway: Customer Portal > Current Services  > select Print Calendar > select Print Icon ...
  7. AR Aging Management (Accounting) - Multi-Select Added to Division Filter (17018)

    In AR Aging Management, the Division filter was enhanced to support the selection of multiple divisions.  Pathway: Accounting > AR Aging Management ...
  8. User Security Basics

    Pathway:   Setup > System > Role; Division; User This page is intended for System Administrators and anyone who creates/maintains user accounts in their Navusoft application. This article provides an overview of the four key eleme...
  9. Dispatch (Operations) - Edit Route Record Title Bar Updated (16851) [New Feature]

    The title bar in the Edit Route Record popup editor has been updated to include the route name and date. Pathway: Operations > Dispatch ...
  10. Opertions (Resource Calendar) - *New* Resource Calendar Available (14386, 14372, 14374, 14485) [Enhancement]

    A new Resource Calendar tool has been released in the Operations module under Resource Scheduling. This tool provides dispatch with a high level view of worker availability, route assignment conflicts and displays the current status of a route. Filt...