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Logic has been updated to the creation of on call work orders to auto-populate the Service Code field if the site has only one active service. Otherwise, if there is more than one active service, the Service Code field remains null requiring the...
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Last Updated: 08/12/2024
in NavuNav NavuNav Android
Cash on Delivery (COD) is available to the NavuNav Android application to allow drivers to take payment in the form of cash, check or card. Setup Requirements In order for NavuNav to accept COD payments, the Term for the account mus...
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The following enhancements have been applied to the Services List 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 ...
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The Invoice Adjustment screen has been updated to order surcharges and taxes by the service or charge code they are attached to. Pathway: Accounts > Customer Service Screen > AR History > (right click on invoice) View Details / Adjust I...
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An enhancement has been made to the account and site customer service screen to include a status Legend that will display upon hover. Pathway: Customer Service Screen > Legend (Calendar) ...
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The Route Management map now displays the route number alongside the corresponding day of the week for each stop. Pathway: Operations > Route Management ...
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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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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...
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Two new filter options, "Inactive More Than 60 Days" and "Inactive Less Than 60 Days," have been included in the Status drop down menu on the Site Search screen. This filter is not applied if both options are selected at the same time. P...
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A new 'Request Notification Method' field has been added to the Add/Edit Contact screen. The following options are available: None: Contact will not receive request notifications in text or email. Customer must check the portal for request updates...