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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...
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An issue was found in the AR History screen that was preventing Void/Reverse menu options from displaying for Rebate/Refund types. This has been fixed. Pathway: Accounts > AR History ...
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The Charges tab on the Service Record has been moved to the first position in the Service Detail tab set. Pathway: Accounts > Search > Work Order ...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provider ...
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An issue has been resolved that allowed customer's to see subtotal of amounts charged on unposted work orders in the Customer Portal. Pathway: Customer Portal ...
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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 following enhancements have been applied to the Credit Card Expiration screen: A new 'Expiration' filter has been added. Filter options include: Expired, In 1 Month, In 3 Months and In 6 Months. Export to Excel added. Addition of bread-cr...
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The logic governing the Quantity field in 'Create On Call Order' has been updated to display either null or '1' depending on the service quantity. Null/blank is displayed if the service quantity is greater than "1." "1" is displayed if the servic...
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When an account with a single site is updated to a "Bad Debt" status, the logic has been updated to prevent the Site status from being changed to "Bad Debt." Furthermore, "Bad Debt" is no longer an available status in Site Status History. ...
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Last Updated: 05/24/2024
in Database Home
Pathway: Database > Import > Import Manual Charges The Import Manual Charges feature provides users a method of importing a large amount of manual charges across multiple sites. Once imported, charges are included on the next invoice. ...