Popular Articles

  1. Broker Group Setup

    Pathway:  Setup > Account > Broker Group The Broker Group Setup screen allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Broker Group Setup Field Descrip...
  2. Screen Share: Create or Join a Screen Share Session

    Pathway:   User Profile Menu Screen sharing in Navusoft allows users to view another user's screen securely without sharing login credentials. This feature operates exclusively within the Navusoft application, ensuring that other brows...
  3. User Location - User Drop Down Selections Displaying - (15323)

    A reported issue has been resolved that prevented the user names from displaying in the User drop down if "Hourly Breadcrumb" was selected for the Location Type.  Pathway:  Sales > Maps > User Location ...
  4. NavuNav (Android) - Multiple Screen Updates for Search, Sort and Filter (13670, 15672)

    The following improvements have been applied to NavuNav (Android):  The display of the Search option has been enhanced for search entries. Additionally, the search functionality has been fixed to accurately filter the screen based on the entere...
  5. AR Aging Management - 'Total'Calculation Not Rounding Correctly (16379)

    The rounding logic in the Total column of the AR Aging Management screen has been corrected to align with the AR Aging Buckets displayed in the Customer Service screen. ...
  6. Add/Edit Account (Accounts) - Broker Group Field Added (17084) [New Feature]

    A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...
  7. GL Account Setup

    Pathway:  Setup > Accounting > GL Account A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...
  8. Routing and Collection (Transfer Manifest)

    Manifest Consolidation is the process of combining waste material into   one manifest for transfer to a location where it will be destroyed. This article details the setup required for a route and the driver's collection process. Routing Pathw...
  9. Refund Requests (Accounts) - Tracking User Who Created Refund (17350)

    Enhancements have been made to track the user who created a refund request. This information can be viewed in the History tab of the new Edit Refund Request popup window, accessible by double-clicking the refund request in the Customer Service scr...
  10. Billing (Accounting) - Hyperlinks Added to Counts (17475) [New Feature]

    In Billing, the counts in the Invoice Count, Print Count, Notification Count, and Auto Pay Enrolled columns are now displayed as hyperlinks. Clicking a hyperlink opens a popup window with detailed information. Pathway: Accounting > Billi...