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The Account Class filter in AR Aging Management has been enhanced to offer users the flexibility of selecting multiple account classes. Pathway: Accounting > AR Aging Management ...
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An enhancement has been made to the Calendar on the Customer Service screen to display Rejected Credit Memos on the date they were rejected. When hovered over, a tooltip will show the reference number, amount, notes, and the rejection reason. ...
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Last Updated: 10/09/2024
in Setup Home Services Pathway: Setup > Services > Surcharge Class Surcharge Class Setup is used to create classes to organize surcharges into. Once a class is created, surcharges can be assigned to it in the Surcharge Setup screen. Permissions T...
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Last Updated: 04/05/2024
in Database Home Pathway: Database > Request Audit The Request Audit tool enables users to review the system activity of other users, aiding in the identification and resolution of problems and errors. Permissions The following permissions are...
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Previously, an issue occurred with the "Add Task" feature, where all users were displayed in the drop down list for "Assigned To," contrary to the expected behavior of only displaying users with permission 347 (Assignable to Tasks). This has been r...
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In an attempt to decrease the number of pages, the font size for Access, Note, and Service Note has been reduced, and the format has been adjusted on Route Sheet Format 4. Pathway: Operations > Dispatch ...
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Previously, users encountered an issue where the print option on the Invoice Notification Summary screen was unresponsive when attempting to print invoices. Pathway: Accounting > Billing > Pending and In Process > Notifications section...
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The Pending tab in Route Management has been enhanced to handle stops with servicing spanning multiple days. In this scenario, the service location is listed once on the screen, and the schedule records are grouped. As each schedule record is indivi...
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Last Updated: 09/16/2024
in Database Home
The option to import system users is available in the Database module. This method provides an efficient way of mass creating user accounts in Navusoft. Once imported, user accounts can be updated from the User Setup and User Profile screens. ...
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A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...