Popular Articles

  1. Tasks - Task Count Logic Updated (14053)

    Last Updated: 01/29/2023 in Release Notes Home Release 66 Accounts - 66 Release
    Logic has been updated to Task 'count' to only include the logged in user's assigned tasks in the red bubble displayed above the Task icon. Pathway: Tool Bar > Tasks Icon ...

  2. Payment Receipt - Account ID Added to Payment Receipt (14475) [Enahancement]

    Last Updated: 04/03/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The payment receipt's format has been updated to display the Account ID under the Payment Date. Pathway: Accounts > Search > AR History (Customer Service Screen) Version: 69 ...

  3. Accounts - Auto Pay Option Added to AP Payment Methods (14746) [Enhancement]

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The 'Auto Pay' option has been added to the Default Payment Method for an account and will display in AP Check Batches. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > right click Edit Account ...

  4. Accounts - Inbound/Outbound Work Order Status Not Updating Posting Status (16241)

    Last Updated: 01/25/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic for the Work Status of Inbound/Outbound work orders has been enhanced to automatically update the Posting Status to "Posted" when the Work Status is set to "Received - Completed" and saved. Pathway:  Accounts > Search > Ac...

  5. Credit Card Expiration - Expiration Filter Added (16290) [Enhancement]

    Last Updated: 02/21/2024 in Release Notes Home Release 72 Accounting - Release 72
    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...

  6. Dispatch - Improvement to Display of Map Pins (16487) [Enhancement]

    Last Updated: 03/15/2024 in Release Notes Home Release 72 Operations - Release 72
    The colors of pins on maps have been enhanced to provide better contrast. Pathway:  Operations > Dispatch ...

  7. Recent Activity and Sales Rep (Homepages) - Account Requests Column Updated (16929)

    Last Updated: 07/09/2024 in Release Notes Home Release 74 Home - Release 74
    In the Recent Activity and Sales Rep Homepages, the Account Requests column has been renamed to "Requests" and will display both account requests and cancellation requests.   Pathway:  Recent Activity and Sales Rep Homepages ...

  8. Edit Disposal / Shipment (Operations) - Disposal Tickets Entered in NavuNav Not Displaying In Dispatch Disposal Records (16806)

    Last Updated: 07/12/2024 in Release Notes Home Release 74 Operations - Release 74
    An issue has been resolved where Disposal Records created in NavuNav were not being calculated into the Disposal Rate field when viewed in Navusoft. Pathway: Operations > Dispatch ...

  9. Add Active Service (Accounts) - Only Allow Active Services to Accounts/Sites with an Active Status (17345)

    Last Updated: 10/17/2024 in Release Notes Home Release 74 Accounts - Release 74
    The option to add an active service to a  site is restricted if the site's status is:  Inactive Prospect Vacant Exempt The option to add an active service to an  account is restricted if the account's account class is 'Vendor,' or the acc...

  10. Route Management - Re-Number Tab Updates (14788, 14916)

    Last Updated: 03/10/2023 in Release Notes Home Release 68 Operations - 68
    The following enhancements have been made to the Re-Number tab in Route Management: Division and Day of Week filters have been added to display routes upon Load. New columns added: Day of Week Identifies the day of the week for the route...
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