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Last Updated: 11/05/2024
in Accounts Home Add Accounts Pathway: Account > Add Account
Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting Create Account the system will check for duplicates. In the A...
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Last Updated: 02/26/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Alert customers to route changes efficiently using the Dispatch Route Notification and Service Notification tools. These tools allow you to send email and text notifications to contacts associated with spec...
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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account whenever follow-up, further review, or any actions necessary for the successful management of the account. The Add Task tool enables users to create and assign...
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Last Updated: 10/24/2024
in Accounts Home AR Managment This article explains the process of automating credit holds for past-due accounts. It's crucial to ensure compliance with local and regional regulations when applying credit holds and managing charges for accounts under such restrictions.
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Last Updated: 09/30/2025
in Accounts Home Search
Pathway: Accounts > Search In the Accounts module, users can search for accounts and sites using multiple methods. The Search Type and filter options allow users to refine results based on their preferences. User Tip: ...
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Last Updated: 03/15/2024
in Accounting Home Pathway: Accounting > Credit Card Expiration The Credit Card Expiration tool tracks and alerts users when a credit card for an account has expired. From this screen users can view account payment methods (and add new ones), or a Send Credit ...
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Last Updated: 11/22/2024
in Setup Home System Pathway: Setup > System > Notification Template The Notification Template tool is used to create custom email/text notifications for use throughout the Navusoft application. Some templates may require a ticket to be submitted to customer...
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Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
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Last Updated: 07/08/2024
in Accounting Home
Pathway: Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...
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Last Updated: 07/17/2025
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...