-
Last Updated: 08/21/2024
in Setup Home Account Account Class Pathway: Setup > Account > Account Class Account Class establishes the criteria an account, or group of accounts, follow in their billing and payment processing practices. Account class is assigned to an account when the account is created...
-
Last Updated: 07/16/2024
in Customer Portal Home Pathway: Setup > Account > Account Class; Customer Portal Customer Portal Home Page The view presented to customers upon logging into their portal account is determined by the account class. Within the account classes setup, system user...
-
Last Updated: 03/19/2024
in Operations Home Dispatch Pathway: Operations > Dispatch In Dispatch, a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly navigate between...
-
Last Updated: 07/16/2024
in Accounting Home Billing
Pathway: Accounting > Billing This article outlines the process of processing and posting a billing batch. Before proceeding with billing, it is recommended to review the Pre-Billing workflow article to avoid any billing errors. The P...
-
Last Updated: 08/06/2024
in Accounts Home Accounts Screen Pathway: Account > Search > Select Account The current status of a site is displayed in the Site section of the Account Details screen. Select the status to open the Site Status History popup editor and view the status history, or change...
-
Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
-
Pathway: Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. This article details that process and includes the CSV file requirements for a success...
-
Last Updated: 07/16/2024
in Accounting Home Billing Pathway: Accounting > Billing The Billing screen in Navusoft streamlines the billing process and maintains a historical record of billing batches. Within the Billing screen's Pending and In Process tab, there are two separate grids. The u...
-
Last Updated: 04/26/2024
in Setup Home Setup - Other Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
-
Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an in...