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Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
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Last Updated: 07/25/2025
in Setup Home System
Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
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Last Updated: 02/26/2025
in Setup Home System
Pathway: Setup > System > Reason Code The Reason Code Setup screen defines the reason codes used across various areas of the product to specify the purpose of an action. For example, reason codes are used to explain the creation of on-ca...
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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...
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Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
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Last Updated: 04/10/2025
in Setup Home Services
Pathway: Setup > Services > Equipment Type For each type of equipment services may include, an Equipment Type record must exist. Equipment types are specific to the Line of Business they are assigned and display in multiple locations inc...
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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 ...
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Pathway: Operations > Route Management > Pending (tab) The Pending tab displays a list of service locations and their associated schedule records that have not been posted to a route. Once assigned a route, the location can be viewed fro...
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Last Updated: 03/31/2025
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...