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Last Updated: 08/20/2025
in Setup Home User Security
Pathway: Setup > System > User The User Setup screen manages the setup and activation status of all user accounts. In here, roles and division access can be added and removed from a user's account. This tool provides an option to fi...
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Last Updated: 01/15/2024
in Operations Home Dispatch Pathway: Operations > Dispatch > Services List Use the interactive map available from the Services List in Dispatch to move service records to new routes as a one-time change. Only the selected service locations will display on the map ...
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Last Updated: 11/20/2024
in Accounts Home Accounts Screen
Pathway: Account > Search > Select Account The current status of a site is shown in the Site Details section of the Customer Service screen. Click the status to open the Site Status History popup editor, where you can view the status ...
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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. ...
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Last Updated: 11/04/2024
in Setup Home Services Pathway: Setup > Services > Service Region Service Regions are smaller geographic areas that make up a division and are assigned at the site-level. Service Regions provide flexibility in auto-assigning surcharges to sites and assist in ar...
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Last Updated: 03/13/2025
in Accounting Home Pathway: Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created in...
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Last Updated: 07/22/2025
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and are assigned to a site's billing setup (if applicable) through a Surcharge Group—a collection of surcharges that apply to ...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...
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Last Updated: 03/06/2025
in Setup Home Operations
Pathway: Setup > Operations > Facility The following article details the tab set in the Facility Setup tool. Setup here is used for the creation of Disposal/Ship records and is also utilized by the Disposal Activity tool in Operations....
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the customer serv...