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Last Updated: 03/28/2024
in Database Home Pathway: Database > Database Query A database query is a request for specific information from modeled data sources in the database. It allows you to retrieve, export, and review data stored in the database by specifying certain criteria o...
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Last Updated: 02/21/2024
in Accounts Home User Activities Pathway: Accounts > User Activity The User Activities screen monitors and presents the activities of user accounts in an interactive grid for review. This screen offers two view options that modify the displayed content. Filters can be applied ...
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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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The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid ...
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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipeline > Leads The Pipeline Leads tool provides sales representatives with the information they need to identify and target new customer s based on previously collected prospect information. This tool only includes le...
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Last Updated: 02/22/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts From the Accounts screen, use the attachments icon to add photos, attachments, purchase orders, and waste profiles. Items added here are linked at the account level and can be accessed from any site ...
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Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
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Last Updated: 05/20/2024
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: 08/02/2024
in Setup Home Services
Pathway: Setup > Services > Charge Code Charge Codes establish the charges available to a Line of Business and are used when billing for a service. Permissions The following permission(s) are required to add and update service...
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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. ...