Release Version 73 [Archive]

Projects and Tasks Tab

Recent Activity Tab

The following changes have have been applied to the Task Management screen that was previously called "Assigned Tasks:"

1. Division and Priority filters have been added as available filtering options. 
2. Columns 'Division' and 'Type' were added.
3. Display counts were added alongside the filter options to show the Count of total tasks and the amount of tasks that are Past Due. 

Pathway: Task Management

An enhancement has been implemented in the Route selection drop down menu when creating an on-call order or editing a service record. Now, it displays the name of the default driver for the route alongside the route name.

Pathway: Accounts > Search > Accounts 

In the Billings Settings section of Add Site, for accounts with 'Bill By Site' enabled, the 'Bill to Selection' field will automatically default to 'Invoice Mailed to Account Address.'

Pathway: Accounts > Add/Edit Site

The issue that prevented the map from loading the location when the site selection was changed on the Add Service screen for quotes and proposals has been resolved.

Pathway: Accounts > Orders, Quotes and Contracts

The logic for discount calculation has been corrected for proposals/contracts with 'Pre-Authorization' set to "Required for Rates Below Max. Discount" in the Add/Edit Document Type setup. Validation is also based on the what was entered in the Max Default Rate Discount field defined within the user's role. 

Pathway: Accounts > Orders, Quotes and Contracts;  Setup > Document Formats > Type

An "Amount" field has been added to the Record Chargeback screen, allowing users to enter partial amounts as needed. By default, the field will be pre-filled with the payment amount.

Pathway: Accounts > AR History

The following changes have been applied to the Create Invoice screen and the permission it includes:

• The 'Create Invoice' screen has been renamed to 'Preview Invoice.'
• The permission logic for the 'Generate Invoice' button has been updated. If a user does not have permission 262, 'Generate Single Invoice,' the button will be inactive, and the following message will be displayed: "User not authorized to generate a single invoice."
• Permission 262 has been renamed from 'Add Single Invoice' to 'Generate Single Invoice.'

The "Payment Methods" section within an account's AR History screen has been renamed to "Wallet." This change has been reflected across all subsequent screens, including the Customer Portal.

Pathway: Customer Service Screen > AR History

A fix has been deployed to resolve the issue where chargebacks were not showing on the AR History screen after a payment reversal.

Pathway: Accounts > AR History

An enhancement has been implemented on the Account Request screen to show the name of the user who completed the request and the timestamp of completion.

Pathway: Accounts > Account Request Management 

An enhancement has been made to the Calendar on the Customer Service screen to display Rejected Credit Memos on the date they were rejected. When hovered over, a tooltip will show the reference number, amount, notes, and the rejection reason.

Pathway: Accounts > Search > Accounts

Previously, an issue occurred when using an account template to create a new account: when an address was added, the Service Region field would unexpectedly clear. This has been resolved.

Pathway: Accounts > Add Account 

An enhancement has been made for accounts set to 'Email With Link' or 'Email with Attachment.' If a billing contact's email is on the email blocklist, a red exclamation point icon will appear on both the account screen and the contacts screen. When users hover over the icon, a tooltip will display the warning.

Pathway: Accounts > Search > Accounts 

When emailing out things such as statements and invoices, the 'Email to Contact' field has been updated to include the contact's title (if one exists) and their billing contact label if they are a billing contact. 

Pathway: Accounts > Search > Accounts 

A new 'Request Notification Method' field has been added to the Add/Edit Contact screen. The following options are available:

• None: Contact will not receive request notifications in text or email. Customer must check the portal for request updates.
• Text Message: Contact will receive request notifications as a text only. 
• Email: Contact will receive request notifications as email only. 

Pathway: Accounts > Customer Service Screen > Add/Edit Contact 

In scenarios where a service location pin was moved and saved, any updates made to the site would cause the service location to revert back to the default location. This has been resolved.

Pathway: Accounts > Customer Service Screen > Geocode Site (Site Details)

An enhancement has been made to the account and site customer service screen to include a status Legend that will display upon hover. 

Pathway: Customer Service Screen > Legend (Calendar)

An enhancement has been made to the Attachments tab in Edit Service Record to include an 'Available in NavuNav' checkbox option. 

Pathway: Service Record > Attachments (tab)

Switch Work Type on Service Record

A green 'switch' button has been added to the Service Record screen, allowing users to switch work types for 'Scheduled' and 'On Call' services. This option is only available to work types that have 'Allow Switch to Work Type' enabled. Further information on setup is outlined in the section below.

Enable 'Allow Switch to Work Type' in Work Type Event Class Setup

The Update Work Type Event Class Item popup editor now includes an "Allow Switch to Work Type" field, which appears when "On Call" or "Scheduled Services" is selected in the Event Type field. Enabling this field by selecting an option will display the Switch icon for the corresponding work type.

Pathway: Accounts > Search > Accounts; Setup > Operations > Work Type Event Class

An issue has been resolved where users with access to only one division were stuck in a loop between the “Duplicate Accounts” and “Add Site” windows. Selecting "Continue" from the Duplicates Accounts window will create the new site. 

Pathway: Accounts > Add Account

The logic for the Effective Date field in Site Status History has been updated, allowing a site to be made active, inactive, or placed on a vacation hold using the current date.

Pathway: Accounts > Site Status

The Add Menu for accounts and sites has been reorganized and 'Account Request' has been added to the list of available options.

Pathway: Customer Service Screen > '+' Menu

An enhancement has been made to the Site Service Charge Rate Update Batch and Site Service Rate Update Batch to add a 'Next Invoice Date' column, displaying the date, batch number, and status.

Pathway: Sales > Rate Update Batch

Rate Update Batch has been updated to include a Postal Code column in the extended view for both the Service Charge Rate and Service Rate Update Batch screens, as well as in the export.

Pathway: Sales > Rate Update Batch

The following screen improvements have been applied to the Active Dispatch screen:

1. A Filter Equipment option has been added to further filter the Unassigned Work column. 
2. The stop's sequence number displays inside the location pin (only for route assigned stops). 
3. A toggle button has been added allow the user to "focus" on a specific unassigned stop. When selected, all other stops (assigned and unassigned) are hidden. 

Pathway: Operations > Active Dispatch

The title bar in the Edit Route Record popup editor has been updated to include the route name and date.

Pathway: Operations > Dispatch

The timestamp discrepancy between the timestamp on the Edit Service Record screen and the timestamp on the Services List screen has been resolved.  

Sorting logic has been implemented for the Start Date column in the Pending tab of the Route Management screen.

Pathway: Operations > Route Management

An enhancement has been made the Route Management Map to change the colors of the map markers to better stand out against the map background.

Pathway: Operations > Route Management 

The following changes have been made the the AR Aging Management screen: 

1. A drop down selection box has been added, offering two screen view options: Account Information or Contact Information.

   • The Account Information view will retain the information that was previously displayed before these views were added.
   • The Contact Information view will introduce additional columns: Has Active Service, Contact 1, and Contact 2. Meanwhile, the Account Manager, Auditor, and Bill Group columns are removed in this view.
2. The Export and Print buttons have been moved to the left of the Quick Filter drop down.
3. A Record count has also been added next tot the AR Aging buckets.
4. AR Aging buckets have been moved inside the grey bar right above the grid. 

Pathway: Accounting >  AR Aging Management 

When importing payment batches, import logic has been updated to use the 'Default Payment Type' selection to populate the 'Type' field for each payment line.

Pathway: Accounting > AR Payment Batch

Previously, when using the F5 shortcut to open the Search Accounts/Sites in the AR Payment Batch screen on a Windows system, the F5 key would also refresh the page. This issue has been resolved so that the page no longer refreshes when the F5 shortcut is used.

Pathway: Accounting > AR Payment Batch

A new "Invoice Message Management" screen has been added to the Accounting module. This screen allows users to create and edit messages specific to a Division, Bill Group, Account Class, and Service Region, which will be displayed on customer invoices until the specified end date. Access to this screen is restricted to users with permission 461 (Invoice Message Management). 

With the release of the Invoice Message Management screen, the 'Add/Edit Message' option for a billing batch has been removed. 

Pathway: Accounting > Invoice Message Management

Article: Invoice Message Management 

An enhancement has been made to the Invoice Notification Monitoring screen to include a Type column and Type filter. 

Pathway: Accounting > Invoice Notification Monitoring

When creating a billing batch, users will notice that the Type field has been updated to display the following selection options: 'All Charges' and 'Work Order and Manual Charges Only.' Additionally, the 'Bill From Date' field has been removed, and the logic for displaying the 'Bill To Date' field has been updated. When 'All Charges' is selected from the Type drop-down menu, the 'Bill To Date' field is displayed.

Functionality has been added to exclude specific divisions from a billing batch when the batch includes more than one division. On the Billing screen, if a batch is in the 'Not Started' status and the Bill Group is not limited to a single division (see pathway for this setting below), the 'Omit Divisions from Billing Batch' option is available in the right-click menu. Upon selection, the 'Omit Division From Billing Batch' popup window is displayed with toggle switches to omit divisions. 

System Setting Pathway: Setup > System > System Options > Account (tab)

A new 'Create Individual GL Batches' button has been added to the GL Transaction Processing screen. When selected, the user will be prompted to add a note that will be copied onto each created GL Batch. 

Pathway: Accounting > GL Transaction Processing

An enhancement has been made to add total site counts under the Controllable and Non Controllable column in the Sales Result Net New screen.

Pathway: Reports > Analysis > Sales Results Net New 

A new setting field 'Enable Duplicate Account and Site Check' has been added to the Details tab in Account Class Setup. The following logic applies to the selection options:

• Yes: Enables the account/site creation duplication check. This is also the default setting for the field.
• No: Disables the account/site creation duplication check. 

Pathway: Setup > Account > Account Class

Setup of Insufficient Fund Fee and Credit Hold Placement Fee

Pathway: Setup > Account > Account Class

The following changes have been applied to the Finance Charges and Other Fees tab in Add/Edit Account Class:

• Previously, this tab was called 'Finance Charges \ Late Fees' and was renamed to 'Finance Charges and Other Fees'
• 4 new fields have been added:
  • Insufficient Funds Fee
    • Default setting is '0'.
  • Insufficient Funds Fee Charge Code
    • Becomes a required field if a value greater than '0' is entered in the Insufficient Funds Fee field. 
  • Credit Hold Placement Fee
    • Default setting is '0'.
  • Credit Hold Placement Fee Charge Code
    • Becomes a required field if a value greater than '0' is entered in the Credit Hold Placement Fee Charge Code.

Application of Insufficient Funds Fee in AR History

(Only applies to Payment Reversals and Charge Backs. Transfers and Split Payments are Excluded.)

Pathway: Customer Service Screen > AR History

If a payment reversal, or charge back is recorded for a payment, and the account class includes a insufficient funds fee and charge code settings, a manual charge is created for the account. For this, the following logic is used:

• Insufficient Funds Fee must include a value greater than '0'.
• Insufficient Funds Fee Charge Code must exist. 

By default, the 'Apply Insufficient Funds Fee' check box is checked. The full fee is applied regardless if the reversal or charge back was for a partial amount.

Application of Credit Hold Placement Fee in Customer Service 

(Only applies to automated credit holds) 

Pathway: Setup > Account > Account Class

• Credit Hold Placement Fee must include a value be greater than '0'
• Credit Hold Placement Fee Charge Code must exist.
• The account class to which the account belongs must have the necessary auto credit hold settings enabled and defined in the Status Management tab.
  

The following changes have been applied to the Account Request Type Setup screen and Account Request Management screen:

Account Request Type 

The following changes have been applied in Account Request Type Setup screen:

1.  'Assign to Default' has been renamed to 'Assign User By Default' 
2.  A 'Department' field has been added

Pathway: Setup > Accounts > Account Request Type

Account Request Management

Within the Account Request Management screen, a Department filter option has been added to further limit what requests a user would like to see displayed on the screen.

Pathway: Accounts > Account Request Manager

A new notification template 'Account Request Notification' has been added as an option to the Type drop down. The Account Request Notification  is sent to contacts who have their Account Request Notification setting set to 'Email' or 'Text Message' when a customer request is entered either in Navusoft or the Customer Portal.

Pathway: Setup > System > Notification Template 

The logic for the Minimum Invoice Amount field has been updated to trigger a past due notification if an individual invoice is past due by the specified amount. Previously, the system considered the total Accounts Receivable (AR) Aging for a site to determine when to send a past due notification.

Pathway: Setup > Accounting > Bill Group

A new setting option 'Account and Site Division Must Match' was added in System Options Setup and when enabled, will require newly created accounts and sites to have the same division. 

Pathway: Setup > System > System Options > Account (Tab)

In Division Setup, an optional setting field ‘Adjustment Amount Requiring Two Approvals’ has been added. If a value is entered for this setting, a secondary approval will be required for invoice adjustments that exceed that amount. Approvals are completed on the Invoice Adjustment - Pending Approval and History screen.

Pathway: Setup > System > Division

The Notification History screen has been renamed to 'Notification History and Block List.'

Pathway: Database > Notification History And Block List

A new import feature 'Import Manual Charges' has been added to the Import menu in the Database module. The Import Manual Charges feature provides users a method of importing a large amount of manual charges across multiple sites. Once imported, charges are included on the next invoice. For further information including file format requirements, review the Import Manual Charges article here. 

Pathway: Database > Import > Import Manual Charges

The following modifications have been applied to the Import Fuel Record file format requirements:

• Truck Name or Truck ID are supported in the first column
• Three formats of Date are supported in the second column- YYYY-MM-DD / MM/DD/YY / MM/DD/YYYY
• Added ability to view import results in case of any failures 

Modifications to the import logic have resolved an error where the system falsely indicated a successful import even though no records were actually imported.

Pathway: Database > Import > Fuel Records

An enhancement has been made to add new fields to the Active Services Query selections. The following fields were added: Vendor Name, Vendor Rate, and  Vendor Site ID.

Pathway: Database > Database Query 

A new Import User option has been added to the Import tool in the Database module. Review the documentation linked to this article for file format requirements and other logic. 

Pathway: Database > Import > Import User

Article: Import User

In Database Query, 'Active Services Tiered Pricing Rates' has been added as an option in the Entity drop down.  

Pathway: Database > Database Query 

When a system user in Navusoft closes a request, the status on the Customer Request History screen in the customer portal is updated to show "Closed." Previously, it displayed as "Closed - Not Chargeable."

Pathway: Customer Portal

The following screen improvements have been applied to the Customer Portal:

1. Requests Tab Changes:
   • (1) Add icon relocated to the left of the Completion filter
   • (2) Completion filter options have been improved to match the filter options in the Account Request Management tool in Navusoft. 
2. Service Map Tab Changes:
   • (3) Scheduled Date and Service Code fields have been relocated to the left of the screen. 
   • (4)The Excel icon has been relocated to the right side of the screen and a Refresh icon has been added. 
3. Disposal Tickets Tab Changes (picture not shown):
   • Excel and Refresh icon have been resized

Customer Portal accounts with their homepage set to the Services Map and Requests view have been updated to include a Service Exceptions tab. This tab will only display service records with a 'Not Serviced' work status. 

Pathway: Customer Portal

Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access. 

Contacts Screen

Edit Contact Screen

Customer Portal

In the Customer Portal, after a work order has been successfully created, the Success popup has been updated to display the Work Order number. 

Pathway: Customer Portal > Create Work Order