Logic has been updated to the Add Account Templates to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users.
Pathway:Accounts > Add Account
Add Site - Logic Updated to New Site Template (15685) [Enhancement]
Logic has been updated to the 'New Site Template' to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users.
Pathway: (Setup) Setup > Account > New Site Template; (Use) load Account > Site Search
Accounts (Contracts and Agreements) - Logic Update to Require Deposit Amount Field (14219)
The "Require Deposit Amount" field on the Add Proposal screen has been renamed to "Payment Required at Customer Signature" and has been updated to include the following options:
Not Required
Customer and Sales Rep can sign the contract without collection of a deposit.
Specific Amount
Upon signing, the customer will be required to enter a payment using either a bank account or credit card.
One Month Recurring Fees Including Taxes and Surcharges
System calculated based on the monthly service rate, and includes taxes and surcharges that apply.
One Month Recurring Fees
System calculated based on the monthly service rate.
Order Processing/Edit Service - Date and Label Discrepency Between Work Order and Order Processing Screen (15585)
An issue has been resolved that caused a discrepancy between the date and label displayed on the Order Processing screen and what appeared on the work order when a service was edited.
Pathway:(Load) Accounts > Edit Service
Add Site - Logic Updated to New Site Template (15685) [Enhancement]
Logic has been updated to the 'New Site Template' to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users.
Pathway: (Setup) Setup > Account > New Site Template; (Use) load Account > Site Search
If a site includes a warning message, the popup logic has been updated to prevent the message from reappearing on the screen after user-initiated manual refreshes and system-generated refreshes.
Logic has been updated to 'Calculate Manual Finance Charges and Late Fees' to correctly reference the 'Apply Finance Charges' option in an account's settings. If 'Calculate Manual Finance Charges and Late Fees' is configured, and the account does not have the 'Apply Finance Charges' option selected, no manual late fees or finance charges will be applied.
Pathway:Accounting > Calculate Manual Finance Charges and Late Fees; Accounts > Customer Service Screen > Edit Account > Settings Tab
Service Records - Reverse Logic Updated to Services with Multiple Work Orders (15689)
The logic has been modified to restrict a user from reversing a service if it is linked to multiple work orders, and at least one of those work orders has a status other than 'Scheduled.'
Pathway: Customer Service Screen > Right-Click on Active Service
Service Record - Logic Update for Pricing Changes with a Future Date (15837)
Previously, when there was a future change to work order charge pricing, the new pricing was being used before the effective date of the price change. This has been fixed.
Pathway: Customer Service Screen
Invoice - Address Fields Improved to Accommodate Longer Addresses (15825)
The character limit for address line 2 on invoices has been extended to 255 characters, and the Postal Code limit has been increased to 12 characters. This resolves the issue of addresses not printing on the invoice if the character limit was exceeded.
Pathway:Load Account > AR History > Print Invoice
Tax Verification - Improvements to Screen Display (15852) [Enhancement]
The Tax Verification screen has been updated with the following changes:
Previous check box selections for "Verified," "Not Verified," "Failed," "Address Not Found" and "Errors" now display as a tabset.
A Confirmation prompt has also been added to 'Verify All' option that displays in all tabs.
Pathway: Accounts > Tax Verification
AR History - Balance Write Off Logic Update (14110) [Enhancement]
In AR History, the Reason Code drop down for Balance Write Offs has been updated to only include "Invoice Adjustment" reason code types that also have a GL Account identified.
Pathway:Accounts > AR History
AR History - Logic and Screen Updates for Payments and Deposits (15856) [Enhancement]
The following changes have been applied to the AR History screen when (options are available upon right-click):
A "Convert to Payment" option has been added for received deposits, when selected, a confirmation prompt will display.
The "Set to Deposit" right click option that is available in the AR History for an account has been renamed to "Convert to Deposit" and the confirmation prompt has also been updated.
Convert to Payment Example
Convert to Deposit Example
Pathway:Accounts > AR History
AR History - Print Single Invoice Includes Link to Pay Invoice (15807) [Enhancement]
When printing a single Invoice, the system will show the invoice balance and a 'Make a Payment' link, accompanied by a list of the work orders presented as selectable hyperlinks.
Pathway: Accounts > Search > Accounts
Edit Account - Option to Group Invoice Details (15893) [Enhancement]
Invoice Detail Level functionality has been added to allow for grouping invoice details by Line of Business, Material, or Site Service. This option is only visible when the invoice format assigned to the Bill Group is formatted to use this functionality.
Please submit a ticket to Navusoft if you would like your invoice to be formatted to use this functionality.
Accounting
Adjustment History And Pending Approval - Reversed Adjustments Display Red (15370) [Enhancement]
An enhancement has been made to the History tab in Adjustment History - Pending Approval to highlight reversed invoice adjustments in red.
Pathway: Accounting > Invoice Adjustment - Pending Approval And History
Adjustment History and Pending Approval - Screen and Filter Modifications (15865) [Enhancement]
The following changes have been applied to the History tab of the Adjustment History and Pending Approval screen:
The Period filter has been changed from a drop down selection option to a Month and Year calendar picker.
The "Approved By" Filter has been renamed to "Approved/Rejected By."
In the grid, the "Approved By" column has been renamed to "Approved By/Rejected By."
The following changes have been applied to the Pending Approval tab of the Adjustment History and Pending Approval screen:
A Rejected Adjustments column has been added to the Invoice Adjustments dialog screen. This is accessed by double-clicking on a record from the "Pending Approval" tab.
Pathway:Accounting > Invoice Adjustment - Pending Approval and History
AR Payment Batch - Period Filter Updated (15368) [Enhancement]
The following enhancements have been made the AR Payment Batch screen:
The previous drop-down Period filter has been updated to display as a month/year picker.
If the selected time period is closed, 'Closed' will display in red.
Pathway: Accounting > AR Payment Batch
AR Payment Batch - Auto Apply Check Box Added to Batch Details (15704) [Enhancement]
An "Auto Apply" checkbox option has been added to the Batch Details screen in AR Payment Batch for batch imports.
Pathway: Accounting > AR Payment Batch
AR Payment Batch - Logic Updated to Credit Card Posting (15721)
The system's logic for managing payment batches that involve credit card processing has been enhanced. It now provides a "posting successful" message, indicating that payments will continue to process, instead of the error message users received previously.
Pathway: Accounting > AR Payment Batch
AR Payment Batch - Option to Limit Bank Accounts to a Division Added (15845) [Enhancement]
The Bank Account Setup screen now includes the option to restrict bank accounts by division. When a division is linked to a bank account, only the bank accounts associated with that specific division will appear as a selectable option on the 'Create Payment Batch' screen.
Pathway: Accounting > AR Payment Batch; Setup > Accounting > Bank Account
Auto Pay Management - Screen and Logic Updates (15713) [Enhancement]
The following screen updates have been applied to the Auto Pay Management screens:
Tab: Scheduled Auto Pay
'Limit to Expired' checkbox added and records are filtered when checked.
'Limit to Last Payment Declined' checkbox added and records are filtered when checked.
Grouping and count of records by day of month.
'Auto Refresh' icon added to right of Search.
Tab: Billing Auto Pay
'Auto Refresh' icon added to right of Search.
Pathway:Accounting > Auto Pay Management
GL Transaction Processing - Logic Updated to Display the User Who Posted (15841)
The GL Transaction Processing screen has been updated to display the name of the user who processed single invoices.
Import Inventory functionality has been removed from Database > Import and added to the Inventory Management screen in Operations. This feature requires the following permissions to import:
423 Import Inventory
449 Inventory Management
CSV Column Layout Requirements and Logic:
Yard column
Record will be rejected if yard is not found.
Site column
Input: Site ID or External ID
Record will be rejected if Site is not found.
Equipment Type column
Record will be rejected if the equipment type is not found.
Quantity column
Serial Number column
If the equipment type is serialized and a serial number is not entered the record will be rejected
If the equipment type is not serialized and a serial number is entered the record will be rejected.
Inventory Management & Site - Logic Updated to Serial Number field (15670)
The field logic for the Serial Number field has been revised when adding a serialized equipment type. Following this update, the Serial Number field will now be mandatory to complete the equipment entry. This requirement applies whether the equipment is being added through the Inventory Management screen or the Site Inventory screen.
Dispatch - Route Disposal Records Delete Option (15666) [Enhancement]
Within the Dispatch screen, the Route Disposal Records now include the option to remove a disposal ticket from the list by selecting the removal icon associated with the ticket.
Pathway: Operations > Dispatch
Dispatch - Map Unable To save Multiple Records When Updating Work Status (15680)
A previous issue with the Route Dispatch Map not allowing users to save a Work Status change when the polygon tool was used has been successfully resolved.
Pathway: Operations > Dispatch
Dispatch ('Route Productivity' View) - Downtime Using User and Not Driver Name (14387)
An issue has been resolved in the Add Downtime editor, where it was incorrectly displaying the user's name in the Driver field instead of the driver's name. Additionally, the Driver field has been improved by converting it into a drop down menu, with the default being the driver assigned to the route.
Services List (Dispatch) - Logic Updated to 'Set Posting' for Posted Work Orders (15849)
Previous posting logic only allowed a work order to progress in the "Pending" to "Posted" process. With this change, if a work order has not been billed, the Posting Status can be reverted back to "Ready to Post" from a "Posted" status.
Services List (Dispatch) - Work Order Payment Terms COD and CIA Display with Account (15396) [Enhancement]
If an account is (COD) Cash on Delivery, or (CIA) Cash in Advance, "COD" or "CIA" will display after the Site ID in red text.
Pathway:Operations > Dispatch > Services List
Reports
Analysis Reports - AR Analysis Report Updated (15771) [Enhancement]
A new "Type" column has been added to the 'AR Analysis Details - Payments' screen, which indicates the type of payment received. To access this screen and review payments for a specific month, select an amount from the Payments row.
Pathway:Reports > Analysis > AR Analysis
Analysis Reports (AR Analysis) - Update to Surcharges Amounts (15814) [Enhancement]
The 'Surcharges' in the AR Analysis report have been broken out into 'Surcharges' and 'Surcharge - Non Revenue'. This was done to allow just the surcharge revenue to be tied back to the Revenue Analysis report.
The Excel Export file has been improved by adding an ID column to address the issue that users encountered when attempting to use the same file format for importing a rate update batch. It's important to note that an error will consistently occur during the import process if the file lacks an ID column.
Pathway:Sales > Rate Update Batches
Pipelines - Hyperlink Added to Sales Opportunities if Contact Exists (15784) [Enhancement]
The Pipeline Opportunities Dashboard now includes a new "Contact" column. If a contact is identified on the proposal, the contact's name will display as a hyperlink in the Contact column. When selected, the 'View Contact' screen screen displays with the contact's information.
Pathway:Sales > Pipelines > Opportunities > Make a selection from the upper grid
Sales (Pipelines) - Improvements Applied To Pipeline Opportunities (15946) [Enhancement]
The following changes have been made to the Pipeline Opportunities screen:
The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.'
Division Groups have been added to display in the Division drop down options.
A 'Group By' drop down has been added to group opportunities by either Month or Quarter. Depending on the chosen option, the associated 'Estimated Close' months checkboxes below the dropdown will automatically change to align with the selection.
The Estimated Close months and Closing Probability check boxes have been updated.
The Proposal ID now includes a hyperlink to display the Edit Proposal popup editor.
Columns for Proposal Properties and Account Properties have been added.
The following proposal fields can now be edited from the Sales Opportunities screen by clicking within the field:
Sales Rep
Estimated Closing Date
Start Date
Probability
Double click within the row of a proposal to open the Edit Proposal window.
Pathway: Sales > Pipelines > Opportunities
Setup
Work Type Setup - Correction to Inventory Move Type Options (15677)
A correction has been made to the 'Inventory Move Type' field in the Work Type setup screen to only display the following work types:
None
Delivery
Exchange
Removal
Pathway:Setup > Operations > Work Type
Work Type - New Notification Alert Added (15650) [Enhancement]
Within the Work Type setup screen, a new alert option, "Service Reminder For Every x Weeks Services (Send 1 Calendar Day Prior To Scheduled Service At 7 AM),"has been added to the Notification Types in the Alerts tab.
System (Division) - New Lockbox Import Format Added (15268) [Enhancement]
A new "Signature Waste Import" format has been added as an option in the "Lockbox Import Format" dropdown menu.
Pathway:Setup > System > Division
Report Format Setup - 'View' Hover Logic Updated (15785)
The logic has been modified to 'View' with regard to which file types appear upon hovering. When a user hovers their mouse over 'View,' only a preview for image file types will be shown.
Pathway:Setup > Report Formats
Report Formats - Work Order Format 3 Updated (15892) [Enhancement]
Work Order Format 3 has been updated to display the driver and customer signatures captured in NavuaNav at the bottom of the work order along with the completion date (contingent upon a signature capture).
Pathway:Setup > Report Formats > Work Orders > Work Order Format 3
User Setup - Enhancements Made To Add/Edit User (15797)
The following changes have been applied to the User Setup screen:
A refresh page option added.
Reset Password has been moved to the bottom of the Edit User tool.
Manager ID has been changed to Manager.
Pathway: Setup > System > User
Account Class - Updates to 'Finance Charges / Late Fees' section (15804)
In the Finance Charges / Late Fees section of the Account Class, the option 'Accrued Daily' has been removed from the Finance Charge Type drop-down field. Additionally, the 'Apply Fin Charge From Days' text entry field, which used to display for 'One Time Fee Per Invoice,' has also been removed.
Pathway: Setup > Account > Account Class
Account Class - Screen Modifications to Add/Edit Account Class (15853) [Enhancement]
The Add/Edit Account Class screen has been modified with the following changes:
The 'Status Management' and 'Finance Charge / Late Fees' sections have been relocated to their own tabs.
Two new fields "Deposit GL Account" and "Deposit GL Segment" have been added.
Fields "Create Contact Default" through "Hide Rate On Work Order Format" have been relocated from the left column over to the right.
Pathway:Setup > Account > Account Class
Account Class - Update to Account Portal Tab Setting (15830) [Enhancement]
The 'Enable Service Photo Display' settings has been renamed to "Default Work Order Photo - Display in Customer Portal." Additionally, the photo logic in NavuNav has been modified to align with this updated setting.
Pathway:Setup > Account > Account Class
Setup - Site Service Recurring Minimum Functionality Added (15844) [Enhancement]
Line of Business
Pathway: Setup > Services > Line of Business
The Profitability section has been relocated to its own tab.
A new field "Recurring Minimum Charge Code" has been added and is limited to charge codes of the same Line of Business.
Service Code
Pathway: Setup > Services > Service Code
A new field "Enable Recurring Minimum" has been added to the Service Code tab and will only display if the Recurring Minimum Charge Code field in the line of business is populated.
Add/Edit Active Service
Pathway: Accounts (Customer Service screen) > Active Services section
If the selected Service Code has the "Enable Recurring Minimum" option enabled, a "Minimum Per Month" field will appear on the Add/Edit Active Service screen.
When a Minimum Per Month is applied to an active service, it will be visible when expanding the service code.
Order Processing
Pathway: Accounts > Order Processing
When a Recurring Minimum is applied to an active service, it will be visible when expanding the service changes for the account in Order Processing.
Proposals/Contracts
Pathway: Accounts (Customer Service screen) > Orders, Quotes and Contracts
If the selected Service Code has the "Enable Recurring Minimum" option enabled, a "Minimum Per Month" field will appear on the Add/Edit Service screen for the proposal/contract.
When a Minimum Per Month is added, it will be visible upon expanding the service code for the proposal/contract.
Sales Management
Pathway: Sales > Sales Management
If a contract includes a Recurring Minimum for a service, it will be visible on the Sales Management screen when the site is expanded.
Previously, when making changes to a holiday schedule item, only the "From Date" field was accessible for editing. This feature has been enhanced to include an editable "To Date" field as well.
The payment notification logic has been enhanced for payments made through the Account Portal. Now, payment receipts will be sent to the portal user who initiated the payment.
Pathway:Portal > Make a Payment
Portal - Enhancement to Allow Customers to View Service History for Inactive Sites (15557) [Enhancement]
The Account Portal has been updated to grant users of an inactive site access to view service history information, associated photos, manifests, and report attachments. Other options, such as the ability to create a request or view AR information, are not available.
Access to inactive sites is determined by the account class to which the site belongs. When the 'Enable Viewing Inactive Site' field in the Account Portal tab is set to "Service History Only," portal users will have restricted access upon logging in.
Customer Portal - Inventory Added to Service Map Export (15578) [Enhancement]
The export feature within the Customer Portal's Service Map has been improved to include site inventory for equipment that corresponds to the items listed on a service record.
Pathway:Customer Portal > Service Map > Export Icon
