Articles
Account Class (Setup) - 'Default Receive Service Notification' Field Reverting Back to 'Yes' (18156)
An issue has been resolved to Add/Update Account Class where the 'Default Contact Service Notification' setting would revert to 'Yes' after being changed to 'No'. ...
Truck Setup (Setup/Operations) - Loadrite Scale Option Added (18018)
A new onboard scale type, Loadrite , has been added to the Scale – System drop down menu within Truck Setup. Pathway: Setup > Operations > Truck ...
Collection Type (Setup/Accounting) - New Screen Added (18337) [New Feature]
A new 'Collection Type Setup' screen has been added under Setup > Accounting . Collection types created here will populate the Collection Type drop down on the following screens: Edit Account - New field added to the Account tab Custo...
Division (Setup/System) - Intercompany 'Bill to Site' Link Not Opening Search (18313)
An issue has been resolved that prevented the Site Search from opening for intercompany sites in Division Setup . Clicking the search icon will now correctly display the Site Search popup window. Pathway: Setup > System > Division ...
Notification Template (Setup / System) - New Keypath Added to Credit Card Expiration Notification Template (18229)
The Customer Portal URL keypath has been added to the Credit Card Expiration notification template . This update is intended to encourage customers to manage their autopay and payment methods directly through the portal, helping reduce inbound...
Truck (Setup/Operations) - Export Option Added to Screen (18184) [New Feature]
The Truck Setup screen has been updated to include an Excel Export option. Pathway: Setup > System > Truck ...
Task Type (Setup/Account) - Logic and Naming Updated to 'Assign to Default' Column (18353)
On the Task Type Setup screen, the second Assign to Default column has been renamed to Assign to Specific User . Additionally, the logic has been updated so that if any option other than Specific User is selected in the Assign to Default colu...
GL Segmentation (Setup / Accounting) - Added Support for Division Cost Center Segment (18325)
To support for division cost center segment, the following settings have been added: 'Division Cost Center' has been added to Add/Update Division. 'Division Cost Center' was added to the Revenue segments 1 through 4 (Length of 8) in GL Segment...
Update Route (Setup / Operations) - Default Truck Not Showing in Update Route (18239)
An issue has been resolved that caused the default truck to display inconsistently between Route Setup and Edit Route Record . Pathway: Setup > Operations > Route ...
Search (Accounts) - Ability to Search Work Orders on PO Number Added (18106)
The ability to search Work Orders by PO Number has been added to the Work Order search type. A PO Number column has also been included in the Search Results screen for reference. Pathway: Accounts > Search > Work Order ...
Division/Service Region/Permissions (Setup) - Updates to ERP Fields (18205)
ERP-related changes have been applied to the following system screens: Permissions A new permission, 478 (Edit Account SAP ID) , has been added to the Accounts module. This permission allows users to edit the ERP ID field on the Edit Account ...
Broker Account Permissions (Setup) - New Permissions Added for Broker Accounts and Updates to Site Division Access (18051)
Broker Permissions Four new broker permissions have been added to the Accounts module: Permission Description Add Site to Broker Account (474) Displays the Site, Clone Site, and Split Site into New Account menu items for acc...
Truck (Setup) - 'Mark Inactive' Button Slow to Respond (16756)
The Confirmation popup that appears after selecting 'Mark Inactive' for a truck was previously delayed. The processing logic has been updated to show the popup immediately. Pathway: Setup > Operations > Truck ...
System Options (Setup) - New Option 'Disable Auto Pay Day of Month' Added (18429, 18430)
A new setting, 'Disable Auto Pay Day of Month' , has been added to the Account tab in System Options Setup. When enabled (set to 'Yes'), the 'Scheduled Day' option and 'Day of Month' field are hidden in the Account Wallet in Navusoft and Cust...
Division (Setup) - Credit Card Chargeback Notification Template Added (18437)
A "Chargeback Notification Template" drop down field has been added to the Add/Update Division Setup screen. When a chargeback is recorded on an account, a notification is automatically sent to the account’s billing contacts. Chargeback tem...