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Last Updated: 05/20/2026
in Setup Home Account Pathway: Setup > Account > Contact Role
Contact Role Setup allows users to create different contact roles providing the ability to filter contacts by certain role types.
Field Descriptions Fields
De...
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Last Updated: 05/20/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Term
Term Setup establishes the payment terms on an invoice to indicate when payment is due.
Field Descriptions Fields
Descriptions
Term ID Required ...
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Pathway: Accounts > Search > Customer Service Screen > AR History
This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item...
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Permission 486 (Void Rebate / Refund Check) has been added to limit users from being able to void a rebate or refund a check at the transaction level. If the user does not have permission 486 in addition to not having its parent permision,...
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Last Updated: 05/19/2026
in Operations Home Dispatch
Pathway: Operations > Dispatch
In Dispatch , a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly na...
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Last Updated: 05/19/2026
in Operations Home Dispatch
Pathway: Operations > Dispatch
The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen in...
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Last Updated: 05/19/2026
in Accounts Home Services
In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to spe...
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Last Updated: 05/19/2026
in Setup Home Services
Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
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Last Updated: 05/19/2026
in Setup Home Services
A Fuel Rate Index Surcharge is used to adjust pricing in response to fuel cost changes. Typically associated with a published index, such as the EIA (U.S. Energy Information Administration) diesel average, it allows companies to account for market...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for...