-
Last Updated: 02/11/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
-
Last Updated: 02/11/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
-
Last Updated: 02/11/2026
in Setup Home Account Account Class
The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can a...
-
Last Updated: 02/10/2026
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...
-
Last Updated: 02/10/2026
in Accounts Home Notes
Pathway: Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...
-
Last Updated: 02/10/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
-
Edit Service Record Pathway: Operations > Inbound / Outbound > Inbound [tab] New logic has been added to automatically calculate and recalculate origin-based fees on Service Records when Net Weight, Material, or Origin information is en...
-
Last Updated: 02/10/2026
in Setup Home Operations
Pathway: Setup > Operations > Material Origin The Material Origin Setup screen is used to configure and track where materials originated from. Origins can be assigned to sites within the same division or selected directly on a scale t...
-
Last Updated: 02/10/2026
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....
-
An issue has been resolved where weights received from Loadman in NavuNav were displaying in lbs instead of the Scale UOM configured on the truck setup (for example, kgs ). Weights now display using the unit of measure defined in the truck’s Sc...