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Last Updated: 04/17/2026
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created (mandatory) or a new site is created (optional). Source identifies how an account originated ...
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Headers Main Header Use Heading 2 for each main section title. Color should be blue Breakout Section Headers Use Heading 3 or 4 for each child section of a main section. Refer to the Color Scheme below for the color C...
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Last Updated: 04/17/2026
in Setup Home Account Pathway: Setup > Account > Broker Group Broker Group Setup allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Field Descriptions Field De...
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Pathway: Customer Portal > Manage Automatic Payment
From the Customer Portal, the Manage Auto Pay feature allows customers to activate and manage automatic payments themselves choosing when the payment is made and how it is paid.
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Last Updated: 04/17/2026
in Setup Home Account Pathway: Setup > Account > Account Request Type Account Request Type Setup allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of account request...
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Pathway: Operations > Inventory Management
The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid...
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Last Updated: 04/17/2026
in Setup Home Account Pathway: Setup > Account > Generator Type Generator Type Setup is used to establish classifications for the different categories of waste producers that a company services. Field Descriptions Field Description ...
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Last Updated: 04/17/2026
in Setup Home Account Pathway: Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class . Field Descriptions Field ...
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Last Updated: 04/17/2026
in Release Notes Home Release 74
The release notes in this article correspond to release version 74. Screens and logic may have changed in newer versions.
Home Screen Recent Activity and Sales Rep (Homepages) - Account Requests Column Updated (16929) I...
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Last Updated: 04/17/2026
in Release Notes Home Release 73
The release notes in this article correspond to release version 73. Screens and logic may have changed in newer versions.
Home Screen NavuProject - Screen Changes Made To Navu Projects (16734) [New Feature] The Navu P...