-
Last Updated: 03/20/2026
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...
-
Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions Th...
-
Last Updated: 03/20/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class The Status Management tab in Account Class Setup includes a Run Daily Auto Apply setting. When set to "Yes," auto apply runs once daily to automatically apply any unapplied payments, credits, or ad...
-
Last Updated: 03/20/2026
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: 03/20/2026
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 ...
-
We have redesigned the Add Account Class interface to streamline data entry and improve page navigation. These updates focus on visual clarity and reducing time spent. The key enhancements are: Real-Time Validation Indicators: Each of the...
-
A new Driver Incentive Factor Setup screen has been added to Setup > Operations . This screen will allow companies to define and manage bonus structures that reward drivers for accuracy when completing work orders and routes. This feature cur...
-
A new RFID (Radio Frequency Identifier) field has been added for inventory management including trucks (internal or 3rd party) and serialized equipment. This allows tracking of trucks and serialized equipment using its associated RFID transponde...
-
For scale operations that must follow NTEP requirements , a database-level setting will be enabled to restrict manual weight entry to three scenarios: The scale read was attempted and failed. When reading from a scale and an...
-
Pathway: Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. This article details that process and includes the CSV file requirements for a succe...