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The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily. Pathway: Accounts > Search > Accounts ...
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The issue that prevented stop removal from both the Route Dispatch Map and the Services List in Dispatch has been resolved. Route Dispatch Map Create a radius around the locations you want to remove from the route. Right click anywhere within...
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Edit logic has been updated to Service Record Details for service records in a posted or billed status. If the posting status is 'Posted' or the work order billed, the following applies: All fields are disabled for edits Service Record Charge...
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We have fixed an issue that was causing the user's name to not display in the "Created By" field when adding a new credit card to an account. Pathway: Accounts > Search > Accounts ...
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To meet regulatory reporting requirements for New York, two new fields have been added to the BIC Profile tab in the Edit Site screen. Field: Contract Type Selection Options: Written Oral Field: Other Financial Requirements Selection...
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Last Updated: 06/01/2023
in Setup Home Pathway: Setup > System > User; Permission; Role; Division
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Last Updated: 05/31/2023
in Setup Home Operations Pathway: Setup > Operations > Fuel Source The Fuel Source tool is used to record the fueling locations used by trucks. Fuel source information is displayed in Dispatch under the Productivity view. Add Fuel Source Field De...
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Last Updated: 05/31/2023
in Setup Home System Pathway: Setup > System > Email Attachments The Email Attachments tool is used for uploading and storing documents for future use as attachments in customer emails, proposals, and service contracts sent from the Navusoft system. Examples ...
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In Disposal / Ship Location Setup , if the location's Ownership field is set to 'Internal', a new field 'Rate For Internal Trucks' will display on Add Disposal Rate. Pathway: Setup > Operations > Disposal/Ship Location ...
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AR History has been updated to include the option to email or print payment refunds. Using the same method as other payment receipts, right-click on the desired payment refund and select either Email or Print Receipt . Pathway: Acc...