-
Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
-
Last Updated: 03/24/2026
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 Operation...
-
Last Updated: 03/24/2026
in Customer Portal Home Pathway: Accounts > Contacts Grant contacts access to their customer portal account by following the process outlined below. Contacts can be added at either the site level or account level, depending on the level of access you want to p...
-
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 B...
-
Last Updated: 03/24/2026
in Setup Home Setup - Other
This article outlines the three types of integrations available between Navusoft and 3rd Eye . Server to Server Features Service Verification & Exceptions Sync Marks a WO with the resulting 3rd Eye Status - Either “Co...
-
Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
-
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...
-
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 ...
-
Last Updated: 03/20/2026
in Setup Home Accounting
Pathway: Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...
-
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...