Updated Articles

  1. Bill Group - New Print Sequence Option Added (15167) [Enhancement]

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new Print Sequence option 'Postal Code and Account ID' has been added to Add/Update Bill Group. Pathway:  Setup > Accounting > Bill Group ...

  2. Accounts - Work Order Prepayment Notification Pending (14945)

    Last Updated: 04/26/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The following changes have been applied to WO Prepayment Notifications: In Setup > System, 'WO PrePayment Receipt' has been renamed to 'Work Order Prepayment Notification'. This will display as WO Prepayment Notification on the calendar and...

  3. Billing - One Time Fee Per Invoice Added as Billing Option (14180)

    Last Updated: 04/26/2023 in Release Notes Home Release 69 Accounting - 69 Release
    A new late fee billing option 'One Time Fee Per Invoice'  has been added to the Finance Charge Type field in Account Class. Pathway:  Setup > Account > Account Class ...

  4. Accounts - Service Record Disposal Entry Ticket (15099)

    Last Updated: 04/26/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously,  when a user added a disposal record in the Disposal tab, it was not displaying on the work order until the user closed and reopened it. This has been fixed.  Pathway:  Accounts > Search > Accounts ...

  5. Customer Portal - Payment Receipt Timestamp Removed (15145)

    Last Updated: 04/25/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The timestamp that previously displayed after the date on the Portal Payment Receipt has been removed. Pathway:  Customer Portal ...

  6. Accounts - Separate Fields For PO Number and Tracking Number (15118)

    Last Updated: 04/24/2023 in Release Notes Home Release 69 Accounts - 69 Release
    To better track and correct where the PO Number and Shipping Tracking ID populated into work orders in Core (when created in Account Portal) the 'PO Number/Shipping Tracking ID' field has been separated into two fields.  Pathway:  Custom...

  7. Unapplied Management - Retain Grid Position Upon Returning to Screen (14302) [Enhancement]

    Last Updated: 04/24/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The Unapplied Management screen has been improved to return the user back to the same location in the list after clicking on the customer and viewing the Customer Service screen.  Pathway:  Accounting > Unapplied Management  ...

  8. Sales Management - Update Reason/Commission Reason Codes (15131)

    Last Updated: 04/24/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously, when reviewing sales in Sales Management, when a user wanted to update the Reason Code in the 'Update Reason/Commission' popup editor, (opens upon double-clicking on a sale) a list of reason codes did not populate. This has been fixed. ...

  9. Customer Portal - Excel Export Added to Service Map (14894)

    Last Updated: 04/20/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    An Excel export icon has been added to the Municipal view of the Customer Portal. Upon selection, information similar to what is displayed in the Services List will be exported with the addition of two new columns to capture the completion timestamp...

  10. Add Service - Entries to Max Weight Fields Not Displaying Active Service Screen (15119)

    Last Updated: 04/20/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented entries made in the Max Weight and Over Max Weight Rate fields from saving for tiered pricing service charges. Pathway:  Accounts > Search > Accounts ...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.