Updated Articles

  1. Role Setup (Setup) - Add/Edit Role Screen Gets Stuck in Continuous Reloading (16904)

    Previously the Role Setup screen was getting stuck in a reloading loop after adding/editing a Role. This has been resolved. Pathway:  Setup > System > Role ...
  2. Bank Account Setup

    Pathway:  Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used by AR Payment Batch for payment processing. This screen consists two sections, an upper grid and a lower grid. The upper grid sho...
  3. Available Charge Code Setup (Setup) -Screen Not Retaining Search Results and Selected Record (16852)

    An issue has been resolved where the search results and selected record would clear after assigning a service region to a charge code in the Available Charge Code Setup. Pathway:  Setup > Services > Available Charge Code ...
  4. NavuProject - Screen Changes Made To Navu Projects (16734) [New Feature]

    The Navu Projects screen has been updated with the following enhancements, organized into two tabs: Projects and Tasks, and Recent Activity: Projects and Tasks Tab The Navu Projects screen has been organized into two tabs: 'Projects and Tasks...
  5. Import Fuel Record (Database) - File Format Logic Updated to 'Import Fuel Record' (16871)

    The following modifications have been applied to the Import Fuel Record file format requirements: Truck Name or Truck ID are supported in the first column Three formats of Date are supported in the second column- YYYY-MM-DD / MM/DD/YY / MM/DD...
  6. Contacts (Accounts) - Warning For Blocked Email Addresses (16666) [New Feature]

    An enhancement has been made for accounts set to 'Email With Link' or 'Email with Attachment.' If a billing contact's email is on the email blocklist, a red exclamation point icon will appear on both the account screen and the contacts screen. Whe...
  7. Services List (Operations) - Logic Updated for Timestamp Discrepency (16803)

    The timestamp discrepancy between the timestamp on the Edit Service Record screen and the timestamp on the Services List screen has been resolved.   Pathway:  Operations > Dispatch ...
  8. Route Management (Operations) - Current Tab List Jumps To The Top When New Sequence Number Is Entered (16856)

    Previously, an issue occurred in the Route Management's Current tab: when a new sequence number was entered, the page would jump back to the top of the list. This has been resolved. Pathway:  Operations > Route Management ...
  9. (Contacts) Accounts - 'Email to Contact' to Include Contact's Title and Label (16804, 16818)

    When emailing out things such as statements and invoices, the 'Email to Contact' field has been updated to include the contact's title (if one exists) and their billing contact label if they are a billing contact. Pathway:  Acc...
  10. Navu Requests - Administrative Users

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool provides a way for users to communicate issues and requests to Navusoft. There are two types of Navu Requests users: General users and Administrative users. General users ca...