Updated Articles

  1. Transfer Service (Accounts) - Transfer Service Rate/Rate Per Unit Fixed (17203)

    Previously, when transferring a service, the Rate and Rate Per Unit were being multiplied together instead of being directly copied, which resulted in incorrect rates for the transferred service. This has been resolved. Pathway:  Accoun...
  2. Service Code Setup (Setup) - Unable To Select Tax Class When Field Is Enabled (17217)

    Previously, when adding a new service code in the Service Code setup, the list of Tax Class options would not display when the 'Taxable' field was enabled. This has been resolved. Pathway:  Setup > Services > Service Code  ...
  3. Account Status (Accounts) - Internal/External Collection Status Options Added (17081) [New Feature]

    Two new status options, 'Internal Collections' and 'External Collections,' have been added to the Account Status drop down menu. To apply either status, the following requirements must be met: In Setup > Accounting , a new 'Collection Group / A...
  4. Account Requests

    Pathway:  Accounts > Search > Accounts    The Account Request tool allows users to create and manage action requests for specific accounts. Once a request is made, it is sent to the Account Request Management tool, where it can be t...
  5. Cancellation Request

    Pathway:  Accounts > Account Menu > Cancellation Request The Cancellation Request screen is used to initiate the cancellation process for an account; however, cancellations must be applied directly to the active service, separate from the...
  6. GL Account Setup

    Pathway:  Setup > Accounting > GL Account A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific accounts, gi...
  7. Add a Service with a Daily Rental Fee

    Pathway:  Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...
  8. Document Format (Setup) - Update to Prefix Column for Surcharge Rates and Addendums (17233)

    In the setup for contracts and proposals, if the 'Prefix' column for proposal_addendums is populated, the prefix will now appear as a bold header above the addendums. Additionally, each addendum will now be listed as a separate line item, instead ...
  9. Available Charge Code (Setup) - Changes Not Saving (17257)

    An issue has been resolved that prevented changes to the Available Charge Code screen from saving. Pathway:  Setup > Services > Available Charge Code ...
  10. GL Transaction Processing

    Pathway:   Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...