Updated Articles

  1. Billing (Accounting) - Create Billing Batch, Billing 'Types' Renamed (16866)

    The billing types in Create Billing Batch have been renamed from "Scheduled" and "Off Scheduled" to "All Charges" and "Work Order and Manual Charges Only." Pathway: Accounting > Billing ...
  2. Rate Update Batch (Sales) - 'Next Invoice Date' Column Added To Rate Update Batch (16835) [New Feature]

    An enhancement has been made to the Site Service Charge Rate Update Batch and Site Service Rate Update Batch to add a 'Next Invoice Date' column, displaying the date, batch number, and status. Pathway:  Sales > Rate Update Batch  ...
  3. Rate Update Batch (Sales) - Service Frequency Displayed 'On Call' For Every Record (16794)

    An issue has been resolved in the Extended view of the Rate Update Batch screen that caused the Service Frequency to display 'On Call' for each record. Pathway: Sales > Rate Update Batch ...
  4. Route Management (Operations) - Map Not Opening in Current Tab (16850)

    An issue has been resolved that prevented the map from opening when double-clicking on a single service in the Current tab of Route Management.  Pathway: Operations > Route Management  ...
  5. Route Management (Operations) - Map Marker Colors Enhanced (16790)

    An enhancement has been made the Route Management Map to change the colors of the map markers to better stand out against the map background. Pathway:  Operations > Route Management  ...
  6. Account Class (Setup) - Updates to Finance Charges / Late Fees (16821, 16831, 16823) [New Feature]

    Setup of Insufficient Fund Fee and Credit Hold Placement Fee Pathway:  Setup > Account > Account Class The following changes have been applied to the Finance Charges and Other Fees tab in Add/Edit Account Class: Previously, this tab...
  7. Customer Portal - Allow Customers To Re-Print Scale Tickets From Portal (16701)

    An enhancement has been made to enable the ability for customers to re-print scale tickets within the Customer Portal. Pathway: Customer Portal ...
  8. Available Charge Code (Setup) - Screen Enhancements (16282) [New Feature]

    The following enhancements have been applied to the Available Charge Code Setup screen: 'Equipment Type' and 'Material Type' selection filters have been added. A refresh option has been added.  The 'Add' and 'Remove' action buttons were replace...
  9. Available Service Code (Setup) - Enhancements Made to Screen (16281) [New Feature]

    The following enhancements have been applied to the Available Service Code Setup screen: A Material Type selection filter has been added. A refresh icon was added. The Add and remove action buttons were replaced with an Availability drop down ...
  10. Tax Setup

    This article provides tax setup information and covers the following screens in Navusoft: Tax Setup, Tax Region, and Tax Rate. Tax Pathway:  Setup > Accounting > Tax   Tax Setup identifies the taxes (City, State, Franchise, etc) th...