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Last Updated: 05/21/2024
in Setup Home Setup - Other The following article details how to use Route Optimization in Dispatch. Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency. IMPORTANT - Submit a Ticket Requ...
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When importing payment batches, import logic has been updated to use the 'Default Payment Type' selection to populate the 'Type' field for each payment line. Pathway: Accounting > AR Payment Batch ...
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The "Payment Methods" section within an account's AR History screen has been renamed to "Wallet." This change has been reflected across all subsequent screens, including the Customer Portal. Pathway: Customer Service Screen > AR...
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Last Updated: 05/20/2024
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 Operations. ...
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The following enhancements have been applied to the Material Type Setup screen: A Excel Export option was added. A Search bar was added. 'Division' and 'Disposal Location' filters were added to the Material Type Value tab. P...
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Pathway: Accounts > Search > Accounts (AR History) To generate an invoice for a customer, use the Invoice tool found in the customer's AR History. Invoices can be generated either for an individual site or for all sites associated with t...
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The following changes have been applied to the Create Invoice screen and the permission it includes: The 'Create Invoice' screen has been renamed to 'Preview Invoice.' The permission logic for the 'Generate Invoice' button has been updated. If ...
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Reason codes categorized as "service" now include a "Service" label following the reason code. Pathway: Setup > System > Reason Code ...
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In a few isolated scenarios, users were unable to post pending GL Transactions in the GL Transaction Processing screen. This has been resolved. Pathway: Accounting > GL Transaction Processing ...
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The following changes have been made the the AR Aging Management screen: A drop down selection box has been added, offering two screen view options: Account Information or Contact Information. The Account Information view will retain t...