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Last Updated: 01/15/2025
in Database Home
Pathway: Database > Send Alert Notification The Alert Notification screen is used to send custom alert messages to one or multiple employees . These notifications will display as a blue popup notification at the top of the user's...
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Last Updated: 01/15/2025
in Setup Home User Security
Pathway: Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available f...
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Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Adjustment History and Pending Approval screen is used to approve or reject invoice adjustments and maintain a history of each approval by time period. When a...
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Two new import options—Import Account Notes and Import Site Notes—have been added to the Database module. These import options are visible only to authorized users. To support this feature, two new permissions have also been introduced. Review the...
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The following enhancements have been applied to the Services List screen: Left and Right-Click Enhancements Left-click anywhere within a row (that is not a link) and it will cause the selection of the row. Right-click ...
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The following division billing address information has been added to Account Statement notification template options: division.billingaddress.line1 division.billingaddress.line2 division.billingaddress.city division.billingaddress.state divisi...
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Previously, tiered pricing for a service code was cleared during a site service rate update batch if the service code for the site was modified. This issue has been resolved, and tiered pricing will remain visible and unchanged. Pathway...
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The logic for the Auditor header in AR Aging Management has been updated to first check the Auditor Account Label field in System Options Setup and use the value listed. If the field is empty, the header defaults to 'Auditor'. Pathway...
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The following updates have been applied to the AR Aging Management screen: Selection Model 1. Left-clicking on row: Left-clicking anywhere within the row will cause the selection of the row. 2. Right-clicking on row: ...
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The Active Services section of the Customer Service screen now includes a "Last Activity" column, displaying the date of the most recent service marked as 'Completed' or 'Not Serviced'. Pathway: Accounts > Active Services ...