Updated Articles

  1. AR Payment Batch (Accounting) - Screen Update for Posted Batches (17954)

    The AR Payment Batch screen has been updated to disable the Deposit and Auto Apply fields for posted batches. Additionally, the 'Apply,' 'Delete,' and 'Pencil' icons (not shown)  are now hidden once the posted batch is closed. Pathway: ...
  2. Account Class (Setup) - 'Default Receive Service Notification' Field Reverting Back to 'Yes' (18156)

    An issue has been resolved to Add/Update Account Class where the 'Default Contact Service Notification' setting would revert to 'Yes' after being changed to 'No'. ...
  3. Inbound/Outbound (Operations) - Support for Multiple Profiles and Materials (18030)

    The following changes have been made to support multiple profiles and materials: Modifications to Work Type Setup Pathway:   Setup > Operations > Work Type In Work Type Setup, the following changes were made: 'Enable Lo...
  4. NavuNav (IOS) - Stops Marked With Exception Not Syncing (18122)

    An issue in NavuNav iOS that prevented stops marked with an Exception from syncing back to Dispatch has been resolved.  Pathway: Operations > Dispatch
  5. Work Order (Accounts) - Work Order Not Generated When Adding a New Service to a Contract (18123)

    An issue that prevented work order creation when adding a new service to a contract has been resolved.  Previously, if a service not already established on an account was added, the system failed to trigger the delivery work type event. P...
  6. NavuNav Screen Overview Basics (Android)

    The following article provides an overview of the NavuNav features, specific to the NavuNav Android driver application.  Driving Directions (Turn-By-Turn Navigation) NavuNav's Driving Directions feature is designed to enhance navigation ...
  7. Route Management (Operations) - Service Region Filter Relocated (18115)

    The Service Region filter has been relocated to an optional side screen filter, enabling additional filtering after the results have loaded. Pathway:  Operations > Route Management > Current [tab] ...
  8. Status Management

    Pathway:  Accounting > Status Management The Status Management screen provides a comprehensive overview of accounts on, or eligible for, credit hold. It includes a series of tabs designed to help you efficiently monitor and manage account s...
  9. Refund Request Management

    Pathway:  Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created in...
  10. Sales Results Net New

    Pathway: Reports > Analysis > Sales Results Net New  The Sales Results Net New Report tracks revenue changes across accounts, covering new sales, service increases, and service decreases. It calculates the overall impact and attributes...