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Last Updated: 12/11/2024
in Accounts Home User Activities
Pathway: Accounts > User Activity The User Activity screen monitors and presents the activities of user accounts in an interactive grid for review. This screen offers two view options that modify the displayed content. Filters can be appl...
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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. Tran...
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Previously, in the Active Services section of the Customer Service screen, the current pricing displayed in purple if a future site service charge existed, and the future change not shown. With this update, service charge rates with a future increas...
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The Service Record screen now displays the Site ID above the site name. When the service record is accessed from the Inbound/Outbound screen, the Site ID appears as a hyperlink to the Customer Service screen, with a Return option to navigate back ...
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The Rate field in the Tax Rate tab of the Tax Region Setup screen has been updated to support up to four decimal places. ...
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On the 'Create Account' screen, the Surcharge Group is now visible for the Prospect status and automatically defaults based on the selected Service Region. Pathway: Accounts > Add Account ...
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In Database Query, a new Cancellation Requests entity has been introduced, enabling it as a basis for creating queries to pull historical cancellation data. Pathway: Database > Database Query ...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Setup > Accounting > Bill Group The file format that is used to export a billing batch to a third party mailer is established in Bill Group Setup in the Settings tab. If an export format is not identified for the Bill Group, ...
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Pathway: Accounts > Search > Accounts Manual charges provide flexibility to apply additional fees to a site for reasons such as special requests, extra materials, and miscellaneous expenses. Permissions The following permi...
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Previously, the Reason Code and Net Variance fields were displayed when voiding a batch. With this update, those fields are now hidden, leaving only the Notes field visible. Pathway: Sales > Rate Update Batch ...