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Last Updated: 04/27/2024
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account. Permissions The following permissions a...
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Last Updated: 04/26/2024
in Setup Home Setup - Other Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
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Last Updated: 04/26/2024
in Setup Home Setup - Other The following setup must be complete to process a credit request on an invoice. Permissions Required Review the following permissions required for credit request processing. Permission ID Permission Name Description 332 ...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Note Type Note Type Setup is used to create the different note types that are available for selection when servicing or communicating on an account or site. Permissions The following permission...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Generator Type The Generator Type Setup screen is used to establish classifications for the different categories of waste producers that a company serves. Permissions The following permission(s) a...
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Last Updated: 04/26/2024
in Setup Home Accounting Pathway: Setup > Accounting > Term Term Setup establishes the payment terms on an invoice to indicate when payment is due. Permission The following permissions are required to view, add and edit terms: Permission ID ...
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Last Updated: 04/25/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax cl...
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The NavuNav App has been updated to support the use of Dark Mode. ...
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Issues related to the Driving Directions feature available in the NavuNav app have been resolved. ...