Updated Articles

  1. NavuNav (Android) - Update to Photos Captured in Portrait View (19097)

    An issue has been corrected that caused photos captured in portrait view from the NavuNav application to display sideways, causing the timestamp and location data to also appear rotated in NavuNav and Dispatch. Image Example in NavuNav ...
  2. [75.1 Release] State / Province / Region (System/Setup) - Support for State Maximum Percentage for Credit Card Fees (18342) [New Feature]

    A new feature has been released that caps credit card fees at the maximum amount allowed by state requirements.  Review the documentation for a full overview of this feature- State / Province / Region Pathway: Setup > System > State...
  3. State / Province / Region Setup

    Pathway: Setup > System > State / Province /Region The State / Province / Region Setup screen allows for the configuration of a maximum credit card processing fee (%) by location. Settings in Account Class Setup determine whether a f...
  4. Edit PO Number on Invoice Detail

    Pathway: Accounts > AR History The Edit PO Number on Invoice Detail feature allows users with the appropriate permission to add or edit a Purchase Order (PO) number to an invoice that has already been generated. Permissions ...
  5. Generate Single Invoice

    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...
  6. [75.1 Release] AR History (Accounts) - Ability to Add and Edit PO Number on Invoice Details (17383) {New Feature}

    Users with permission 480 (Edit PO Number on Invoice Detail) can now add and edit a PO number to an invoice even after it has been generated. This enhancement helps ensure invoices meet customer requirements without the need to regenerate or adj...
  7. View Details / Adjust Invoice

    Pathway:  Customer > Search > Accounts The View Details / Adjust Invoice feature allows you to review all charges on an invoice and either reduce the amount owed or apply a full credit to the invoice.  Permissions The follo...
  8. AR History Overview

    Pathway:   Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
  9. Import Balance Write Off

    Pathway:   Database > Import > Import Balance Write Off The following article captures the requirements of importing balance write offs for an account.  When using this tool the entire balance of the account will be written off for an...
  10. Create and Send a Service Contract

    Pathway:  Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provi...