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The Site ID hyperlink has been enabled on the Edit Service Record screen from the Dispatch Services list. Clicking the hyperlink opens the site in the Customer Service screen, which will also include a back button to return to the Services List ...
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The following permissions have been updated: Permission 109 : Renamed from View Billing to View Billing and Process a Billing Batch. This permission now controls access only to the Account / Billing screen. Permission 281 : Renamed ...
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Service IDs have been updated to ensure uniqueness and prevent duplicates. Pathway: Customer Service Screen > Active Services ...
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A new "Enabled Non-Integrated Credit Card Terminal" field has been added to the Credit Card/ACH tab in the Division Setup screen. When this field is enabled, the "Credit Card - Non-Integrated Terminal" option becomes available in the Type dr...
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The following enhancements have been applied to the Dispatch 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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Last Updated: 12/17/2024
in Accounts Home
Pathway: Accounts > Site Status Updates Pending Approval The Site Status Pending Approval screen provides a second level review to complete a status change to a site. Use this screen to approve or reject changes to an active, vacatio...
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Last Updated: 12/16/2024
in Accounting Home
Pathway: Accounting > GL Transaction Processing Export GL batches from Navusoft into an Excel file for uploading into QuickBooks using the process outlined here. This documentation outlines the steps within Navusoft, provides recommendat...
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The logic for proposals with multiple sites has been updated. Proposals and contracts that include more than one site will now be visible on all associated sites, not just the primary site. Pathway : Accounts > Orders, Quotes, and Contra...
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Last Updated: 12/16/2024
in Accounts Home Tax Verification P athway: Accounts > Tax Verification The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately calculate and apply appropriate taxes to service...
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Last Updated: 12/16/2024
in Accounts Home Service Records Pathway: Accounts > Search: Work Orders > Payments (tab) The Payments tab on the Service Record screen enables direct application of payments for services or inbound scale loads. As payments are added, the combined total will display on t...