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Last Updated: 09/16/2024
in Database Home
The option to import system users is available in the Database module. This method provides an efficient way of mass creating user accounts in Navusoft. Once imported, user accounts can be updated from the User Setup and User Profile screens. ...
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A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...
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A change has been made to the Add/Edit New Account Template, removing the limitation that restricted Bill Group selection based on the Division. In Bill Group Setup, if the Division field is left blank, the bill group will be universally available...
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Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...
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Last Updated: 09/11/2024
in Setup Home Setup - Other Pathway: Setup > Services > Default Pricing > Service Code | Setup > Services > Service Code Create default rates for a service code specific to the division, service region and frequency of the service. A service code may have more than...
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Logic has been corrected to request types to restrict what is available to only active types. Pathway: Accounts > Search > Accounts ...
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An issue has been resolved with the Posting Status Code for Work Order queries that prevented the correct display of status code values. Pathway: Database > Database Query ...
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Last Updated: 09/09/2024
in Sales Home Pipelines
Pathway: Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...
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The following updates have been applied to the Database Query: Account Name 2 and Invoice Date fields were added to the Revenue entity. When adding a filter, the Column field includes search functionality and has also been updated to display...
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An update has been implemented across multiple screens with user dropdown lists, now showing the user's title and department next to their name. ...