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Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Invoice Adjustment - Pending Approval and History tool is used to approve or reject credit requests and maintain a history of each approval by time period. When ...
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Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
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Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen provides a list of all credit card and bank ACH transactions within a specified time frame. The results displayed are determined by the filte...
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Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Unapplied Management The Unapplied Management screen provides accounting information for payments and over-payments collected on an account that have not been applied to an invoice. From this screen users can appl...
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Pathway: Accounts > Unread Email Management The Unread Email Management screen records unopened email messages that were sent out of the Navusoft application. This screen loads based on the Division and time frame selected. Upon load, on...
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Last Updated: 02/29/2024
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...
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In the Account Details section of the Customer Service screen, Paper Bill Fee has been relocated to display under Invoice Delivery. Additionally, the red font has been enhanced. Pathway: Accounts > Customer Service Screen ...
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'Sequence' and 'Completion Time' have been separated into two separate columns in the Completion Report export. Columns have been manually hidden in the screenshot for purposes of capturing the change. Pathway: Operations > Dispatch...
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The "Bank Cleared Date" field has been updated to enable deletion of the date using the keyboard's delete button. Pathway: Accounting > AR Payment Batch ...
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The problem causing a service notification for certain work types not to be sent when updating the work order's status to 'In Progress' has been resolved. ...