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The default bill group established in the Default Bill Group Setup was not being retrieved when adding a new account with matching Account Division and Account Class. Pathway: Setup > Accounting > Default Bill Group ...
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An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. Pathway (Portal): Customer Portal > Requests Pathway: Accoun...
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An issue has been resolved when emailing photos from work orders, which previously caused the contacts available in the drop down to show from the first account viewed. Pathway: Accounts > Search > Accounts ...
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The 'Total' row in the Customer Analysis report has been corrected to display at the bottom of the results. Previously, when a Division filter was applied, the Total row was displayed in the middle of the report's results. Pathway: Repo...
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Pathway: Accounts > Search > Accounts Notes provide an option to record information or interactions with a customer that can be referred back to. Notes only display on the account calendar for the day it was added and do not generate fol...
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Last Updated: 02/23/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The followi...
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Last Updated: 02/23/2024
in Accounts Home AR Managment Pathway: Accounts > Search > Accounts > AR History The choice to enable auto-pay for an account's payment is associated with the account's payment method. Accounts opting for auto-pay can either have their payment processed at the same t...
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Last Updated: 02/22/2024
in Accounts Home Add Accounts Pathway: Customer > Add Account This article captures the descriptions for the fields that display when a new account is created. If the status of the account is "Prospect," the Billing section is hidden from view. Permi...
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Last Updated: 02/22/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts From the Accounts screen, use the attachments icon to add photos, attachments, purchase orders, and waste profiles. Items added here are linked at the account level and can be accessed from any site ...
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Last Updated: 02/22/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Account Details Screen From the Customer's screen, users can quickly navigate between the different site locations under the parent account and add a new site. View All Sites Select # of # ...