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Last Updated: 08/21/2024
in Setup Home Account Account Class Pathway: Setup > Account > Account Class Account Class establishes the criteria an account, or group of accounts, follow in their billing and payment processing practices. Account class is assigned to an account when the account is created...
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Last Updated: 08/21/2024
in Setup Home Services Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific ...
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In NavuNav (Android), the following features were added to the Residential mode: Enable/Disable Auto Center Enable/Disable Auto North Enable/Disable Auto Zoom ...
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A new chat feature has been added to NavuNav (Android). With this feature, when a driver has unread messages, the chat icon will display a count of the unread messages. ...
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The following changes have been made to the Division Setup screen: A green + was added to the screen to open the Add Division tool. To edit a division, double click within its row. The screen now includes export and refresh buttons and a sear...
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Last Updated: 08/20/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group/Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for both...
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Last Updated: 08/16/2024
in Setup Home Account
Pathway: Setup > Account > Broker Group The Broker Group Setup screen allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Broker Group Setup Field Descrip...
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Last Updated: 08/12/2024
in NavuNav NavuNav Android
Cash on Delivery (COD) is available to the NavuNav Android application to allow drivers to take payment in the form of cash, check or card. Setup Requirements In order for NavuNav to accept COD payments, the Term for the account mus...
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Edit Contact has been updated to include the option to allow a non-billing contact to receive invoice and past-due notifications. For this, the following requirements must be met: This field only displays IF 'None' is selected for the Billing ...
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A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...