Updated Articles

  1. Release Version 73 [Archive]

    The release notes in this article correspond to release version 73.   Screens and logic may have changed in newer versions. Home Screen NavuProject - Screen Changes Made To Navu Projects (16734) [New Feature] The Navu P...
  2. Release Version 75 [Archive]

    The release notes in this article correspond to release version 75.   Screens and logic may have changed in newer versions. Accounts Work Order (Accounts) - Work Order Not Generated When Adding a New Service to a Contract ...
  3. Release Version 70 [Archive]

    The release notes in this article correspond to release version 70.   Screens and logic may have changed in newer versions. Home Screen Navu Request - Add Date Range Filters To History Tab (15371)  [Enhancement] An improvemen...
  4. Import Inventory

    Pathway:  Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft.  This article details that process and includes the CSV file requirements for a succes...
  5. AR History Overview

    Pathway:   Accounts > Search > Accounts The AR History screen displays an account's balance across all sites for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment a...
  6. Inbound / Outbound (Operations) - Logic Updated to History Traffic Direction Filter (19760)

    The filtering logic was updated for the Traffic Direction filter on the History tab of the Inbound / Outbound screen to correctly display the data as either All, Inbound, or Outbound orders when using this filter. Pathway: Operati...
  7. Bill Group (Accounting / Setup) - Setting to Include WO Images and Attachments with Invoices (20426)

    A new setting, Include Work Order Images / Attachments has been added to the Add/Update   Bill Group Notifications screen for the notification option: Notification Template (Invoice as Attachment) .  When set to Yes, if a work order includ...
  8. Appointment Type Setup

    Pathway:  Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment  for an account.  Field Descriptions Field ...
  9. Dispatch (Operations) - Fuel Entry Window Cannot Be Closed After Closing Driver Timeline (20785)

    Screen logic has been enhanced to Driver Timeline to prevent a user from closing the Driver Timeline screen if they have accessed another screen from it. Example: the user opened Driver Timeline and then selected Fuel to open the Fuel Receipt...
  10. GL Segmentation Setup

    Pathway:  Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, Ser...