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The performance has been improved for generating a large number of invoices using Format 17. Pathway: Accounting > Billing; Setup > Accounting > Bill Group ...
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A 'Per Unit Rate' column has been added to the Active Services section of the Customer Service screen when the Standard view is used. ...
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In NavuNav, if the driver has chosen a reason code for not capturing the customer's signature, the reason code will be displayed in the Completion tab of the Service Record. Pathway: Service Record > Completion (tab) ...
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The following enhancements have been applied to the Credit Card Expiration screen: A new 'Expiration' filter has been added. Filter options include: Expired, In 1 Month, In 3 Months and In 6 Months. Export to Excel added. Addition of bread-cr...
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Last Updated: 02/21/2024
in Accounts Home User Activities Pathway: Accounts > User Activity The User Activities screen monitors and presents the activities of user accounts in an interactive grid for review. This screen offers two view options that modify the displayed content. Filters can be applied ...
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Pathway: Accounts > Blanket PO Management Use the Blanket Purchase Order Management screen to review active and expired Blanket PO's for all accounts. This screen also includes the option to export to Excel. This screen offers a summ...
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Two new filter options, "Inactive More Than 60 Days" and "Inactive Less Than 60 Days," have been included in the Status drop down menu on the Site Search screen. This filter is not applied if both options are selected at the same time. P...
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Last Updated: 02/20/2024
in Accounts Home Services Pathway: Customer > Search > Accounts Active Services display on the Customer Service screen within the Active Services section as well as in the Calendar on the servicing date. This article provides a basic understanding of the active s...
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Pathway: Accounting > Billing This article explains how to process auto-pay from the Billing screen. It's important to note that a billing batch must be posted before auto-pay can be processed. Permissions The following permi...
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Pathway: Accounting > AR Payment Batch Auto payments scheduled for future date processing are held in the AR Payment Batch tool, where they can be manually retrieved and processed on their scheduled date. Permissions The f...