Updated Articles

  1. Available Service Code (Setup) - Enhancements Made to Screen (16281) [New Feature]

    Last Updated: 05/21/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following enhancements have been applied to the Available Service Code Setup screen: A Material Type selection filter has been added. A refresh icon was added. The Add and remove action buttons were replaced with an Availability drop down ...

  2. Route Optimization Setup

    Last Updated: 05/21/2024 in Setup Home Setup - Other
    The following article details how to use Route Optimization in Dispatch.  Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency.  IMPORTANT   - Submit a Ticket Requ...

  3. AR Payment Batch (Accounting) - Import Logic Updated to Use Default Payment Type (16809) [New Feature]

    Last Updated: 05/21/2024 in Release Notes Home Release 73 Operations - 73 Release
    When importing payment batches, import logic has been updated to use the 'Default Payment Type' selection to populate the 'Type' field for each payment line. Pathway:  Accounting > AR Payment Batch ...

  4. AR History (Accounts) - Payment Methods Renamed To 'Wallet' (16837) [New Feature]

    Last Updated: 05/21/2024 in Release Notes Home Release 73 Accounts - Release 73
    The "Payment Methods" section within an account's AR History screen has been renamed to "Wallet." This change has been reflected across all subsequent screens, including the Customer Portal. Pathway:  Customer Service Screen > AR...

  5. Material Type Setup (Setup) - Multiple Screen Updates (16799) [New Feature]

    Last Updated: 05/20/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following enhancements have been applied to the Material Type Setup screen: A Excel Export option was added. A Search bar was added. 'Division' and 'Disposal Location' filters were added to the Material Type Value tab. P...

  6. AR History (Accounts) - Authorization Logic Updated to Generate Single Invoices (16829) [New Feature]

    Last Updated: 05/20/2024 in Release Notes Home Release 73 Accounts - Release 73
    The following changes have been applied to the Create Invoice screen and the permission it includes: The 'Create Invoice' screen has been renamed to 'Preview Invoice.' The permission logic for the 'Generate Invoice' button has been updated. If ...

  7. Reason Code - 'Service' Label Added to Service Reason Code Types (16832)

    Last Updated: 05/20/2024 in Release Notes Home Release 73 Setup - 73 Release
    Reason codes categorized as "service" now include a "Service" label following the reason code. Pathway: Setup > System > Reason Code ...

  8. GL Transaction Processing (Accounting) - Unable to Post 'Pending' GL Transactions (16792)

    Last Updated: 05/16/2024 in Release Notes Home Release 73 Accounting - Release 73
    In a few isolated scenarios, users were unable to post pending GL Transactions in the GL Transaction Processing screen. This has been resolved. Pathway:  Accounting > GL Transaction Processing ...

  9. AR Aging Management (Accounting) - Multiple Screen Enhancements (16657) [New Feature]

    Last Updated: 05/15/2024 in Release Notes Home Release 73 Accounting - Release 73
    The following changes have been made the the AR Aging Management screen:  A drop down selection box has been added, offering two screen view options: Account Information or Contact Information. The Account Information view will retain t...

  10. Customer Service Screen (Accounts) - Geocoded Stops Reseting to Default Location (16800)

    Last Updated: 05/15/2024 in Release Notes Home Release 73 Accounts - Release 73
    In scenarios where a service location pin was moved and saved, any updates made to the site would cause the service location to revert back to the default location. This has been resolved. Pathway: Accounts > Customer Service Screen > G...
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