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Pathway: Accounts > Search > Accounts Manual charges provide flexibility to apply additional fees to a site for reasons such as special requests, extra materials, and miscellaneous expenses. Permissions The following permi...
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Previously, the Reason Code and Net Variance fields were displayed when voiding a batch. With this update, those fields are now hidden, leaving only the Notes field visible. Pathway: Sales > Rate Update Batch ...
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A new 'Reset Sequence to 0 on Reroute/Reschedule' checkbox has been added to the Current tab of the Route Management screen. Checked : Assigning a new route or rescheduling a service will set the New Sequence to 0 . Unchecked : Assigning...
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The Min. Past Due Balance filter on the AR Aging Management screen has been corrected to properly filter by the past due amount instead of the total amount. Pathway: Accounting > AR Aging Management ...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing Batch screen streamlines the bulk processing of billing transactions within the Navusoft system. This article captures the process of creating a new billing batch. Permissions The...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
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In Billing, the counts in the Invoice Count, Print Count, Notification Count, and Auto Pay Enrolled columns are now displayed as hyperlinks. Clicking a hyperlink opens a popup window with detailed information. Pathway: Accounting > Billi...
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GL Segmentation has been updated to limit the total length, including separators, to a maximum of 30 characters. Pathway: Setup > Accounting > GL Segmentation ...
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Last Updated: 12/03/2024
in Accounts Home Notes
Pathway: Customer > Search - Account Site Level notes display ONLY on the site they were added to. Permissions The following permissions are required to create and manage site-level notes, including those added by other users: ...
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Last Updated: 12/03/2024
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...