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The SAP Export for a GL Batch has been updated so that the export is in excel format (instead of csv format) and the blank rows between row 3 and the header have been removed. This creates a more efficient path for importing into SAP. Pa...
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Auto Pay logic has been updated to prevent duplicate processing when multiple browser tabs are open and Auto Pay is initiated from more than one tab. To support this, auto pay validation logic now happens at the start of the process rather than at...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. Tran...
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A Delivered Services Only filter was added to the Pending tab on the Route Management screen to improve prioritization of scheduled services over services that have not had their service equipment delivered. In addition, a new Delivery Date ...
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Pathway: Operations > Route Management
The Route Management tool includes three tabs designed to manage both new and existing stops on a route. To ensure no pending stops (scheduled services not yet assigned to a route) are o...
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Pathway: Operations > Route Management > Pending (tab)
The Pending tab displays sites and their associated services that have not yet been assigned to a route. Once a site's services are posted to a route, the site is r...
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Last Updated: 05/08/2026
in Sales Home CRM Sales Workflow This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to closi...
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Last Updated: 05/08/2026
in Operations Home Dispatch
Pathway: Operations > Dispatch > Select Truck/Select Driver Truck Calendar The Truck calendar presents truck-specific engine and route details. To enter truck and worker information for a particular day, simply right-click on the desire...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version yo...
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Last Updated: 05/08/2026
in Accounting Home
Pathway: Accounting > Status Management The Status Management screen provides a comprehensive overview of accounts on, or eligible for, credit hold. It includes a series of tabs designed to help you efficiently monitor and manage account...