Updated Articles

  1. Yard

    Pathway:  Setup > Operations > Yard Yards are used for inventory management and can be assigned as the start and end locations of a route to define where the route begins and ends. Additionally, Route Optimization uses yard informat...
  2. Send Bulk Customer Portal Invites (Database) - Screen and Functionality Improvements (20564)

    To improve the handling and processing of large data volumes, logic has been enhanced and screen improvements have been made to the Bulk Customer Portal Invites screen. Refer to the article linked below for additional information about this screen...
  3. Send Bulk Customer Portal Invites

    Pathway:  Database > Send Bulk Customer Portal Invites The Bulk Customer Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a p...
  4. Division Setup

    Pathway:  Setup > System > Division     This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
  5. Notification Template

    Pathway:  Setup > System > Notification Template The Notification Template tool is used to create custom email/text notifications for use throughout the Navusoft application.  Some templates may require a ticket to be submitted to cust...
  6. Waste Profile Mgmt (Accounts) - Profiles with no material assigned are not displaying (20684)

    When creating waste profiles, material type is not required. However, when attempting to view the Waste Profiles in Accounts > Waste Profile Management , the profiles with no material assigned were being excluded from the listing. This issue has ...
  7. AR Aging Management (Accounting) - New Filter Option Added (20690)

    A  “Max balance over 120”  filter has been added as an option in the  Quick Filter dropdown on the AR Aging Management screen.  Pathway:  A ccounting > AR Aging Management ...
  8. CC/ACH Reconciliation (Accounting) - Gateway dropdown not working as expected when filtering by single Division (20637)

    The issue with the the Gateway drop down not responding as expected when multiple divisions were selected and then reduced to a single division on the Credit Card / ACH Reconciliation screen has been fixed.  Pathway: A ccounting > Cr...
  9. Rate Update Batch (Sales) - Added Filter Options (20422)

    Three changes have been made to the Add Filte r option on the Add Site Service Rate Update Batch screen. Two (2) new date fields have been added to the filtering options.  For all date type fields, 3 additional filtering options have...
  10. Active Service (Accounts) - Reversal of Future Dated Active Service Not Working (19926)

    The issue with not being able to successfully reverse a  future-dated service that previously had a route-change applied has been fixed. A future-dated service that had a route changed can be reversed as expected. Pathway: Account...