Updated Articles

  1. Dispatch Views

    Pathway:  Operations > Dispatch In Dispatch , a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly na...
  2. Dispatch Basics

    Pathway:  Operations > Dispatch The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen in...
  3. Rebates

    In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to spe...
  4. Line Of Business

    Pathway:  Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
  5. Fuel Rate Index Surcharge Setup and Application

    A Fuel Rate Index Surcharge is used to adjust pricing in response to fuel cost changes. Typically associated with a published index, such as the EIA (U.S. Energy Information Administration) diesel average, it allows companies to account for market...
  6. Setup (Auto pay)

    The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway:  Setup > Accounting > Bill Group In the Settings tab for...
  7. Customer Portal Setup

    This article is about the key setup areas that influence the performance and usability of the Customer Portal . System Options Setup Pathway:  Setup > System > System Options > Customer Portal (tab) Configurations made i...
  8. Customer Portal - Wallet

    Pathway:  Customer Portal >  Wallet The Wallet feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer valid.  Configurations in Setup The follow...
  9. AR History Account Transactions

    Pathway:  Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjustme...
  10. AR Payment Batch (Accounting) - Cash Payments and CC Payments Placed in Same Batch (21333)

    Logic has been updated for scale tickets so cash payments and terminal credit card payments are posted to separate AR Payment Batches. Previously, both payment types were posted to the same batch.  Pathway: Accounting > AR Payment Bat...