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Pathway: Reports > Standard Reports > AR > Aging The Accounts Receivable (AR) Aging report is to provide a clear and organized overview of outstanding customer invoices. This report categorizes receivables based on the length of time...
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Last Updated: 04/21/2026
in Setup Home Accounting
Pathway: Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class . Field Descriptions Fiel...
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Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated to an account. Permissions Permission ID Pe...
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Last Updated: 04/21/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for ...
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Pathway: Reports > Standard Reports > Accounts > Service History The Service History Report provides a comprehensive overview of the service history for the sites associated with an account, within a specified time frame. Permiss...
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The following new queries have been added to the Database Query: Disposal Origin Scale Record History Account Requests Pathway: Database > Database Query ...
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Pineapple Payments is set to officially sunset effective April 30th, 2026. What this means to you We’ve been working behind the scenes to make this transition as seamless as possible. Navusoft is in the process of migrating Pineapple Payme...
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Last Updated: 04/20/2026
in Setup Home Accounting Pathway: Setup > Accounting > Term
Term Setup establishes the payment terms on an invoice to indicate when payment is due.
Field Descriptions Fields
Descriptions
Term ID Required ...
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Last Updated: 04/20/2026
in Setup Home System 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. Divi...
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Pathway: Operations > Inbound / Outbound > Inbound (tab) For cash-pay customers, consider using the following inbound scale process to ensure all transactions are captured and to enhance scale house efficiency. For more information on s...