Updated Articles

  1. Accounting - 'Vendor/Rebate Payments' Screen Updates (15577) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The History screen in Vendor/Rebate Payments has been updated with the following: "All" option added to the Division drop down. Division column added.  Pathway: Accounting > Vendor/Rebate Payments ...

  2. Sales (Setup) - New 'Lead Source' Screen Available (15566) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new Lead Source Setup screen has been added in Setup > Sales . In the past, lead sources were confined to a fixed list supplied by Navusoft. Pathway: Setup > Sales > Lead Source Article: Lead Source ...

  3. Dispatch - Excel Export Option Added in Driver Timeline (15610) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    The 'Re-sequence Route(s) From Timeline' screen has been updated to include the option to export the routes to Excel. This screen is accessed from the Driver Timeline screen by clicking on the 'Preview Route Sequence Using Completion Order' button. ...

  4. AR History - Logic Updates to Account Payment Method (15492)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Logic has been updated to the AR History screen to not include Quick Pay in Payment Methods. Previously, these were included and displayed as "Recently Expired."  Pathway: Open Account > Select "AR History" ...

  5. Work Order (Disposal Ticket) - Total Cost Not Saving User Changes to Total Cost (15477)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that prevented manual changes to the 'Total Cost' field of a Disposal Work Order from saving. Pathway: Open Work Order > Click 'Disposal/Ship' tab ...

  6. Setup (Services) - Excel Export Option Added to Service Code and Charge Code Setup (15542) [Enhancement]

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been made to add an Excel export option to both the Service Codes Setup screen and the Charge Codes Setup  screen. Pathway:  Setup > Services > Service Code/Charge Code ...

  7. Reports (AR) - Tax Details and Tax Summary Pages Failing (15562)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Reports - 69 Release
    Previously both the Tax Details and Summary Reports  were erroring upon open. This has been fixed. Pathway:  Reports > AR > Tax Details/Summary Reports ...

  8. AR Aging Management - Last Payment Date No Longer Includes Declined Payments (15546)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Accounting - 69 Release
    Previously, when viewing payments using the hover feature in the AR Aging Management screen, declined payments were included in the last payment date. This has been fixed.   Pathway:  Accounting > Aging AR Management ...

  9. Edit Account - New Field Options Added for Inbound Work Orders (15347) [Enhancement]

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The Edit Account screen has been updated to include two new check boxes in the Billing section:  Hide Work Order Format Rate  If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This option is...

  10. Truck Setup - Active/Inactive Setting Added (15484) [Enhancement]

    Last Updated: 08/04/2023 in Release Notes Home Release 69 Setup - 69 Release
    Enhancements  have been made to Truck setup screens to allow users to mark trucks as 'Active' or 'Inactive' for service use. In Add/Edit Truck, a 'Mark Active' and 'Mark Inactive' button was added to the bottom of the screen.  Mark Active...
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