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Functionality has been improved to enable the transfer of a deposit that has been converted into a payment to another account. Pathway: Accounts (Customer Service Screen) > AR History ...
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Previously, if a user created an on call order, and changed the Schedule Date after the Service Code field was populated, the service code is removed. This has been resolved. Pathway: Accounts (Customer Service Screen) > Create On Call...
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The following columns have been added to the Navusoft File Format export: Location Postal Code Location Full Postal Code Location Phone Business Hours Service Days Service Day Hours Service Code Service Code Name Equipment Type Equipmen...
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The Create Invoice screen has been updated to include a Grand Total at the bottom. Pathway: Accounts (Customer Service Screen) > AR History ...
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To prevent errors when processing billing batches with an invoice message greater than 500 characters, the Invoice Message field in Add and Update Bill Group has been expanded to accommodate up to 2000 characters. Pathway: Setup > Accou...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Reports > Analysis > Customer Analysis The Customer Analysis report provides two report options: Earned Revenue and Revenue. These reports provide a breakdown of revenue associated with the accounts that meet the criteria defined ...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Report > Analysis > Revenue Analysis The Revenue A nalysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users with the flexibility to analyze and interpret both monthly an...
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In order to maintain consistency with other sections of the product, we have moved the "add site" icon to the left side of the Site Search screen. ...
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When print ing a single Invoice, the system will show the invoice balance and a 'Make a Payment' link, accompanied by a list of the work orders presented as selectable hyperlinks. Pathway: Accounts > Search > Accounts ...
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To offer the availability of site service recurring minimum functionality, the following screens have been updated: Line of Business Pathway: Setup > Services > Line of Business The Profitability section has been relocated to its own tab. ...