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The date format on the Recent Activity and Sales Rep homepages now includes the year. Pathway: Homepage ...
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A new default setting, 'Per Invoice Fee', is available in the Account Class setup screen that will be visible on the Customer Service screen and in Edit Account when configured. Account Class Setup - Finance Charges and Other Fees New Def...
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Last Updated: 07/23/2024
in Setup Home Operations
Pathway: Setup > Operations > Work Type Event Class Permissions The following permissions are required to add and edit work type event class: Permission ID Permission Name 24 Setup \ Operations ...
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Last Updated: 07/23/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts The following article details how to edit or end an active service for a site. Permissions The following permissions are are required to edit and end an active service: Permissio...
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Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The followin...
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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...
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Pathway: Customer > Search > Accounts The View Details / Adjust Invoice tool provides a way to review all charges on an invoice and reduce the amount owed or credit an invoice entirely. Adjustments can only reduce the invoice amoun...
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Attachments added to the service record in Dispatch, and made available to NavuNav, are now displayed as links in the Stop Details window. ...
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In the NavuNav Android application, banner counts were added to the status filters. ...
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Last Updated: 07/18/2024
in Setup Home System
The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vend...