Updated Articles

  1. AR Analysis

    Last Updated: 10/02/2023 in Reporting Home Analysis
    Pathway:  Reports > Analysis > AR Analysis The Accounts Receivable (AR) Analysis report offers a comprehensive examination of the Division's AR activity for a designated fiscal year. Permissions Permission ID Permission N...

  2. Accounting (Tax Region) - ERP ID Field Displays if Enabled in 'System Options Setup' (15843) [Enhancement]

    Last Updated: 10/02/2023 in Release Notes Home Release 70 Setup - 70 Release
    If the 'Enable ERP Integration' is set to 'Yes' in System Options Setup, an ERP ID field will display in Tax Region Setup. Pathway: Setup > System > System Options;  Setup > Accounting > Tax Region ...

  3. Edit Route Record - Screen Label Changes (15839) [Enhancement]

    Last Updated: 10/02/2023 in Release Notes Home Release 70 Operations - 70 Release
    The following changes have been applied to the labels on the Edit Route Record popup editor: Miles field has been removed 'Start Time' was renamed to 'Scheduled Start Time' 'End Time' was renamed to 'Expected End Time' 'Disposal Location' was r...

  4. AR Payment Batch - Option to Limit Bank Accounts to a Division Added (15845) [Enhancement]

    Last Updated: 10/02/2023 in Release Notes Home Release 70 Accounting - 70 Release
    The Bank Account Setup screen now includes the option to restrict bank accounts by division. When a division is linked to a bank account, only the bank accounts associated with that specific division will appear as a selectable option on the 'Create...

  5. Service Record - Logic Update for Pricing Changes with a Future Date (15837)

    Last Updated: 09/28/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, when there was a future change to work order charge pricing, the new pricing was being used before the effective date of the price change. This has been fixed.  Pathway: Customer Service Screen ...

  6. Invoice - Address Fields Improved to Accomodate Longer Addresses (15825)

    Last Updated: 09/28/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The character limit for address line 2 on invoices has been extended to 255 characters, and the Postal Code limit has been increased to 12 characters. This resolves the issue of addresses not printing on the invoice if the character limit was exceed...

  7. User Setup - Enhancements Made To Add/Edit User - (15797)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Setup - 70 Release
    The following changes have been applied to the User Setup screen: A refresh page option added. Reset Password has been moved to the bottom of the Edit User tool. Manager ID has been changed to Manager. Pathway:  Setup > System > User ...

  8. Rate Update Batches - Multi Select Option Added to Filters (15770) [Enhancement]

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Sales - 70 Release
    The multi-selection option has been added to both Add Rate Update Batch screens for the following drop down screen filters: Service Region Line Of Business Account Class Site Class Bill Group Pathway:   Sales > Rate Update Batches >...

  9. Inventory Management - Removal and Swap Work Orders Not Removing Containers from Site Inventory (15829)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Operations - 70 Release
    Previously, when a user updated the inventory on a work order to indicate the removal or exchange of equipment and marked the work order as complete, the site inventory did not reflect this change. This has been resolved. Pathway: Accou...

  10. AR Payment Batch - Search Field Fix (15790)

    Last Updated: 09/27/2023 in Release Notes Home Release 70 Accounting - 70 Release
    An issue has been corrected to display a distinct value when search results are returned.  Pathway: Accounting > AR Payment Batch ...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.