Updated Articles

  1. Auto Pay Management - Screen and Logic Updates (15713) [Enhancement]

    Last Updated: 09/12/2023 in Release Notes Home Release 70 Accounting - 70 Release
    The following screen updates have been applied to the Auto Pay Management screens: Tab: Scheduled Auto Pay   'Limit to Expired' checkbox added and records are filtered when checked. 'Limit to Last Payment Declined' checkbox added and records...

  2. Work Type - New Notification Alert Added (15650) [Enhancement]

    Last Updated: 09/12/2023 in Release Notes Home Release 70 Setup - 70 Release
    Within the Work Type setup screen, a new alert option, "Service Reminder For Every x Weeks Services (Send 1 Calendar Day Prior To Scheduled Service At 7 AM),"   has been added to the Notification Types in the Alerts tab. Pathway:  Se...

  3. AR Payment Batch - Auto Apply Check Box Added to Batch Details (15704) [Enhancement]

    Last Updated: 09/11/2023 in Release Notes Home Release 70 Accounting - 70 Release
    An "Auto Apply" checkbox option has been added to the Batch Details screen in AR Payment Batch for batch imports. Pathway:  Accounting > AR Payment Batch ...

  4. Sales Management - Fix Installed for Sales Rep Report (15734)

    Last Updated: 09/11/2023 in Release Notes Home Release 70 Sales - 70 Release
    The problem causing the export failure of the Sales Rep Report in Sales Management has been successfully resolved. Pathway: Sales > Sales Management ...

  5. Truck Setup - Modifcations to Truck Setup (15269, 15634) [Enhancement]

    Last Updated: 09/11/2023 in Release Notes Home Release 69 Setup - 69 Release
    Truck Setup has been updated to include a new 'Last Odometer' column that will display the last mileage reading and date it was recorded. In addition, a new Attributes tab was also added to "Add Truck" to record supplemental truck information.  ...

  6. Dispatch - Route Truck Options Not displaying With Multiple LOBs Assigned (15697)

    Last Updated: 09/08/2023 in Release Notes Home Release 70 Operations - 70 Release
    An issue related to trucks with more than one Line of Business assigned to them not displaying for all lines of business on the Route Record screen has been resolved. Pathway:  Operations > Dispatch ...

  7. Import Inventory

    Last Updated: 09/07/2023 in Operations Home Inventory Management
    Pathway:  Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. This article details that process and includes the CSV file requirements for a success...

  8. Service Code Default Rate Setup

    Last Updated: 09/07/2023 in Release Notes Home Release 70 Setup - 70 Release
    Pathway:  Setup > Services > Default Pricing > Service Code This article details the process of defining a default rate for a service code. When a default rate is established, the rate is automatically applied when a service is added to a s...

  9. Operations - New Inventory Management Screen (15458) [Enhancement]

    Last Updated: 09/06/2023 in Release Notes Home Release 69 Operations - 69 Release
    A new Inventory Management screen has been added to the Operations module. The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid...

  10. Inventory Management - Import Inventory Functionality Added (15535) [Enhancment]

    Last Updated: 09/06/2023 in Release Notes Home Release 70 Operations - 70 Release
    Import Inventory functionality has been removed from Database > Import  and added to the Inventory Management screen in Operations. This feature requires the following permissions to import: 423 Import Inventory 449 Inventory Management CSV C...
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