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The following data from the Add/Edit Manual Charge record has been added to the calendar tool tip display for Manual Charges: PO Number Blanket PO Note Null or blank data will not be displayed. Pathway: Customer Service Screen ...
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Last Updated: 03/06/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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Last Updated: 03/06/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account
An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the custome...
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Last Updated: 03/06/2026
in Accounts Home Services Purchase orders can be added to an account or site in multiple areas. However, regardless of where a PO number is entered, all PO numbers follow a defined hierarchy during the billing process. Understanding this hierarchy is key to ensuring accurat...
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Headers Main Header Use Heading 2 for each main section title. Color should be blue Breakout Section Headers Use Heading 3 or 4 for each child section of a main section. Refer to the Color Scheme below for the color Col...
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The release notes in this article correspond to version ##. Screens and logic may have changed in newer versions. Home Accounts Sales Operations Accounting ...
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A new setting option 'Account and Site Division Must Match' was added in System Options Setup and when enabled, will require newly created accounts and sites to have the same division. Pathway: Setup > System > System Options > Account ...
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The Inbound/Receiving Ticket has been enhanced to allow up to two equipment items. The system logic has also been updated to account for tare weights associated with the selected equipment and automatically include them in weight calculations....
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To provide drivers the ability to receive and complete outbound orders in the NavuNav Driver App, the On Call Order screen has been updated to include a Route field for Outgoing/Shipping order types. Pathway: Customer Service Scre...
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An issue has been resolved where the Tare / In field on outbound scale tickets did not update with the correct weight when the truck was changed. Pathway: Operations > Inbound / Outbound > Outbound [tab] ...