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Last Updated: 07/18/2024
in Accounts Home Services
Pathway: Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
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The logic for the Effective Date field in Site Status History has been updated, allowing a site to be made active, inactive, or placed on a vacation hold using the current date. Pathway: Accounts > Site Status ...
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A fix has been deployed to resolve the issue where chargebacks were not showing on the AR History screen after a payment reversal. Pathway: Accounts > AR History ...
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Last Updated: 07/16/2024
in Accounting Home Billing
Pathway: Accounting > Billing This article outlines the process of processing and posting a billing batch. Before proceeding with billing, it is recommended to review the Pre-Billing workflow article to avoid any billing errors. The P...
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Last Updated: 07/16/2024
in Accounting Home Billing
Pathway: Accounting > Billing This article details the Pre-billing work flow that should be followed to prevent billing errors and revenue loss. This process is completed in the Billing tool for billing batches marked 'Not Started'. ...
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Last Updated: 07/16/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...
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Last Updated: 07/16/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing Batch screen streamlines the bulk processing of billing transactions within the Navusoft system. This article captures the process of creating a new billing batch. Permissions The...
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Last Updated: 07/16/2024
in Accounting Home Billing Pathway: Accounting > Billing The Billing screen in Navusoft streamlines the billing process and maintains a historical record of billing batches. Within the Billing screen's Pending and In Process tab, there are two separate grids. The u...
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Last Updated: 07/16/2024
in Customer Portal Home Pathway: Setup > Account > Account Class; Customer Portal Customer Portal Home Page The view presented to customers upon logging into their portal account is determined by the account class. Within the account classes setup, system user...
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The performance of the Preview Invoice screen has been improved. This update resolves an issue where the amount displayed on the Preview screen differed from the amount generated on the generated invoice if it included a prorated service. ...