-
Last Updated: 04/24/2026
in Setup Home Accounting
Pathway: Setup > Accounting > GL Account
A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific ledgers, giv...
-
Last Updated: 04/24/2026
in Setup Home Accounting
Pathway: Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class . Field Descriptions Fiel...
-
Last Updated: 04/24/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for ...
-
Last Updated: 04/24/2026
in Setup Home Account
Pathway: Setup > Account > Task Type Task Type Setup allows you to create and manage the task types available when adding a task to an account or site. Tasks can be created by a desktop user or by a driver in the NavuNav mobile app. ...
-
Last Updated: 04/24/2026
in Setup Home Accounting Pathway: Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used by AR Payment Batch for payment processing. This screen consists of two sections, an upper grid and a lower grid. The upper g...
-
Pineapple Payments is set to officially sunset effective April 30th, 2026. What this means to you We’ve been working behind the scenes to make this transition as seamless as possible. As part of ongoing platform alignment within Fiserv , ...
-
We’ve resolved an issue where some billing jobs would get stuck in a “Processing” status and return an error after processing failed. This was related to a recent enhancement to anniversary billing proration logic and is now working as expected. A...
-
An issue that caused non-taxable revenue to display under the Taxable Revenue column in the Sales Tax Report has been corrected. Pathway: Reports > Standard Reports > AR > Sales Tax ...
-
Pathway: Reports > Standard Reports > Accounts > Service History The Service History report provides a comprehensive overview of all service activity for sites associated with an account. By specifying a time-frame, detailed work orde...
-
Pathway: Reports > Standard Reports > Account > AR Account Activity The AR Account Activity report provides a detailed transaction history for all sites associated with an account. Each transaction entry includes key informatio...