Updated Articles

  1. User Activity (Accounts) - Sales Rep Name Not Dispaying on Detail Export (20012)

    An issue was resolved that prevented the Sales Rep name from displaying in the Detail Export of the User Activity screen. Pathway: Accounts > User Activity ...
  2. Route Management (Operations) - Enhancement to View Site Notes, Access Note and Business Hours (18178)

    An enhancement has been applied to the Pending and Current screens of Route Management to improve visibility of site notes, access notes, and business hours. If any of this information exists for a site, an asterisk is displayed after the site...
  3. Dispatch (Operations) - Pins not Displaying on Map for the 'Work Type' Grid View (20052)

    An issue was resolved where the Route Dispatch Map  failed to display pins for selected routes in the Work Type grid view. Pathway: Operations >Dispatch > Work Type [grid view] ...
  4. Active Services (Accounts) - Last Activity Date Not Displayed (20067)

    An issue was resolved that prevented the most recent completed work order date from displaying in the Last Activity column within the Active Service section. Pathway: Customer Service Screen > Active Services [section] ...
  5. AR Aging Management (Accounting) - Update to Bill Group Filter (20291)

    The Bill Group filter on the AR Aging Management screen has been enhanced to allow for multiple bill group selections.  Pathway: Accounting > AR Aging Management ...
  6. Notify of Future Rate Increase During Billing

    Pathway: Accounting > Billing Notifying customers of upcoming rate changes is an important part of transparent billing. This functionality helps users proactively inform customers by flagging invoices affected by a future rate increase a...
  7. AR History (Accounts) - Updates to Proration Calculations (20258, 20260, 20257, 20256)

    The following resolutions have been applied to proration calculations:  Logic update to proration start date and calculation logic An issue has been resolved where proration charges and proration credits could round to different amounts. Whe...
  8. Billing Screen Overview

    Pathway:  Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
  9. GL Transaction Processing (Accounting) - Support of Deferred Surcharges (20244)

    Billing has been enhanced to support deferred surcharges for accounts on Advance billing.  Example Account GL Transaction Processing example   ...
  10. Route Optimization Setup

    The following article details how to use Route Optimization in Dispatch.  Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency.  IMPORTANT   - Submit a Ticket Re...