Updated Articles

  1. Standard (AR) Reports - Filter Added to Check Listing Report (15545) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Reports - 69 Release
    The Check Listing report has been enhanced with an added Source filter, specifically designed to filter based on the account source. Pathway: Reports > Standard Reports > AR > Check Listing ...

  2. Payment Batch - Default Payment Type Added (15603) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Accounting - 69 Release
    A new "Default Payment Type" feature has been added to Payment Batch. By selecting a default payment type, new payments for the batch will default to the type selected. If a default is not selected for the batch, the user must select the type each t...

  3. Accounting - 'Vendor/Rebate Payments' Screen Updates (15577) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The History screen in Vendor/Rebate Payments has been updated with the following: "All" option added to the Division drop down. Division column added.  Pathway: Accounting > Vendor/Rebate Payments ...

  4. Sales (Setup) - New 'Lead Source' Screen Available (15566) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new Lead Source Setup screen has been added in Setup > Sales . In the past, lead sources were confined to a fixed list supplied by Navusoft. Pathway: Setup > Sales > Lead Source Article: Lead Source ...

  5. Dispatch - Excel Export Option Added in Driver Timeline (15610) [Enhancement]

    Last Updated: 08/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    The 'Re-sequence Route(s) From Timeline' screen has been updated to include the option to export the routes to Excel. This screen is accessed from the Driver Timeline screen by clicking on the 'Preview Route Sequence Using Completion Order' button. ...

  6. AR History - Logic Updates to Account Payment Method (15492)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Logic has been updated to the AR History screen to not include Quick Pay in Payment Methods. Previously, these were included and displayed as "Recently Expired."  Pathway: Open Account > Select "AR History" ...

  7. Work Order (Disposal Ticket) - Total Cost Not Saving User Changes to Total Cost (15477)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that prevented manual changes to the 'Total Cost' field of a Disposal Work Order from saving. Pathway: Open Work Order > Click 'Disposal/Ship' tab ...

  8. Setup (Services) - Excel Export Option Added to Service Code and Charge Code Setup (15542) [Enhancement]

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been made to add an Excel export option to both the Service Codes Setup screen and the Charge Codes Setup  screen. Pathway:  Setup > Services > Service Code/Charge Code ...

  9. Reports (AR) - Tax Details and Tax Summary Pages Failing (15562)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Reports - 69 Release
    Previously both the Tax Details and Summary Reports  were erroring upon open. This has been fixed. Pathway:  Reports > AR > Tax Details/Summary Reports ...

  10. AR Aging Management - Last Payment Date No Longer Includes Declined Payments (15546)

    Last Updated: 08/07/2023 in Release Notes Home Release 69 Accounting - 69 Release
    Previously, when viewing payments using the hover feature in the AR Aging Management screen, declined payments were included in the last payment date. This has been fixed.   Pathway:  Accounting > Aging AR Management ...
Copyright © 2022 – 2023 Navusoft, Inc. All rights reserved.