Articles
Services - NavuNav Available Charge Codes in Line Of Business and Charge Code Setup (15895) [Enhancement]
In the NavuNav Settings of a charge code, if ' Hide In NavuNav' is set to "Yes," the charge code will not display in the NavuNav Available Extra Charges section on the Line of Business Setup screen. Charge Code Setting Effect in Line o...
Accounting (Setup) - Invoice Message Character Limit Increased (15933)
To prevent errors when processing billing batches with an invoice message greater than 500 characters, the Invoice Message field in Add and Update Bill Group has been expanded to accommodate up to 2000 characters. Pathway: Setup > Accou...
Document Formats - Logic Update to Format Class Field (16005) [Enhancement]
In Add/Edit Document Format, the Format Class field has been updated to a drop down that can be edited. Pathway: Setup > Document Formats > Format ...
Document Format - Fields Removed From Proposal Document Fields (16003)
In Document Format Setup, the list of available field options for Proposals has been updated to exclude the following fields: site.division.logoURL salesRep.photoURL Pathway: Setup > Document Formats ...
Reason Code Setup - Addition of Active Field (15997) [Enhacnement]
A new 'Active' column has been added in both the Add and Edit Reason Code screens, as well as the Reason Code Setup screen. To modify the active status of a reason code, double-click on the corresponding row, and the Edit Reason Code editor will be ...
Division Group Setup - External ID Added To Setup (16100) [Enhancement]
An enhancement has been made to the Division Group Setup screen to include an External ID field. Pathway: Setup > System > Division Group ...
ERP Export Mapping Setup - "Name" Field Added (16074) [Enhancement]
A "Name" field has been incorporated into the ERP Export Mapping Setup screen, which the Tax Region Setup screen will now utilize for the ERP Label. Previously, the ERP ID was displayed. Pathway: Setup > Accounting > ERP Export Mappi...