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Hide Non-Syncing Billing Fields for Integrated Clients - 06/17/2022 [RN]
We changed the display of billing fields that do not synchronize with Back Office, for fully integrated clients. The following will no longer display in this case:
From the Create Job Aside:
From the Job Details:
- Billing Terms
- Consolidate Invoices
- Default Billing Cycle
|Why did we do that?
Feedback from fully integrated clients noted that they do not want to see certain billing fields that do not synchronize with Back Office. This enhancement seeks to accommodate that request.
|Why does this matter to you, as a client/customer/user?
Thanks to this enhancement, users at integrated clients will no longer be distracted by non-syncing billing fields.
For this enhancement to be operative, a client must have the System Setting "Avionté Back Office Integration" enabled.
When it is active, and users go to pages with billing fields, such as:
- Company Profile > Operational Information Widget
- Job Details > Operations & Financials Widget
The billing fields indicated at the beginning of this note will not appear.
Users will also not see these billing fields in the Create Job aside.
Image: Location of Operational Information Widget in Company Profile
Image: Location of Operations & Financials widget in Job Detail
Image: The Create Job Flyout
Click here for more information on Markup in Company Profile in AviontéBOLD
Click here for more information on Creating a Job in AviontéBOLD
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