Customer improvements
- enlarged data entry box of name and email address fields
- address and phone fields have been reordered and duplicates were removed
- enforced unique customer numbers
- corrected a bug that prevented the customer type from being properly saved
- corrected a bug that allowed customers with existing billings to be deleted
- corrected a bug that allowed vendor customers to be edited
Billing improvements
- prevent user from editing a bill that has payments
- UI improvements
- header level
- added the attention field
- reordered fields
- added a rule to require the billing date to be in the current, next or previous fiscal year; rule is enabled by default but not mandatory
- added a warning rule and an error rule for billing dates outside the current posting period
- warning: enabled by default but not mandatory
- error: not enabled by default and not mandatory
- Item level
- set focus to the item description of the item that was just added
- removed headers from the item table buttons
- added tool tips for the up and down buttons
- populated the default payment location
- increased the size of the description entry field on the billing item
- header level
- removed the account code from the printed bill and formatted numbers to not contain commas
- made ledger codes required when creating bills
Payment improvements
- Grid
- display the payment amounts
- added receipt number
- added boolean to show the payment "has receipt"
- Detail
- added customer to payment
- removed the ledger code from the payment
- added the billing number, ledger code and remaining amount to the payment item table
- increased the description entry field
- moved the "Generate Receipt" checkbox so it's no longer on top of the save button
- prevent creating a receipt for a payment that already has a receipt
All issues completed since the January 30th Focus Group Meeting.