2020-02-25 AR Completed Work Review

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
    
    

    • when adding a new item the focus is on the item description

    • 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

• 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.