Menu & Field Updates in Version 7

New Menus in V7

Invoicing Settings

• Split into 2 to improve the ability to provide help and guidance, and reduce the need to scroll down these settings.

Invoicing > Client Balances

• This is now split into 2 options on the sub menu making it easier to find.

Service Requests Settings

• We have taken these out of the client portal settings to make them more prominent.
• There are now 4 categories and they should be more obvious and easier to find.

Service Items

• We moved some of the more well-used options up a level from their original menus.
• There are now 7 categories and they should be more obvious and easier to find.

Repeat Services

• For clarity, this menu option has changed to better describe the function.

Client Portal Settings

• These new settings incorporate all the new customization options in the Portal.
• Also included are the upgrades to the Registration procedure and Terms and Conditions.
• There are now 6 categories and they should be easy to find.

Payment Credentials

• We have taken these settings out of Supporting Data to make them more prominent.
• Payment Credentials becomes Payment Processors
• There are now extra options to set default methods.

Revenue and Tax Report

• The Bills Delivered and Cash Received reports are now split into 2 options on the sub menu making it easier to find.

Stripe Report

• To make it clear and easy to understand, the Stripe report has changed it's name. The function remains the same.

New Field Names in V7

Service Items

Service Order

Service Requests

Invoicing Settings

Staff Monitor Settings

Key Assignments