Release Notes 15 Jan 2026

RELEASE NOTES

15-JAN-2026

1: DISPLAY ALTERNATE NAME (ALIAS) FOR DOCUMENT TYPES.

THIS FEATURE ALLOWS USERS TO DEFINE AN ALTERNATE NAME (ALIAS) FOR DOCUMENT TYPES, WHICH WILL BE DISPLAYED ACROSS INVOICING SCREENS AND PDFS.

WHY THIS FEATURE

      1. HELPS USERS USE BUSINESS-FRIENDLY

        2. DOCUMENT NAMES IMPROVES CLARITY IN INVOICES AND PDFS

HOW TO CONFIGURE

      1.GO TO HOME/SELECT CLIENT/CLIENT SETTING/GENERAL SETTING.

      2.NAVIGATE TO DOCUMENT TYPES NAME.

      3.ENTER THE ALIAS NAME

      4.SAVE THE CHANGES

1. GENERAL SETTING

 

 

IN THE DOCUMENT TYPE DROPDOWN, THE SYSTEM WILL DISPLAY:
1.PRIMARY TEXT: ORIGINAL DOCUMENT TYPE NAME

2.SUB-TEXT (BELOW): ALIAS NAME

WHEN THE USER SELECTS A DOCUMENT TYPE AND GENERATES THE RESPECTIVE PDF, THE ALIAS NAME WILL BE DISPLAYED AS THE DOCUMENT HEADING IN THE PDF.

  

2.   INVOICING ADVANCE

 

3.   CLICK ON THE DOWNLOAD BUTTON

THE ALIAS NAME WILL BE DISPLAYED AS THE DOCUMENT HEADING IN THE PDF.

THE DOCUMENT HEADING IN THE PDF.

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