Naming Changes & Fee Category Enhancements

Naming Changes & Fee Category Enhancements

We’ve made several updates to improve clarity and functionality in the system around invoicing:

  • Naming Updates for Better Alignment

    • Invoice Class is now called Accounts

    • Charge Subclasses is now called Fee Categories

  • Fee Category Editing Improvements
    Previously, some Fee Categories (formerly Charge Subclasses) were locked, preventing changes. Now, you can:

    • Update the linked Account (formerly Invoice Class)

    • Select or deselect "Counts Toward Minimum Charge"

  • Invoice Display Simplification
    We’ve removed the redundant "Name" column from invoices. Now, invoice sections such as Invoice Totals, Invoice Summary, and Accounts will display only the Account and its Description, ensuring a clearer and more streamlined view.

These changes help make the system more intuitive and efficient.

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