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In the 11.37 release, the concept of a document format group has been introduced to allow billing and pay related documents to be grouped and maintained in a centralised location within the system. Because of this, the Agency Portal > Billing > Maintenance > Invoice Format Groups maintenance area has been removed.
Therefore, the list of format groups that is available for selection in the Invoice Document Format Group field on a set of debtor invoice details, as highlighted in the example below, is now based on bill document format groups that are configured in Agency Portal > Maintenance > Portal Maintenance > Document Format Groups.
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On upgrading to this release, one bill document format group will be automatically created in Agency Portal > Maintenance > Portal Maintenance > Document Format Groups based on each active invoice format group that existed prior to the upgrade. Where a set of debtor invoice details were previously linked to an invoice format group that existed in Agency Portal > Billing > Maintenance > Invoice Format Groups, the invoice details will automatically be linked to the corresponding document format group in Agency Portal > Maintenance > Portal Maintenance > Document Format Groups.
If you need to create a new document format group that groups document formats for invoicing, you will need to create the format group under Agency Portal > Maintenance > Portal Maintenance > Document Format Groups. Once the relevant document format group has been created, the format group will be available for selection in the Invoice Format Group field on a set of debtor invoice details, as highlighted in the screenshot above.
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