Description
In the 11.37 this 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 Billing > Maintenance > Format Groups maintenance area has been removed.
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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 Maintenance > Document Format Groups.
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For more information, including how the various fields will be defaulted for the billing document format groups that are created automatically, see Document Format Groups.