Editing SME 8.0 – New Features & Functionality
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<br><span style="color: rgb(255, 102, 0);">Billing Status changes</span> | <br><span style="color: rgb(255, 102, 0);">Billing Status changes</span> | ||
<br> Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours. | <br> Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours. | ||
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<br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable” | <br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable” | ||
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<br>Billing status can be set as default in following areas: | <br>Billing status can be set as default in following areas: | ||
<br>- Setup>Company>Customer Defaults>Rates and Charges Defaults. This will allow setting of a default billing status for any newly generated customers. | <br>- Setup>Company>Customer Defaults>Rates and Charges Defaults. This will allow setting of a default billing status for any newly generated customers. | ||
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<br><span style="color: rgb(255, 102, 0);">Creating and Editing Custom Fields</span> | <br><span style="color: rgb(255, 102, 0);">Creating and Editing Custom Fields</span> | ||
− | <br>To edit or create custom fields, SME must be in single user mode. The other users must log out of SME | + | <br>To edit or create custom fields, SME must be in single user mode. The other users must log out of SME. |
<br><span style="color: rgb(255, 102, 0);">Propagate to Order</span> | <br><span style="color: rgb(255, 102, 0);">Propagate to Order</span> | ||
<br>To propagate a customer address change to orders, SME must be in single user mode. The other users must log out of SME. If all users are not logged out, you will get this message: | <br>To propagate a customer address change to orders, SME must be in single user mode. The other users must log out of SME. If all users are not logged out, you will get this message: | ||
<br>[[File:Propagate SingleUserMode.png]] | <br>[[File:Propagate SingleUserMode.png]] | ||
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