In our usual Friday update, the signature interface element has been improved, the layout of Settings is smarter, there are even more options on the customer portal, and you can also create revenue groups with the help of AI.
Surface finishing element
- List view can be adjusted for the building element, where signatures are visible
- Automatic save after signature
Settings menu
- The client portal is automatically placed at the top in the settings menu if enabled
Client portal (company website) building elements
- For all building elements, there is the option for full-width settings in the building element settings, allowing the content to stretch from edge to edge of the browser window
Automatic creation of revenue groups with AI
- Similar to cost centers for expense groups, AI can be used to create revenue groups based on revenue account items
- Revenue groups created by AI are marked with a special icon
- Control how many categories the artificial intelligence generates