Release Note: Customizable Invoice Reference Source

We are excited to announce a new feature that allows companies to customize the source of the invoice reference, enhancing flexibility and alignment with common practices in different regions.

Feature Details:

• Feature Key: OS-6746
• Created On: May 14, 2024
• Updated On: June 24, 2024
• Feature Description: This feature allows companies to choose where the invoice reference ("Vår referanse") should be sourced from on the invoice PDF. The options include the responsible employee, the foreman, or leaving the reference blank.

Impact: This feature enables companies to align their invoicing process with regional practices and internal preferences, ensuring that the correct reference appears on the invoice PDF.

Implementation:

• New System Setting:
  • A new system setting “Automatic Invoice Reference” has been added to the System Settings.
  • The setting offers a dropdown with the following options:
    • Responsible on case
    • Foreman on case
    • None (default, does not insert a reference)
  • Based on this selection, the “Vår referanse” field on the invoice PDF will be populated accordingly.

Testing and Deployment:

• The feature has been tested and confirmed to work correctly in the live branch.
• Various scenarios were tested to ensure the correct reference is applied based on the selected system setting.

Steps to Use the Feature:

1. Navigate to System Settings.
2. Locate the new setting “Automatic Invoice Reference.”
3. Select the desired source for the invoice reference from the dropdown menu.
4. Save the settings.
5. Create an invoice draft and verify that the selected reference source is correctly applied on the invoice PDF.

Acceptance Criteria:

• The invoice reference field is populated with the correct value based on the system setting.
• The feature works as expected across different platforms, including web and mobile.

Additional Notes:

• The reference selected in the system setting will be automatically applied and fixed on all cases, but manual adjustments can overwrite this.
• There may be limitations on mobile platforms, as the story currently focuses on the web interface.

We believe this enhancement will significantly improve your invoicing process by providing more control over the reference information displayed on your invoices.