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How to show notes details in the Bills and Adjustments summary?

  • 17 April 2024
  • 2 replies
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R
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Hi,

Is it possible to show the details of the note in the “Bills and Adjustments” summary screen as a separate column? At the moment, I have to click on the Note icon to see the details.

Thank you.

Regards,

Raymond

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Best answer by Laura02 17 April 2024, 11:26

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Laura02
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Hello,

There is no checkbox or option to change the way Notes display in Bills & Adjustment Preview List (no check box to change note default behavior in any screen). “Out of the box,” Notes appear as yellow Clip icons and we click on them to see details.

With customization, Note behavior could be changed.

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Thanks Laura!

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