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

  • April 16, 2024
  • 2 replies
  • 48 views

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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

Best answer by Laura03

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

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • April 17, 2024

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


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  • Author
  • Jr Varsity III
  • April 17, 2024

Thanks Laura!