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Prior to this release, the invoice grids were fixed and could not be customised by adding or moving columns
Therefore this update provides the same functionality seen throughout the majority of grids in AgencyCloudon the system

While being publicised as part of the AgencyCloud version 12.168 release, this update was implemented from version 12.167

1. Access invoice grids

Use either of the two highlighted options:

  • Click Lettings/Rentals then select Pending Authorisation or Authorised and Awaiting Posting

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2. Access grid options

From an invoice grid:

  • Right-click over the column headings - a Pick columns option is available allowing columns to be added and removed from the grid
    The highlighted options are new columns which are now available to be added to the invoice grid

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  • Columns can be moved to the desired position in the grid and then saved

    • Right-click over the column headings again and select Save grid layout
      Reset to default will put the grid back to its original layout

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Tip

When pre-approved invoice functionality is in use, the Pre-Approved column position is fixed on the left - it can be moved temporarily, but when returning to the grid it will be moved to its original position (as shown above)
For more information on pre-approved invoice functionality, see section titled 'Pre-approved invoices' in this guide

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When viewing invoices via a grid, enhanced grid functionality is available, as seen throughout AgencyCloud the system - three new columns are also available to be added to invoice grids: Supplier Type, Works Order Amount and Works Order Reference

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