Document importer - further enhancements (12.160)

Owned by Fiona Wilson, created
Last updated: Feb 21, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

The bulk document importer has been further enhanced to ease understanding when using the works order invoice and property inspection views

This has resulted in the following two label changes

1. Works orders view

From Works Orders view (to import supplier invoices):

  • A Date Completed label has been added

This makes it clear that the works orders shown in the importer are based on the date the works orders were marked as completed

2. Property inspection view

From Property Inspections view (to import inspection documents):

  • An Appt. Date label has been added

This makes it clear that the property inspection appointments shown in the importer are based on the date of the property inspection appointment