Removal of dependency between credit note related features

Overview

Previously, the feature “(evergreen) Settle project/matter credit note with original invoice“, introduced in 10.0.42, required the activation of “(evergreen) Original invoice number reference on credit notes for project/matter invoices.” This dependency meant that users had to navigate to the “Credit invoicing“ screen and set a reason code when selecting an invoiced transaction for a credit note to enable automatic settlement.

Enhancement Details

This update removes the dependency between these features. Users can now activate “(evergreen) Settle project/matter credit note with original invoice“ independently, without requiring the “(evergreen) Original invoice number reference on credit notes for project/matter invoices“ feature to be enabled.

Key Benefits

• Users no longer need to access the “Credit invoicing“ screen to trigger automatic credit note settlement.
• Streamlines the credit note process by reducing the number of required steps.
• Provides greater flexibility in configuring credit note handling within the system.