January 10, 2020

Requirements for fee tasks

Specialized solutions for regulatory agencies

Now, when GL Suite adds a fee task, a corresponding invoice must also exist. Specifically, when GL Suite sets a fee task to auto-append to a record, functionality must also exist to auto-append the invoice. The change supports clients by creating the invoice automatically rather than requiring a client to add the invoice and complete the task manually. In addition, the change ensures that clients experience consistency between business processes when a task involves an invoice.

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