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All Updates

Custom Reordering of Charges

Tickets
Enhancements
December 9, 2024
Feature Overview:

This update allows to reorder charges on tickets for a more logical presentation to customers. Previously, automation on the ticket prevented reordering, but now users can apply custom sorting rules to line items.

Related Features:

Tickets, BPA

Features/Benefits:
  • Custom Charge Reordering – Users can reorder line items based on selected criteria, improving clarity for customers.
  • Flexible Sorting Rules – Allows sorting by multiple fields, such as Units Used (Descending, Nulls Last) and Description (Ascending).
  • No Automation Interference – Sorting functions now work as expected, with automation no longer preventing updates.
  • Selective Sorting – Business owners can choose which categories or subcategories to reorder while keeping others unchanged.
  • Configurable BPA Integration – Users can set up Business Process Automation (BPA) conditions (ex. "Closed" status) to trigger sorting automatically.