Enhanced Workflow Configurations and Export Features

Enhancement Description: We've implemented several updates to provide more flexibility in workflows and enhanced data export capabilities:

• Configurable Warnings for Missing Data: Users can now configure whether to pop up warnings for missing Customer/Job, Classes, or if new items are detected and auto-created. This replaces the previous "Disable Customer Warning" setting and allows for a more adaptable workflow.

• New Item Detection: When enabled, only an Admin or a user with Accounting Access can approve bills and auto-create items. For standard users, new item detection will block the process, preventing accidental creation of new items.
• Item Description Management: The system now defaults to maintaining item descriptions as extracted from the bill. It will only override the description with the item description from QuickBooks if the override setting is turned on.

• Export Scheduled and Archived Payments: Users can now export scheduled payments and archived payments. Since there can be multiple related invoices and authorizers for a single payment, the cell data is configured to display them as multiple lines within a single cell. To view this correctly in Excel, highlight the sheet and select "Wrap Text."

These enhancements provide better control over data entry and item creation, improved workflow flexibility, and more detailed and readable export capabilities for payment records.

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