Enhanced ABN Integration in Documents, Communications and available as Placeholder

Summary:

Improve the flexibility and accessibility of the Australian Business Number (ABN) within the Formitize system, allowing it to be easily added to forms, emails, and invoices through user-friendly settings and placeholders.

Intended Outcomes:

• Simplify the process of inserting the ABN into forms and emails via a readily available placeholder.

• Allow customization of the business number on invoices to display the ABN, catering specifically to Australian clients but adaptable to other regions.

Specific Requirements:

ABN Placeholder Access: Enable the ABN to be added as a placeholder in forms and emails, accessible via the CTRL-Space key functionality.

Invoice Customization Options: Provide settings within company profiles to customize the display of business numbers on invoices, including the option to use the ABN as the primary business number.

Regional Customization Support: While initially focusing on ABN for Australian users, consider extending this feature to support business identification numbers relevant to other regions.

User Interface Enhancements: Update the user interface to include these new customization options clearly and accessibly in the company settings.

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Upvoters
Status

In Review

Board

💡 Feature Request

Tags

Usability

Date

Over 2 years ago

Author

Matthew Vanderburg

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