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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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  • Keith Azzopardi

    •

    Sep 14, 2023

    Original request from Customer:

    Company Business Number "ABN" is available as a Placeholder

    I want to be able to add the company ABN onto Forms and emails easily using the CTRL-Space key. Doesn't seem to be available