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10/31/2026 5:00 PM · Crm

Cheque portfolio, cheque image and code template top types

Summary

Expanding the cheque / promissory portfolio list and fullscreen, uploading a cheque image, duplicate document warnings, and managing top types and subtypes for code templates has been enabled.

What changed / was fixed?

  • Growing the table when the portfolio summary collapses, and a Full screen / Shrink (Esc) wide view, has been enabled.
  • Uploading, previewing and removing a cheque image on new and edit has been enabled.
  • Warning when the same document number already exists in the company, with continue after confirm or go to existing, has been enabled.
  • Blocking the same Description again at the same code-template level has been enabled.
  • Adding top types beside Account / Material / Service and subtypes under them, plus picking the subtype on the card, has been enabled.

What should you do?

  • On Cheque / promissory portfolio you can hide the summary and try Full screen.
  • On a new cheque you can attach an image and use the duplicate-number confirm dialog.
  • Under Settings → Code template kinds you can add Top type / Subtype and check Definitions → Code templates tabs.

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