Better related documents, follow-up relations and wiped out portfolio jerks

New & Noteworthy
Lluis Turró Cutiller
documents financials

New BrightSide Financials 1.3 will come with some improvements in document relations. Documents follow a relation plan, described in contract models, especifically in model's workflows. Financials shows the full set of relations a document has and allows relating with a single click.

What's new in 1.3:

Now you can see which document relates to one another. A relation number is included in the relations plan viewer. This helps on many-to-many relationships, where previously was a collection of documents now you see a fine-grained relation plan. 

Unrelated documents can now be marked as No ancestors and No descendants. This feature might help you having an organized portfolio. Disturbing documents can be removed with a single click.