System Update - 10/19/2026

Updates to Existing Features

 

Restrict Visibility of Financial Information (FC systems)

 

The user/group profile option Restrict Access to Financial Tabs has been renamed Restrict visibility of financial information and expanded to hide financial information on activity documents.

Previously, this option hid the Financial tab on case records, but financial information remained visible on the Billing and Claim tabs of case activities.

When this option is enabled, the system now also hides financial information on activity documents, including information on the Billing and Claim tabs.

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