Proposal Association in Trip Management

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We've introduced enhancements to the Trip Management feature in YaalaGo CRM to improve clarity and functionality when managing proposals associated with trips.

Key Changes

  • Clarified Labels: The "Not Associated" column now refers specifically to manual transactions that are not linked to any bank transactions. This label is unrelated to proposal transaction associations.
  • Proposal Association Visibility: We've added a new view icon on the trip listing page. Clicking this icon opens a popup displaying any associated proposals, making it easier to track linked transactions.
  • Improved Instructions: You can now associate proposals directly within the Trip Management interface for better organization and clarity.