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--- client_settings [2026/10/19 17:57] – tina.robles
+++ client_settings [2026/10/19 18:36] (current) – tina.robles
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 These are settings you can update to increase auto matching from claim to deduction.
+__Deduction auto matching enhancements__
+●Exclusions can now be configured for the "strip alpha" rules located in Admin → Client Setup → Deduction. Previously, enabling the strip alpha setting created duplicate invoice numbers for distributors like Reinhart and Kehe when alpha characters were removed.
+●This enhancement allows clients to enable the strip alpha setting while excluding specific distributors to preserve unique invoice identifiers.
+o	While Reinhart recently updated their claim backup format, this exclusion capability remains beneficial for historical deductions and other customers. Setup and configuration will be handled directly by your dedicated TELUS team.
+{{pasted:20261019-182913.png}}
+__Deduction Auto Create__
+●The automated process for creating claims from deductions has been enhanced with a user interface view, enabling authorized users to inspect the active rule configurations directly within TPM.
+o	A new role permission has been introduced in TPM: Admin - Client Setup - Auto Claim Create Rules (available with View and Edit permissions).
+o	Navigation: Navigate to Admin → Client Setup → Auto Claim Create Rules.
+●Your dedicated TELUS team will manage and configure these setup rules across all manufacturers.
+{{pasted:20261019-183022.png}}
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 To update a bot, double click on the line that needs to be updated
+**Bots & Portal Rules**
+Bots settings have been relocated from Admin → Client Settings into a dedicated Bots configuration screen.
+A new Portal tab is now available, displaying the specific rules defined for each portal.
+Please note: This administrative screen will be managed by the TELUS team. To access this screen, users require either a View or Edit access role.
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 **Claim**