September 13, 2024

Add checks to job list, and more.

Enhancements 

Queue Checks in Job List

To ensure that printing multiple checks from a Bank or a Matter’s Banking area doesn’t hold up your work, you now have the ability to add the checks to the Job List.

Fixes

• When creating a new matter using Zapier, the system will:
  • • Use existing contact only if first and last name match with existing contacts in your application
    • Create a new contact if your account has multiple contacts with the same name
• If you have added any value for finance charges and late fees, the invoice amount will include that in the total calculation.