10.24.0 Update (August 27, 2025)

New form for timecard, bulk actions for events, improved P&L report, 2FA reset.

Enhancements

Simplified Timecard Form

Watch a Video

To help you enter your timecards efficiently and quickly, we’ve redesigned the timecard form. You can now:

• Fill in only the essential and required fields up front
• Avoid scrolling because of the quick add
• See the timecard total in the green box in the top right of the form
• Add more timecards directly from the form by clicking Save and New
• See a consistent form layout no matter where you add time from, whether Quick Action, Timesheet, Matter’s details, Money Finder, or Billing

To learn more, read Add a Timecard 

Bulk Actions for Events

To minimize repetitive manual edits, you now have the option to manage your calendar events in bulk. By selecting the details view setting of the calendar, you can now:

• Delete events in bulk
• Edit events in bulk to:
  • • Link to Client-Matter
    • Change the billing status
    • Add custom labels
    • Mark event(s) as Private

P&L Report Improvements

We have made a few valuable additions to the Profit and Loss Report, which allow you to:

• Download the month-by month breakout of the report in Excel format with allocations broken down by month for the full year eliminating the need to run individual reports for each month
• View and download the year-to-date total in either Excel or PDF format that helps you to track performance from the start of the fiscal year up to a chosen report date. The two columns on the report show allocations for the selected period, and cumulative Year-to-Date totals.
  

Resetting 2FA for User

Firm Administrators now have the ability to reset 2FA for any users in the firm so that users can reconfigure their account with Microsoft Authenticator.