December 13, 2024
Exclude inactive timekeepers from a report’s timekeeper list, and more.
Product updates and release articles from the last few months.
Exclude inactive timekeepers from a report’s timekeeper list, and more.
A new invoice template merge field, and more.
Use client name in time tracker search, keep tab context when switching screens, and more.
Send invoices in bulk for past due matters, download multiple invoices individually in a zip folder, and more.
Match SMS phone numbers and tag to contacts, customize your view, and more.
We have fixed several issues this weekend.
Improved invoice print setting, and more.
Sign up for text messaging.
Added new invoice template field, option to change timekeeper for expense, Save and New options for Quick Action, and more.
Filter by custom labels, improved dashboard functionality, details about event, invoice and letter template merge fields, and more.
Separate timer and timesheet, and more.
Matter view improvements, option to select tier, collapse sidebar.
Opening balance for 1099 eligible payees, abbreviated country name on invoice, transaction link, Reset Password link for client portal.
Launch of NextGen with matter templates, project management, matter budgets, recurring payments, bank feed, and integrated payments.
Add checks to job list, and more.
Import bank transactions, add documents to job list, and more.
We have fixed a few issues in the application.
Several new features added to the application, including global search, three matter-billing reports, keyboard shortcuts, form 9A and more.
Add borders to your tables with invoice template merge field.
We have fixed a few issues in our application this weekend.
To improve your user experience, we have fixed a few issues this weekend.
Enjoy a whole bunch of new features in your NextGen application.
Enhancements Webinar Recording With added features, you can now do a lot more with your NextGen Beta application. The list of new features includes: Auto Create Timecard: When adding a billable event, note, or task, you can now automatically create a timecard for it by checking the Create timecard box. Phone Messages: While working on …
Enhancements We are happy to add two new features to our ever-expanding list of NextGen features. Accounts Payable – You can record, track, and mark firm bills paid through accounts payable. Custom Field Invoice Template – Custom field associated with Matter and Contact and Matter Relations can now be used as a merge field for …
Enhancements If you have been enjoying the fully customizable NextGen application, you will also be able to use the following features: Third-Party Bill – Add, edit, and delete your third-party bills to ensure proper payments from trust, and accurate, quick, and reliable trust reporting. Chart of Accounts – Add your own accounts, change account types, …
Enhancements Integrated Payments Users in US now have the ability to enable CosmoLexPay, our built-in payment processing service, directly in their NextGen application to accept payments. Since your application already has built in accounting functionality, any transaction made using CosmoLexPay, will simultaneously update your invoice, balances, and accounting records. With CosmoLexPay enabled, you can: Receive …
Those of you who have been enjoying the fully customizable experience of NextGen can now also use the following in your NextGen Beta application:
Enhancements If you have been using NextGen, you can now do a lot more with it, including:
Users enjoying the fully customizable experience of NextGen can now also use the following in their NextGen Beta application: Timer: Seamlessly keep track of time, while working on billable tasks for client matter or administrative work.
Take complete control of your law firm with NextGen.