August 23, 2024

Several new features added to the application, including global search, three matter-billing reports, keyboard shortcuts, form 9A and more.

Enhancements

Global Search

No matter where you are in the software, just enter the first three letters of the search term in the Global Search and all related results in different areas will be displayed.

Matter Billing Reports

 Within a Matter’s Billing > Time and Expense section, you will find reports that are related to the matter – Matter Billing Log, Client-Matter Ledger, and Matter Billing Hours.

Keyboard Shortcut

Quick access to the Keyboard Shortcuts menu directly in the application.

Form 9A

For our Canadian users in Ontario, you can  now print a pre-populated Form 9A for signing and dating.

Applied Filters

If you have applied any filters while downloading a report, the system will retain your selection. 

Fixes

• You will be able to save a third-party bill after you add a value in the amount and payee fields.