10.20.0 Update (March 14, 2025)

New streamlined payment screen, invoice template field information, new merge field, import closing ledger, and more.

Enhancements

Streamlined Payment Screen

 To give you complete flexibility when applying payment to invoices, we have streamlined the invoice payment screen which includes:

• All payment options in one screen
• Ability to filter by client, matter or invoice
• Expand each client, matter or invoice to see breakdown 

We have added the following new features allowing you to customize how partial payments are applied.

• Adjust amounts applied across invoice components (fees, costs, etc)
• Adjust amounts applied across timekeepers
• Conveniently toggle to write off remaining balance
  

Invoice Field Information

If you check the box to Include Invoice field with no information, under Setup > Invoice Settings > Invoice Print Settings, it will display merge field in Invoice template as $0.00 if there is no data available. This will ensure that financial reports remain transparent.

New Invoice Merge Field

With the new merge field for invoice templates, users will be able to see the following columns:  

Import Closing Ledger 

If our US users employ HUD or CDF for their real estate closings, they can import their HUD or CDF real estate closing files into client-matter for trust account activities. 

Fixes

• Users can now sort My Timesheet by Date, Hours, Timer, and Matter Name.
• If a user deletes additional parties, they will not be visible when viewing the contact.
• The document icon will display automatically when you add a document to Time/Expense/Invoice.
• Unpaid balances on the firm dashboard will display correct balances based on the applied date filter.
• Users can create an invoice for a matter using global search.
• Users will be able to edit a timecard for an event marked as private.
• While creating an invoice, invoice total field will only include selected time/expense for the invoice.
• If users have viewed unposted entries for Unity import and exited, they will be able review the file again until data is clear or entries are imported.
• User will be able to add matter through Quick Action.
• User can now apply payment on invoice without experiencing delay.
• Users  will be able to unlink payments from an invoice without experiencing a blank screen.