10.21.2 Update ( May 21, 2025)

Time and expense import, new invoice merge field, and report enhancements.

Enhancements

Import Your WIP

In addition to importing your non-financial data, you now can also import your financial data that includes time and expense or Work in Progress (WIP) to your application.
To learn more, read Import Time and Expense

New Invoice Merge Field

To improve the accuracy of financial reporting, we have added a new invoice merge field [#PreviousMatterBalance2#] that shows a matter’s balance as of invoice date, unaffected by future payments.

Invoice Date Column in Report

To improve reporting, in addition to the payment date, the Collection by Timekeeper report now also includes a column for Invoice Date.

Client ID in Matter Transactions

The Matter Transactions report now includes the Client ID field after the client name field.