10.21.1 Update (May 8, 2025)
Simplified add/edit payee form, default billable status for matters, bulk matter import, filters in fixed fee billing reconciliation report, calendar improvements and more.
Enhancements
Simplified Add/Edit Payee Form
When adding or editing a payee, the improved Add/Edit Payee form now allows you to select specific areas where you would like to enter data and save it, rather than scrolling through the entire form.
Default Billable Status for Matters
When adding or editing a matter, you can now add a default billable status: billable, non-billable, or no charge which will pre-fill the billing status field when you add a time or expense card for the matter but is editable.
Import Matters in Bulk
You now have the ability to import all your matters in bulk into the system.
Additional Filters in Fixed Fee Billing Reconciliation Report
The Fixed Fee Billing Reconciliation report now allows you to:
- Filter the report using all dates in the Matter Open Date Range field
- Enter separate dates for Billing Dates and Payment Dates
- View the total of all fixed fees, and if selected, the total of fees billed, fees collected, cost billed and cost collected at the end of the report
Calendar Improvements
We have made the calendar even more functional, giving you the ability to:
- Scroll within the calendar while the dates header remains static
- Click on a day in the monthly view to see all entries for the day without switching to the day view
Others
- British Columbia users in Canada that use TAF expenses will now see Trust Admin Fee as expense name and description by default, when adding TAF.
- Ontario users printing Form 9A, will now be able to see the date of transaction.
- When using text messaging, punctuation marks like colons, apostrophes, commas, and quotation marks entered by a user will display correctly in the text message.
- The Time filter for the Timekeeper Utilization widget in the Firm and Me dashboards is now updated to Time Date and includes the option to filter by Today.
- Users can now use the filter transactions by Clear Date under Banking > Transactions and Matters > Banking > Transactions.
