10.23.0 Update (July 16, 2025)

Manage your time/expense in bulk, improved AR report, add timecard from a matter’s money finder, new invoice template merge field.

Enhancements 

Accounts Receivable Report

The Accounts Receivable Summary report will now include:

• A column for Matter File#
• Summary by Matter Owner when viewing or downloading the report using the All Matter Owners option
• Headers on each page of the report

Bulk Manage Time/Expense

To improve your efficiency, you can now bulk manage time and expense entries that require the same action or update by navigating to Billing > Time/Expense. This powerful new functionality streamlines your workflow by allowing you to perform the following actions on multiple entries simultaneously:

• Delete entries
• Remove from Draft
• Edit Entries to modify:
  • Client-Matter – Change the client-matter associated with the entries
  • Date – Update the date for multiple entries in a single operation
  • Timekeeper – Reassign entries to different timekeepers
  • Billing Status – Modify the billing status across multiple entries
  • Custom Labels – Add or modify custom labels
  • Tax Options – Change tax settings for multiple items
  • Apply Hold – Place multiple entries on hold

Matter’s Money Finder

You can now use a Matter’s Money Finder to add a timecard for the entries, or edit any field in the entered note, task, or event.

New Invoice Template Merge Field

With the new merge field [#ProfSerItems12#] for invoice and letter template, users will be able to see a professional service items table with columns for Date, Description, Hours, and Amount.