December 6, 2024

A new invoice template merge field, and more.

Enhancements

New Invoice Template Merge Field

With the new invoice template merge field [#TableProfSerItems1#], users can now include columns for Date, Timekeeper, Description, Hours, and Amount and also have borders for each row.

Fixes

• When making a Matter-to-Matter Funds Transfer, the selected and completed steps will be highlighted in the tracker.
• If the Money Finder widget is not required, users will be able to remove it when customizing dashboard layouts.
• The headers in the Firm Dashboard will display correctly irrespective of your browser’s zoom selection.
• While using the drawer on the Time Dashboard, users will be able to close it by clicking on x.
• Users will  be able to close the Filters panel in the Documents section irrespective of the number of times they access it.
• When using integrated payments, the Cancel button will work correctly.
• Users will not experience delay when using the Save and New option repeatedly for 3rd Party Bills.
• When adding new entries using the Timesheet, the date will default to the current day.
• When reviewing plans in Recurring Payments, the focus will remain on payment details.
• Users will get an indication when a payment is being processed after they select Charge when using Integrated Payments.
• When adding Payee phone numbers, users will get an error message if the entered number is not 10 digits.
• The Client Portal’s Invoice section does not include Has Comments.
• Users will not get an invalid warning message when adding expenses for newly created COAs.
• The Matter field will be preselected when using the Save and New option while adding Hard Costs.
• The Actions menu in Practice Management > Communication > Emails also includes Associate Labels in the drop-down.
• Users can now edit the applied amount when they apply payment on an invoice using Trust Retainer.
• Users can now edit the Client-Matter field in Notes after creating the note.
• The system will save changes to localized billing rates in Matter Details without delay.
• To prevent processing errors when paying bills via credit card, it is mandatory to complete all entry fields.
• Users will be able to apply partial amounts to multiple COAs from the Banking area.
• The Invoice total will automatically update with:
  • Any discounts and overhead charges added to the invoice
  • The selected time/expense entries
• If users are in the Documents section:
  • Using the document filter will display results specific to the currently open matter folder
  • They will remain in the current folder after deleting a file or folder