10.18.3 Update (February 14, 2025)
Generate positive pay list, view additional charge summary in Pre-Bill (Matter Billing) report, and more.
Enhancements
Positive Pay List
You can generate a Positive Pay List of your firm’s uncleared transactions from your bank’s transactions screen. For more information, read Generate a Positive Pay List.
Additional Charges – All Matters Summary
You will now be able to see an additional charges summary for all matters in the Pre-Bill (Matter Billing) detailed report, ensuring comprehensive reporting.
Fixes
- Users will not experience rounding inconsistencies on the Time Dashboard and Billing > Time & Expense screen for total Tax Amount and Total Amount columns.
- When using Global Search, users can now find documents based on the matter name.
- Users will be prompted with a message when accessing inactive banks.
- Users will not experience delay when accessing the invoice section from Matter > Billing > Invoice.
- User can now filter matters, invoices, etc. by custom fields.
- While cancelling editing a Time/Expense card from the Matter, user will be directed to the matter’s Time/Expense screen.
- User will be prompted with a message while uploading a blank .TXT file.
- User will no longer receive an error applying a payment on an AP bill if the payment amount matches with the applied allocation.
- System will display a time icon next to an event, if time is already recorded for it.
- User will be redirected to the global Matter section after recording a trust deposit.
- Billing Status will not be defaulted to billable when you attach phone messages to a specific matter.
- Time Dashboard will display the correct hours for selected timekeepers in daily, weekly and monthly format.
- User will no longer receive an error entering class allocation if applied allocation matches with total line-item value.
- User can now check the box on Create Timecard for this Task when editing a task or event associated with a matter under billable status.