November 1, 2024

Improved invoice print setting, and more.

Enhancements

Invoice Header Height

We have now reduced the minimum height requirement for Invoice Header from 50 pts. to 25 pts. under Setup > Firm Settings > Invoice Settings > Invoice Print Settings.
 

Fixes

• Users will be able to view time/expense, create invoice, calendar, task, notes, invoice, or banking screen on any screen resolution.
• User with time/expense entry role will be able to manage List Items under Setup if they have permission to do so.
• Client-Matter field will not be checked by default when entering events, task, notes from the global section.
• When you make any changes to amount, payee name, or any other field in the section above the ‘Account’ screen, it will be updated under the Account section as well.
• If a user cancels a report by navigating to Matter Details >Billing > Actions > Reports >Matter Billing Log, the report will not pop-up again.
• While Viewing/Editing a Client, user will be able to view Setup.
• User will be able to create views in Practice Management > Task/Phone messages with or without filters.
• User will be able to use Today option in the date drop-down while adding Accounts Payable bill or credit.
• While entering a Hard Cost, system will update the transaction method if user switches bank from operating to credit card type.
• User will be able to view applied filter in Calendar details view / Firm Timesheet.
• User will be able to unlink timecard from an event without getting a blank page.
• The Time Dashboard will display the Deleted hours on a timecard.
• When adding a Bank, if you leave the Account type blank, the Save button will be disabled.
• User will not be able to click on download button if transaction is not selected in download check screen.
• While using the Reconciliation feature:
  • • User will be able to view the correct count of selected transactions in the Reconciliation screen.
    • When a user clicks on Reconciliation Details, they will see the relevant data.
    • User will be able to clear/unclear transactions.
• User will be able to search and view details for contacts through global search.
• You will be able to sort the Email landing page according to the filter selected.
• While integrating with LawPay, the welcome screen will display the LawPay image.
• Conflict Check report will display the results in the order in which they appear on the screen.
• While viewing or editing a message, user will be able to view the client-matter associated with the message.
• When adding a new trust transaction, system will not refresh the screen when changing the matter in the transaction form.
• When a user adds or edits a transaction, a loading spinner will display while the form is being submitted.
• The system will print checks in the selected format without any breakage.
• User will be able to view corrects results in Timekeeper Utilization and Billing Summary after applying filters.
• User will be able to unshare a document once it is shared via the Client Portal.
• If an attachment is blocked by the document security setup, system will prompt an error while downloading the attachment.
• The Add/Edit View screen should appear without delay under Views.
• While adding bank withdrawal, the account field has been adjusted to view COA list.