September 6, 2024

Import bank transactions, add documents to job list, and more.

Enhancements

Import Bank Transactions  

Users can now import transactions in any bank account using QBO, CSV or Excel file format.

Documents Queued in Job List

To ensure that large merge documents for matter, invoice, contact, or transaction don’t hold up your work, you now have the option to add them to the Job List.

Fixes

If you export time entries that include the column for Billed Time, the billable time will display correctly in the decimal format.