Billing

Fixes:

  • Pending invoicing amount on the user dashboard is no longer visible to users without billing dashboard permission.
  • Pending invoicing amount on the matter dashboard properly reflects flat fee amount entered when creating matter.
  • Cases with pending invoicing and matter ledger balances cannot be closed.
  • Billing date of billable entry remains the same after save order is clicked.

Usability Improvements:

  • When transferring a billable entry to another matter, the user remains on the original matter.

Contacts

Fixes:

  • Error is received if role is not entered for related contact of matter.

Documents and Notes

Fixes:

  • Error is not received when uploading document with a lengthy file name.
  • Company name merge field pulls the company name from both the personal and company contact records.

Reports

Usability Improvements:

  • The contact/client export in advance search is now similar to the contact export on the admin page.
  • Batch billing export displays totals from client’s matters.

Tasks

Fixes:

  • Task is properly added when pipe character is entered in the task description field.

Trust Accounting

Usability Improvements:

  • “Trust Account” label changed to “Client Trust Ledger”.