Billing
Usability Improvements:

  • The pending invoicing widget on the user dashboard includes the total pending invoicing amount for all open and closed matters.
  • Start date field added for batch billing.
  • Payments recorded to operating account will first cover any unpaid invoices and the remaining funds will be applied to the operating account.

Calendar
Fixes:

  • Error is not received when editing an event where attendee’s last name contains an apostrophe.
  • Events overlapping two months are visible on the second month.
  • “Check Availability” accurately displays the availability of event owner and attendees.

Contacts
Fixes:

  • Deleting user contact record removes user from the matters report.

Usability Improvements:

  • Parentheses can be entered in the last name field.
  • Ampersands and forward slashes can be entered in the first and last name fields.

Documents and Notes
Fixes:

  • Error is not received when uploading document with a lengthy file name.

Usability Improvements:

  • Added ‘Name’ and ‘Date Modified’ sort options and text search field for Dropbox subfolder.
  • Increased file upload size to 70 MB.

Matters
Fixes:

  • Matter cannot be created if statute of limitations expiration date is before matter open date.

Matter Emails
Fixes:

  • User stays on current page after billable time is attached to an email.

Reports
Fixes:

  • Statements report displays invoices with partial payments when the “include paid invoices” check box is not selected.

Usability Improvements:

  • Primary contact column added to contact export.
  • Export of Aged Accounts Receivable report includes client-level and date range totals.
  • Report summary added to Invoices Report to reflect total costs, total fees and total invoiced.

Search
Usability Improvements:

  • “Search Options” is changed to “Advanced Search”