New Report Added!
“Payment by Client” Report: Shows payments made to the firm. Report includes a summary of clients, matters, date, description, adjustments and amount of payments.
- Billing date on the matter dashboard matches the billing date on the pending invoicing page.
- Users with regular access have the ability to click “Add Payment” from both the matter dashboard and the user dashboard and successfully submit payments.
- Completed hourly matters are included in the pending invoicing total on the user dashboard.
- “Add Payment” button added to the matter ledger page.
- Attachments to emails can be opened after billable time is attached.
- Invalid credit card numbers are now yielding an error message.
- The client export in advanced search now displays the extension of office phone numbers.
- Checkbox added to exclude client totals on the AR report.
- Notes from matter can be fully exported in advanced search.