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

Fixes:

  • 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.

Usability Improvements:

  • “Add Payment” button added to the matter ledger page.

Email

Fixes:

  • Attachments to emails can be opened after billable time is attached.

Portal

Fixes:

  • Invalid credit card numbers are now yielding an error message.

Reports

Usability Improvements:

  • 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.