In the spirit of the holiday, this release is made up of many requests that came in from you, our users. Some are small. Some are larger. But, hopefully they’re all helpful. Without further ado, here go the upgrades…
Timers, Timers, Timers
We’ve streamlined the Billable Activity Report accessible from the dashboard .
Trust Accounting users now have an additional option on the “What the firm has been paid” report. Optionally, select the trust account and operating account checkboxes to filter the results.
Add Matter from Contact Record
Matter Open Date
Several of you mentioned that it was important to be able to set the date when a matter opened. Simply go to the Edit Matter section for a matter to change the date associated with when you opened a matter.
We hope you enjoy this latest batch of free upgrades. Thank you for your business and have a wonderful holiday. See you next year with more exciting product announcements!