This month’s Web app release features several exciting new features and updates. Read on to learn more.
New Features
- Operating Retainer Balances report
- Use this report to view matters which have an operating retainer balance the balance amount.
- Learn more about the Operating Retainer Balances report.
- Rate Types by Matter report
- Use this report to view the type of rate associated with your matters.
- Learn more about the Rate Types by Matter Report.
Updates
- You can now save filter selections on Income Allocation reports by selecting Save Filters as Firm Default.
- Users who are currently logged in will receive an email notification when Operating or Trust account details change. Note: If your email address was changed in Smokeball, your previous email address will also receive a notification about the change.