October’s Billing release features exciting new features and updates. Read on to learn more.
New Features
- You can now enable eInvoices under the Invoice Settings tab in Firm Settings.
- Use eInvoices to give your clients a central place to pay, view, or download invoices.
- eInvoices will inform you if a client has viewed an invoice.
- Invoice details on eInvoices can be organized by staff or displayed as a list.
- This feature can be enabled or disabled on both a firm-wide level and on a per-matter basis.
- Learn how to setup eInvoices.
- The Contacts tab is now paginated and displays up to 50 users per page.
- This optimization provides a cleaner interface and makes navigating large numbers of contacts easier.
- Enjoy load on demand functionality to browse your contacts with speed and ease.
- The Fees tab is also now paginated and will show the first fifty fees associated with the designated day and timekeeper.
- The Payment Plans tab has been added to the Contacts page.
- View all your debtors with payment plans in a central location.
- Use the table headers to sort payment plan debtors by last payment, outstanding balance, status, plan details, and more.
- Payment Plans are also paginated.
- Learn more about Payment Plans.
Updates and Bug Fixes
- The width of the operating retainer modal window is now correctly displayed when opened from a Contact screen.
- Number fields can no longer be modified by up and down arrows or with a mouse wheel.
- These changes have been made to minimize erroneous entries.
- Modifying the hours on an invoice draft no longer automatically changes the value of the field to zero.
- The report you are viewing will now be remembered if the web page is refreshed.
- The horizontal scrollbar has been removed from the finalize panel on the draft invoice page.
- The journal entry number format for our QuickBooks integration has been changed to Reference Number – Paid To in order to minimize duplicate entries.
- Duplicate journal entry numbers which do occur are now permitted and bypass QuickBooks’ Warn if duplicate journal number is used advanced setting.
- Fixed a bug where the Check prefix to QuickBooks journal entry numbers sometimes did not appear when a trust check was used to pay an invoice.
- Activity will always be created if the override default rate per staff member is selected.
- Changing the date range will now automatically deselect transactions outside of the date range in bank reconciliations.
- Fixed a bug which prevented custom SSRS reports from loading.
- Fixed a rare bug where some bank reconciliations were missing adjustments.
- Fixed an issue where the create deposit slip summary section included the total from the previous deposit slip instead of starting over from zero.