List of legal time and billing software update#

When projects are completed that have a Budget created, the budget will automatically be created for the next year if the project is the last month of the firm year.

NEW FEATURE! Project Management Budgets.

List of legal time and billing software update#

NEW FEATURE! A Billing Group utility has been added in Settings > Utilities to batch update clients with a Billing Group.NEW FEATURE! The Client List will now remember the selection for number of clients to display based on pagination selection at bottom of the list.Resolution adjustments have been implemented to resolve this issue. Timers were not displaying correctly on some monitors. NEW! Project Task List can now optionally show all tasks available for work regardless of the order of completion.Filters have been updated to include Billing Group. The Batch Update function was not updating the Due Date with the entered Due Date. Reports Center > User Reports Tab was not correctly displaying the logged in User as the option for filtering the report. Editing a Time Entry would inadvertently display a billable time record as non-billable. Each email provides a list of Clients that meet the criteria. Projects and Tasks that are approaching Due Dates and Projects and Tasks that are Past Due. There are 2 types of email alerts generated every day. NEW FEATURE! Automatic Project and Task Email Alerts that are sent to selected staff.The default is to display the last 30 days of emails. Client > Email tab now has a Date Range filter for emails. The Utility to batch assign Invoice Templates and Finalize Actions has been updated to include the Finalize Only Option. This information is now updated to display on the event for Outlook and Google Calendars. Calendar events were updated to include the client name and client phone numbers. Email notifications are now sent when Task items are completed from the Task List. Add a Client Contact once and assign to multiple clients in batch. A new utility has been added in Settings > Utilities. NEW FEATURE! Assign a Contact to Multiple Clients.The Staff Name is now displayed for the staff that created the To-Do!

NEW FEATURE! To-Do’s now have Due Dates! A filter option has been added to quickly see To-Do items by selected date ranges.

In addition, emails are automatically generated, with options, to notify clients in advance of scheduled payment. When payments are processed, based on the scheduled payment date, invoices are created, payments are associated with the invoices and time released with automatic write up/down. Now you can completely automate recurring invoicing with scheduled payments to process Credit Cards and ACH transactions.

BIG NEW FEATURE! Scheduled Recurring Payments.