November 1, 2024

Improved invoice print setting, and more.

Enhancements

Invoice Header Height

We have reduced the minimum height requirement for Invoice Headers in the Invoice Print Settings located in Setup -> Firm Settings -> Invoice Settings. The requirement is reduced from 50pts. to 25pts.

Fixes

• Users with smaller screen resolutions will be able to view more options on each landing screen.
• Users with appropriate permissions will now be able to manage list items in Setup.
• The client-matter field is no longer checked by default when entering events, tasks, and notes from the global section.
• When entering information in the section above the Account screen, the information will automatically populate under the Account section as well.
• Fixed an issue with the UI after closing filters on the Phone Message screen.
• Users will no longer encounter continuous pop-ups for reports after cancelling in the Matter Billing Report in the Billing section of a Matter.
• Removed an issue with blank rows appearing in the Matters -> Contacts -> Billing screen.
• The Save button for Quick Action timecards and flat fees have been made consistent with the rest of the application.
• Adjusted the UI to display the correct warning message before transferring Operating Funds from one Matter to another.
• Users can now view setup while in the View/Edit Client menu.
• Corrected the breadcrumbs for activities under the Matter and Contacts screens.
• The loading symbol on the Comments screen now correctly dissipates after successfully loading.
• Updated the success messages for archiving and un-archiving phone messages.
• Users can now create views in Practice Management -> Task/Phone messages with or without filters.
• Corrected the breadcrumbs accessing Intake Forms.
• Made the Credit Memo button tidier.
• Fixed an error affecting some users that prevented logging in after changing First/Last Name & Email.
• Fixed an error preventing some users from adding trust transactions.
• Details for selected Matters are now loaded correctly and more efficiently.