December 20, 2024

Retain the date when using Save and New, include Ref. # in Website Payments, double-click to edit transactions, and more.

Enhancements

 Retain Date in Save and New

Whenever you use the Save and New functionality while creating transactions (deposit and withdrawal), timecards, and expenses, the new form will retain the date of the previous form.

Reference # in Website Payments  

If a bank is mapped with a merchant account in the payment portal, the grid in the Website Payments section of the bank will now include a column for Reference# to help users match integrated payments with matters/invoices when the payor and client names differ.

Edit Transactions

Users can now directly edit a transaction by double-clicking on it.

Fixes

• When adding a timecard for an event, user will be able to use time spent/billed to capture the time.
• The system will not add duplicate custom labels to emails.
• If you are using the Inactive Matter only filter while filtering invoices, only the invoices specific to the filter will display in the list.
• While adding an event, system will keep the manually entered date or date selected from the drop-down, instead of reverting to today’s date.
• User will no longer receive an error when creating a timecard for an existing event.
• If you associate a timecard with an event, task, note or email, the timecard icon will automatically display beside it.
• While editing an event, if the event name exceeds the character limit for it, the name will be truncated to the required character limit.
• When adding a timecard, users will only be able to use the Save button after they have completed all the required fields.
• The applied amount column on the payments screen will display only two decimal places.
• While modifying your views:
  • The edited view will immediately update the custom views grid
  • You will be able to save any changes you make to your grid view
• Credit or debit columns in Journal Entry screen will allow users to enter amount with decimals, for e.g. $1.o1
• After you perform any action such as associating labels, the grid will be reset with the selection.
• When adding an address book contact, the contact ID field will only populate when type is selected as Client.
• Users will be able to save an AP bill that has a due date in 2025 without getting an error message.
• Users will be able to view correct negative rate while editing a timecard.
• Users can use the Delete key on their keyboard to completely delete values in the rate/price field.
• If a user checks the box to Auto generate Matter File Number (System Default) under Setup > Firm Preferences, the file numbers will remain until you manually reset them.