January 10, 2025

Greater detail in system emails, and more.

Enhancements

System Emails for Tasks, Events, and Comments

Users will see a greater degree of detail in the system emails for task completion, task reminder, comments, event reminder, event invitation, event update, and event cancellation.

Fixes

• Users will have a visible width limit guide to stay within the limit while adjusting column width when saving views.
• Users will be able to use the Auto Trust Transfer option while creating matters in sequence.
• Users can now add matter notes with up to 10,000 characters.
• Possible matches will display while tagging selected emails from the action menu.
• When adding a timecard from tagged emails, the focus will remain on the timecard input fields.
• Users will be able to create and edit past-dated hard costs.
• The tax status for expenses will default to the status defined at the expense setup level.
• Users with only Bank List permission can create hard cost expense without getting a blank page.
• When user unchecks the Minimum Retainer Balance Required checkbox, the value will be reset to 0.
• The invoice total in create invoice screen will display correct amount for fixed fee matters.