Release Notes – 10.1

Hello Centerbase Family!

It’s getting warmer, the days are longer and pollen is in the air – it’s springtime!  Between hauling our shorts and tank tops out from winter storage and popping anti-allergy meds, we’ve been hard at work improving Centerbase for you.  This release is fairly heavy with Billing & Accounting enhancements and fixes, including the introduction of Payment Subtypes.  Take a look at the notes below, try out the new features and let us know what you think – happy spring!

Accounting

• Payment Subtypes
  • We've added a new payment subtype feature which will allow firms to group payments together for deposit (by office or user, for example).
  • Users can now create payment subtypes in order to group deposits.
  • Users are now able to select a payment subtype if that setting has been turned on.
  • Users can now filter their bank deposits by subtype.
• Added functionality to both “Add” and “Apply Credit” from the “Vendor Bill Credit” option in the Create Menu (blue +).
• Fixed an issue where users were unable to delete a document attached to a vendor bill line item.
• Fixed an issue where account balances were loading incorrectly when check type was changed to/from “Trust Check”.
• Fixed an issue where inactive accounts were still showing in some account selection dropdowns (Checks, Vendor Bills, System Settings).
• Added the ability to void a trust check, even if it has been posted to a bill. The user can now post the voided check to the next bill to have a clear accounting to their client.
• Fixed an issue where "Save & New" was defaulting to the prior saved payment's account when applying overpayments.
• Fixed an issue where voided checks were not being counted in the total of the trust ledger.
• We updated the list of available tax items on vendor bills to only those that the user can see/link to.
• Fixed an issue where some negative vendor bills were not affecting the account register correctly on creation.
• Fixed an issue where users were unable to save expense allocations.

Billing

• Added a quantity to the discount line so users can download discounted invoices in bulk.
• Added “Client Office” field for firms using LSS billing templates.
• We have updated where the Statement of Account pulls the "RE:" line from, to accommodate firms that do not put the matter number in “Matter Short Description”. The “Matter Name” field will now be used. This will only affect firms that utilize the "InvoiceLegal" default bill template.
• Fixed an issue where users were not able to delete more than a few bills at a time and where users couldn't delete more than a set number of bills even if they selected an amount greater than that number.
• Fixed an issue where incorrect bills were getting approved after canceling the previous approval.
• Fixed an issue where large pre-bills failed to load after clicking past the bill and back to it in ePreBill Approval.
• Pre-bill approval: Fixed an issue where having a "#" or "%" in the description of a billing entry would cause everything after that character to not display in the on the pre-bill tab.
• Pre-bills now display as expected.
• Fixed an issue where Trust Account did not default to the matter selected when applying trust overpayments from Matter > Add Payment.
• Fixed an issue where “Vendor Name” was being used instead of “Check Payable To” in the attention line for checks to be printed later.

Document Management

• Fixed several issues where pulling fields into document merge templates would return the name of the field instead of its value.

Matters

• Included improvements to how the system performs auto-increment tasks.

Payments

• Fixed an issue where voided checks were showing in the “New Bank Deposit” window.

Others

• Exports will now show local time.