Release Notes – 10.3.2

Hello Centerbase Family!

I hope you are having a great summer! This month we have a smaller number of updates, but they should have a big impact. Most notable are adding the ability to adjust the margins on check vouchers and a much-requested feature update to have time and expense entries keep the billing codes you set when changing the date, matter, or timekeeper. This should make using ”Save & Duplicate” much more efficient. Please read below for all of the other important updates. Let us know what you think!

Accounting

• Fixed an issue where the allocations on a vendor bill payment would be removed by the auto allocate accounts payable utility if the bill that was being paid was inactive.

Banking

• Added functionality to allow users to adjust the margins of check vouchers.
• Fixed an issue that could cause multiple checks to be deleted when a user deleted a single check.

Billing

• Fixed an issue where posted consolidated bills were not searchable within the appropriate date range when reposted with an issue date other than the original.
• Removed the option to add documents to credits as that new feature was limited to payments.

iManage

• Folders created in iManage on creation of new matters now get doc type, class and subclass.
• Folders created in iManage now inherit variable naming conventions.

Reporting

• Added columns for fees and expenses to the Aged AR report.

Timekeeping

• Feature Enhancement: We have made it so that your billing codes don't change when updating the matter, timekeeper, or date if the code class is valid on the new matter. Codes will still update on new entries if you have not changed them yet.
• Fixed an issue where changing the date or matter on a flat rate time entry would update the rate field to the default rate of that matter. Also added a feature to reset the rate to the matter default when unchecking "is flat rate".

General

• Increased the performance of Rate Table loading within matters.