Release Notes – 10.5
Hello Centerbase Family!
Fall is here, and we hope you’re enjoying the cooler weather! With Centerbase 10.5, we are happy to bring you feature updates and many quality-of-life enhancements across all of Centerbase.
You may have noticed that the Global Timer now allows you to set the matter and description before saving an entry. You can also easily restart one of your last three active timers or a start a brand new one without having to leave the current page.
For those excited about our new Nacha download feature released last month, we now allow you to filter out ACH records that have been previously downloaded.
We have a host of other enhancements including 30-day compound interest, editable matter statements and consolidated bill summary pages, update to default most records type to show the 500 most recent, and many more.
See below for the full list and have a happy fall!
Accounting
- Fixed an issue that could cause a bill to show as out-of-balance if it was edited to change it from a negative to a positive total.
- Updated behavior of matter default G/L Accounts to use the client or system default account if no account is set on the matter level.
- Fixed an issue where if a Convenience fee default account was not set on a payment it would not update after setting the account in the settings. Now resaving the payment will add the account ID if it’s missing.
Banking
- Added functionality to hide ACH transactions that have already been downloaded into a Nacha file.
Billing
- Added functionality to support editable Matter/Client Statements of Account.
- Added functionality to allow for customization of the Consolidated Bill Summary Page.
- Added option to compound interest every 30 days.
- Fixed an issue that prevented users from deleting the reversal of a client/matter overpayment that had be applied to a bill.
- Fixed visual bug where reversed transactions appeared doubled on the Void Check and Vendor Bill Payment.
Calendar
- A Fixed an issue where we were not recognizing Daylight Savings Time on recurring events.
Centerbase Payments
- Fixed an Issue that could cause duplicate texts to get sent on Centerbase Payment when switching between card and ACH
Performance
- Decreased the load time for checks.
Reporting
- Added an option to remove lines with zero time/expenses from the Billing Projection Report.
- Fixed a bug in the Expense Report by Matter that was reading numbers 01-12 after the decimal place as months and presenting a date.
- Fixed an issue with the Responsible Attorney filter on the Aged A/R Analysis by Billing Timekeeper" report.
- Fixed an issue that was wrongly giving a validation error when saving a report.
Searching / Queries
- Fixed an issue where loading the top 500 records would not display correctly based on the sorting.
- Fixed a bug in the Wildcard date picker on Advanced Search.
- Fixed an issue that could cause an error when running a conflict check that returns nothing.
- Fixed an issue where dashboard filter conditions (Any v. All) were changed incorrectly upon saving.
- Fixed an issue that was causing date exported to be in UTC time instead of local time.
Timekeeping
- Updated the Global Timer dropdown box to be more consistent with applying updates to it.
- Fixed an issue that caused the global timer to fail pre-populate the billing entry form when stopping the timer.
- Fixed an issue that was preventing the timesheet from refreshing after saving a time entry
- Fixed an issue where info entered into the global timer would not be pulled into the time entry
Trust Accounting
- Fixed an issue that was causing reversed trust transactions to not be linked to the matter they were associated with.
- Fixed a bug where reversed Trust Transactions were showing as "Invalid" type on trust reports.
- Fixed an issue where payments and overpayments to Trust or Retainer were not defaulting to the account set as "Default".
General
- Fixed an issue that could cause an error if setting labels were null.
- Fixed an issue that could cause some of our utilities to error out and not complete.
- Fixed an issue where turning on auto-increment would fail to save as being “on”.
- Fixed an issue that was causing "Populate File System for existing Records" to time out.
- Fixed an issue where certain values on System Settings > Authentication Options were not saving correctly, throwing an error.
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