Hello Centerbase Family!
Welcome to the new year! We have a lot of exciting updates for you in 2025. First up we have two new features; Client level Billing and Split-Rate Billing.
Client level billing adds a new generate bills page to help you generate all of the bills for a client at once and automatically consolidate those bills. The page also helps give a client level view of AR.
Split-rate billing is to help you get paid your full rate when one or more insurance companies are paying part of the rate. This will allow you to bill them what they are willing to pay and bill the client for the difference.
On top of that we have a host of fixes and enhancements across the system.
See below for the full list, and feel free to let us know what you think!
New Feature: Client-Level Billing
- Set Bill Consolidation at the System, Client, and/or Matter level
- Set LEDES eBilling Templates at the Client/Matter level
- Set Matter Statement/Consolidated Bill Summary Page defaults at Client level
- New Bill Generation view shows Client level WIP and AR
New Feature: Split Billing by Rate
- An alternate billing structure that allows firms to bill each split matter for the total hours worked at different rates
- Reporting updates for timekeeper hours are pending
Accounts Payable
- Fixed an issue with misallocation of Vendor Bill payments when an expense was on a parent bill, then split to a child bill.
- Sped up the import of vendor bill payments and fixed an issue that could cause the import to fail.
- Fixed a UI issue that was causing the "Next Generation Date" column label on "Memorized Vendor Bills" page to overlap with the sorting icon.
Banking
- Fixed an issue where the Firm and Bank Account information were not printing onto Advanced Checks from the "Checks to Print" screen.
- Fixed an error that would not allow printing or re-printing of Deposit Summaries/Slips for reconciled transactions.
Billing
- We have fixed the "Credit Type" field to properly function as a dropdown menu.
- NOTE: We have added a backfill that should auto-populate the dropdown menu with values currently entered into your system but please have your system admin check the field in the Admin Tool to make sure the values required by your firm are listed in the dropdown menu set up there
- Fixed an issue where a blank page was printing on the last page of a web copy or PDF bill.
- Fixed an issue where supporting documents were not being downloaded with their bill if more than one bill PDF was generated.
- Fixed an issue where a reversal could be created that was not linked to the payment it reversed.
- Fixed an issue that would prevent a bill from being generated if there were multiple bill fields that auto-increment
- Fixed a bug in AR sweep that was not handling trust/retainer reversals correctly and displaying incorrect Available Funds balances.
- Fixed an issue where Trust and Retainer Replenishments were not calculating correctly on invoices.
- Made improvements to how trust accounts are retrieved in the Payment window.
Calendar
- Addressed an issue where the mini-calendar did not update to reflect movement in the main calendar view.
Conflict Check
- Fixed an issue with Conflict check around searching with single characters
- Fixed an issue that could cause an error when emailing if a user had both O365 email and the legacy settings turned on.
- Fixed an issue with the Outlook Add-In where some emails were not being attached if the email contained non-ASCII characters.
- Fixed an issue where users received an error when trying to email all of a matter's bills via PDF.
- Fixed an issue where a user could clear their email.
iManage.work
- Support for customers using the iManage.work environment
NetDocs
- Bug Fix to address NetDocs settings being cleared.
Performance
- Performance Enhancement for bills that don't have interest
- Increased the performance AR Sweep
- Reduced the save time for payments
- Improved Performance on the billable events dashboard
Reporting
- Fixed a bug where the copied cell in the GL budget was clearing to $0.00 after save.
- Fixed a bug where Excel downloads were not respecting the selected Accounting Method in Reports and Account Registers.
- Fixed an issue where numbers were not formatting correctly if Use Currency Symbol on Financial Reports was turned off.
- Fixed an issue on the "Time by Day this Month" report that was causing dates to show mutiple rows instead of one group for on date.
- Fix an issue that could cause addresses to not report in Advanced Reporting
- Fixed a bug where financial report filters were not respecting selected accounts if there was segmentation applied.
- Added Historical timekeeper information to Advanced Reporting
- Fixed on issue on the Aged AR report that prevented a user from downloading the report after it was sorted.
- Fixed an error when printing the Aged AR report sorted by Responsible Attorney.
- Updated Users.Firm Split in Advaneced reporting to not round up or down.
Settings
- Fixed an issue where Rate tables would be hidden the day before a new version took effect
- Added a protection to prevent running "Auto Allocate Accounts Payable" while the utility is already in progress
- Fixed an issue that caused the populate file system utility to fail to add linked documents to the matter's file system
- Fixed an issue where when one user was locked out of logging in due to too many failed attempts it could cause other users who have been locked out in the past to also be locked out.
Timekeeping
- Fixed an issue that could cause blank billing entries to be created
- Fixed an issue where the Taxable status of a billing entry would not always be set correctly from some sources.
- Fixed an issue that caused the matter field on the timesheet to display "null" on load
- 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 rest the rate to the matter default when unchecking "is flat rate".
- Fixed an issue where the system default expense codes would be used if a matter or client's default expense code was blank. Now it will clear the field when selecting that matter, or matters under that client.
- Added protection to prevent users from clearing required fields on billing entries.
- Fixed an issue that was preventing billing entry description from loading initially
- Fixed an issue that could cause the default rate of a new expense entry to show incorrectly.
- Fixed an issue where a new billing entry would use the system's default expense billing code when the matter was set to default with no code.
QuickBooks
- Fixed an issue where account information was not being passed to QuickBooks Online in some instances, causing a Business Validation Error.
General
- Chat notifications now appear when user is tagged in a chat.
- Fixed a bug where notes would not save if there were required fields associated.
- Fixed an error that was being shown while using global search
- Fixed an issue that could cause system messages to be sent to all users instead of only the user that needed it
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