Release Notes – 10.8

Release Notes – 10.8

Hello, Centerbase Family!

See below for the details on release 10.8, which is expected to release in production late the week of April 7. However, that date is subject to change as we finalize testing. You will see a Pendo pop-up once the release is published. Please pay particular note to these first three items.

We are adding Category functionality throughout the system. This update includes assigning a category to a trust or retainer deposit from within the matter and enhancements to view matter and category information on account registers and filter by category. Future updates will include assigning categories at the Client or Matter level and adding them to as many transaction types as possible.

Users can now print selected Journal Entries from the Journal Entries list or open and print individual Journal Entries. This works for both the standard and detail views.

• Permitted Tendering allows firms to select which payment methods they’d like to accept at the Matter, Client, and System level.
• ACH Flat Rate allows firms to set ACH fees at the Matter, Client, and System level.

• Addressed an issue where special characters in secure chat messages were not displaying properly in the mobile app.

• Fixed an issue to the Account Register when accounts for allocations were changed.
• Fixed a bug causing Trust Bank Transfers directly to accounts to still display as "Pending Trust Bank Transfer" over on the Account Register.

• Tied the Print Checks screen to the record security of bank accounts, allowing firms to restrict access to users who can view printable checks.

• Added a setting allowing firms to choose when to auto-apply trust or retainer (Issue Date or Posted Date).
• Added functionality to download PDF receipts attached to consolidated bills.
• Fixed a bug where ePre-Bill approval was not filtering correctly when the Client filter was used.
• Fixed a bug allowing users to move billing entries to or from paid pre-bills despite an error message stating they could not.
• Added a setting allowing firms to choose when to auto-apply trust or retainer (Issue Date or Posted Date).
• Added additional Web Copy options - this allows the firm's client to a) see the web copy in real time (all transactions, even if not posted to the bill); b) see the legacy view which shows only payments made to that specific bill; or c) see the new static web copy, which presents the web copy as it was at the point of posting.
• Fixed a bug causing matters with held entries to generate two bills upon creation.
• Fixed a bug causing incorrect tax calculations when some line items were taxable and a discount was applied.
• Fixed a bug that miscalculated Allocations when a bill had tax, a discount, and interest, and was partially paid.
• Fixed an issue causing a warning that the line count exceeded 500 entries, which turned off Markups, even when the line count did not exceed 500 entries.
• Fixed an issue with Advanced Check printing where the Account Name was printed instead of the Financial Institution, and a box was printed around the check.
• Refactored the saving of Tax Items so users can see the updated tax rate immediately upon changing.
• Fixed a bug causing European formats to calculate incorrectly.
• Updated Client Billing Filters to mirror the Generate Bills filters.

• Fixed an issue that caused All Day Reminders sent on the previous day to show as "Due Today."
• Fixed an error when completing tasks.
• Fixed an issue causing duplicate activities to display on reports.
• Fixed an issue where recurring events appeared on the Outlook calendar but were only intended for the Centerbase calendar.

• Enhanced SharePoint metadata within Centerbase's Doc Management system, allowing users to view, sort and filter by customizable fields from the documents' properties.
• Customers can add Centerbase fields to the document metadata for users to view within SharePoint when creating or adding new documents.
• Users can copy or clone documents to other matters or folder locations within the DMS with enhanced “copy to” functionality.
• Users can share documents from the DMS to the Client Portal and view documents shared from the Client Portal directly within the DMS.
• Users can directly access their SharePoint site for a matter, with a new "View in SharePoint" button on each Matter.

• Fixed an issue with missing client name fields when using email templates.

• Fixed an issue with redundant workspace names in iManage settings.

• Enhanced the LawToolBox for Microsoft 365 integration to share the matter in LTB with users attached to the matter in Centerbase.

• Added a new protected field on matters that reports the matter setting "Non-billable Matter."

• Fixed an issue that could cause record lists to not load in the mobile app.

• Optimized performance of exporting Accounting Reports with large datasets to avoid a 404 error.

• Added the ability to see how a billing entry is split (by hours or rate) and report on it.

• Updated the name of "Mail Merge" commands in workflows to "Document Merge" for clarity.

• Addressed an issue where customers could add more users than available licenses, which locked users out of Centerbase.