Introducing the latest and greatest version of Centerbase! We're excited to showcase what our team has been working hard to refine and update in the last month and a half. Some of the newest features and updates that we've implemented in Version 7.3.18212.2 include:

New Features, Updates and Integrations

1. LawToolBox Integration (Beta)

Our newest integration Partner makes it easy to keep up with court rules and scheduling orders 

Our LawToolBox + Centerbase integration allows users to:

• Automate the calculation of deadlines using LawToolBox's proprietary docketing rule-sets based on rules of procedure in civil litigation and administrative courts
• Use court tools based on location to calculate deadlines that run off of trial dates 
• Click on authority links to review complex deadlines
• Use report codes to generate reports by office or practice group for early stage cases, cases set for trial, and reports sorted by attorney, firm, or group

Please Note: LawToolBox is an additional service that can be provided upon request. 

Learn more about LawToolBox

 

2. Split Billing (Beta)

Improving your billing process from start to finish and adding more flexibility to your billing and accounting

Users can now specify one or more matters to bill against (with either existing matters or new ones.) For each matter, users can also choose what % of the bill they are responsible for.

3. Workflow Updates

Introducing smarter command-fields, deleting capabilities, and the ability to auto-create start nodes

Users can now:

• Set a lookup field value to an ID of another lookup (including the main-object of the workflow)
• Showing drop down values when setting a text value for drop down fields in update and create commands
• Showing a lookup control when setting a text value for lookup fields in update and create commands
• Delete nodes/actions/commands at top level records
• Delete workflows and triggers
• Email commands are easier to configure than ever with simple field selector drop downs

4. Calendar Improvements

Including speed improvements, more detailed views, and the addition of Scheduled Users

Users are now able to: 

• Add a scheduled user column that shows scheduled users and groups with a field (such as names, initals, e-mails, ect.)
• Ability to search activities by scheduled users/groups
• View details on activities (such as scheduled users and associated matter) either directly on day/week view or by hovering over an appointment.

 

5. Centerbase Account Number

New CB Account # gives you an extra degree of organization

Centerbase now includes:

• An assigned Centerbase account # 
• Filtering abilities on the account-drop down that supports the added Centerbase account #'s

 

6. Interest

Add interest to bills for a higher degree of customization

With our new interest feature, users can:

• Easily add interest when creating bills
• Utilize the new "Use Default" button in Payment and Interest Sections

Learn More about our Interest capabilities

 

 

 Feature Improvements

Billing Entry Rounding Issues:

• Changed billing entry quantity and rate to allow more than 2 digits after the decimal point
• Fixed default rate showing extra Zeroes after the decimal point
• Fixing matter rate overriding billing code rate on new billing entries

0365 Updates:

• Dealing with duplicates being created with 365 sync
• Fixing events not deleting in 365 if set to Private

File Explorer/WebDAV Fixes:

• Allow viewing of files/folders that exceed path limit in File Explorer
• Fixed issue where exceptions were not getting re-thrown by WebDAV (could cause login issues)
• Solved problem with uploading files
• Fixed issue where files saved through WebDAV could not be opened back up in WebDAV.
• Solved issue with files sometimes saving their extension as .tmp
• Fixed issue with re-saving a file more than 1 month old

 Bug Fixes

• Item homepage search is now a contains search
• Auto-payments take the date of the posted invoice, not the pre-bill date
• Don't reset activity reminder date/time if it was manually set
• Grid settings were ignoring decimal places
• Class column in grids was showing ID instead of display value
• Removing limit on size of custom settings
• Fixed custom grid settings getting wiped out
• Fixed issue with loading future/past rate table versions
• Another fix for conversions not running
• Trouble loading matters if you do not have rights to the Invoice object type
• Dealing with duplicates being created with 365 sync
• 3Drop downs getting cut off in dialogs and form designer
• Adding DisplayName setting to e-billing settings so you can change the Header Name that appears in LEDES
• Fixed error thrown with stacked bar charts with no data in their range
• Fixed null error thrown by running workflow when workflow is edited and has time based automatic actions
• Fixrf issue where same invoice could get posted multiple times
• Fixed color not updating with (un)scheduled users;Fixed scheduler dropdown not syncing with related object chips
• Only disabling type/subtype editing on protected accounts
• Fixed logic where a payment TO trust was being flagged, preventing unposting a bill
• Fixed duplicate trust transactions being created when editing an existing trust check
• Fixed issue where default payment account wasn't loading properly on existing payments.
• Fixed issue with editing entries while timer is running
• Solved problem where timekeepers that have no rate set anywhere were getting a rate of -1 set on their entries.
• Updating matter dashboard, tiles, and other areas to not look at inactive billing entries
• Solved problem with duplicates being created with 365 sync (related to the reminder settings in CB)
• Fixing issue where transactions that were not matched to an online bank transaction were still showing as matched
• Updated online banking to allow matching a credit card transaction to an online banking transaction
• Fixed issue where Balance Sheet would not show if account names were too long
• Fixed issue where the payee's name was showing under the Address of a check if they did not have an address
• Fixed issue where lookup chain fields could not be used as a filter in reports
• Improved performance of saving time and expense entries
• Fixed issue where a consolidated bill was not showing on the Posted Bills page after being posted