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. Some of the newest features and updates that we've implemented include:

New Features and Updates

1. Client/Matter Numbering

Adding more functionality to client and matter numbering.

Our new numbering functionality allows for:

• Numbering of contacts who are marked as clients only
• Client-based numbering on matters (such as 1023-003)

2. Bill Template Editor 

Giving you more customization and flexibility with your billing templates.  

Our newest bill template editor includes:

• Added an editor where new bill templates can be created and edited without having to contact Centerbase
• Added the ability to upload an invoice logo file
• Added a Config File Editor which allows columns to be customized in various areas that did not previously allow it (such as billing entries on a bill template, generate bills, Aged AR, etc.)
• Created a simplified way to customize what columns show up under Fees, Expenses, and Timekeeper Summary
• Updated bills to be able to pull from the Client/matter bill-to contact, company, and address information

3. Customization of Dashboard 

With our newest update, we're giving you the power to customize your dashboard the way that works best for you. This means you no longer have to call Centerbase to get these changed!

Users can now:

• Either set the dashboard to the system default, or customize for each user
• Use Customization rights to set the Default Charts for new users on the homepage

4. New Trial Balance and General Ledger Reports for Accounting 

Giving you more ways to meet your accounting needs.

• New trial balance and general ledger reports for accounting have been added, making it easier to manage your accounts
  
  

5. Settings/UI Updates

Improving your experience with continuous updates to Centerbase's User Interface.

Our newest updates include: 

• Various advanced settings have been given more descriptive labels as well as tooltips with information on what they do
• Updated wording on billing entries, billing code, and timesheet
• More custom icons on the navigation bar
• Remove old LIST view from Calendar
• Updating the Generate Bills grid to allow an indicator on whether a matter is a split-billing matter

6. Processing Utilities 

Under System Settings -> Utilities you can now access various post-processing utilities that once required Centerbase. However, these utilities are only available to users that have been given permission. If these are not available to you, let Centerbase know and we can update your permissions.

With access to post-processing utilities, users can now:

• Recalculate all formulas in the system
• Post all bills
• Unpost all bills
• Auto-allocate payments/credits to fees/expenses/interest/taxes
• Convert imported payments to matter/client unallocated (General Retainer)
• Create trust accounts on all matters and connect trust transactions

6. Other Tweaks/Improvements

We're constantly working to refine existing features to give you the best platform management experience possible. 

 A few modifications we've made include:

• There were a few issues occurring when users opened a Word Document from a Centerbase mapped network drive (WebDAV) while using the Word Add-in to save it back to Centerbase. We've fixed this by ensuring these two cannot be used at the same time.
• Checks now allow you to type a custom Payee without having to choose an existing Client or Vendor.
• E-Billing: Adding support for LEDES 98 BI (International) format