November '18 Release

We will be updating Centerbase servers with this new version between November 2nd through November 5th.

Split Billing - Now Out of BETA Phase

We're excited to announce that after working through the refinement and improvement of our split billing functionality the past few months, we've phased it out of BETA and it is now a final, functional feature. 

LawToolBox Updates

Since our last update, we've been improving several UI components of LawToolBox. These updates include:

• Ability to add or removed deadlines from panels
• The same Trigger Date is now prevented from being added multiple times to a matter
• A "Manage LawToolbox Deadlines" user permission has been added
• Now all users' deadlines will sync to Outlook 365, not just the current user 
• Updated behavior to show/hide the save button
• Our LawToolBox integration can now handle all report codes
• Added ability to add matter name, number, or any other field on an activity (in either the subject or description)
• Improved overall performance

E-Billing Updates

We've improved the functionality and ease of use in our E-Billing feature. 

• Users now have the ability to add matter name, number, or any other field on an activity (in subject or description)
• There is now an E-Billing section to matters to set fields used in LEDES/LSS 
• Fixed an issue where default values were sometimes used instead of specified values
• Resolved an issue where validation page would not identify what was causing errors

Other Tweaks/Improvements

• Protecting matters with any billing items
• Generating client numbers for contacts that get their first matter
• Adding new auto-numbering code to the Outlook Add-in
• Updated auto-numbering to work better on an existing client who wants to enable it later
• Improved rate table logic on split bills when changing rates
• Improved Word Addin search performance
• Improved performance on the homepage by loading first 500 records (with the option to load all if needed)
• Updated handling of unapplied payments and auto-payments showing on the same bill
• Updated System Health checks for matters, billing entries, and billing codes
• Improved pre/posted bills page performance
• Updated interest to work for firms that are not showing previous balance
• Improved performance and messages when deleting a large number of items at once
• Added simple security setting to allow Time Entries report to only show CURRENT user's time if they are not authorized
• Allowing a reconciliation with no transactions
• Updated bill e-mailing to store whether a bill was successfully sent or what error occurred
• Showing firm name in Chrome Tabs for workflow and system settings
• Fixed bug where events pulled for Outlook 365 would only show first 255 characters of the description

Bug Fixes

• Improved delete results message
• Various fixes to the billing entry grid on bills and vendor bills
• Fixed the issue with users always showing as Timekeeper = true
• Solved the issue in Word where the modified date was not changed when using CB Save
• Fixed the problem with word add-in never showing secondary billing codes
• Solved an issue where checks were not showing the default payee name
• Resolved the problem where payments from trust could not be opened from Search
• Fixed the problem where some printed checks were still showing in "To Be Printed"
• Fixed the issue where only posting some transactions on a bill would cause auto-payments to not show on the bill
• Resolved issues with completing recurring activities
• Fixed duplicate files when uploading from a lookup field
• Solved an issue where running a search when the grid was still loading would show incorrect results
• Fixed the issue where documents uploaded from a lookup field would not show in the File Explorer
• Resolved an issue where recurring activities would "jump" time when editing the whole series
• Updated General Ledger report to handle larger account names
• Fixed the issue on posting where certain transactions were not shown as possible to post/not post
• Solved the issue where customizing columns would not cause the grid to refresh
• Updating import to schedule users that are set in an activity lookup
• Fixed true/false validation in import
• Solved an issue where interest would sometimes show twice on matter statement of account
• Updating timekeeper analysis to better handle users that received payments but did not enter the new time
• Fixed the issue where Task Node fields were showing activity fields instead of the main workflow item
• Fixing issue where trying to open a deleted record would cause the loading indicator to get stuck
• Fixed an issue with apostrophes being used in global search
• Updated the NetDocumentss authorization code to accommodate their new API release
• Fixed display issue on bill totals (not bill printing) when bills are set to Flat Rate
• Fixed issue where the calendar was always starting at midnight instead of 8:00 am
• Various fixes for reconciliation and reconciliation reports
• Fixed the issue with saving client-level billing settings
• Solved the issue where Aged AR report would sometimes show default columns instead of firm configured columns
• Made various updates and fixes for General Ledger report