What's Coming in Our November 2020 Release (currently in Beta)

We are excited to share the new features and enhancements included in our November 2020 release! The purpose of this article is to provide a summary of the changes and provide links to learn more about each enhancement.

New Features

AR Sweep

AR sweep is a convenient way to view the outstanding balance and any available funds for your matters to help pay multiple bills simultaneously. Quickly filter information like Trust Accounts, Clients, Matters, Accounts, and Balance Status.

Learn more here

Accrual-Based Accounting

Accrual accounting is an accounting method where revenue or expenses are recorded when a transaction occurs rather than when payment is received or made.

Learn more here

Vendor Credits/Negative Vendor Bill Line Items

Added functionality to support Vendor Credits and Negative entries on Vendor Bills.
Learn more here

O365 updates

We have done an overhaul of our Office 365 calendar sync to enhance stability and consistency. An 'Organizer' field has been added to help facilitate how calendar activities are scheduled.
Learn more here

Dashboard updates

Users now have more flexibility to customize how they see their dashboard. 

Learn more here

Separate Form Layouts for Appointments and Tasks

Centerbase now offers separate form layouts for Activity sub types! This enhancement allows you to separate what the forms look like and what fields are available on an Appointment versus a Task. Users can then set a default form layout to be used when creating a new appointment or task

Learn more here

Replace “End Date” field on Tasks with “Due Date” field
Learn more here

Added ability to set Accounts to Inactive
Learn more here

Added “Copy Link” action to Records on dialogs

We’ve enhanced this feature by adding the ability to copy a URL and send records like trust bank transfers, checks, deposits, refunds, disbursements, journal entries, and bank deposits, making it easier to work collaboratively inside of Centerbase.

Learn more here

General Improvements

• Allowing set “Fees Projected” field to be edited from the Matter Metrics tab
  Major Outlook 365 improvements/Overhaul
• Fixed issues when an unapplied payment made to the Matter/Client was reversed
• Fixed issues with allocations from payments that had been reversed being changed, but the reversal keeping the original allocations
• Added ability to set a default Expense Account for a Vendor, to make Checks and Vendor Bills easier to create
• Fixed issue when trying to copy a link to CB Record, after having used another link to open CB
• Fixed issue where Project Matters would appear and generate Bills on the Generate Bills page, even if the Project had no amount left to bill
• Default Invoice Legal template now shows the Notes field for Unallocated Payments
• Fixed issue when trying to memorize a Vendor Bill, but got an error saying it had already been created
• Update Support Article Taskframe now has a more versatile selection of gradients for the board backgrounds instead of single colors
• Fixed issue with Taskframe where the description box would be shrunk if there were more than one User scheduled for the Task
• Fixed issue where certain fields were not editable from the System Settings > User Information area
• Added system setting for changing the default date range on the Timekeeper Analysis Report
  
  

New Reports

• Responsible Attorney Recap
• Matter LodeStar Report

Admin Tool Updates

• Fixed issue where importing with the “Link & Add” option with large numbers of Records could link the wrong Records, or none at all, to a portion of the imported Records

Office Add-In Updates

• A new Outlook version is available here.
• Outlook - Fixed inconsistencies in how the “attach” button behaves depending on which window it was pressed