Centerbase Version 8.2
We are excited to share the new features and enhancements included in our 8.2 release! The purpose of this article is to provide a summary of the changes and provide links to learn more about each enhancement.
*Review our list of tips and best practices related to the new release.
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.
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Accrual-Based Accounting (beta)
Accrual accounting is an accounting method where revenue or expenses are recorded when a transaction occurs rather than when payment is received or made.
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.
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
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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.
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
- Added selection of 1099 forms in Vendor > Accounting Settings > Vendor Tax Information.
New Reports
- Responsible Attorney Recap
- Matter LodeStar Report
- 1099 MISC Vendor Report - Download
- 1099 NEC Vendor Report - Download
Admin Tool Updates
- A new version of the Admin Tool is required for this release. The download with instructions is available here.
- 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
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