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8.4 Release

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Centerbase Version 8.4

We are excited to share the new features and enhancements included in our 8.4 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

Chart Wizard

A new Chart Wizard has been added to make it much easier to add and manipulate charts on the dashboard.

Learn more here

 

Multi-date/Multi-currency

Centerbase now supports multiple cultures and can format dates/currencies based on the selected Date and Currency setting.

Learn more here

 

Consolidated Bills

Consolidated Bills now have Web Copies and can be emailed!

Learn more here

 

Other Fixes & Updates

Add-ins

New add-ins are available but not required unless your site is configured for multi-currency.

Office 365

  • Resolved issue with Date Filter when filtering billing entries using "Before" and "After".
  • Resolved an error when saving on the System Settings Office 365 Page.
  • Resolved an issue where the user cannot change the organizer on an appointment after it has been un-synced.
  • Resolved an issue where recurring events that are older than 30 days were being deleted from Centerbase.
  • Enhanced Processing for updating/creating an exception of a recurrence in O365.

Billing and Accounting

  • Resolved an issue where occasional LawPay payments were not getting added to Centerbase.
  • Resolved an error that occurs after connecting to LawPay and logging in.
  • Added Trust Overpayment from LawPay
  • Resolved an issue where the "Save & New" option was inappropriately combining check amounts.
  • Added validation to check that fee arrangement has an account.
  • Updated Trust Replenishment to allow for cents.
  • Removed Required Fields from Mass Edit check.
  • Resolved an issue where trust transactions are not fully deleted as intended.
  • Added Posting Protection to prevent a bill from being posted if it has any inactive entries.
  • Resolved an issue where Billing Entries rates were not updated appropriately when a user is moved from one rate group to another while "Unbilled Entries" is selected.
  • Add control to allow user to set "Dependent Object" on Billing Entries.
  • Resolved dialog issue where it was reading "invoice" instead of "bill" when moving billing entries across prebills.


Conflict Check

  • Updated conflict checks to appropriately display the results instead of falsely claiming "Max Results Exceeded" error.
  • Updated conflict check export so that it exports with search criteria, timestamp, and User Name when run with "No results found."
  • Updated Error Handling for Conflict Check so that more information is provided in the case of an error.
  • Resolved an issue where the Conflict Check was returning more results that expected when multiple search fields are used.


Client Portal

  • Updated Client Portal document sharing so that it no longer relies on the presence of File Explorer.
  • Resolved an error when trying to share documents in the Client Portal.
  • Resolved Invalid URL error when trying to login to the Client Portal.
  • Resolved an issue where changing the Company Name in the Client Portal causes a Logoff error.


Misc

  • Resolved an issue where "Export to CSV" would navigate the user off Centerbase.
  • Resolved an issue where Centerbase was showing an "Undefined Timestamp" in the Chat Related Tab under Matters.
  • Resolved an issue with the Timekeeping Timer where it was showing the incorrect number of hours worked when the timer is running.
  • Resolved an issue with cursor focus not aligning after scrolling on record tables.
  • Updated Auto Time Capture view to appropriately display all phone numbers on for the client.
  • Updated Journal Entry dropdown to accurately show account type/number.

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