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Release Notes 10.9

  • Updated
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Hello, Centerbase Family! 

See below for the details on release 10.9 which is expected to release in product the week of May 19 2025, however that date is subject to change as we finalize the testing. You will see a Pendo pop-up once the release is published.

On top of that we have a host of fixes and enhancements across the system. 

Categories: 

  • This release introduces comprehensive enhancements to the Category feature across the system to support more consistent financial tracking and streamlined reporting. 
  • Categories now auto-apply to Trust and Retainer checks and are visible on Account Registers. 
  • We’ve added both Category Name and Category ID to the Register Transactions object, enabling more robust reporting. 
  • Category Name is now also available on the Matters and Clients objects to facilitate category-based reporting. 
  • Users will notice improved automation as the Refund, New Payment, and Add Credit dialogs now default to the category set at the Matter or Client level. 
  • A new Default Category setting has been added at both the Client and Matter levels, which also applies to Accrual accounts when using accrual-based accounting. 
  • Overpayments can now be categorized based on the defaults set for the client or matter. 
  • Finally, the Deposit to Trust or Retainer dialog now includes full Category functionality, further aligning deposits with firm-level reporting standards.

 

Permitted Payment Tendering and ACH Flat Rate Convenience Fees

  • Fixed an issue where Stripe successfully ran payouts, but Centerbase failed to catch the events and create corresponding bank deposits.
  • Resolved a bug where the "CB Payment Settled" column was not consistently populated.
  • Fixed an onboarding error where clicking “Register” to onboard a new Stripe account triggered an error message.
  • Addressed a bug where submitting incomplete Stripe onboarding information and selecting "Later" did not reload the account management iframe.
  • Fixed an issue where “CB Payments Received From” was displaying as “N/A.”
  • Corrected a bug causing the Stripe onboarding error message to display twice. Resolved an error during new Stripe account onboarding due to missing business type.
  • Fixed a bug where an error message appeared when attempting to register an account with a supported Firm Country.
  • Improved error handling for cases where “Something went wrong” appeared during Centerbase Payments registration or while opening an onboarded account.
  • Required fields; Payee Name, Email, and Phone must now be completed when submitting a payment.
  • Implemented CB Payments system settings default configuration for easier setup.
  • Added Stripe Terms to the checkout process and updated the checkout step flow.
  • Webcopy Payment now uses Stripe components for ACH payments, replacing Payrix.
  • Permitted Tender Types can now be configured at the System, Client, and Matter levels for Stripe. Added support for ACH convenience fees via Stripe.
  • Added support for ACH convenience fees via Payrix.
  • Centerbase Payments iframe now updates colors based on Practice Center mode.
  • Introduced a new “Firm Details” page under System Settings.
  • Resolved a bug causing iManage integration to log out frequently.
  • Centerbase Payments now auto-registers tenants upon initiating registration.

Document Management

  • Fixed a bug with the DocuSign integration to ensure smoother document processing.
  • Resolved an error message that appeared on matters missing an associated SharePoint site. 
  • Addressed issues with DMS search results, including improvements to accuracy and filtering.
  • Fixed a bug related to document search and modified date filters within the DMS.
  • Resolved an issue that prevented users from downloading documents from the client portal.
  • Fixed an error encountered when attempting to merge document templates.
  • Added functionality allowing users to save email attachments (from Doc Management > Emails) directly into the DMS.

Banking

  • Added Record Security to the Print Checks screen.
  • Introduced Centerbase Banking Configuration to streamline setup and management of banking details within Centerbase Payments.This new configuration enhances control over payment workflows and ensures smoother integration with banking operations.

Billing

  • Fixed a bug where tax on the first line item wasn’t calculated if a small discount was applied.
  • Improved performance for loading the Pre-Bills and Posted Bills grids.
  • Added protections to prevent bills generated by two users at the same time from having the same bill number.
  • Resolved an issue causing the "Amount Each" to clear on Vendor Bills when the billing date was changed.
  • eBilling users can now download PDF receipts along with the consolidated LEDES file.
  • Fixed a bug where blank bill templates could not be deleted.
  • Updated Hosting Manager/Configurator to reduce issues with the PDF service.
  • Fixed an error message on the Origination and Production Compensation Report.
  • Optimized a back-end function that improves performance across the system.
  • Fixed an issue where expected interest was not appearing on pre-bills.
  • Added validations to prevent duplicate check numbers when saving in different browser tabs.

Calendar

  • Fixed a discrepancy between the time shown on the main calendar and the mini-calendar.
  • Resolved an issue where the Activities List displayed times in UTC instead of the user’s local timezone.
  • Corrected time display issues for recurring appointments scheduled during Daylight Saving Time.
  • Fixed a bug that caused incorrect time remaining to be shown in reminder emails.
  • Addressed a problem where tasks were not properly displaying on the calendar.
  • Resolved an issue where calendar reminders were not saving as expected.
  • Fixed a Unique Key Constraint error that occurred when working with calendar entries.

Email

  • Fixed an issue where users were unable to unassign matters in the email module when assigning emails from Outlook, and vice versa. This update ensures better synchronization between Outlook and Centerbase for managing matter assignments.

Matters

  • Fixed an issue where rates were being set to zero when the associated billing code did not have a default rate configured.
  • Resolved a bug that prevented users from clearing the user ID field from expense entries.
  • Fixed an issue that caused the bill screen to lock when editing a vendor bill entry.
  • Addressed a bug that could trigger a 'datetime' error when users entered a time entry.

Reporting

  • Fixed a bug where Aged AR data objects failed to include payments made after the "As of" date.
  • Resolved an issue where edits made during prebill approval were not saving correctly.
  • Fixed a bug in Report Manager that prevented users from being selected when adding a new tab for users and groups.
  • Enhanced the Admin Tool so that data items created through it are now automatically set as reportable in Advanced Reporting.

Workflows

  • Implemented caching for IDs that do not change to improve performance and reduce unnecessary calls.
  • Reduced calls to Microsoft Graph by optimizing how Drive ID, List ID, and other identifiers are retrieved.
  • Minimized redundant requests to Centerbase endpoints by caching Matter Site IDs.
  • Fixed an issue in the LTB integration where auto-refresh token failures prevented users from accessing the integration.
  • Resolved an error caused by missing DataField values in configuration files for each column.
  • Addressed a general bug affecting workflows to improve overall stability and functionality.

General

  • Task Widget bug fix

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