Introducing an Operating Overage Account

Sometimes you get an overpayment from a client, or you have other revenue come in that you don't have an invoice to directly tie it to. Others just find different needs and do different things where a simple IOLTA account isn't enough to get things as accurate as you need.

An "Operating Overage Account" per Matter was designed to meet these kinds of needs and others we might not have seen yet.

A thorough guide on how to configure everything and start using the Operating Overage Account feature is here


Are your flat fee services priced right? Now you can "Complete" a Flat Fee Service

We are introducing this new feature to "Complete" a Flat Fee Service to help you answer the big question of, "Is this Flat Fee Service" priced right?"

Once all work has been completed and entered into Curo365, you can now mark the Flat Fee Service as "Complete". When you do this, all those who worked the flat fee service will proportionately have their Billings marked up, or marked down, from their normal rate to whatever is needed to match the flat fee service amount. 

With this adjustment done automatically for you, it will be easy to see how efficient you were with that flat fee service, and over time you'll be able to identify trends and adjust amounts appropriately to reach desired margins or know to increase the marketing on those services where you are able to deliver best.


A thorough guide on how to use and more fully understand "Completing a Flat Fee Service" is here.

Post in Bulk!

Now you can save precious time, and make things easier, posting your Bank Deposits, Disbursements, Matter Costs and Transfers in bulk!


Resurrecting some error message windows

After transitioning to Microsoft's new Unified Experience, we've noticed a few of our error messages were not being displayed as they used to. We've fixed these where it is known and will continue to look for any others. We want to make sure Curo365 is never leaving you wondering what's going on after you tried something and it feels like nothing happened.

Accounting General Journal Batches in Business Central

Money gets moved around a lot between accounts when working lots of Matters for a lot of Clients. Curo365 makes that easy and keeps track of it all. With Business Central integration, all those transactions can then be posted and easily create your General Journals within Business Central that are needed for accounting and reconciliation.

Keeping everything in sync and making life easier for a firm is what Curo365 does.

Send Bill to Multiple People: Part 2

Part 1 of "Send Bill to Multiple People" allowed you to specify additional Contacts to send a Bill to. Now in Part 2, those additional bill recipients can also be a Business. Furthermore, all additional recipients are now CC'd on the Bill email instead of receiving a separate email.

Adding recipients as a Contact or a Business is done the same way using the specific "Matter - Additional Bill Recipient" Connection Role from a Matter.

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