To further improve the experience when creating Interest Fee Configurations, we made that process better by guiding you in making the necessary and corresponding Payment Allocation Type associated with Interest Fees, so that when you receive a payment from your client the portion towards interest can be allocated appropriately and smoothly.

Submitting Bills in a LEDES format is very important for many law firms. We've made several improvements to the formatting of those files when generating them in Curo365.

We've corrected the ordering to simply order by date, grouped by bill.

In the situations where Split Billing was being utilized, the LEDES file also was split unnecessarily. Now when you generate a LEDES file for a Split Billing scenario, only a single LEDES file is generated.

You've always had easy views and experiences seeing, managing and approving Billings and Matter Costs, but doing the same with Flat Fee Services was not as easy.

Now, Flat Fee Services have been given the same treatment with their views being added throughout Curo365 like on the daily dashboard and the Approvals page as you'd expect, making it so much more easy work with them as well.

Some want to show it. Some do not. So you get to control it how you prefer.

There is now a toggle in your Business Center that controls if you want Billing Items to show on Flat Fee Services that have previously been billed but are still being worked. By default these WIP Billings WILL show on the Bill, but specifying "Yes" for "Ignore WIP for Flat Fee Services" will remove those from displaying on a Bill.

We're pleased to share we've made some nice performance improvements in bulk processing scenarios, like generating bills, that will simply help keep things running more smoothly.

Accidentally deleting things like a Business Center, Matter or a Bill can be quite painful and take a lot of effort in order to recover.

So in order to help prevent that, we've made deleting critical entities like these take a little more intention on your part by requiring you to also type in the name of the entity as part of the deletion process. We hope this helps prevent the rare misstep. 

The new step in the deletion process looks like this:

On your bill, there has previously been a "Legal Services" disclaimer that we have now made into a field you can edit. You control it now and can have it say whatever you want or nothing at all.

The new field to control this verbiage is found within your Business Center and is named "Bill Time Period Legalese"

Within your matter, in the Matter Transactions grid, we've added the remaining transaction categories to fill in the holes and complete the view of all transactions dealing with your matter. This also will help with different reporting needs dealing with your matters and accounting.

This means inside your matters you will be able to track the following transaction categories: disbursements, payments, deposits, credits, write-offs, transfers.

We've made several simple, but needed, display improvements to the Bill including the Timekeeper Summary section to make that section read with greater clarity and have consistent formatting.

In some scenarios clearing a timer was either not an option or was being inconsistent. Those have been taken care of now so you can easily clear any timer now.

The second thing we did was automatically pre-fill the matter information when you create a billing from a timer, when the timer has been added to your Matter form. 

The value of these small improvements will surely add up over time, plus it just makes using Curo365 feel so much better.