Now you can easily see the important information on a Matter for when the last Retainer Replenishment Request was sent and also when your last Retainer Replenishment Payment was received. It is found on a Matter in the Billing information tab and looks like this:

We've added some new Bill details at the top of the New Payment Allocation screen to help you know how much is still needed on the Bill to apply as an invoice payment and to apply towards interest. We know little things like this truly make things so much better. Here is a screenshot of what it looks like:

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.

Click "Generate Bill" and come back later to see how it all went. We've created a new page that brings a lot more visibility into the status of creating each Bill, and we even made the processing more bulletproof by automatically retrying if there was any hiccup like a temporary environment lag. No more crossing your fingers or wondering what happened during Bill Generation, it's all there to see now.

On the left navigation bar, you will now see a "Bulk Processes" entity that will list the processes you have initiated. The type "Generate Bills" is the first example of this bulk processing where you will get to see the details and status very easily. The page even automatically refreshes during processing to give you current status.

Before, you had to go through multiple clicks into a task or billing record to modify it and... it was not easy. Now you can change the Matter for a Task or Billing right on the Daily Work Page. It's so much easier.

Now you can add custom language to a Bill AND have different custom language added to a Statement. Before, the custom language would have to be the same across bills and statements, but now we separated them out to give you more flexibility and greater control.

You can specify the custom language for each by going to your Business Center > Advanced Settings and entering in the custom language that you want (HTML). It looks like this:

If you tried to create an appointment from a Matter page, in some certain scenarios you would run into an issue. That issue is gone now, so schedule away.

When switching things around with Billings, what Matter they are for, if a Flat Fee Service is involved, and other considerations, sometimes we found the Client Field would not be updated correctly in a couple of the various scenarios as expected. We made sure it updating fully now.

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.

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.