Applying payments appropriately is so important. It is also becoming more complicated and error-prone with several different allocation types and remembering the right order to apply them every time. Do you want to be sure to pay off interest first? Or make sure your matter costs are covered before any time entry billings?

Now you can configure how you want payments to be applied, and then have them automatically allocated that way consistently and confidently every time. 

A thorough guide on how to configure everything and start auto-allocating your payments is found here. 

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. 

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.

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

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.

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.

We have introduced a setting in the Configuration entity where you decide if you want to "Automatically Post Retainer Bank Deposits" or not. It looks like this:

Inside the Timers window showing all your timers, we've added the ability to search your timers by Matter and Client in order to help you find the specific Timer you are needing more quickly. It looks like this:

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: