Creating simple payment plans are here, and we will be enhancing this new feature in the next few releases.

Now you can create a simple monthly payment plan for as many months as you specify that will start on the 1st of the following month and each subsequent month.

With future enhancements, you will be able to have more control in setting the date to start and payment due dates, as well as selecting the cadence besides monthly.

Click here for the user guide explaining this in much more details.

Maybe you are not going to Bill a matter until a certain date, now you can set a date and forget about it, letting the system hold it for you and not generate a Bill until that date has been met. Hopefully this makes life just a little easier for you.

Click here for the user guide explaining more about this new feature.

We've added the ability to "Apply All Retainers" at any time. Included in this is first applying available credits. This means that any matters with outstanding balance(s) AND available credits OR a retainer balance will be included when performing this action.

For more details see the updated "Apply Retainer" user guide.

With each Matter Cost Type you can now specify its own Credit account to be used (optional), as well as indicate if the matter cost type is non-recoverable.

We continue to build out a best-in-class integration with Business Central to meet so many legal specific needs for full accounting practices and its compliance.

In this release, we've separated Flat Fee Service items from regular Time Entries for General Journals, and we create General Journal entries for discounts/adjustments. 

Additionally, we've already mentioned the more flexible matter cost types, and now Time Entries that you want the professional to get credit for performing, but not be billed, is supported.

We've made a little adjustment to the Auto Allocations of a Payment by first applying any available matter balances (retainer balances, credits, and discounts) first before applying the payment itself.

Voiding a Bill sounds like a pretty simple thing to do, and thankfully it actually is now! 

Sometimes you just need to void a Bill. That also means dealing with any existing payments, allocations and accounting entries. We do all the heavy lifting for you to make this can-be-complicated scenario into an easy one for you, so that you can focus on practicing law more than practicing accounting.

Do you want your credits to go towards costs first, or services, or interest? Even better, do you want to ensure this is done consistently every time within your firm.

Easily applying credits towards bills on a matter in a very specific way, while using various different accounts relevant to each type of item on the bill is exactly what you can do now. You can configure it once and sit back knowing your credits moving forward will be applied in the right order every single time.

You are now able to specify a single, free-text dimension from your Business Center that will be pushed will all transactions and details to Business Central in order to better report how you need to slice your data in Business Central. 

We plan to add support in the future for additional dimensions that will allow you to flexibly report financials additionally. For example, you could have dimensions by geography, tax location/group, practice area and even by matter.

With our integration to Business Central, you can configure from Curo365 which parts you wish to actually sync, whether you want only general journals to sync across, only purchase invoices, or both.