"Apply All Retainers" Easily

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.

Multiple Accounting Enhancements

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.

Voiding a Bill

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.


Automatically Allocating Credits Appropriately

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.



Business Central Reporting Dimension Support

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.

Disbursements Goodness

Instead of posting disbursements individually, you can now select multiple disbursements and have them post together in a single batch.

Also, all available disbursement methods are now supported when posting.

Thank goodness.

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