BILLS --> INVOICES

BILLINGS --> TIME ENTRIES

Bills have been renamed to Invoices and Billings have been renamed to Time Entries.

These changes may be small, nothing moved, and no functionality changed with it, but we know these changes make things better because it just makes more sense. And when a product is more intuitive, it is easier to use.

We've actually got a couple more upcoming name changes as well. We'll continue to make things better and we want your feedback helping us to things right.

For those of you who have tax rates that change depending on the Matter Expense and who the expense is from, we have made that configurable on the Matter Cost to make it as it needs to be.

This was built specifically for several use cases for our friends in Canada, but in creating this flexibility we hope it will find fit in other circumstances.

A user guide that explains this in more detail is here.

There is a new view for "Matters Eligible for Retainer" that will help you apply retainers to matters easily. This is a better approach where you can see and select the matters to apply retainers to more specifically instead of the previous more blind "Apply All Retainers". 

Also, applying retainers can be done at any time during the month and will be applied to any Invoice that has been approved.

Finally, simplifying how things are handled with the disbursement and allocations has allowed us to keep the invoice clean with a single payment shown to your client.

See this user guide here for more details.

We made a small improvement when generating LEDES invoices, so that it will behave the same as generating PDF files in that each invoice will be a separate file. 

There are also override fields to help you with any values that go into the LEDES files that the provider you are submitting these files to have character limits on.

So please review this guide here.

In the end, our goal is to limit the amount of manual changes you might need to do to submit an invoice from Curo365 via LEDES.

This is now an optional part to consider during your invoice setup of whether or not you display the matter operating balance on your invoices.

The user guide here will step you through this exactly.

The Timers window now has a new design, and it adds the ability to easily create a new task and start timing right from this window. Give it a try. We know you will like it much better.

A user guide for this is coming soon.

We've added the ability to distinguish between total time and billable time separately, with billable time never exceeding total time. 

This distinction will help provide firms insights with the two data points and the valuable conversation to be had when they are different.

A few use cases we wanted to support:
-     giving the timekeeper credit for actual hours worked but still charging the customer for less time
-     measuring the difference between the two, showing "evaporation" of potential funds not collected on

Now you can send your clients a retainer replenishment request at any time. It no longer has to be combined with an invoice. 

Keep your retainers full of funds to ensure work performed will be paid and will be paid on time. Maintaining good cash flow is important no matter what business you are in.

A User Guide for this new feature will be linked here soon.

We took one step further to improve Dimension support in Business Central from Curo365. You can now utilize any dimension that you have set in Global Dimension 1 property in Business Central and pass in an appropriate value from Curo365 to easily be able to view/report as you need.

We continue to make things more flexible and configurable for your needs.

An updated User Guide for this enhancement will be linked here soon.

The bottom line is, your accountant is going to cry tears of joy for making their life so much better.

All the details regarding transfers and disbursements with different payment methods, and do they come across as purchase invoices or general ledger entries is now completely configurable and can be just how you need them to be.

A User Guide for this new feature will be linked here soon.