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.

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.

To further improve the experience when creating Interest Fee Configurations, we made that process better by guiding you in making the necessary and corresponding Payment Allocation Type associated with Interest Fees, so that when you receive a payment from your client the portion towards interest can be allocated appropriately and smoothly.

We've learned not all firms use the same names when they refer to their Retainer and Trust balance amounts, so we have made those names as displayed on your Bills customizable.

You can now have these displayed with whatever you want to name them. This is done by going to your Business Center > Advanced Settings and specifying the Label Display for each. It looks like this: 

*Note - See the field in the screenshot above named "Enable Bill Line Break"? It also gives you a little more control with your Bills in deciding whether or not to have a line break after your custom language and before the break down of all your items on the bill.

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.

Some want to show it. Some do not. So you get to control it how you prefer.

There is now a toggle in your Business Center that controls if you want Billing Items to show on Flat Fee Services that have previously been billed but are still being worked. By default these WIP Billings WILL show on the Bill, but specifying "Yes" for "Ignore WIP for Flat Fee Services" will remove those from displaying on a Bill.

We're pleased to share we've made some nice performance improvements in bulk processing scenarios, like generating bills, that will simply help keep things running more smoothly.

Accidentally deleting things like a Business Center, Matter or a Bill can be quite painful and take a lot of effort in order to recover.

So in order to help prevent that, we've made deleting critical entities like these take a little more intention on your part by requiring you to also type in the name of the entity as part of the deletion process. We hope this helps prevent the rare misstep. 

The new step in the deletion process looks like this:

Now you can have additional recipients of a bill being sent via email by adding each additional recipient as a Connection to the respective matter with the Connection Role of "Matter - Additional Bill Recipient". Those Contacts with this specific Connection Role will also receive a bill email like the Billing Contact for the Matter does.

*Note: This will not add recipients to Split Bills

Within your matter, in the Matter Transactions grid, we've added the remaining transaction categories to fill in the holes and complete the view of all transactions dealing with your matter. This also will help with different reporting needs dealing with your matters and accounting.

This means inside your matters you will be able to track the following transaction categories: disbursements, payments, deposits, credits, write-offs, transfers.