Part 1 of "Send Bill to Multiple People" allowed you to specify additional Contacts to send a Bill to. Now in Part 2, those additional bill recipients can also be a Business. Furthermore, all additional recipients are now CC'd on the Bill email instead of receiving a separate email.

Adding recipients as a Contact or a Business is done the same way using the specific "Matter - Additional Bill Recipient" Connection Role from a Matter.

Click "Generate Bill" and come back later to see how it all went. We've created a new page that brings a lot more visibility into the status of creating each Bill, and we even made the processing more bulletproof by automatically retrying if there was any hiccup like a temporary environment lag. No more crossing your fingers or wondering what happened during Bill Generation, it's all there to see now.

On the left navigation bar, you will now see a "Bulk Processes" entity that will list the processes you have initiated. The type "Generate Bills" is the first example of this bulk processing where you will get to see the details and status very easily. The page even automatically refreshes during processing to give you current status.

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.

If you want to start showing the Fees Breakdown on your Bills by line item you can. If you like it the way it has been, you can keep it that way still. 

You now have the option to show a Fee Breakdown on your Bills, and that setting is found on your Business Center. This is not turned on by default, but if you want to turn it on you can, and it looks like this:

Now you can add custom language to a Bill AND have different custom language added to a Statement. Before, the custom language would have to be the same across bills and statements, but now we separated them out to give you more flexibility and greater control.

You can specify the custom language for each by going to your Business Center > Advanced Settings and entering in the custom language that you want (HTML). It looks like this:

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.

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.

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.