There are times when you will have payments that have been applied and posted that need to be changed. Once accounting entries have been made, this is not simply quick work to delete the payment or make a small edit. In order to be compliant and follow proper accounting principles, appropriate adjusting entries for the reversal need to be made.

With the new "Reverse Payment" option, all this is handled for you, and you can be assured you are able to make a difficult situation a piece of cake.

Good news, we've done some work to improve the Bill Generation performance and the stability of it. You will notice it most if you have bills with many, many items on it.

We've made some improvements to the Flat Fee Service Approval Dashboard that shows the more relevant details associated with Flat Fee Service amounts under the Client groupings.

We found a certain scenario when creating a Billing for a Flat Fee Service, sometimes after being saved, the Flat Fee Service being associated to the Billing was getting removed. That scenario and issue is now fixed.

We found a scenario where the options to select the desired Rate Type are not being refreshed to show all the appropriate options when the user on the Billing gets switched a couple times. That has been fixed.

We know at times there is a need to intentionally switch items between matters and/or to correct things by associating them to the intended matter. We have worked through a few of those scenarios, in particular with Billing, to make sure that switch happens correctly and completely with all that goes along with it.

We've consolidated the Fund Account Types down to 5 choices. Not only does this help simplify things, it enables greater flexibility in meeting your accounting needs.

When using the posting functionality in Curo365, we know there will be times when you might accidentally post something, or maybe you just posted but noticed something that needs to be changed real quick.

Now you can revert an item back to "Draft" if it was "Queued" and before it actually completed the post/synch.

Just one more little thing we hope helps save you from extra work and unnecessary frustration.

There are several different ways in Curo365 that triggered a rounding calculation to be made. One scenario that was not calculating correctly was when a Billing was created from the Timer window. This has been fixed, and we've further made the backend more robust to always round consistently no matter how it is being triggered.

Applying payments appropriately is so important. It is also becoming more complicated and error-prone with several different allocation types and remembering the right order to apply them every time. Do you want to be sure to pay off interest first? Or make sure your matter costs are covered before any time entry billings?

Now you can configure how you want payments to be applied, and then have them automatically allocated that way consistently and confidently every time. 

A thorough guide on how to configure everything and start auto-allocating your payments is found here.