We have introduced a setting in the Configuration entity where you decide if you want to "Automatically Post Retainer Bank Deposits" or not. It looks like this:

Inside the Timers window showing all your timers, we've added the ability to search your timers by Matter and Client in order to help you find the specific Timer you are needing more quickly. It looks like this:

Now you can easily see the important information on a Matter for when the last Retainer Replenishment Request was sent and also when your last Retainer Replenishment Payment was received. It is found on a Matter in the Billing information tab and looks like this:

We've added some new Bill details at the top of the New Payment Allocation screen to help you know how much is still needed on the Bill to apply as an invoice payment and to apply towards interest. We know little things like this truly make things so much better. Here is a screenshot of what it looks like:

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.

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.

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:

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.

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.

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.