Money gets moved around a lot between accounts when working lots of Matters for a lot of Clients. Curo365 makes that easy and keeps track of it all. With Business Central integration, all those transactions can then be posted and easily create your General Journals within Business Central that are needed for accounting and reconciliation.

Keeping everything in sync and making life easier for a firm is what Curo365 does.

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:

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.

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:

If you tried to create an appointment from a Matter page, in some certain scenarios you would run into an issue. That issue is gone now, so schedule away.

When switching things around with Billings, what Matter they are for, if a Flat Fee Service is involved, and other considerations, sometimes we found the Client Field would not be updated correctly in a couple of the various scenarios as expected. We made sure it updating fully now.

There was a bug with the Chat that was causing a "growing shadow" and even multiple windows at times displaying that really made things difficult. This issue has been resolved and cleaned up surrounding this.

It could eventually grow into something like this if you clicked around a lot:

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.

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