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.
We are introducing this new feature to "Complete" a Flat Fee Service to help you answer the big question of, "Is this Flat Fee Service" priced right?"
Once all work has been completed and entered into Curo365, you can now mark the Flat Fee Service as "Complete". When you do this, all those who worked the flat fee service will proportionately have their Billings marked up, or marked down, from their normal rate to whatever is needed to match the flat fee service amount.
With this adjustment done automatically for you, it will be easy to see how efficient you were with that flat fee service, and over time you'll be able to identify trends and adjust amounts appropriately to reach desired margins or know to increase the marketing on those services where you are able to deliver best.
A thorough guide on how to use and more fully understand "Completing a Flat Fee Service" is here.
Now you can save precious time, and make things easier, posting your Bank Deposits, Disbursements, Matter Costs and Transfers in bulk!
After transitioning to Microsoft's new Unified Experience, we've noticed a few of our error messages were not being displayed as they used to. We've fixed these where it is known and will continue to look for any others. We want to make sure Curo365 is never leaving you wondering what's going on after you tried something and it feels like nothing happened.
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:
