We've made several simple, but needed, display improvements to the Bill including the Timekeeper Summary section to make that section read with greater clarity and have consistent formatting.
We've made several simple, but needed, display improvements to the Bill including the Timekeeper Summary section to make that section read with greater clarity and have consistent formatting.
In some scenarios clearing a timer was either not an option or was being inconsistent. Those have been taken care of now so you can easily clear any timer now.
The second thing we did was automatically pre-fill the matter information when you create a billing from a timer, when the timer has been added to your Matter form.
The value of these small improvements will surely add up over time, plus it just makes using Curo365 feel so much better.
Now you can set a minimum retainer balance threshold per matter so that you can easily keep money in retainer, mitigating the risk of doing work you won't see the money for.
Once you have this set, the retainer replenishment request will be automatically added to the next bill (matter invoice), whenever a matter is below the specified minimum amount you set for the matter.
Here is a guide to help you use this new feature.
Generate interest fees daily to add to your next Invoice for any overdue invoices. You can even set your own rate and a grace period after the official due date.
This encourages clients to pay on time and to keep your cash flowing in your firm.
Here is a guide on how to create and apply various interest rates you set up for your matters.
We expedited this since several of you have told us that it is hard to distinguish tasks on the Daily Work Page when you keep Matter names general.
With the Client column added now, you can once again see all your Daily Work in once place and at-a-glance identify which tasks are which.
You already did the good work, and the payment has finally come in, but then you get the dreaded "Not Sufficient Funds" notice.
We've improved the handling of this scenario and the ability to reverse a payment and, automatically with Business Central, appropriately reflect this with the needed accounting entries in support of it. These improvements hopefully make an already annoying situation much easier to clean up.
Some of you are starting to get contact email addresses with the newer, longer domains like name@company.construction instead of the more typical email addresses ending in .com or the other usual endings.
We updated the email validation logic so that it is accepting of these newer email addresses.
Our new support and chat feature is now available within Curo365 where you can easily get the help you need without ever leaving Curo365. It's found only on the bottom right of specific entity form pages within Curo365. It looks like this:
We know your experience with support will be much better with this, and specifically, we want to encourage you to use this interface rather than email for support. It will be much better. Thank you!
When you click it, it opens up and you can search our entire knowledge base of articles to quickly find answers. And if you still can't find what you need, you can start a new conversation with our support team to ask your specific question and get the exact assistance you need. When it is opened it will look like this if not already in a specific conversation:
Beginning 9/1/2020, we will officially transition any Curo365 environment from the "Classic Interface" to the new Microsoft Unified Interface experience, and making it the standard and default experience moving forward.
We've recently finished updating Curo365 to fully support the new Microsoft Unified Interface. You can learn more about the Unified Interface here: https://docs.microsoft.com/en-us/powerapps/user/unified-interface
This new interface will make things better in many ways. You'll really like it.
Therefore, we will be fully deprecating the older "Classic" interface, and will no longer be supporting it.
Our new Curo365 Help Center is live and available at http://help.curo365.com
The Curo365 Help Center is already stocked with over 50 articles and videos to help you get the most out of Curo365, and more are being added every week.
Additionally, there is a live chat feature where you can ask more specific questions and get more personal assistance when you aren't able to find what you need. Click on it at the bottom right of the page to give it a try. You'll love it.