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.

Some want to show it. Some do not. So you get to control it how you prefer.

There is now a toggle in your Business Center that controls if you want Billing Items to show on Flat Fee Services that have previously been billed but are still being worked. By default these WIP Billings WILL show on the Bill, but specifying "Yes" for "Ignore WIP for Flat Fee Services" will remove those from displaying on a Bill.

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.

Accidentally deleting things like a Business Center, Matter or a Bill can be quite painful and take a lot of effort in order to recover.

So in order to help prevent that, we've made deleting critical entities like these take a little more intention on your part by requiring you to also type in the name of the entity as part of the deletion process. We hope this helps prevent the rare misstep. 

The new step in the deletion process looks like this:

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

Within your matter, in the Matter Transactions grid, we've added the remaining transaction categories to fill in the holes and complete the view of all transactions dealing with your matter. This also will help with different reporting needs dealing with your matters and accounting.

This means inside your matters you will be able to track the following transaction categories: disbursements, payments, deposits, credits, write-offs, transfers.

On your bill, there has previously been a "Legal Services" disclaimer that we have now made into a field you can edit. You control it now and can have it say whatever you want or nothing at all.

The new field to control this verbiage is found within your Business Center and is named "Bill Time Period Legalese"

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.