The new release will be generally available on or after Saturday, July 16, 2022.

This update includes:

• Auto allocation support for consolidated invoices
• Matter search for consolidated invoices
• Transfer journal entries are now included in the "cash batch" in the Business Central integration
• Improvements to timers window functionality
• On-demand "Push to Financial" created and implemented for transactions included in the Business Central integration

Help articles and guides have been updated here:
http://help.curo365.com

Now when using the Auto Allocations feature, when allocating to a Matter, you can specify if you want the surplus amount to put in that Matter's Operating Overage account. Surplus amounts can easily be used in future payment allocations.

The biggest remaining portion in Curo365 to undergo a renaming is that of Matter Costs. Matter Costs are being renamed to Matter Expenses. 

Like with the other portions we have renamed in the last few releases, no functionality change has occurred regarding this. We simply made some name changes in order to make things more in line with the terminology we here most used and therefore to make the product more intuitive to use without extra explanations.

Now you can automatically convert any operating balance on a Matter into a credit so that it will be used more easily during retainer/payment allocations.

BUSINESSES -> ACCOUNTS

FUND ACCOUNTS -> GL ACCOUNTS

These are simply just a couple more name changes we made as we continually look to make Curo365 more intuitive.

BILLS --> INVOICES

BILLINGS --> TIME ENTRIES

Bills have been renamed to Invoices and Billings have been renamed to Time Entries.

These changes may be small, nothing moved, and no functionality changed with it, but we know these changes make things better because it just makes more sense. And when a product is more intuitive, it is easier to use.

We've actually got a couple more upcoming name changes as well. We'll continue to make things better and we want your feedback helping us to things right.

This is now an optional part to consider during your invoice setup of whether or not you display the matter operating balance on your invoices.

The user guide here will step you through this exactly.

The Timers window now has a new design, and it adds the ability to easily create a new task and start timing right from this window. Give it a try. We know you will like it much better.

A user guide for this is coming soon.

Now you can send your clients a retainer replenishment request at any time. It no longer has to be combined with an invoice. 

Keep your retainers full of funds to ensure work performed will be paid and will be paid on time. Maintaining good cash flow is important no matter what business you are in.

A User Guide for this new feature will be linked here soon.

We will be renaming a few portions in Curo365 in some upcoming releases, and we wanted to give you some notice in advance.

We will first be renaming Bills to Invoices and Billings to Time Entries with a few other changes to follow these.

Even though these changes are straightforward and don't really need any explanation, name changes can be a bit disruptive for a short time, especially when you are just used to things being a certain way, but we know these changes will actually help clarify things and make it easier to more quickly adopt Curo365 for new firms.