Added invoice template fields, updated surcharging rates, and more.
Enhancements
Invoice Template Fields for Taxable and Non-Taxable Soft Costs
We have added the following invoice template fields to our list of custom invoice templates:
| [#AddSoftCostTaxableItems3#] | Provides Date, Details and Amount for any soft cost created as taxable |
| [#AddSoftCostNonTaxableItems3#] | Provides Date, Details and Amount for any soft cost created as non-taxable |
| [#AddHardCostTaxableItems3#] | Provides Date, Details and Amount for any hard cost created as taxable |
| [#AddHardCostNonTaxableItems3#] | Provides Dates, Details and Amount for any hard cost created as non-taxable |
| [#TotalTaxOnTaxableSoftCost#] | Displays total tax on taxable soft cost items |
| [#TotalNonTaxableSoftCost#] | Displays total of nontaxable soft cost without taxes |
| [#TotalTaxableSoftCost#] | Displays total of taxable soft cost without taxes |
To learn more, read Invoice and Letter Template Fields
Updated Surcharging Rates
Users are requested to review the updated CosmoLexPay surcharging price plan on the CosmoLexPay dashboard.
Fixes
- System will not alter the original or the adjustment void transactions when removing a matter expense from an AP Bill, or deleting an AP Bill with matter expense that has an associated void transaction.
- The Safari browser now displays the accurate CosmoLexPay logo when using Generic Payment link.
- User will no longer receive an error if an invoice is selected when applying payment using the existing operating retainer option.
- The Financial Productivity Report will display the correct collected values based on the applied timekeeper filters.