10.0.3 Update (August 18, 2023)

Additional invoice template field, and more.

Enhancements 

Invoice Template Field 

We have added a new invoice template field to the list of existing invoice fields:

Fixes

• Users integrated with OneDrive for Business will be able to access documents from client-matter without getting an error message. (This outage was caused by Microsoft library making changes at their end and not returning the correct type of error.)
• Firms using text messages will be able to receive message responses from their client/contact.
• User will be able to create a custom role for new account without getting error message.
• You will be able to generate Billed/Collected Taxes detailed report without any delay.
• Any event created with billable status will appear under Dashboard > Firm > Snapshot > Unbilled Event and Dashboard > Me > Productivity > Unbilled Event.
• When sending an online trust retainer payment request, user will only see the option to send the request by email.
• Editing a task created by a user for a different user, will not change primary assignee field unless user changes it manually.
• If you have an image on your email invoice template, it will display in the body of the invoice email.