Additional merge field for invoice template, and more.
Enhancements
Invoice Template Field
When you add the new [#BalanceDue1#] merge field for invoice and email templates, it will display balance due till the invoice date and not as of today.
Fixes
- If you have entered a matter expense transaction in your Operating or Credit Card account as Disbursement incurred as agent, it will not appear on the Paid Taxes Report.
- User will no longer receive an error deleting an invoice if there is a comment associated to it.
- For fixed and contingency matter invoices, the invoice template field [#ProfChargeTotal#] will include fixed fee and time billed amount.
- If using The Conveyancer, users will be able to export List Items – Expenses, without an error.
- Unbilled total will include tax rounding off to match with the unpaid amount when invoice is created.
- User will not receive an error when adding a task to a matter that has one or more assignee.
- When entering the name or entity field while adding a contact, user will be able to enter up to 128 characters.
- When printing Deposit Slip, the Ref# and Payor name will be formatted correctly.