Retain applied filters while downloading a report, several added features in the NextGen application, and more.
Enhancements
Applied Filters
If you have applied any filters while downloading a report, system will retain them.
Fixes
- When accessing the Client Matter Ledger Report for a selected date range, only the entries for that date range will display in the report.
- User will be able use the matter custom field filter to filter invoices in the invoice reminder screen.
NextGen
Enhancements
- Global Search: Access information from any part of the system with a single click.
- Form 9A: Ontario firms can print a pre-populated Form 9A for signing and dating.
- Matter Billing Reports: Within a matter’s Billing > Time and Expense section, you will find matter related reports – Matter Billing Log, Client-Matter Ledger, and Matter Billing (Hours).
- Keyboard Shortcuts: Access the keyboard shortcut menu directly from the application.
Click here to learn more.
Fixes
You will be able to save a third-party bill after you add a value in the amount and payee fields.