Queue documents in job list, NextGen updates, and more.
Enhancements
Documents Queued in Job List
To ensure that large merge documents for matter, invoice, contact, or transaction don’t hold up your work, you now have the option to add them to the Job List.
Fixes
- User will be able to use our add-in seamlessly when switching from one email to another in the Outlook email application.
- The Billed/Collected Taxes report:
- Will not include finance charge associated with the invoice in Fees column
- Will display discount associated with the Invoice and system will reduce total fee and tax amount in the detailed report.
- User will be able to export time/expense entries from Activities > Time/Expense using creation date filter without any error.
- If you have selected a matter and switch to different tab like Banking or Calendar, you will be able to return to the previously selected matter when you go back to the matter screen.
- User will be able to edit trust transaction associated with multi-matter invoice payment without getting an error message.
Next Gen
Click here to learn about enhancements and fixes in your NextGen application.