Details in system emails, and more.
Enhancements
System Emails
Users will see a greater degree of detail in the system emails for task completion, task reminder, comments, event reminder, event invitation, event update, and event cancellation.
Fixes
- Users will be able to access all the SMS messages shared with a client from the Matters section.
- Client Portal users will be able to view invoices when they are uploaded to their portal if they switch between tabs.
- Bank COA in the General Ledger report will not include duplicate entries if the transaction is associated with matter expense.
- When selecting “Active Matter Owners Only” in reports, the filter summary will display the selected option.
- Client-Matter Ledger report will display all the trust transactions for selected date range for the matter.
- When adding an expense, taxable setting will be based on the selected expense’s settings defined under Setup > List Items > Expense.