10.17.6 Update (January 10, 2025)

In This Article…

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.
Updated on January 10, 2025

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support