Fixed Fee Billing Reconciliation Report filters, TAF visibility, form 9A transaction date, use punctuation in SMS
Enhancements
Additional Filters in Fixed Fee Billing Reconciliation Report
The Fixed Fee Billing Reconciliation report now allows you to:
- Filter the report using all dates in the Matter Open Date Range field
- Enter separate dates for Billing Dates and Payment Dates
- View the total of all fixed fees, and if selected, the total of fees billed, fees collected, cost billed and cost collected at the end of the report
TAF Visibility
Canada’s British Columbia users that use TAF expenses will now see Trust Admin Fee as expense name and description by default, when adding TAF.
Date in Form 9A
Ontario users printing Form 9A, will now be able to see the date of transaction.
Punctuation in SMS
When using text messaging(SMS), punctuation marks like colons, apostrophes, commas, and quotation marks entered by a user will display correctly in the text message.