10.21.2 Update ( May 21, 2025)

New invoice merge field and a couple of report enhancements

Enhancements

New Invoice Merge Field

To improve the accuracy of financial reporting, we have added a new invoice merge field [#PreviousMatterBalance2#] that shows a matter’s balance as of invoice date, unaffected by future payments.

Invoice Date Column

To improve reporting, in addition to the payment date, the Collection by Timekeeper report now also includes a column for Invoice Date.

Client ID in Matter Transactions

The Matter Transactions report now includes the Client ID field after the client name field.

Updated on May 21, 2025

Was this article helpful?

Related Articles

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