10.22.0 Update (June 4, 2025)

Filter by file number on Banking reports, new invoice template merge field, and filter by class in Billed/Collected Tax report.

Enhancements

Matter File Number on Reports

To help you improve tracking and audit trails, you can now check a box to include matter file number on the following banking reports:

  • Bank Activity Report
  • Cash Disbursement Journal
  • Cash Receipts Journal

New Invoice Template Merge Field

We have added a new invoice template merge field [#PreviousInvoiceAmt#] that will display amount for previously created invoice.

Class Filter in Billed/Collected Tax Report

You can now filter the Billed/Collected Tax Report by class, which will allow for precise tax tracking across matters.

Updated on June 4, 2025

Was this article helpful?

Related Articles

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