10.3.4 Update (December 1, 2023)

Print your invoice reminders, include void transactions and write-offs in the Client-Matter Ledger report, and more.

Enhancements

Print Invoice Reminders

The Invoice Reminder(s) screen now gives you the option to send your overdue invoice reminders by email, or print them.

Client-Matter Ledger Report

If you have checked the box for Invoices and for Trust or Operating (General), the Client-Matter Ledger report now includes void transactions and any write-off associated with the invoice for the selected matter.

Fixes

• You can enter an amount higher than 1 million in the amount field in AP bill, 3rd party bills, Transactions, Journal Entry.
• The Billed/Collected Tax report under Reports > Tax Collection/Payments willdisplay any write-off applied to an invoice for fee, expense, and tax.
• When user edits a deposit slip, the settings will NOT default to Combine Check/Wire/ACH Payments. User will be able to view the selection made while creating the deposit slip. 
• User will not experience delay in accessing matter document folder when using CosmoLex Native Storage.
• User will be able to view the correct event results in the calendar list view for selected users for events that have multiple users as attendees.
• User will be able to associate labels to emails from Activity or Matters email page.
• User will be able to select a specific invoice and amount while making a  payment using existing Trust Retainer without getting a job failed error.
• User will not need to select a billing status while tagging an email using the Outlook Add-in.
• User will be able to filter invoices using a custom filter when navigating to Activities > Invoices, and Activities > Invoices > Create Invoice.
• User will no longer view NaN in the total amount field in classes area while adding AP bill and Banking Transactions if the transaction/bill/credit total amount is zero.
• When printing checks using Voucher Format 3, the Payee name and Address 1 will be printed in separate lines.
• The Fixed Fee Billing Reconciliation Report will include matters that have unbilled fixed fee matters with an open date in the selected range.