10.3.5 Update (December 8, 2023)

Checkboxes in AR report, and more.


AR Report Defaults

To give our users more flexibility in selecting matters and clients when viewing/downloading the Accounts Receivable report, the Active Clients only and Active Matters only checkboxes will be unchecked by default.


  • User will be able to void trust transactions associated with 3rd party bills without getting an error message.
  • User will only receive an email for successful login if they entered the correct OTP.
  • When accessing the Client Trust Ledger report, user will see active matters if they check the box beside Active Matters Only.
  • User will be able to view list of invoices in the invoice reminder screen without significant delay.
  • The Billed/Collected GST Taxes Detail report will display correct tax percentage for each line item.
  • The matter-to-matter operating funds transfer screen will only display active operating banks.
  • User will be able to download invoice using download invoice link for a matter where client name has a special character.
Updated on December 8, 2023

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