10.4.2 Update (January 5, 2024)

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Add a description to the website payment link page, and more.


Users now have the ability to have a description on the website payment link page. This description will appear beneath the firm information on the left of the Payment page. 


  • While setting up Split Billing within a matter, user will now be able include up to 2 decimal places in the Fee% and Expense% values.
  • The transaction export file will not include transactions from other banks. 
  • When using Intake form, user will be permitted to change the value to Select in the drop-down type field.
  • The balance due template field [#BalanceDue#] will display correct balance when used in email template for invoice email and invoice reminders.
Updated on January 5, 2024

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