10.5.0 Update (January 19, 2024)

Additional NextGen features, and more.

Enhancements

NextGen Features

Users enjoying the fully customizable experience of NextGen can now also use the following in their NextGen Beta application:

  • Timer: Seamlessly keep track of time, while working on billable tasks for client matter or administrative work.
  • Timesheet: Keep track of multiple timers while monitoring time for various activities, and accounting for interruptions.
  • Matter Details: Edit any information entered for a Matter from the Matter’s summary section.
  • Transaction Levy/Trust Admin Fee: Our Canadian users can add, edit, delete, and pay Transaction Levies or TAFs from NextGen.
  • Documents: Use the application’s free document storage and upload documents, audio files, video files, or integrate with an external document storage solution.

Fixes

  • User will no longer receive an error message when deleting a contact which is not associated with a matter.
  • Once you have imported expenses using the custom import feature, the Import button will be disabled to avoid duplicate import.
  • User will no longer receive an undefined error message while entering trust deposit or withdrawal transactions.
  • User will no longer get an error message while viewing or downloading Client-Matter Ledger report for a specific matter using All or specific include entries options from Reports > Matter Activities > Client-Matter Ledger.
Updated on January 19, 2024

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