Additional columns in T/E CSV export from matter, email limit, and more.
Enhancements
Time/Expense Export from Matter
In addition to the existing columns in the CSV export file for Time/Expense listing under Matter > Billing > Time/Expense, we have added the following columns to remain consistent with export from Activities. The additional columns include:
- Import Identifier
- Taxable
- Cost Tax1 Rate
- Cost Tax2 Rate
- Fees Tax1 Rate
- Fees Tax2 Rate
- Invoice#
- Notes
- Invoice Date
Email Limit
Users without an active account will receive an error message warning them that they have exceeded their daily limit of emails when:
- Emailing invoices
- Emailing invoice reminders
- Emailing retainer reminders
- Online trust retainer payment from matter actions
Fixes
- Editing timecards or costs in advanced settings to remove the tax percentage and saving the changes will now eliminate the tax and change the tax percentage to 0.
- When creating deposit slips using the option to Combine Check Payment Only, the entries that display will only be for check transactions.
- User will be able to download the Financial Productivity Report by selecting any matter owner and using the option to group by Timekeeper.