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5.7.5 Patch Released (December 8th, 2018)

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Release Date Saturday, Dec. 8th, 2018


Minor Enhancements and fixes that make for a better every-day experience.

Automatic Retained Earnings – Retained Earnings are now auto-computed on the Balance Sheet and Trial Balance reports. This eliminates the need to create a Journal Entry to carry forward the 3500: Income and Expense summary account balance when starting a new financial accounting year. 

Pre-Bill Report – The Pre-Bill Report  will now have an additional line item for Unpaid Balance. 

Bug Fixes

Fixes to existing features. 

  • Client Matter – Client Matter information disappeared when going back and forth from the Matter Detail=>Email section. 
  • Invoice Variables – Invoice variables #FundsRecdItems# and #FundsRecdItems1# were updated to NOT include previous invoice date. The transaction calculation now starts from previous invoice date +1 day. 
Updated on October 28, 2019

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