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5.8.6 Patch Release (February 13th, 2019)

Release Date (Wednesday, Feb 13th, 2019)


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

New Reports Additions – We have created a new group within the Reports section called ‘Financial Productivity’ and added the following 3 new reports to this group: 

• Billing By Matter Owner 
• Billing By Timekeeper 
• Billed Fee Allocation

With the new Financial Productivity reports group, the following existing reports were moved from the Collection reports group to this section:

• Collection By Matter Owner 
• Collection By Timekeeper 
• Collection Fee Allocation (Removed ‘Income’ from the name) 

The new reports are the ‘Billing’ (Billed) counterparts of the existing ‘Collection’ (Paid) reports. Date range in the Billing reports represents the Invoice Date as opposed to the Payment Date in the Collection reports. Collectively these reports provide views of  who is billing, how much is billed and how much is collected.

Updated on October 28, 2019

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