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  4. 6.4.4 Released! (March 1, 2020)

6.4.4 Released! (March 1, 2020)

In This Article…

Release Date: Sunday, March 1, 2020

This document includes items released in version 6.4.4

Enhancements

Invoice Payments – Editable Payor Field

For those situations where someone other than the client pays an invoice, the ‘Client’ field has now been changed to ‘Payor’. This field will default to the client’s name but can be changed if needed. 

Also, the payee/payor field of ANY transaction is now editable

Google Drive Integration 

Our Google Drive integration is now available to connect under Setup > Apps > Document Apps

You find instructions on linking your Google Drive account here.

Email Invoice Date Range Restriction lifted

You are no longer restricted by date range when emailing invoices in a batch. Instead, you are only restricted by volume. A maximum of 100 invoices can be emailed at once.

Also, the default date range has been changed to ‘this month’.

Tax Calc Default Setting Added

For those who utilize our auto calc tool for taxable payables, there is now a setting to default Calc as on or off for all payables. 

This is located under Setup > Firm Settings > Financial > Tax Settings

Form 9A Update (Ontario Only)

When generating a form 9A for a bulk trust to general transfer, the client name is now included in addition to the matter file number. 

Updated on March 5, 2020

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