7.2.9 Update (January 17, 2021)

In This Article…

This past weekend’s update brought two fixes.


  • When a user adds a credit memo and selects a matter with an operating retainer balance, the user no longer receives an Incoming/Outgoing Funds Warning Message.
  • Words no longer overlap in the Trust Client Balance and Trust Balance By Matter Name reports when firms have over 1500 matters with trust balances.
Updated on January 18, 2021

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