7.7.6 Update (August 20, 2021)

This past weekend’s update brought a few enhancements and a number of fixes.


Ability to Change COA View

The Chart of Accounts screen now displays based on the Reporting Method, Cash or Accrual Basis selected at the firm level. This view can also be changed using the search filters.


All balances will match their respective accounting reports (Trial Balance, GL Report, Profit & Loss, Balance Sheet)

  • If viewing accrual basis:
    • Displays all GL balances and details on an accrual basis 
    • Displays the 1200 Accounts Receivable GL balance
    • Displays the 2100 Accounts Payable GL balance
  • If viewing cash basis:
    • Displays all GL balances and details on a cash basis 

Increased page limit on export

When exporting from any grid, to match .csv export behavior users can now export up to 150 pages in PDF and Excel.


  • An alternate contact assigned to the client matter displays the correct address for the contact.
  • A user will now be able to download from the client portal a file with a name longer than 30 characters.
  • The memo line for transactions appearing in the bank feed can now be edited.
  • The 2200 Taxes Paid/Collected account now matches the account balance for that GL account on the GL Report, Trial Balance or Balance Sheet. 
  • On the Trial Balance report, you can now include an amount up to $9,999,999,999.99 (12 digits) in one line, without the amount continuing into the next line.
Updated on October 22, 2021

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