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  4. 7.9.5 Update (December 18, 2021)

7.9.5 Update (December 18, 2021)

In This Article…

We have made several fixes this weekend.


  • Users will now have the ability to upload documents with a file name up to 100 characters.
  • On reopening the reconciliation statement, matter-to-matter trust fund transfer transactions status will show as “Entered”.
  • User will be able to apply partial payment to the accounts payable bills which have a split account using the same Chart of Account (COA).
  • When users click on the Name column in Conflict Check, they will be able to sort the result in ascending or descending order.
  • User will be able to process intake form with new matter without any error message. 
  • When applying Mapping Rules to Bank Feed and Import transaction screen, system will now:
      • Refresh the screen after you apply the mapping rule.
      • Override payee name, if a user has a payee name assigned when using the mapping rules.
  • Client Portal account will display data after refreshing the browser.
  • When creating intake forms under Activities, users will view only published templates. 
  • System will check for matter key when importing Trust and Operating Retainer transactions using financial data migration template.
Updated on December 17, 2021

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