8.2.2 Update (February 5, 2022)

Enhanced export attributes, CosmoLexPay receipt settings and more.

Enhancements

eBilling Attributes in Matter Export

Exporting Matter page in CSV format will now include eBilling attributes such as Client Issue Matter ID, Billing Type format, eBilling enabled etc.

Custom fields in Client or Address Book Export

Exporting Client or Address Book under contact screen using CSV format, will now include all the custom fields assigned to the contact.

CosmoLexPay Receipt Setting 

With the new checkbox option beside “Send receipt to the client”, email receipt will be optional instead of a required field while processing payment using CosmoLexPay.

Fixes

  • Credit card bank feed will show the correct transaction type (Charge or Payment) based on the transaction amount.
  • Me Dashboard will display correct results in the upcoming events section for the selected date range. 
  • British Columbia users will be able to generate the TAF (Trust Admin Fees) Report.
  • User will be able to create new matter while processing intake form.
  • Upgraded our Canadian database server to improve performance.
Updated on February 4, 2022

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