New Client-Matter Ledger Report, added columns in Conflict Check report, and more.
Enhancements
Client-Matter Ledger Report
With the new Client-Matter Ledger Report, you now have the ability to view all the activities for Client-Matter such as time (fees), expense, invoice, invoice payments, trust activity, operating bank activity in the order that it is entered.
Conflict Check Report
We have made the following changes to the Conflict Check Report:
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- Added a new column Contact Index # to show the index number assigned to the contact
- The column Contact ID is now called Associated Contact ID and will use the information from Client ID or Contact ID field assigned to the contact
Fixes
You will no longer receive an error while applying payment on invoice or recording transactions in Trust, if you have setup Original Name to be used for Client Name under Setup > Firm Preferences.
System will now apply the correct sequence to matter file number for existing matters when you check Apply this scheme to existing matters in the ‘Auto Generate Matter File Number’ screen.
Fees Billed column in the Financial Productivity report will exclude taxes associated with the invoice.