Deleting a courthouse is now possible through the management tile
Optimization of the management of planifications - Addition of recipients
An account in the chart of accounts can no longer be deleted if there is a balance
Adjustment of the calculation of the total in the financial model of the "Supplier purchase" transaction type
Reports - Corrections
2 existing general invoice template
Grouping of fees and grouping of disbursements by matter
Draft Invoice - Disb-Fees
Printing the client & matter invoicing note
Invoice template 13
Display of total corrected time (displayed twice)
Account statement
All templates have been renamed for ease understanding
Reports - What's new
Allocation of cash receipts - 2 new versions available
Allocation of cash receipts_Client_ERD_Summary
Allocation of cash receipts_Client_ERC_Summary
Resource use - 2 new versions available
Resource use_Employee_Month summary
Resource use_Employee_Week summary
Monthly and comparative statistics
A monthly summary total has been added to the 3 existing versions
Average billing rate and Efficienty_Employee_Monthly
A monthly summary total has been added
Account statement
New Detailed with message at beginning
New Summary with message at beginning
Detail journal
New PDF and Excel breakdown version avalaible
New General invoice template
General invoice with summary (per matter): A detailed general invoice per matter preceded by a summary per matter
Variation in work in progress
Distinction of fees and disbursements in 6 new declinations
Improvements to the 360 Activity Window
Some views were attached to icons rather than to the menu for that purpose
Optimised visual icon
Before
After
Edit multiple documents at once
Directory management
Management of classifications
Management of the reference date
Management of the note and its date
Move or copy several documents simultaneously to another matter
Directory management
Management of classifications
Management of the reference date
Management of notes and their date
Ability to set up payers and their $ + % on matter BEFORE billing, which is useful for batch billing users, among others.
Delete multiple people in one action
Account statement - Breakdown of payers
Account statement template - New display option
Account statement report - New section detailing the breakdown of payers by invoice payable as defined during invoicing.
Generation of the corporate book in separate volumes according to the date interval
Register of Staded Capital now integrated
The register is generated for a class of shares as soon as shares of that class are issued.
Optimisation of the "Addresses" and "Identification numbers" sections of the person's card by adding their respective 360 window.
Know your version
