April 2020 Update

April 2020 Update


  1. Conflict check will now take the content from Matter description into account as well


  1. Searching the list of your Matters will now take the content from Matter description into account as well
  2. New right-click menu on Matters page
    Right click menu with details and shortcuts to documents, contacts, time trackings and expenses.
  1. Partial invoice payments - while recording payment you can edit the amount that's being paid (both from invoicing page and trust accounting page)
  2. Payment memo option while recording a payment (both from invoicing page and trust accounting page)
    Payment memo and partial invoice payment
  1. Option to choose billing address for your clients while creating invoices (if there are both home and business addresses available in contact info for your client)
  2. Option to select Product/Service for all invoice line items - contents of this dropdown are taken from your QuickBooks account. You can add new options or manage existing ones in QuickBooks.
    Invoice improvements

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