While adding invoice items, date is now shown and items are sorted by the date, descending
Visible date while adding invoice items
Invoice items can be sorted by service date
Sorting invoice items by date
Service date column is now transfered to QuickBooks as well when you sync invoice created in Matter365
Service date column, populated on QuickBooks side
Storing emails with the same name (for example, from the same email thread) is no longer asking you to rename your .eml file because of the file name already existing in your email folder. Storing an email with the same name will automatically create samename (1), samename (2) etc.
Storing emails from the same email thread
Microsoft file name constraints are changed. Previously we had a limit of 60 characters in a file name, this is now increased to 400. Also, some of the characters that were forbidden in a file name are now allowed: $ ( ). You can find the full list of character constraints here: https://app.matter365.com/OfficeConstraints
Fixed the problem with invoice discounts not being properly handled in QuickBooks chart of accounts.
Matter description is now searchable in search box in the top toolbar of the application.
Added '500' as a new value in results per page dropdown menu in the following pages: Contacts, Time Trackings, Expenses.
06.02.2020. Fixed the issue with email validation while importing contacts with capital letters as part of their email address. The fix is provided for both Office 365 import and Excel template import.
02.11.2020. Custom fields You can now add Custom fields for your Matters. Go to Home > Settings > Matter Custom Fields to add a new Custom field. You will see the Custom fields in the Create New Matter window. You can edit the information in Custom ...
01.05.2020. Solved the problem of multiple users from the same company needing QuickBooks access. In Matter365 settings -> Permissions you will find 2 separate roles: Permissions page can be opened only by users with "Permission Manager" role ...
07.09.2020 Accessing client's Contact Details from the matter dashboard. Now you can easily access your client's Contact details by clicking on their name in the Matter dashboard. By clicking on Contact Details you will be re-directed to their ...
28.04.2020. Conflict check will now take the content from Matter description into account as well 24.04.2020. Searching the list of your Matters will now take the content from Matter description into account as well New right-click menu on Matters ...