September 2020 Update

September 2020 Update

07.09.2020

  1. Accessing client's Contact Details from the matter dashboard.
    1. 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 Contact page where you can edit their information. 


  1. Adding time trackings/expenses on behalf of other users. 
    1. In order to add time trackings/expenses on behalf of other users you have to have Docket Manager enabled in Permissions > User roles:


    1. You can add time trackings/expenses on behalf of other users that are working on the Matter (you can add time trackings/expenses only for users that are listed as Members/Owners on a Matter). Delete your name from the User field and choose a user from the drop-down menu.

  1. Setting default sales tax for time trackings and expenses for CA customers.
    1. You can set a default sales tax for your invoices. Once you set the default tax for time trackings and expenses it will automatically be added to the new invoice lines. Go to Settings > Quick Books Online integration and select default sales tax from the drop-down menu (this setting won't change already created invoice lines, it will apply on the new invoice lines you add).
  1. Time tracking and expenses invoice lines descriptions. 
    1. In Settings > QuickBooks Online integration, you can now choose what information you wish to show in time tracking and expenses invoice lines. While adding invoice lines to an invoice, the description will automatically contain this piece of information.



    • Related Articles

    • September 2023 Update

      05.09.2023 Invoices page updates You will now see a confirmation message when Syncing an invoice to QuickBooks Online or sending the invoice to the customer. You can Confirm or Cancel the action: 20.09.2023 Time Tracking Start and End Time You can ...

    • September 2022 Update

      08.09.2022 Customize Invoice Numbers We added a feature that will let you Customize Invoice Numbers. For the feature to work you will have to adjust the Custom transaction numbers setting in your QuickBooks Online. Open your QuickBooks Online,  Go to ...

    • January 2023 Update

      30.01.2023 Timer update From now on, when you click the reset button on the Timer you will get a pop-up window asking you to Confirm (or Cancel) the Timer reset:

    • April 2022 Update

      07.04.2022 Mass email storage Our new update will let you store multiple emails at the same time. We have also added an option to rename the emails and select the folder in which they will be stored. Click on "Store Emails" and then select the emails ...

    • February 2020 Update

      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.