September 2023 Update

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 now see the Start Time and End Time for each one of your subitems on a Time Tracking: 



You can also edit each one of the subitem entries. You can change the date or the duration by clicking on the "Edit" (pencil) on the right-hand side: 



27.09.2023

Creation Date in Contacts

We have added the ability to see when a Contact has been created. You can choose to display this information on the "Contacts" page: 


To add the "Creation date" column click on "Add/Remove Column" button and choose "Creation date": 




    • Related Articles

    • September 2020 Update

      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 ...
    • 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.