What's new in Matter365
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 ...
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:
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 ...
August 2022 Update
31.08.2022 Edit Activity Codes We have added a feature to edit the Activity Codes for your Matters. To edit the Activity Codes go to Settings > Activity Codes: You can add new Activity Codes, and edit or delete the old ones.
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 2022 Update
24.02.2022 Add users to all matters We added an option to add users to all matters. This option will be available only for the tenant admin. You will find this option under Settings > Manage users: Select the User, the role they will have (Owner or ...
November 2021 Update
04.11.2021 Default Invoice Term You can now choose a Default Invoice Term for your invoices. To set the Default Invoice Term go to Settings > QuickBooks Online integration: Select the Invoice Term from the drop-down list and it will be set as a ...
October 2021 Update
27.10.2021 Default Currency You can now choose a Default Currency in Matter365. To set the Default Currency go to Settings > Default Currency and Billing Rates: Simply click on your preferred Currency and that will implement the change. The Default ...
May 2021 Update
18.5.2021. Gravity Legal integration With Matter365/Gravity legal integration, you can reduce the administrative work and simplify the billing processes in your company. Send trust deposit requests directly through Matter365 Accept payments by ...
April 2021 Update
20.4.2021 New Contacts page Matter365 Contacts page has a new look! Add/Remove Contact column You can now add or remove Contacts columns on the Contacts page. To get to the Add/Remove column click on +Add/Remove column: Resizable Contact list ...
March 2021 Update
29.3.2021 Creation date column in Document pages We implemented Date created column in Matter365 Document pages: Matter names in Time Tracking and Expenses pages are now clickable links You now have a direct link to your Matters from Time Tracking ...
December 2020 Update
21.12.2020. New and improved Billing report Below the chart, you can now see a full breakdown of your billings. Time spent working on matters, billable time amount, expenses, work in progress, sum invoiced and sum collected are the things you can now ...
November 2020 Update
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 ...
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 ...
July 2020 Update
08.07.2020. In Settings > QuickBooks Online Integration you can now choose default product/service values for your invoice lines Choosing the default product/service values, from available values set up in your QuickBooks account In Settings > ...
June 2020 Update
08.06.2020. Service date on invoice creation 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 ...
May 2020 Update
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 ...
April 2020 Update
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 ...
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.
January 2020 Update
27.01.2020. You can now schedule a Matter365 training session for your team members from the main menu in the app. Improved contacts import from Office 365. Added Home Phone field. Properties from Office 365 that do not exist as separate properties ...