Our latest upcoming release includes a number of exciting developments to aid usability and improve efficiency. Everything continues to be designed to provide firms with an improved experience of the software. A full set of release notes are available to view and the following are some of the highlights featured within the latest release:
General Ledger Report
Complementing the recent enhancements to the Profit & Loss and Balance Sheet reports, the General Ledger Report has benefited from various usability improvements such as:
- Selecting multiple accounts simultaneously with enhanced account searching.
- Hyperlink values to drill down into specific transaction detail.
- Introduced Opening and Closing Balance values per account and period.
- New Matter Number, Reason and Description columns.
Bill To Amount
When dealing with matters holding large volumes of unbilled work items, fee earners may routinely be required to “bill to” a specific fee amount. This is now made easier with the introduction of our new “Bill To Amount” feature, allowing users to specify the value or percentage of WIP that they wish to “Bill To”. Work items are then automatically and chronologically selected to reach that value, with fee apportionments made simultaneously. Work items that are not included in the selection are automatically marked as Bill Later, ensuring they are retained on the matter for future billing.
