Release Notes: Version 1.0.0
The application is now live with the ability to purchase a subscription. Thanks to all of our beta testers that helped us get here!
All known data issues have been resolved.
Some Balance Amount fields have been removed from the Fields List due to a bug in the Clio APIs. We are working with Clio to get this issue resolved.
Release Notes: Version 1.4.1
This release occurred on February 15, 2022 and included the following enhancements and bug fixes: We have fixed a problem that was causing our Preview screen to freeze when new Date Range filters were applied to a report. All Date Range filters are ...
Release Notes: Version 1.1.1
This release occurred on July 7, 2020 and included the following customer requests bug fixes: We added the ability to report on Payment and Credit Notes in the Billing and Contact Report Types. These fields are critical to tracking payments and ...
Release Notes: Version 0.5.7
This release will completely reload your firm's data and includes the following bug fixes and customer requests: We added the remaining Calendar Entries Fields in the Calendars Report. We fixed an error that was introduced in our last release that ...
Release Notes: Version 1.1.2
This release occurred on July 9, 2020, and corrected a download problem that was reported when updating Payment information.
Release Notes: Version 1.3.1
This release occurred on April 6, 2021, and fixed a bug that caused data to be incorrectly excluded from reports when filters included fields where blank values exist. Filters are now handling blank values correctly.