Release Notes: Version 1.3.4

Release Notes: Version 1.3.4

This release occurred on July 24, 2021 and included the following customer requests and bug fixes:

  • We copied the Billing Calculations sub-category from the Payments Report Type to the Billing Report type, so these fields can be used in a wider variety of reports.  
  • We added the following fields based on requests from customers:
    • # of Days Balance Outstanding - Can be found under the Billing category, Bill Calculations sub-category.
    • # of Days Balance Overdue - Can be found under the Billing category, Bill Calculations sub-category.
    • Last Activity Date of Matter - Can be found under the Matters category. 
    • Days Since Last Activity - Can be found under the Matters category. 
    • Last Invoice Date of Matter - Can be found under the Matters category. 
    • Date of First Matter - Can be found under the Contacts category. 
  • We added a new Filter Condition, "Does Not Contain", which allows you to filter based on a value not being included in the data results.  For example, the Filter "Practice Area - Does Not Contain - I" would not return any rows with the practice areas Immigration or Criminal
  • We added the following delivered reports:
    • Aging Accounts Receivables - Can be found under the Billing category,  and helps you track how long Bills have been overdue.
    • New Clients This Month - Can be found under the Contacts category, and provides information about Clients whose first Matter was opened in the current month.
    • New Clients This Year -  Can be found under the Contacts category, and provides information about Clients whose first Matter was opened in the current year.
    • Abandoned Matters - Can be found under the Matters category, and identifies Matters that have not had any activity within the last 30 days.
  • We updated the field names for the Matter Account Balance fields in order to make the more descriptive when used with Contact Account Balances.
  • We fixed an export issue with Matters and Contacts custom fields using the Money format, that would display a blank in a field where the Preview showed "0.00".   The exported fields now report exactly as shown in the Preview.

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