Release Notes
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 ...
Release Notes: Version 1.3.3
This release occurred on June 21, 2021 and included the following customer requests and bug fixes: We fixed a bug that caused Custom Fields that were selected in Saved Reports to be shown incorrectly if additional Custom Fields were added in Clio. ...
Release Notes: Version 1.3.2
This release occurred on April 23, 2021 and included the following customer requests and bug fixes: We updated our Filter section to include field name headers: Field, Condition, and Value. We fixed a bug that caused our filters to incorrectly ...
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.
Release Notes: Version 1.3.0
This release occurred on March 29, 2021 and included the following customer requests and bug fixes: We updated our Filter to allow AND/OR logic, instead of just allowing AND Filters. We have also created Filter Groups that allow you to combine ...
Release Notes: Version 1.2.2
This release occurred on March 3, 2021 and included the following customer requests and bug fixes: We fixed a bug that caused any Contact Report Type including Matter fields to freeze while "Loading" the Preview Screen. This also affected some ...
Release Notes: Version 1.2.1
This release occurred on February 17, 2021, and fixed a bug that caused the Preview of a Payments Report Type to freeze when the Matter related to a Payment has been deleted. The Payment Report Type Preview no longer freezes when this data error ...
Release Notes: Version 1.2.0
This release occurred on February 6, 2021 and included the following customer requests and bug fixes: We added a new Payments Report Type that allows Payments to be matched with Activities in order to determine Fee allocation. We have also added a ...
Release Notes: Version 1.1.9
This release occurred on December 21, 2020, and fixes a bug that caused a data discrepancy in the Activities Report Type when Non-Billable Activities were included in the report. The correction now provides all relevant rows in an Activities Report ...
Release Notes: Version 1.1.8
This release occurred on December 10, 2020, and fixes a bug that caused a data discrepancy in the Contacts Report Type when Contact Activity Rates were included in the report. The correction now provides all relevant rows in a Contact Report when ...
Release Notes: Version 1.1.7
This release occurred on December 7, 2020, and fixes a bug that was causing some custom field information not to be shown when the custom field Title had a "." in it. The correction now allows clients to see all data in their custom fields ...
Release Notes: Version 1.2.9
This release occurred on March 29, 2021 and included the following customer requests and bug fixes: We updated our Filter to allow AND/OR logic, instead of just allowing AND Filters. We have also created Filter Groups that allow you to combine ...
Release Notes: Version 1.1.6
This release occurred on October 9, 2020, and includes administrative updates in order to prepare our application for the new Clio App Integration Experience. Open myFirmData from our new home inside Clio Manage! More information coming this week ...
Release Notes: Version 1.1.5
This release occurred on September 11, 2020 and included the following customer requests and bug fixes: We added the ability to report on Expense Categories for Activities, providing additional information about Hard and Soft Costs. We added a ...
Release Notes: Version 1.1.4
This release occurred on August 12, 2020, due to a bug in the Clio data that was causing our data download to freeze before completing for some customers. While Clio continues to work on the problem, this fix allows those affected to download and ...
Release Notes: Version 1.1.3
This release occurred on August 5, 2020 and included the following customer requests and bug fixes: We updated the Productivity Dashboard Tiles to use detailed payment data to provide more accurate collections totals. We fixed a bug in the Matters ...
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 1.1.1
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 1.1.0
This release occurred on June 5, 2020 and included a new menu item named "Delivered Reports." Under this menu item, you can find reports that the myFirmData Team have created and provided to help you run and create reports. We will be adding new ...
Release Notes: Version 1.0.7
This release occurred on May 17, 2020 and included the following bug fixes and customer requests: We added a Date Range Filter that allows you to run a report using time frames such as Last Week or This Year. This will allow you to save a report to ...
Release Notes: Version 1.0.5
This release occurred on March 19, 2020 and included a number of back-end administrative and technical updates to improve performance. Please email us at support@myFirmData.com if you have any problems downloading or using the product and we will do ...
Release Notes: Version 1.0.4
This release occurred on February 20, 2020 and included the following bug fixes and customer requests: We improved the initial download process to handle large amounts of data more efficiently. We fixed an error in the Matter Report Type that only ...
Release Notes: Version 1.0.3
This release occurred on January 20, 2020 and included the following bug fixes and customer requests: We fixed an error in the Subscription process that caused duplicate accounts and charges. We fixed an error in the initial download process that ...
Release Notes: Version 1.0.1
This release includes the following bug fixes and customer requests: We fixed an error in the Task Report Type that caused the Preview to freeze when a field from the Matters category was selected. We fixed an error in the Activities Report Type that ...
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 ...
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 ...