June 2023

The New Features and Updates below were added to Firm360 on June 9, 2023! Click on the blue links for more details on each topic.

Clients

• Admin setting - Hide Empty Client fields 
• Search by Registration Date

Documents

• Expandable Subfolders

Client Portal

• Remember Me button - an option for your clients to save their login credentials to the portal
• Clients on credit hold can view/pay invoices from the portal but documents are 

Projects

• Ability to specify the billing category in a Project Template
• "Notes for Client Display" box will not appear if the "Show Project Status in Client Portal" is not checked

Billing Dashboard/Invoicing  

• With the collapsed view enabled, you have the option to group line items by category or project. This enables you to invoice only the selected items within that particular grouping. To toggle between grouping by category or project, you can utilize the up/down arrows located above the respective columns. Only the selected items will be carried to the invoice window modal. 

Admin Setting

• Automatically Mark Clients for Credit Hold - 30. 60, or 90 days Past Due