July 2023

The New Features and Updates below were added to Firm360 on July 14, 2023 and July 28, 2023! Click on the blue links for more details on each topic.

Clients: 

• Filter the clients by Recurring Project Template

Payments:

• Billing/Payment - Automatically Charge Client a Credit Card Processing Fee
• Sales Tax Rates - Configure and Apply Sales/Service Tax Rates

Reports:

• Payments Report - filter by payment type
• Projects Report - Project Status History Report

Documents: 

• Search by 'Not in Folder'

Projects:

• "Daily" and "Every Week Day" are now Recurring Project Types

Contacts:

• Contact Type Included in Contact Export

Leads:

• Ability to Filter by Lead Source