New Invoice Features
Add a personalized message to clients on your invoices
There is now a check box 'Add personalized message' on the invoice that opens a window for you to write a personalized message to your client.
Add time entry details to your invoice
We have added a new check box 'Append time entry detail page' on the invoice that will create a second
page with your time entry detail.
Combine and Edit all line items into a single entry
You can now combine invoice line items into a single editable line item.
New Admin Setting
Customize Time Tracking View by Day of Week
Within the admin settings, you can select the day of the week the calendar displays(Admin > Settings > Time Tracking Calendar - Start of the Week)
Global Invoice Default Terms
Now, you can globally set your default terms so you can be sure your team is setting it correctly when adding new clients (admin->settings-> Invoice Default Terms)
New Search Criteria Options
Client Search Criteria
You will find some new options for how you can search for clients. This includes "Client Name", "Client Tags", and Partner In Charge
More New Features
Partner in Charge role user role
You can control which users who up in the "Partner in Charge" dropdowns in Firm360 using this new role.
Client Custom Fields
You can now add custom fields that collect multiline text input, as well as Firm360 user dropdowns
Additional information on Billing WIP exports
Exports from the billing dashboard now have the user and description included (CSV and PDF)
High Priority flag handling
When a user marks a project as "high priority" they will be prompted to add a comment/reason. When they remove the "high priority" flag, they will be asked to confirm this action.
Document send history
When you are viewing a document's details, a timeline/history will show any ties you sent the document to a client, and if they viewed/downloaded it. You can also search for "Sent Documents" in the primary document search page to see documents recently sent to clients.