February 2022

Billing & Invoicing

 

• Billing Dashboard (WIP) allows updating time entries billable category/type and provides a subtotal per type
• Invoice preview allows modification of invoice rollup by activity type and 'combine and edit' field is now a free form text box
• Billing Worksheet Export PDF includes subtotal by activity type
• Progress Billing
• Unviewed Invoice Status Filter
• Custom Invoice Firm Header

Reports

• Accounts Receivable Report Filters by date and Partner in Charge
• Payment Report Filters by Partner in Charge
• View Recent Client Uploads

Time Tracking

• Pause/Resume Timer
• Time admin User Role - for non-admin user

Documents

• Convert & Merge:  .doc/.jpeg/.jpg/.png to .pdf

Project Management

• Best practice to bulk record extension filed with IRS
• Record extension filed with IRS - Option to allow feature for non-Admins
• Progress Billing

Client/Contact Management

• Individual Clients and their Contacts Management - Process Improvements