Release Notes: Version 1.2.0

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 number of new Fee Allocation reports to our Delivered Reports Under the Collections category.  You can see a short video here to find out more about Fee Allocation Reporting with myFirmData.
  • We added new Activities and Trust categories in Delivered Reports, and a dozen new reports for you to run or customize for your firm.
  • We added the Task Type field to the Tasks Report Type, allowing this data to be shown in your reports.

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