Release Notes: Version 1.5.1

Release Notes: Version 1.5.1

This release occurred on January 15, 2023 and included the following customer requests and bug fixes:
  • We completed our annual Security and Framework updates based on evaluation of the latest security and software patches for our code.  Keeping your data secure is our TOP priority. 
  • We created the “Discount Amount” field and added it to our Billing Report Type under the Rates Subcategory.  Now you can see the amount of your discounts in your reports, and not just the percentage delivered in the API. 
  • We created the “Interest Percentage of Bill” field and added it to our Billing Report Type under the Rates Subcategory, so that you can use it for calculations in your reports. 
  • We added the “Matter Trust Minimum Threshold” field to the Matter Report Type under the Account Balance Subcategory so that you can see the Trust Account Balance and the Minimum Threshold in the same report, and get ahead of any Account Receivables problems.
  • We added the “Matter Work In Progress” field to the Matter Report Type under the Account Balance Subcategory so that a report can show both the Trust Account balance and the WIP on the same row for a matter.
  • We updated the “Payment Amount (Time Only)” field to exclude taxes and interest, and we have removed the “Payment Amount excluding Taxes (Time Only)” field to eliminate confusion.  If you have a report using this field, we have updated it and will contact you via email regarding this change.
  • We updated the “Payment Amount (Expense Only)” field to exclude taxes and interest, and we have removed the “Payment Amount excluding Taxes (Expense Only)” field to eliminate confusion.  If you have a report using this field, we have updated it and will contact you via email regarding this change.
  • We removed the “Billed Time Collected excluding Taxes” field completely since it is no longer necessary with the changes above.  If you have a report using this field, we have updated it and will contact you via email regarding this change.
  • We added Contacts and their Custom Fields to the Payments Report Type so that this data can be used in Collections reporting.
  • We moved the “Date of First Matter” field from the Contacts Subcategory under Contacts to the Clients Subcategory under Matter.  We have updated our Delivered Reports accordingly, and if you have a Saved Report using this field, we have updated it will contact you via email regarding this change.
  • We changed the Filter Date Ranges for “This Week” and “Last Week” to be Monday – Sunday instead of Sunday – Saturday in order to match the Clio logic for their reports.
  • We corrected a bug that could cause a download issue based on the order that data was being downloaded.  Downloads are now functioning as expected for all users regardless of the data involved.
  • We corrected a bug that caused new custom fields to not be added to our Matter or Contact subcategories without reinstalling or updating the product.  This has been fixed so that any new custom fields are added during the sign in and download process.
  • We corrected a bug that caused required fields to not work correctly when hidden.  Now you can hide a field whether it is required or not. 
  • We renamed the "Collections This Year by Practice Area" and "Collections This Year by Responsible Attorney" to "Payments This Year by Practice Area" and "Payments This Year by Responsible Attorney" in order to be more descriptive and consistent with report names.
  • We have new Delivered Reports! 
    • The Trust Balance and Replenishment Comparison in the Trust report category shows you your trust balances compared to the current Work in Progress and Minimum Threshold.
    • Payments By Last Year's New Clients shows the amount of money paid by Clients that had their first Matter with the firm in the previous year.  The date can always be edited based on whaty "New" means to you.


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