ECENTER: Warn when removing a login associated with "not complete" slips.
Show a warning when removing a login from the eCenter for a user that has Not Complete slips. This will help ensure billable time is billed properly in Premium.
FUNDS: Include a Payment Type on Funds Transactions - IRS Issues - R-02638
Being able to sort Trust payments by Payment Type would make a huge difference - obviously for deposit reports. The IRS requires a Form 8300 for Cash transactions greater than $10,000 for related matters. This includes multiple payments that add u...
BILLS: Automated Bill Due Reminder Emails - R-02442
The end-user would like to send a customized email, based on a template to all clients who are setup to receive invoices and/or statements via email. This automated process should allow the Timeslips user to set the days before due, whether to sen...
LAWPAY: Add PAY NOW button on bill PDF and virtual payment terminal
This feature allows users to include a link to the the Firm's virtual payment terminal. LawPay “Pay Now” link on client invoice PDF. LawPay link will not contain and A/R Balance or invoice info.
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