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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...
James Reese about 3 years ago in Funds 0

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...
James Reese about 3 years ago in Billing 0

BILLS: New section on bill to show Past Invoices

Almost like a statement section
James Reese about 3 years ago in Billing 0

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.
James Reese about 3 years ago in Integration 0

LINKS: Better integration to Office 365

No description provided
James Reese about 3 years ago in Integration 0

AUDIT: Log or audit file (outside of database) to track when backups and restores happened

No description provided
James Reese about 3 years ago in Other 0 Planned

UA: Print the "What’s New" topics to PDF

Be able to print the what's new topics to a PDF as an Upgrade Guide of sorts.
James Reese about 3 years ago in Reporting 0

ECENTER: Show Dashboards with data from Premium

Expand eCenter capabilities to operation data such as total billable hours, unpaid balances, data total, client profile info, etc. The dashboard would allot for basic reporting, but bill generation is not supported. eCenter Dashboard logins availa...
James Reese about 3 years ago in eCenter 0

REPORTS: Taxable Expense Report

In NM not all expenses (what I call advanced costs) are taxable. Between Payment Distribution - Fees & Costs, Tax on Each Invoice and Tax Collection Summary reports I have managed to manually arrive at what amount we owe the state in gross rec...
James Reese about 3 years ago in Reporting 0

REPORTS: When using a date range filter, show the date of week

When you are using a date range in a report or on a dialog box, also show the day of week in the line item. So instead of showing 7/3/2023 to 7/7/2023, you would see MON 7/3/2023 to FRI 7/7/2023.
James Reese about 3 years ago in Reporting 0