Version 8.18

Version 8.18 includes a host of exciting upgrades to the triConvey Desktop App and the triConvey Companion Site Web App.

Desktop App updates

• Custom referral types 
  • Create and administer your own referral types for leads and matters. 
  • Adding / editing referral types done by Firm owners only.
    
    
• Important updates 
  • Matter window widget now saves state; 
  • Workflow window pops up in front of new matter window; and 
  • Expense exports displays correct GST items. 

Companion Site updates

• Update Global & Contact Invoices page to allow Bulk Mark As Sent: 
  • To help save space and clean up the interface, we have added a Bulk Actions button on the global and contact invoice pages.

• Update Invoice Reminders page to use tick icons and send menu in kebab menu: 
  • This update includes upgrades to the Invoice Reminders page to match the styling and functionality on the invoices screen. The icons in the Sent column will display as a tick when an item has been sent, and the functionality to send and resend reminders is now show in the newly styled kebab menu at the end of the row.

Click here for instructions on how to update your software.

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