triConvey Companion Site Web App - November 2024

This month's triConvey Web App release contains the following features and refinements: 

New features

Staff Targets

You can now set performance targets for your staff to help calculate KPIs and compensation.

Learn more about staff targets.

Time Adjustments - Summary Report 

Use the Time Adjustments - Summary Report to view:

• Written off time entries
  
  
• Time entries where the duration is different between Time Worked and Time Billed

Notes: 

• This report will only show entries after 19th September 2024.
  
  
• Discounts and surcharges do not affect this report.
  
  
• Value columns are calculated based on the current rate on the time entry.
  
  
• Grouped time entries where any entry is billable will always show on the report and non-billables will be treated as adjustments.

Refinements

Bulk trust deposits

You can now apply trust deposits in bulk across multiple matters.  Learn more about applying trust deposits in bulk.

New matter creation interface 

The matter creation interface has been streamlined to be easier to use. Learn more about creating matters in triConvey.

0 Votes