This month's web app release includes the following new reports.
Refinements
Client Portal Branding
You can now customise the colour scheme of your firm's Client Portal, providing a consistent and trustworthy experience for your clients.
At this point in time, you can designate a brand colour and formatting on the Client Portal header, and/or upload a different logo if necessary. The logo uploaded here will not affect the main logo on your triConvey account.
Client Portal branding settings can be accessed from Firm Settings in the triConvey Companion Site Web App.
New reports
Unpaid Invoices Billing Report
This report shows all of the current unpaid invoices regardless of the date of the invoice, providing an easy way to see which invoices remain outstanding and can be narrowed down or grouped.
Available Columns
Available Filters
Matter Number
Client
Debtor(s)
Matter Type
Matter Description
Person Responsible
Invoice Number
Issue Date
Due Date
GST
Invoice Total
Interest
Total Paid
Total Unpaid
Person Responsible
Multi-select
Default to All
Introducer
Multi-select
Default to All
Practice Area
Multi-select
Default to All
Matter Type
Multi-select
Default to All
Matter Status
Multi-select
Default to All
Group By
<None>
Matter
Client
Debtor
Include Interest
True
False (Default)
Invoice History Report
The Invoice History Report has been rewritten to combine the Invoice History and Accounts Receivable Report functionality.
This report replaces the current Accounts Receivable Report.
Available Columns
Available Filters
Matter Number
Client
Matter Type
Matter Description*
Billing Type*
Person Responsible
Introducer*
Invoice Date
Invoice Number
Status
Debtor(s)*
Due Date
Days Overdue
Subtotal*
Write Off*
Discount*
Surcharge*
GST*
Total
Interest*
Paid
Credited*
Waived
Total Due (Inc. Interest)
*Indicates it’s a non-default shown column
Date From
Default: Blank
Must pick
Date To
Default: Blank
Must pick
Matter Status
Default: Closed, Open, Pending
Invoice Status
Final, Paid
Default: both
Included Columns
Default:
Matter Number
Client
Matter Type
Person Responsible
Invoice Date
Invoice Number
Status
Due Date
Days Overdue
Total
Interest
Paid
Credited
Waived
Total Due (Inc. Interest)
Person Responsible
Default: All
Originating Attorney
Default: All
Practice Area
Default: All
Group By
Default: <None>
Matter
Client
Debtor
Client Search
Client
Matter Search
Matter
Save Filters as Firm Default?
Default: No
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This month's web app release includes the following new reports.
Refinements
Client Portal Branding
You can now customise the colour scheme of your firm's Client Portal, providing a consistent and trustworthy experience for your clients.
At this point in time, you can designate a brand colour and formatting on the Client Portal header, and/or upload a different logo if necessary. The logo uploaded here will not affect the main logo on your triConvey account.
Client Portal branding settings can be accessed from Firm Settings in the triConvey Companion Site Web App.
New reports
Unpaid Invoices Billing Report
This report shows all of the current unpaid invoices regardless of the date of the invoice, providing an easy way to see which invoices remain outstanding and can be narrowed down or grouped.
Invoice History Report
The Invoice History Report has been rewritten to combine the Invoice History and Accounts Receivable Report functionality.
This report replaces the current Accounts Receivable Report.
*Indicates it’s a non-default shown column
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