triConvey Companion Site Web App - September 2025

This month's Web App release contains the following new features and refinements.

New features

Pending receipts/payments and clearance days

You can now set up a specific number of working days where a trust receipt or invoice payment is held as pending in triConvey until the funds clear in your bank account.  Learn more about this feature in our clearance days article.

Refinements

• Added a Branch Offices filter on the following reports: 
  • Money Received 
  • Unbilled Time & Disbursements - Summary 
  • Unbilled Time & Disbursement - Details 
  • Unbilled & Unpaid Overview 
  • Billed Fees & Disbursements - Details 
  • Billed Fees & Disbursements  - Summary 
  • Income Allocation - Details 
  • Income Allocation - Summary 

• Added an Issue Date column to the Billed Fees & Disbursements - Details Report. 

• A warning will now appear when an amount allocated to trust to office exceeds your firm's total trust account balance.
  

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