triConvey Companion Site Web App - November 2025

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

New features

Split Introducer Credits

You can now enable Split Introducer Credits to divide matter payments equally or by percentage among multiple Introducers.

Refinements and Bug Fixes

• Updating a contact’s name will no longer update their name in historical trust or client account records and reports. To correct a typo after processing a transaction, update the name, then reverse and re-process the transaction.
  
  
• You can now specify whether your firm uses Cash or Accrual accounting in Firm Settings > Xero. If Accrual is selected, a new drop-down menu will appear for you to map to an Accounts Receivable (Current Asset) account. Payments without a corresponding invoice in Xero will post as bank transactions being offset by the field mapped to this Accounts Receivable (Current Asset) field. 
  • Due to Xero limitations, the Xero system account Accounts Receivable (610) cannot be mapped.
    
• We have made updates to the Invoice Ledger, accessible from the Ledger tab of a client's contact card on the triConvey Companion Site Web App: 
  • Listed payments now follow the debtor of the invoice, making it easier to follow the actual balance of the debtor for split invoices. Prior to this update, payments had followed the "Paid By" of the payment.
    
    
  • You can now filter to show or hide Draft Invoices from the list.

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