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Hayley Roughley Admin

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



New Report 

Historical Unbilled Entries (Historical WIP) 

This report shows all unbilled time, fee, and disbursement entries as at a specified date.


Columns in this reportReport Filters
  1. The Run By filter selection

  2. The Subtotal By filter selection

  3. Disbursements Value
    • Disbursements % (if you select Show Percentage = True)

  4. Hours
    • Hours % (if you select Show Percentage = True)

  5. Fees Value
    • Fees % (if you select Show Percentage = True)

  6. Total Value
    • Total % (if you select Show Percentage = True)
  1. As At
    • This is the date filter
    • Can only select one date
    • No default value
    • Includes the date selected in the results
      • E.g. selecting 31 Dec includes all results through to the end of day on 31 Dec

  2. Run By
    • Timekeeper (default)
    • Introducer
    • Person Responsible
    • Practice Area
    • Matter Type
    • Client
    • Matter
    • Billable?

  3. Subtotal By
    • <None> (default) 
    • Timekeeper 
    • Introducer 
    • Person Responsible 
    • Practice Area 
    • Matter Type 
    • Client 
    • Matter 
    • Billable?

  4. Show Percentage
    • Options:  True, False
    • Default: False

  5. Include Non-Billable
    • True
    • False (default)

  6. Matter Status
    • Multi-Select
    • Default: All except Cancelled and Deleted

  7. Branch
    • Multi-Select
    • Default: Select All

  8. Save Filters as Firm Default?
    • Default: No


Notes

  • This report includes time, fee, and disbursement entries dated before the selected date, where the corresponding invoice date is after the selected date or remains unbilled.

  • This report does not include GST.



Refinements

Pending payment improvement

We have made some changes to the behaviour of pending payments/receipts to prevent overpayments from landing into the trust account. 


In the Invoice screen:


  • When there is a pending payment for the full amount of the invoice (i.e. it is within its clearance days period), the Add Payment, Pay By Credit Card and Waive buttons will be disabled.
  • When there is a pending payment for a partial amount of the invoice, the Waive button will be disabled, and the debtor can only pay the remaining balance of the invoice.


When doing a Bulk Trust to Office transfer:


  • Invoices with full pending payments will still appear but they cannot be selected for payment.
  • Invoices with part pending receipts will show and allow for the remaining balance to be paid.

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