This month's Web App release contains the following new features and refinements.
Invoice reminder title improvements
The title and subtitle on invoice reminders now match the title and subtitle specified in the Invoice Settings of the matter, or the Invoice Template. Prior to this change, the Invoice Reminder always followed the matter number - client - matter type - other side order.
Option to configure partial payments to apply to disbursements first
You can now choose to have partial payments apply to disbursements first, before being allocated to time and fee entries. Note if your firm has connected Xero or MYOB to triConvey, we do not recommend that you enable this option.
This month's Web App release contains the following new features and refinements.
Invoice reminder title improvements
The title and subtitle on invoice reminders now match the title and subtitle specified in the Invoice Settings of the matter, or the Invoice Template. Prior to this change, the Invoice Reminder always followed the matter number - client - matter type - other side order.
Option to configure partial payments to apply to disbursements first
You can now choose to have partial payments apply to disbursements first, before being allocated to time and fee entries. Note if your firm has connected Xero or MYOB to triConvey, we do not recommend that you enable this option.
Learn more about configuring partial payment allocations.
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