This month's Web App release contains the following refinements.
20 March 2026
We have added permissions to Invoices and Firm Settings to the triConvey Companion Site Web App:
Invoice Permissions
You can now set individual staff permissions on accessing invoices.
The access options are Full Access, Read Only and No Access:
Full Access: No change to permissions. Users retain full ability to:
Create, edit, finalise, and delete invoices
Apply, edit, and reverse payments
Manage payment plans
Use all bulk and quick actions
Read Only: Users can view invoice information, but cannot create or modify invoices or payments.
On the Finalised invoice screen, Read Only users can Email, Download, View Payment Detail and view history. They can also view the Entries and Payments tabs. All other buttons are visible but disabled (not clickable).
On the Draft Invoice screen, Read Only users can only view the draft preview, close the invoice, or link the invoice to a matter. All other actions are disabled.
On the Payment Details screen, the Delete and Reverse actions are removed.
On the main Invoices screen, the Add Payment and Bulk Actions buttons are disabled. The Create Invoices, Finalize with Payments and Bulk Trust Payment tabs are also disabled. On the Reminders tab, the Bulk Actions button is disabled.
On Matter > Invoices, Create Invoice, Add Payment and Bulk Actions buttons are disabled.
On Matter > Time & Fees and Matter > Disbursements, Create Invoice is disabled.
On Contact > Invoices, Create Invoice, Add Payment and Bulk Actions buttons are disabled.
On Contact > Payment Plans, Add Payment, Edit Plan and Close Plan are disabled. Create New Plan is also disabled.
The Payments option is not selectable under the Quick Add menu on the top-right corner of the triConvey Web App.
No Access: Users cannot access invoices or related billing data, even if they see related tabs or links.
The following areas show the tab/section, but users with No Access cannot select or open them:
Main Invoices screen
Matter > Invoices
Contact > Invoices
Accounts > Invoice Ledger
Accounts > Client Communications
Matter > Transactions > Invoice Ledger
Matter > Transactions > Client Communications
Contacts > Ledger > Invoice Ledger
Main Contacts screen > Payment Plans
Contacts > Payment Plans
Matter Overview
Invoicing tile is removed
Users will see the “surface” in some cases (e.g., tab labels) but will not be able to interact with them.
The following areas will display a "You do not have permission to access this area" message if the user tries to navigate to any invoice-related page from:
Time & Fees (main page and via the matter)
Disbursements (main page and via the matter)
Descriptions and ledger lines that link to Trust Account, Operating Account and the Credit Memo Ledger
Split Billing invoices
Other restrictions include:
Unbilled and Due columns are removed from the matter list.
Unbilled, Unpaid and Overdue amounts are hidden from the balance summary at the top of matters.
Unpaid and Overdue amounts are hidden from Contacts.
Firm Settings Permissions
You can now restrict a user from accessing Firm Settings on the Web App, regardless of their permissions on the triConvey Desktop App.
19 March 2026
The Timer feature has been added to the triConvey Mobile App.
The Invoices List now contains filters for Timekeeper and Introducer.
The Introducer filter now appears on the following sections:
Create Invoices
Trust to Office
Reminders
Duplicate Fee Entries
A new Save & Duplicate button is now available when recording time/fees/disbursements. This does not apply to timers, grouped time entries, right-hand-panel editing, or AutoTime-generated time entry links and Archie buttons.
Report Updates
Income Allocation - Details
We have added a GST Collected column.
Income Allocation - Summary
The GST Collected column has been restored when Timekeeper is selected in the Run By or Subtotal By column.
Invoice Number is now an option in the Run By and Subtotal By filters. This aggregates values on the report by Invoice.
0 Votes
0 Comments
People who like this
Delete Comment
This post will be deleted permanently. Are you sure?
This month's Web App release contains the following refinements.
20 March 2026
We have added permissions to Invoices and Firm Settings to the triConvey Companion Site Web App:
Invoice Permissions
You can now set individual staff permissions on accessing invoices.
The access options are Full Access, Read Only and No Access:
Full Access: No change to permissions. Users retain full ability to:
Read Only: Users can view invoice information, but cannot create or modify invoices or payments.
No Access: Users cannot access invoices or related billing data, even if they see related tabs or links.
The following areas show the tab/section, but users with No Access cannot select or open them:
The following areas will display a "You do not have permission to access this area" message if the user tries to navigate to any invoice-related page from:
Other restrictions include:
Firm Settings Permissions
You can now restrict a user from accessing Firm Settings on the Web App, regardless of their permissions on the triConvey Desktop App.
19 March 2026
The Timer feature has been added to the triConvey Mobile App.
Learn more about the timer and how it works here.
5 March 2026
Refinements
The Invoices List now contains filters for Timekeeper and Introducer.
The Introducer filter now appears on the following sections:
Duplicate Fee Entries
A new Save & Duplicate button is now available when recording time/fees/disbursements. This does not apply to timers, grouped time entries, right-hand-panel editing, or AutoTime-generated time entry links and Archie buttons.
Report Updates
Income Allocation - Details
We have added a GST Collected column.
Income Allocation - Summary
0 Votes
0 Comments