triConvey Companion Site Web App - September 2026

The triConvey Companion Site Web App has been updated with the following refinements:

4 September 2026

• Controlled Money Account (CMA) payments now offer the same payment types as Trust Payments - Bank Cheque, Bank Transfer, Direct Debit and Trust Cheque. 
  • Selecting Bank Transfer allows you to further select a Transfer Type option (Direct Deposit or BPAY).
    
  • Selecting Direct Deposit exposes the Account Name and Account Number fields.
    
• When raising an invoice adjustment, you can now credit or write off the card surcharge. A new Surcharge section (pre-GST total, credit amount, GST, GST credit and write-off) will flow through to the Balance Due and to the Invoice and Adjustment Note PDFs.
  
  
• Fixed a bug where the Matter Invoice Title, Subtitle and Notes were reverting to None on the Invoice Settings tab after leaving and re-entering Edit Matter, when those fields use the invoice template's defaults.

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