First Update for 2023 now available!

Description: Client Billing Documents processing time reduced
Status: Effective immediately
Date: 16 December 2022
Dynamic interface: Two, Core, Front Desk
Version: 2.0.1.421

Generating PDF Client Billing Documents is a time-consuming tedious process. Changes have been introduced to both Invoices and Statements reduce the time required. Batch of 100 PDFs can now be done in approximately 5 minutes. Local internet speed and computer processing capacity will affect this.

Description: Bank Reconciliation Hints
Status: Effective immediately
Date: 10 December 2022
Dynamic interface: Two, Core
Version: 2.0.1.419

Bank Reconciliation is boring. To make life a little more interesting we have added Hints to assist support your experience. Hint Tick All! 😉

Description: Trust Provision
Status: Effective immediately
Date: 11 November 2022
Dynamic interface: Two, Core, Front Desk
Version: 2.0.1.419

It is now possible to set multiple trust provisions to each matter. This allows the user to streamline and manipulate Trust To Business transfer processing, without affecting Client Billing.

Special Thank You to the clients’ who assisted in field testing. 🙂

-Dynamic