Description: Client Billing Documents toggle and Billing Management Report
Status: Effective immediately
Date: 26 February 2021
Dynamic interface: Two, Core, Front Desk
Version: 2.0.1.254

Individual matters may now be set to allow Client Billing. This directly affects Statements and Invoices. The toggle is available in various places for ease of use.

Billing Management Report replaces the General File Detail Report. The client balance as calculate on the Billing Management Report corresponds and can be verified on the Ledger History Statement View and the Statement.

Workflow: it is recommended that for each Fee Earner two reports are printed. A report on files marked for NONE, to clearly identify matters where routine billing documents should not be generated, such as conveyancing and estates. A report marked for DEFAULT to show matters where client billing will take place.

Description: Reconcile Cash Book Import – Advanced
Status: Effective immediately
Date: 21 February 2021
Dynamic interface: Two, Core
Version: 2.0.1.253

A new feature has been added to the import screen. It is now possible to automatically allocate receipts on import.

Description: Fee Book Combo
Status: Effective immediately
Date: 13 February 2021
Dynamic interface: Two, Front Desk
Version: 2.0.1.249

Explanation:

The Fee Book is the most important work area in Dynamic. User feedback over the last few weeks indicated several areas which could be improved.

Fee Book Combo is intended as a single point of entry where important day to day work can be done. The new Fee Book Combo incorporates the existing Fee Book Entries page, File Notes, Agents Journals and Ledger View into a single consolidated workspace reducing the number click and navigating required to get work done. It’s definitely faster.