Software Update

Dynamic

Software Update 2.0.1.309

Description: Notify ➤ Schedule Email
Status: Effective immediately
Date: 12 June 2021
Dynamic interface: Two, Core, Front Desk, RMS
Version: 2.0.1.309

Notify has been expanded to provide for scheduled, personalized email. This means that you can now schedule and email to be delivered at a future date. Instead of Outlook Tasks or Popup reminders, any recipient email address in the system Address Book can receive a personalized email. Suitable applications include diary scheduling, meeting reminders and birthday or anniversary reminders.

Scheduled emails are centrally stored and Sent to the email recipient on the given date.

Optional, but handy personalization include

  • Report deadline
  • Account number
  • Client Name
  • An unlimited free form text reminder to clearly indicate the reason why the message was sent and what response is expected.

Send your future self an email to get Dynamic now!

How to set gmail Spam Filter:

The aggressive spam filters on gmail are designed to protect you. However, sometimes gmail is too aggressive and may leave your email unusable. To allow notifications into your gmail Inbox, create a mail filter.

  1. Log in to your gmail account.
  2. Click the GEAR icon at the top right and then click SETTINGS.
  3. Go to FILTERS AND BLOCKED ADDRESSES and click CREATE A NEW FILTER.
  4. In the FROM section, type the email address notify@dynamilta.com to keep it out of your Spam Folder.
  5. Click CREATE FILTER.
  6. Check NEVER SEND IT TO SPAM and ALSO APPLY FILTER TO MATCHING MESSAGES boxes.
  7. Click CREATE FILTER again.

-Dynamic

Dynamic

Recommended Update

What is a Recommended Update and why is it important?

[This page was updated on 4 August 2023]

The current Recommended Update is 

  • 2.0.1.470 released 4 August 2023

Previous recommended updates were

  • 2.0.1.300 released 27 April 2021
  • 2.0.1.243 released 19 November 2020
  • 2.0.1.225 released 18 September 2020
  • 2.0.1.169 released 14 April 2020
  • 2.0.1.122 released 29 August 2019
  • 2.0.1.115 released 21 August 2019
  • 2.0.1.81 released 29 May 2019
  • 2.0.1.46 released 6 March 2019
  • 2.0.1.20 released 13 December 2018
  • 2.0.1.19 released 12 December 2018
  • 2.0.0.200 released 6 November 2018
  • 2.0.0.192 released 16 October 2018
  • 2.0.0164 released 28 September 2018
  • 2.0.0.120 released 10 August 2018
  • 2.0.0.116 released 30 July 2018
  • 2.0.0.105 released 19 June 2018
  • 2.0.0.71 released 13 April 2018

What is a Recommended Update?

We pursue customer driven design.  This means that we are constantly listening to user feedback to improve our product. Over time, these improvements culminate in a new version which embodies the best of what we have to offer.  This becomes a recommended update.

A Recommended Update refers to the minimum version that should currently be in use.

Are all updates not Recommended Updates?

No. Think of a Recommended Update as a milestone, a major achievement along the way.  In between those milestones can be many smaller, minor updates which are not relevant to all users.

Smaller updates may apply to specific users or issues resolved, but will not necessarily impact on all users.

How do I get this Recommended Update?

All Dynamic updates are available through the online distribution channel and can be obtained by running the Quick Update.  Please see elsewhere for the Quick Update and remember to Refresh after the update is complete.

-Dynamic

Dynamic

Software Update 2.0.1.259

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.

Dynamic

Software Update 2.0.1.243


Description: Fee Book workflow
Status: Effective immediately
Date: 19 November 2020
Dynamic interface: Two, Front Desk
Version: 2.0.1.243

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.

Changes were implemented and new feedback started coming in almost immediately. Not everyone liked it, and some functionality changed, in some place only a little bit, and in others a lot. Continuous improvement requires making changes and responding to user feedback. It is our intention to make the Fee Book better than ever. If you have suggestions please let us know.

Time Billing is now simplified and smooth, with only the number of minutes required: the hourly rate should be correct and the final, VAT inclusive amount calculated directly.

Search to Fee Book allows a one touch display of results directly from the Search screen, making for a faster, smoother ride.

Description: Import from Fee Book
Status: Effective immediately
Date: 11 November 2020
Dynamic interface: Two, Core
Version: 2.0.1.240

Explanation:

Import from Fee Book was slow. The new fast import works as before, but in a fraction of a second. Just watch the screen, the import will be done before you can even say “This is really fast“.

🙂

These changes have been affected based on end-user feedback. We would love to hear from you.

Dynamic

carl

Software Update 2.0.1.169

Description: Extensive Quality of Life improvements
Status: Effective immediately NEW 
Date: 14 April 2020
Dynamic interface: Two
Version: 2.0.1.169

Explanation:

Extensive Quality of Life improvements have been implemented over the past several months. These are mostly based on end-user feed back. All basic functionality remains available. Visual triggers and reminders have been implemented to support end-users in daily activities.

Description: Client Billing Documents
Status: Effective immediately NEW 
Date: 14 April 2020
Dynamic interface: Two
Version: 2.0.1.169

Explanation:

A simple logic has been implemented which allows an immediate Pro Forma invoice to be generated, including Fee Book transactions. The formal Invoice and routine Statement has been streamlined to provide commercial invoicing capabilities to clients. Original functionality remains available.

Layout has been improved and the full 200 character transaction description now appears on itemized client billing documents.

Multi-VAT rate compliance is supported.

These changes have been affected based on end-user feedback. We would love to hear from you. 🙂

Dynamic

carl

Software Update 2.0.1.115

Description: Fee Tracker
Status: Effective immediately NEW 
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115

Explanation:

Fee Tracker
Fee Tracker

Fee Tracker is a visual production metric report. Designed to monitor productivity, it provides insight into several key performance indicators. This report is emailed to the operator using MSO_Notify and MS Outlook.

Fee Tracker provides an easily readable graphic report, in vibrant colours, easily read on a mobile phone.

Metrics are productivity focused and include:

  • Fees: Month to Date
  • Fees: Year to Date Analysis
  • Monthly Fee Target
  • Billing Rates: Day and File
  • Accounts Receivable
  • Fee Book

End User display is dependent on the device used.

Requirements

  • Config > System Configuration. The My Dynamic tab requires a valid email address in the Email Report box.
  • Budget Target for each Income account: Open or Amend Nominal Ledger accounts
  • Requires local installation of MS Outlook.

 

Description: Fee Book: Import Hours Keeper Timesheet
Status: Effective immediately NEW 
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115

Explanation:

HoursKeeper
HoursKeeper

Hours Keeper is a leading mobile productivity app.  It allows capturing time to the minute for any range of activities.  The new functionality allows importing the Hours Keeper timesheet from CSV directly into the Fee Book, where it can then be further manipulated. This is a great step for mobile time tracking and billing!

The design is such that the default Hours Keeper downloaded CSV can be imported into Dynamic directly. No need to edit the CSV before import!

Available on the Apple App Store and from Google PlayStore for Android.

 

Description: VAT ledger account pre-setting
Status: Effective immediately NEW 
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115

Explanation:

Pre-setting accounts to accommodate for VAT is now possible. Example a specific ledger account, such Salaries & Wages should default to No VAT. This is now possible. User override remains possible.

 

Description: VAT settings
Status: Effective immediately
Date: 21 August 2019
Dynamic interface: Two
Version: 2.0.1.115

Explanation:

Setting VAT once will now roll out to all users. Access Config as usual, change as necessary, Okay to save. Then Refresh Bookset & Folders to get VAt settings from cloud.

 

 

Dynamic

carl

Software Update 2.0.1.46

Description: SMS capability
Status: Effective immediately NEW 
Date: 6 March 2019
Dynamic interface: Two
Version: 2.0.1.46

Explanation:

The system can send user initiated and semi-automated, or scheduled SMS messages.  Updates to File Notes and Fee Book can be selected.  End User specific information follows. Look for the SMS widget on the Fee Book. 🙂

 

 

Description: Processing: Bulk Trust to Business Transfers
Status: Effective immediately NEW 
Date: 5 March 2019
Dynamic interface: Two
Version: 2.0.1.44

Explanation:

The standard layout has been modified to include the Account Name, and now prints landscape.

 

Description: Processing: Import from CSV
Status: Effective immediately NEW 
Date: 4 March 2019
Dynamic interface: Two
Version: 2.0.1.41

Explanation:

The Processing: Import from CSV menu item allows the direct processing of transactions from a pre-formatted, prepared CSV file.

The file must follow a layout similar to this:
BookType,Matter1,Business2,Description1,Description2,Date,Amount,VAT,Voucher

A Sample CSV file is included in the manual.

BookType Users familiar with import of batch transactions in any suite of legal software should be comfortable with this type of file and layout.

 

Dynamic