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