Fee Book

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

DOR Dynamic Online for working anywhere

Dynamic Mobile Online
Dynamic Mobile Online

As a hybrid cloud based solution Dynamic uses a familiar Windows user interface, with access to a range of Windows features, such as saving PDFs to the Documents folder and integrating with Microsoft Office components, such as Outlook and Excel.

But, sometimes you just need to check something.  What to do when your computer is not around, or it’s simply too much of a hassle to walk to the room and fetch it? Do you really need to switch on the computer to see whats going on? Or wait for the office to open to ask somebody to check?

Fortunately, Dynamic understands that sometimes you need easy online access.

Dynamic Online Reports

Dynamic has a light weight online access portal which allows basic activities on any mobile device.

Online means browser based.

Online means access anywhere.

Online means any device, at any time.

 

The online access portal is designed to provide focused access, restricting access and reports to client matters. Sensitive business information is not accessible. Transactions cannot be processed.

 

Ideally suited for easy access on the go, or limited to Reception or clerk level activities, the online access portal contains the following features:

  • Search – Find Files or Transactions
  • Ledger History Analysis
  • Fee Book
  • File Notes
  • General File Detail Report

 

Imagine a Receptionist, tasked with channeling income phone calls. The online access portal allows name searches, which displays sufficient information to accurately identify the reference and the attorney involved.

Routing is now easy.

 

The attorney walks into an important meeting. Accurate information is critical. The online access portal makes it easy to confirm the last transactions and read the most recent file notes. Afterwards a fee is immediately debited to the Fee Book.

On a cell phone.

 

Online accessibility makes it possible to work at any time, anywhere, on any mobile device.

 

Conditions apply. All current versions of major browsers are supported.

 

Dynamic