List of legal time and billing software9/20/2023 ![]() This information is now updated to display on the event for Outlook and Google Calendars. Calendar events were updated to include the client name and client phone numbers. Email notifications are now sent when Task items are completed from the Task List. Add a Client Contact once and assign to multiple clients in batch. A new utility has been added in Settings > Utilities. NEW FEATURE! Assign a Contact to Multiple Clients.The Staff Name is now displayed for the staff that created the To-Do! NEW FEATURE! To-Do’s now have Due Dates! A filter option has been added to quickly see To-Do items by selected date ranges.In addition, emails are automatically generated, with options, to notify clients in advance of scheduled payment. ![]() When payments are processed, based on the scheduled payment date, invoices are created, payments are associated with the invoices and time released with automatic write up/down. Now you can completely automate recurring invoicing with scheduled payments to process Credit Cards and ACH transactions. ![]() BIG NEW FEATURE! Scheduled Recurring Payments. ![]()
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |