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TimeSolv Version 20200821 Feature Updates & Bug Fixes

Release Date: August 21, 2020

#1: New Feature: Ability to Define Two Tax Types for a Firm

Users are now allowed to specify a second tax.

#2: Enhancement: Ability to Filter “Cash Receipts” Report by Categories

Users can now filter the ‘Cash Receipts’ report by Categories.

#3: Enhancement: Payments – Show Payment Method in the Refund Popup and on the List Screen

Under Payments>Payments>Refunds, users can now specify the Payment Method when processing a refund.

#4: Bug Fix: LEDES Invoice – Email NOT Including PDF Version of the Invoice

Previously, it was being reported that when a customer finalized a LEDES invoice and sent the email, the system was only sending the LEDES file. This issue has been fixed to include the PDF invoice.

#5: Bug Fix: Time Entry – Running Time Entry Deleted Successfully

Running Time Entries were being deleted successfully. This has been fixed so that the system does not allow this behavior.

#6: Bug Fix: Clone Matter – Settings not Fetching from Client if ‘Invoice Settings’ Aren’t Selected to be Cloned

Previously, if the ‘Invoice Settings’ checkbox was not selected while cloning a Matter, the cloned Matter would take settings as null for every field. Although, ‘Invoice Narratives’ were being taken from the Client, and ‘Billing Arrangements’ were being taken from the Original Matter. This has been fixed.

#7: Bug Fix: Trust – System is not Fetching ‘On File’ Payment Settings When User Clicks ‘Cancel’ While Updating Trust Transaction

The system was not fetching the Payment Settings that were ‘On File’ upon cancellation of updating Trust Transactions (without updating the transaction). This has been fixed.

#8: Bug Fix: Clone Matter – Options & Event in Billing Arrangements section Under Invoice Settings is not Copying when Matter is Cloned with ‘All’ Option

Previously, the ‘Options & Event’ in Billing Arrangements section under Invoice Settings was not getting copied when the Matter was cloned. This has been fixed so that it is copied onto the cloned Matter.

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