Release Date: July 29, 2021
#1: New Feature: Use Flexible Billing Template for Fixed-Fee Invoices
#2: Enhancement: Performance Issues on Trust screen
TimeSolv now has the ability to view all ‘Allocable’ Trust payments without impacting the load times/screen performance so that users can allocate the respective Trust payments to invoices. This is especially useful for firms that have a large volume of Trust transactions.
A customer reported that after sending an invoice email to a client to pay via Client Portal, the link provided to the client showed an error message. This has been fixed.
#5: Bug Fix: Flexible Billing Template - Adjustments Added in Fixed Fee Invoice, When User Select “Flexible Billing Template” for Fixed Fee Invoice
A customer reported that they were seeing a huge list of Responsible Timekeepers in the dropdown and they were having to sift through that list when trying to filter the draft invoices. The dropdown was showing the Responsible Timekeepers that did not have any invoice associated with them, and some were marked inactive in the system. This has been fixed.