The Bill4Time product team releases new and enhanced features, system improvements, and bug fixes several times per week. Organized by month, the Release Notes blog series will highlight all the changes we’ve implemented, so you can easily stay up-to-date on what’s new. If you have a question, feedback, or an idea – please leave a comment below!
Take a look at what we’ve released this May:
New Monthly Summary Report – We’ve released a new Summary report that groups time and billable amounts by month, and then by Client and Matter.
Save and Duplicate Invoice Template – Our developers have deployed a new functionality that will allow you to duplicate your current Invoice Template into a new version, and then make tweaks and other adjustments from there without having to re-select all the same options.
Invoice Past Due Watermark – Thanks to user feedback, we’ve implemented a new Invoice Preset option, found within the Invoice Template Editor, that will cause a Finalized invoice to reflect a ‘Past Due’ watermark if the invoice is unpaid after the due date has passed.
Activity Type Requirement – We’ve updated our Smartphone and Desktop apps to bring those settings into alignment with your online account – users are now no longer required to select an Activity Type when saving a Time Entry.
Internet Explorer Error – Thanks to user feedback, we’ve implemented a change to how Bill4Time operates within Internet Explorer to streamline the payment creation and application process. Users are now able to more freely open and apply transactions to their invoices using fewer clicks.
Summary Report Default Filters – We have updated the default filters for all Summary reports so that Disabled clients, Closed projects, and Disabled users are included as the default setting.
Invoice/Statement Header Text – Our developers have identified and resolved an bug that affected saving the Header Text within a Client’s Invoice Presets tab. Previously, after deleting the custom header text – upon clicking save the field would revert to the original text, now the field will permit the user to save a completely blank header.
Labor Mnemonic – We have updated the mnemonics found under the Work History of a Project to have them observe a Custom Mnemonic setup within your account settings.
Public API – We’ve updated our API to permit the Middle Initial field to be read from, found within each user’s profile.
General Data Protection Regulation (GDPR) – We’ve updated our Terms of Service to bring them into alignment with GDPR. Please see the following link to review this addendum: Terms of Service
Restore Project IDs within Dropdown – Based on user feedback, we’ve implemented a change to the system that restores the display of Project IDs within the corresponding dropdown. Now users are able to search by name or ID when typing into this field.
Microsoft Edge Icon Display – Thanks to feedback from users who use Microsoft Edge browser, our developers have updated how icons display on the Invoicing Dashboard so that these icons appear normally under all the most common display settings.
Edit Custom Invoice/ Statement Header Text – Our developers have identified and resolved a bug that was preventing the user from clearing out the text in this field, and saving. This issue has now been resolved for all subscribers, and your Invoice Presets can be edited to eliminate the custom header text completely.
Applying Balance Adjustments – We have resolved an uncommon issue affecting Balance Adjustment – Credit transactions that were preventing the adjustment from being applied to an invoice in rare circumstances.
Edit Payment Screen – Our developers have identified and resolved an issue affecting a small number of users where the browser was attempting to auto-form fill the payment method field when editing a pre-existing payment. This issue is now resolved for all browsers and all users.
Non Project-Related Entries – Thanks to user feedback, our developers have diagnosed and resolved an issue relating to the ‘Non Project-Related’ system setting. Previously, this option was available to select for a period of time after the setting was disabled. The issue is not resolved for all accounts and users.
Invoice Template Selector – We’ve updated the Invoice Setup tabs in various areas of the program to make it more clear whenever the user is changing to use a different template that is currently selected.
Project Dropdown List Performance – Our developers have identified and resolved a performance issue relating to the loading of projects within the Project dropdown list on the New Time Entry Screen. This issue affected only a small number of clients, only those with hundreds of open projects, and this is now resolved so that the full list loads upon selecting one of these client.
Add Closing Fee – We’ve resolved a bug where the Entry Type selected when choosing the ‘Add Closing Fee’ button defaulted to Hourly instead of the Project Closing Flat Fee. This bug is now fixed in all accounts, and the button functions as expected – to open the Closing Fee with the Flat Fee Rate populated on the entry.
Payment Method Dropdown – Thanks to user feedback, we’ve identified and resolved a bug that was affecting a small number of users where editing a payment caused the Method selection to revert to ‘Check’ instead of the current option being maintained. This issue is now resolved for all accounts and for all major browsers.
Payments Applied Report Update – Our developers have released an update to this report that allows the payment’s note to appear along with the payment. Also, we’ve introduced a new option to filter the date range by the Invoice Date the payment is applied to.
Batch Time Entry – Our developers have identified and resolved an issue within the Batch Time Entry page that was preventing the default Billable Activity Type from populating and allowing the entry to be saved. This is now resolved for all users.
Question or comment about a change we’ve made?
Please contact Bill4Time Support by Email or phone: 877-245-5484