Release Notes: September 2017

Written by Patrick Vernallis in Blog
September 5, 2017:

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 September:

 

Updated 09/28/2017

Desktop Widget Syncing – Our developers have updated some backend processes to increase speed and accuracy when syncing the Bill4Time Desktop app (PC version) with your online account. The issues involving a slow-to-sync app and client names displaying with the incorrect formatting have been resolved for all users.

 

Updated 09/26/2017

Contingency Billing Method – A recent update to the backend of the system calls for the Contingency Rate field to be required when utilizing this billing method. Going forward, any newly created projects using the contingency billing methods will require the rate field to hold a value.

Bill at Closing and Creating Invoices – Previously, a project with the ‘Bill at Project Closing’ setting enabled had to have its status set to Closed, then also had to be specifically filtered into view when creating an invoice. We’ve updated this process so that whenever the ‘Create Invoice’ button is clicked from within this project – the project is automatically filtered into view as available to bill.

In-System Password Update – We’ve updated the back-end of the system to being the process for changing a password into alignment with all other methods. Passwords must be 8 characters in length – previously one was able to create a shorter password by editing their user details manually.

 

Updated 09/22/2017

ACH Payments Alpha – We have officially closed the BETA testing phase of our ACH features. Thanks to everyone who provided feedback and helped us iron out any issues. The ACH Payments feature is now a full Alpha feature and full details are available here. 

 

Updated 09/21/2017

Time Entry Report Update – We have implemented a new filter within the Time Entry Report that allows you to filter for the Paid or Unpaid status of the entry.

Batch Trust Payments – Our developers have updated the cascade of default accounts listed when entering a trust payment by batch. Previously, the system would allow for any matter’s account to be selected, but going forward only accounts associated with the specific matters on the invoice will be available to select from.

Update Payment Method – We have streamlined the process for updating the Credit Card you keep on file with Bill4Time. As we more closely integrate with Stripe, we’ve implemented their form-entry for entering in your CC info.

 

Updated 09/20/2017

ECheck Payment Method – A new payment type called ‘ECheck’ is now available system. This new type functions similarly to our other types, in that it can be selected for analysis when running reports and when reading the API, etc.

 

Updated 09/19/2017

Professional Template Logos – We’ve updated the system to allow for larger logos (up to 6.5in) on the Professional Template design layout. This also includes an update to the header text formatting so that when using a larger logo, the company name and address are still formatted clearly.

LEDES Timekeeper Classifications – We have updated our list of Timekeeper Classifications to bring them into alignment with the LOC Revised Timekeeper Classification Codes. 

 

Updated 09/14/2017

Receipt Attachment  Orientation – We’ve resolved an issue affecting certain kinds of file types where the image was rotated 90 degrees upon its upload. This bug has now been resolved for previously affected images, and going forward.

Monthly Productivity Report Activity – We have implemented a new default filter option within the Monthly Productivity report. When running this report, by default users without any activity will not appear in the report. If you would like these users to appear, simply check the box for “Include Users with No Activity” and rerun the report to generate a version with these users added.

Unbilled Summary Report – Our developers have created an entirely new report that pulls only the unbilled time for review. This report generates in a format similar to the other summary reports, with similar filter options a table layout.

 

Updated 09/12/2017

Case Closing Settlement Entry – We have resolved a bug where the system would allow for more than one Case Closing Settlement entry to be created. We have updated the system to allow for only one entry within a project to use that particular entry type label. While this bug did not impact billing, we expect this added clarity will improve the user experience as it relates to engagement tracking and report analytics.

Client User Rate Report Update – We’ve fixed a bug where additional rows were added to this report in some instances, and were showing duplicative information for disabled users. The report will now show only one instance of a user’s rate at each rate level.

 

Updated 09/07/2017

Default Header Formatting – We have resolved an issue where the company header text was formatting the State on its own separate line. This has now been updated and resolved for all affected invoices.

 

Updated 09/05/2017

Non-Alphanumeric Characters in Conflict Checker – We have updated the Conflict Checker feature to allow search terms to include non alphanumeric characters.

Subscription Quick Link – We’ve improved access to details about your Bill4Time Subscription. Users with access to Account Settings will now have a ‘Subscription’ option when they click on their name in the upper right corner of the page.

Written by Patrick Vernallis

Patrick Vernallis

Patrick is a Technical Analyst at Bill4Time. He collaborates with a team of developers and other colleagues to help Bill4Time users achieve success through streamlined processes for time tracking, invoicing, and payments.

4 responses to “Release Notes: September 2017”

  1. Mitch Shapiro says:

    Greetings.
    What is the status of the payment application function to allow a single payment to be applied across multiple invoices? Our clients routinely send wires that cover multiple invoices. So we want to be able to pull up a list of a client’s open invoices and simply check off the ones covered by the wire. We’re really looking forward to this improvement.

    • Hello Mitch,

      This is currently a feature when using Client Accounting Isolation.

      We are working to develop and implement an updated process that will allow you to apply payments across different matters all in one-go, for firms or clients setup with Matter Accounting Isolation. We hope to have this available later this Quarter.

  2. Sharon Reuler says:

    Love this feature – the report of improvements!!

  3. […] Click here to view September’s Release Notes […]

Leave a Reply

Your email address will not be published. Required fields are marked *