No

Description

1.

Enhanced Transaction/Billing

· Now with Select All checkbox in billing items of Prebill.

· Added in prebill sequence no.

· Payment Received will pay into office account only.

· Trust Payment: transfer amount directly from trust account to office account

· Payment Voucher: if pay from client’s account, will auto knock-off invoices

· Allows to Add/Edit/Delete/Print/Search the records (in Invoice Write Off, Payment Received, Trust Received, Trust Refund, Trust Payment; Trust Transfer Between Files, Payment Voucher)

2.

Enhanced / New Report

· Added Client and Case File No. into bank transaction report

· Prebill List By Client / By Case File

· Request Payment Voucher

3.

Enhanced Maintenance / Setting

· Administrator is allowed to change File Category and Client No. in Case File Maintenance

· Task: you may assign task to all users; added Task Grouping

· Allows to redefine field names, e.g. case file, lawyer, legal fee…

4.

Modules Removed

· Office Account maintenance; Account Type maintenance

· Trust Transfer; Transfer Of Legal Fees; Trust Reimbursement

5.

Integration with ACC and CLA

· Now you may retrieve Office Bank Account code from UBS Accounting.

· Vendors can be retrieved from UBS Accounting

6.

Users Log File

· You may now keep tracks of users’ login and logout time