The following changes are included in this release.
Timecard Widget improvements
- Play / Pause and current running timecard duration in header (details on hover)
- Current running timecard always at the top
- Pinned are always above Recent
- Timecards sort newest to oldest
- Person name is a link
- Hover includes timecard description
Finance ability to schedule recurring payments
- View Matter / People -> Accounting -> Recurring Payments
- If a client has a Stored Payment Method
- Ability to schedule (Billing Frequency)
- Weekly
- Every Other Week
- Monthly
- Can repeat for (Billing Duration)
- Total number of payments reached
- Total dollar amount reached
- Until a specific date
- Ongoing
Dashboard Quick Links at the bottom of each section
- Recent Matters -> Go to Recent Matters
- My Time This Week -> Go to My Time
- Recent People -> Go to People Index
- My Tasks -> Go to My Tasks
- Events -> Go to Calendar
Dashboard formatting
- Matter Description and Categories increased width (NOTE: you can hover over any field to see full text)
- Events formatting consistent with Tasks
Naming Standards – “Your” is now “My”
- “Your Aged Receivables” -> “My Aged Receivables”
- “Your Rates” -> “My Rates”
- “Your Time” -> “My Time”
Other
- New / Edit Timecard Matter Description and Categories no longer truncated.
- Notifications formatting: In Settings -> Notifications if you have “Web” checked for any notifications you can see them by clicking the “Notification” bell in the header and clicking “View All Notifications” at the bottom, the formatting was broken and is now resolved.
- Quick Add and Notifications formatting when on calendar page no longer partially hidden
- Client Role is now set with Trackdrive integration (Gravis Only)
- Invoice font size increases to improve legibility
- Database server upgrade to increase memory available