New Feature Requests

To recap our meeting the current issue we are facing is that we have no way of knowing when a client has trust funds on their name. Our current data clip for clients with positive trust balances is specifically for clients who have trust funds only on their matter. Example: When the data clip shows us a matter with a positive trust balance: (First image) Its only showing us the funds reserved for that clients specific matter, rather than showing us the total funds including on the clients name: (Second image) Another issue that was brought to our attention was that when attorneys approve their monthly invoices they do not receive an option to apply their clients trust funds if the money is sitting on the clients name rather then the matter. Let me know if you need anything additional.

The default on delete and do not invoice batch isDon’t Allow? I would recommend we default to “Allowing” and make Don’t Allow the affirmative choice so we avoid situations where these accidently end up out of batch.

For example, this invoice (150560) from 5/22/2024 has a blank billing user on one of the line items. In this example, the user should be Erin Foxton. https://app.clevercase.com/accounting/invoicing/150560

From a collections and invoicing data viewpoint, we need to know who to credit. For example, this invoice (168840) has no billing user for the $2,500 flat fee. https://app.clevercase.com/accounting/invoicing/168840

In the "edit" time card menu, it would be a HUGE time savings if we could start/stop time from that menu. As long as the time is active, you are not able to edit billing type, rate type, hourly rate, or time. This is an inconvenience at times, but is very inconvenient when correcting "needs work" Timecards that have running timers at the end of the month. If that happens, you have to go and find the errant timer running in the time entries

If time entries are unorganized, it allows a greater chance for user error. There is really NO good reason these should not be shown in order of time.