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Integrations (8)
Accounting and Billing (31)
Reporting (8)
UX (43)
Alerts / Notifications (6)
Add uninvoiced time/amounts to Matter Balances
Ability to see the total uninvoiced time and total uninvoiced amount for each matter in the matter balances section. It would be helpful when working on a matter with a minimum trust balance or with a max flat fee billing amount.
1
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under review
3
Matter Discount percentage rates need validation
Currently any discount can be added
1
·
under review
2
Notes Sort Order
Notes should be sorted newest to oldest on People & Matters Frustrating to have notes not in order; I understand important ones can be pinned but frustrating when you are searching for something and dates are jumbled.
1
·
under review
2
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