- BIG NEW FEATURE! Scheduled Recurring Payments. Now you can completely automate recurring invoicing with scheduled payments to process Credit Cards and ACH transactions.
- NEW FEATURE! To-Do’s now have Due Dates! A filter option has been added to quickly see To-Do items by selected date ranges. The Staff Name is now displayed for the staff that created the To-Do!
- NEW FEATURE! Assign a Contact to Multiple Clients. A new utility has been added in Settings > Utilities. Add a Client Contact once and assign to multiple clients in batch.
NEW! Payments can NOW be assigned from one client to another.
BIG NEW FEATURE! Engagement & Project Budgeting: Create Revenue and Time Budgets. Email Notifications with 8 levels of alerts based on percentage of budget. Auto Rollover features with 3 options to create next year budgets. Track time at the Engagement, Project and Project Task Level. Game changing practice management tools!
NEW! Option in Settings > Invoices. Skip Invoice Review. If Invoices are marked as Finalize Only they will not show in Invoice Review.
NEW! Timers now have an option to limit the number of open timers. See Settings > Time & Expenses.
NEW! Timers now have the Private Memo option when adding a timer instead of accessing the option when Converting To Time Entry.