This week's release features powerful upgrades to Payments and Account Ledgers, including the introduction of Credit Card Expense Management! Now, you can track matter-related credit card expenses incurred on behalf of your clients, including a new Pay Balance action to accurately record payments made toward your credit card balance.
💵 New Payments Grid
The Payments grid has been redesigned to offer you greater flexibility in searching and filtering across your firm's payments. You can tailor your view to easily find and organize payments across your firm’s accounts.
Key Enhancements
Amount Filter - Easily filter payments above, below, or within a specific Payment Amount ($) range
Saved Reports - Save and quickly access key payment views for streamlined tracking
🔍 Learn more about the new Payments grid in our Help Center!
🏦 New Account Ledgers
❗ Note: With the introduction of Credit Card Accounts, Bank Accounts are now simply called Accounts, which can include both Credit Card Accounts and Bank Accounts.
Account Ledgers have been refreshed with an updated design, offering a simple and and clean experience. This helps you stay organized and gain complete visibility into your account details with ease.
Key Enhancements
Streamlined Reconciliation - Mark your transactions as reconciled quickly and easily
Improved Filtering - Find your transactions in a snap with additional filtering options
💳 Credit Card Accounts
Easily manage and accurately track your matter-related credit card expenses
Key Enhancements
Accurate Expense Tracking - Track your hard cost expenses paid with your credit card for accurate and transparent bookkeeping
Pay Balance - Record your credit card payments directly from your operating account
You can track payments and hard cost expenses made with your credit card and also record any credit card balance paydowns made from your operating account.
🔍 Learn more about tracking credit card matter expenses in our Help Center!
📩 General
❗ Note: 'Withdrawal' has replaced 'Take Money Out' to improve financial clarity in Payments flows.