Skip to main content
All CollectionsUpdates2024
Release Notes - May 9, 2024
Release Notes - May 9, 2024
Jonathan Prosperi avatar
Written by Jonathan Prosperi
Updated over a week ago

Hey Panthers!

This update includes several new updates including automation when creating time entries related to an Event or other Activity types.

  • Default Event Dates - When creating a Time Entry or Flat Fee related to an Event or any other Activity type, the date of the Activity will be used as the default date for the Time Entry date, saving you time.

  • Default Expenses Assigned To Filter - When viewing Expenses for a Contact, Matter or Expense Reports, the Expenses grid has been updated to display Expenses for all Billed By users as a default filter, ensuring high visibility to the most valuable Expenses.

  • Relationships Added to Additional Invoice Recipients - Users can now add Contacts that have a relationship to the matter as their additional invoice recipients by using the 'Add Relationship' button on the Additional Invoice Recipient dropdown menu, making it easier than ever to send out invoices to multiple parties.

Did this answer your question?