July
Here's what's new in mattero! We have a ton of exciting features, so check out the video below for the highlights.
As always we've included an overview of some key feature updates, with more details available right here in the Knowledge Base.
Referral TasksIntroducing a new collaboration tool where you can share documents, request feedback, action tasks and communicate with members of your team or firm via a real-time chat. This feature eliminates multiple versions of documents circulating around the office and ensures that everyone is working on the one true version. |
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Batch InvoicingBatch and invoice up to one hundred invoices at once, saving you much needed time during your end of month invoicing. |
Document Usability FeaturesTo keep it simple, we've added the following usability features to documents:
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Group and Order Custom FieldsWorking with custom fields is now even easier. Group custom fields together through the new Custom Field Group option. Then drag and drop to set the order of the custom fields within the group. Custom fields will display grouped together in user-friendly collapse and expand panels on the matter or contact. |
Flexible Task GroupingNeed to see your tasks grouped by Priority or Due Status? Both options are now available in the Tasks by Due and Priority Report. |
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Trust Warning MessagesSometimes a little guidance is needed when managing a Trust account. That's why we've added warning messages when you close a Matter with an open Trust balance, or cancel a Trust transaction on a closed Matter. |
Automatic Cost Write-OffTo simplify the recovery of outstanding costs, mattero will automatically write them off when you close a Matter. |
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Personalise your User ProfileLink your own Gravatar to your mattero user profile. Go on, make mattero your own. |
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