We have lots in store for you this month, with new reports and usability improvements suggested by you, our clients. So thank you, and keep those ideas coming in.
You can find more detail about each of these enhancements right here in the Knowledge Base, or watch a video of some highlights right here:
Exporting Briefs to PDF
Finalise Briefs with the new Export to PDF functionality.
Compile, index and paginate briefs to present them in a professional format to Barristers, Court and Clients.
Invoice Cost Report
This new report is sure to be a winner.
It displays the total income for the month, detailing all invoiced fees and expenses.
Time Records Report
Drill down on the My Time Records tile from the Dashboard to create your own Time Records Report for a given period of time.
One-Off Trust Payment Contacts
When making a one-off Trust payment to a third-party, you no longer have to create a Contact in mattero. Just enter the name.
Upload Documents to EFT Invoice Payment Records
Need to upload a document, such as the EFT Authorisation Form when creating an EFT Invoice Payment? Now you can.
Write Off Invoices
Invoices can now be written off in mattero.
Also, if you've integrated with Xero, this write off will apply as a credit note in your Xero account.
Apply Tags in Bulk
Tag multiple documents faster by selecting Apply to All during the upload document process.