Winter is well and truly upon us. However, the mattero crew is keeping warm by being busy bringing you new features.
There's a lot to share in this latest update, so sit back, relax with a hot cuppa, watch the video and see what's new.
You'll have a faster and easier way to add or remove payments with our new "Manage Payment" option.
No need to open an Invoice to adjust payments, it can all be done from the main Invoices page.
Email Documents direct from mattero
Select one or more Documents and email them direct via the Outlook Add-In.
Emails are also automatically saved to their Matter or Contact.
Access individuals in a Plural Contact
When a Plural Contact is assigned to a Matter, each member of the Plural Contact is now listed and accessible as an individual Contact.
Full Text Search in Documents
A full text search option is now available in all Contact Documents, Matter Documents, and the main Documents pages.
Default Expiry on Shared Document Links
Share Document links now default to expire 7 calendar days after creation, with the default expiry date also editable via your mattero settings.
Referral Email Notification in Outlook Add-In
Referred emails display a notification showing its Referral Task status, and the Matter or Contact it has been saved to.
Custom Field Updates
A window will now display the Matters or Contacts associated to a Custom Field before it can be deleted.
Also, Matter Custom Fields can now be added or removed from a Practice Area en masse.
Enhanced Time Records Display
You asked and we listened.
Time Records are now displayed as Chargeable and Non-Chargeable amounts on the Dashboard and in the Time Records Report.
The Manage Trust section in Security Roles can now set who can create and cancel Trust transactions.
Also, the Dormant Trust Balances Report has been added to the Trust Reports suite.
Invoice Reference Fields for Xero
Xero Invoice Reference fields are now grouped by section, with a search function added to find any field.
Contact Country of Origin
When you add a new Contact, whichever country you've entered in your organisation's address will now autofill the Country field.