April 2024 Enhancement List

Case File

• Main > Settings:
  • New ability to set a Billing Rate Override at the case file-level for “All Users”.
• Financial > Billing:
  • Added an informational footer to the Billing screen, breaking down the “Billed” selection on a case file.
  • Added the Client Funds Balance (to include a popup detailing that balance) to the Billing screen.

Contacts

• Added logic to track field changes (or audits) for specific fields on the Client’s Settings screen, under Contacts > Clients > Settings.
• New ability to add additional “viewable clients” to the Client Portal (must be enabled by a CMP administrator) when a client logs in with their client code / online password, under the Contacts > Clients > Settings > Online / Portal tab.

Tools

• New ability to view and load other users’ “Import Settings” (or field mappings), under Tools > Data Import > Excel Placements.
• Added logic to tie Images imported in batch to any Activity Notes entered along with them, under Tools > Data Import > Imaging.
• Custom Reporting:
  • Added the “Original File Name”, “Page Count” and “File Size” as Custom Reporting fields to the “Images” fieldset.
  • Added logic to Custom Reporting to slightly speed up reporting execution time.
  • Added logic to increase the timeout period on Custom Reports from 30 to 60 seconds.

Accounting

• Billing:
  • Added a filter option for the “Misc Dropdown” field (if enabled in the Company settings) when generating invoices, under Accounting > Billing > Print Bills.
  • New company setting (must be enabled by a CMP administrator) to force empty / blank invoices to be created on open files during the billing process regardless of whether or not there is billing on a Case File, under Accounting > Billing > Print Bills.
  • Added logic to save invoices to PDF during the billing / invoice finalization process, so that they can be easily accessed from the case file or accounting level, under Case File > Financial > Billing and Accounting > Billing > Open Bills / Paid Bills.
• Checks > Import Checks:
  • Added logic to add the file number to all event log reporting within the Check Import feature.
• Remittance:
  • New ability to export certain “ActiveReports” to Excel, such as the “Remit Hold Listing”.

Administration

• Added the “Activity Comment” and “Activity Note” fields to the drill down grid in the User Activity report, under Administration > Reporting > User Activity.
• New logic to populate the “Default Credit Card Account” on new clients, if populated in the Company settings, under the Administration > Setup > Company > Accounting tab.
• Added a new File Number Method of “Year & Sequential # (Fixed Length)” which provides the next logical file number based on the referral date / year, under the Administration > Setup > Company > Advanced tab.
• Lookups:
  • New ability to mark a Service Code as “non-billable” (must be enabled by a CMP administrator), which will force billing entries that use this code into the Non-Billable grid / table, under Administration > Lookups > Financial > Service Codes.
  • Added the ability to override the Service Code used on billing when finalizing checks, under Administration > Lookups > Financial > Trans Types / Codes.

General

• Added logic to store the “New Value” in addition to the “Old Value” when tracking field changes (or audits) and redesigned the Audit view popup screen.