New Product Features
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Bills:
- Include Attachments with your invoice
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Print bills to Duplex (double-sided) printers. Now print on both sides of the page
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Calendar and "To Do" Feature
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Use built-in calendar to schedule appointments for timekeepers
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Sort and select by timekeeper
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Set up To-Do items
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Convert To-Do's and Appointments to slips
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Share or hide timekeeper calendar; mark some entries as "private"
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Custom Fields:
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Relative Date option. Helpful for Electronic Billing where start and end dates much be changed each billing period.
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Expenses:
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Multiple price levels for expenses
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Exclusive Mode
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Enhancements include sending a customized message to timekeepers and also force closing when performing a function where all users must be logged out.
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Reports
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Create a custom calculated date based on Revised Bill Date or Today's Date.
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Days to Pay report allows you to view the average number of days that it takes a client to pay your bills
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Pre-Bill Worksheets
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Include slip notes with Pre-Bill Worksheets
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Security:
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Set up a maximum time spent that can be entered on a slip
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Set up a prior date restriction so users cannot enter dates before the date you specify
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Slips:
- Attach Files to Slips
- Delete multiple slips
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Include slip file attachments with bills
- Slip Triggers can be set up to either prompt you or automatically create a slip once a specified type slip has been created. For example: create a slip with task "depositions". This could then automatically prompt you to create a slip for "Copies".
- Set up Preferences so that the time entry is shown in decimal format instead of 1:00:00 (hours, minutes, seconds)
- Transactions: Set up Preferences to copy or ignore the Client, Type and Date when entering a new transaction
