August 2018 ESILAW 360 Update

The following items have been added, updated or addressed in the latest ESILAW 360 update.

  • Added editing capabilities for general bank transactions in the Find feature. Access to editing functions are available on right click menus. Transactions such as time and disbursement entries, bills, payments, cheques and receipts can now be edited from both the Clients & Matters feature and/or Find by right clicking on a transaction.
  • Added a new label printing feature under File > Print > Labels. The label printing feature allows you to customize and print various sized labels, which are designed to be printed on a label printer. Note that ESILAW 360 does not support 8.5×11 sheet labels and you must use a standalone label printer.
  • Added a new credit transfer feature to allow transferring of overpayments to other clients or matters with unpaid or partially paid bills.
  • Added a clear cheques by amounts function in bank reconciliation to provide a faster clearing method for cheques.
  • Added total amount to show the total selected items in Batch Write Offs.
  • Added the ability to edit bill payments to change certain fields and fee allocation.
  • Added interest posting functionality to allow posting of overdue account interest using a variety of methods. The feature can be accessed under Transactions > Post Interest and in the Statements & Reminders feature. Interest can be calculated when statements are produced or after the fact using simple or compound interest. Posted interest displays in Clients & Matters on the Bills & Payments tab and in the Find feature when transaction type Interest is selected. Posted interest transactions can also be reversed from either of those features by right clicking on the interest transaction.
  • Added an option in Templates to allow users to set templates inactive to prevent them from displaying in Create Pre-bills & Bills and to manage the template list.
  • Made changes to Write Trust Transfer Cheques to simplify the receipt functionality when multiple payments are grouped on a single cheque.
  • General enhancements and bug fixes.