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Software Release Notes Archive


2017 Software Release Notes

October 4th, 2017 – v2.7.0159

  • Calendar Categories/Color
    • Add color categories to calendar events to indicate importance or other criteria. 
    • You must go to Deadline Assistant within Firm Central to add color to deadlines.
  • Improved folder display for Outlook
    • Consistent Client/Matter folder hierarchy modeled after Windows Explorer display.
  • QuickBooks error log
    • Ability to easily access log of QuickBooks errors, if any were generated during sync process.
  • Fixed – Several connectivity improvements.
  • Fixed – Outlook 2010 and Outlook 2016 calendar display issues.
  • Fixed – Outlook 2013 issue when using Copy to Firm Central button.

May 30th, 2017 – v2.6.0099

  • QuickBooks Enhancements
    • Handle reversed/voided invoices
    • Suggest middle initial on middle name length conflict screen
  • Fixed – Several install/upgrade/uninstall fixes
  • Fixed – Several Outlook 2016 bug fixes and performance improvements

February 27, 2017 – 2.5.0137

  • Enhancement – Enhanced port checking process during install
    • Include Invoice date and payment dates during syncing process
    • Properly handle overpayments when syncing
  • Fixed – Various connectivity issues
  • Fixed – Adobe error during install
  • Fixed – Various Office 2016 bugs

2016 Software Release Notes

December 12th, 2016 – v2.4.0159

  • QuickBooks Enhancements
    • Improved conflict handling, including long field names
    • Added support to handle display name order
    • Show correct description for itemized expenses
  • Fixed – Contacts performance issues
  • Fixed – Issue prompting for a .pst file when launching Outlook

August 4, 2016 – v2.3.0251

  • New – Added ability to sync with QuickBooks desktop software
  • Fixed – Various install/upgrade issues
  • Fixed – Issues with stub files within Office applications

February 4th, 2016 – v2.2.0120

  • New – Office 2016 support
  • Enhancement – Filter out Closed Matters when users in the Timer
  • Fixed – Billing rate override button
  • Fixed – Delays processing uploaded documents
  • Fixed – Unexpected crash issue and various sign-on issues