What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type? Read More...
Beginning in Version 2020, you can now select whether you want the Newsletter Reminder window to pop up each month or not! Read More...
Trust Accounting Software (TAS) and Accounts Payable Software (APS) now support Positive Pay! Read More...
The Statement of Cash Flows Report (Reports | Statement of Cash Flows) in GLS shows how the firm’s cash position has changed over a period of time. Read More...
Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180). Read More...
A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19! Read More...
