• Overhauled Probate Annual Accounting and Final Accounting – improved adding and distributing property
• Overhauled Guardianship Accounting and Final Accounting – improved adding and distributing property
• NEW: Cell phone number field for opposing counsel
• Improved autocomplete to re-activate after completely removing the initial value
• Fixed issue that could cause opposing counsel signature blocks to be listed in an assembled document after deleting the opposing counsel from the case.
• Added new list of client names when listing all parties during assembly
• Improved the display of form sets: the forms are listed in the same order as they are in the table of contents.
• Changed the default spouse relationship to “Not Set” in the Probate Heirship Tree and added on screen instructions.
• Clients & Cases: Renamed the buttons for closing a case and closing a contact to disambiguate them from the close button of the window.
• Fixed issue in the Child Support Calculator that could cut off the obligation frequency.
• Fixed issue in Online Intake’s Document Exchange that would cause TXdocs to lose focus or minimize when selecting a case.

Billing Improvements:

• NEW: Optional wizard when adding a payment to prevent users from adding a payment when they should be using a trust deposit/transfer
• Improved the rate schedules editor for easier maintenance
• Overhauled Document Pricing for easier maintenance of the price per document
• Added extra info about emailing statements in the statement print preview.
• New descriptions and tooltips for some of the billing settings
• Updated the billing tab in the case manager to match the account status of billing manager
• Added case balance and trust balance to payment and trust dialogs
• Ensured that time tracking windows no longer overlap
• New confirmation dialog when discarding a timer that has more than 1 minute of tracked time to prevent inadvertent losing of that timespan.
• Improved the Custom Statement Header Designer by ensuring that controls can’t be placed outside of the printable area

More Robust Trust Account Handling:

• Added confirmation to dialogs when a transfer between a trust account and the operating account should be initiated. It’s important that users are aware when TXdocs records such a transfer because the money needs to be transferred
• This confirmation requires the user to acknowledge that they know what amount needs to be transferred.
• New option to add a trust transfer when money is deposited in the trust account and the case has a balance
• New warnings to alert user when transferring incorrect amounts to the operating account

Billing Updates for Trust Accounts:

• Prevent switching the target case of already added trust deposits and withdrawals
• Fixed issue on the trust tab with deleting records using the right mouse click - it would clear the list.
• Fixed incorrect total on the consolidated statement when a flat rate timeslip was the only timeslip on the 2nd case.

TXdocsPlus Improvements:

• Fixed an issue in the IMAP Email manager that prevented dropping an email onto a case
• New option to create a client/contact when adding a related contact to a case in Case Manager

• NEW: Automatic download of the time stamped documents when a filing is accepted. The time stamped documents are downloaded to a subfolder of the case folder.
• Improved the list of documents to simplify picking the correct version of documents: the last modification date is visible in the list and the list can be sorted by this date.
• Fixed an issue with printing the details of an envelope when the print spanned multiple pages.