Document Assembly Enhancements (TXdocs & TXdocsPlus)
- Selecting forms to assemble has been improved: We've added a new button to preview the form in a bigger window and fixed an issue using the advanced search where the preview would occasionally remain blank.
- Edit template: Corrected preview to show edited version instead of original version.
- User worksheets: Now includes panel numbers on the report when option is active.
- Delinquent child support calculator: Now shows interest of each amount.
- Inventory tools: Export of these tools to Excel no longer require Excel to be installed on the pc.
- Anywhere/Cloud version: When printing to PDF from report previewer, a popup will appear to directly download the generated PDF.
Practice Management Enhancements (TXdocsPlus & TXpractice)
- Billing: The "cases on hold" report now has a total number of cases on hold, the client/case form allows you to select an alternative rate schedule for a specific case and a bug that caused the statement not to use "invoice" when that option was active has been fixed.
- Emails: When manually sending emails, the reply address is the email address of the logged in user (NOTE: This does not apply to email sent using the outlook integration).
- Temporary files: Created when sending emails with attachments, are now periodically cleaned.
- Anywhere/Cloud version: When printing to PDF from report previewer, a popup will appear to directly download the generated PDF.