Winter is well and truly upon us and the mattero crew are as warm as toast as they've kept themselves busy bringing you more new features.
There is a lot to share in this latest update, so sit back, relax with a hot cuppa, watch the video and savour what's new.
Manage Payments
A faster and easier way to add or remove payments is through the new 'Manage Payment' action.
No need to edit the invoice to adjust payment transactions.
Keeping it simple.
Read more on the knowledge base
Email Documents directly from mattero
Yes, it's true. Select one or multiple documents from either Matter or Contact Documents and email the documents directly from mattero.
Emails are automatically saved to the matter or contact.
Read more on the knowledge base
Accessing individuals within a Plural Contact
When a plural contact is assigned to a matter, each member of the plural contact will be listed as an individual contact with drill down capability.
Now that's handy.
Read more on the knowledge base
Set Default Contact Country Field
Here's a little gem for our international clients. The Contact Country field will default to the country selected during the set up of your Company Details.
Read more on the knowledge base
Full Text Search now available 'Within Documents'
A full text search 'Within Documents' option has been added to the Search feature on Contact Documents, Matter Documents and Documents lists.
It's so easy to find what you're looking for in mattero.
Read more on the knowledge base
Default Expiry Date on Shared Document Links
The share document link expiry date automatically defaults to 7 calendar days however this can be amended through System Setting > Share Links
Read more on the knowledge base
Referral Email Notification in Outlook Add-In
Referral emails will display a notification stating the matter or contact to which the email has been saved as well as its Referral Task status.
Read more on the knowledge base
A Couple of Custom Fields Updates
- A window will display the matters or contacts associated to a custom field when attempting to delete a custom field.
- Adding or removing matter custom fields to or from a practice area can be completed en masse.
Enhanced Time Records Display on the Dashboard
You asked for it and we listened.
Time Records are now displayed as Chargeable and Non-Chargeable amounts in the Dashboard and the Time Records Report.
Read more on the knowledge base
Trust Updates
- The 'Manage Trust' section in Security Roles has been extended to set which roles can create and cancel trust transactions.
- The Dormant Trust Balances report has been added to the suite of Trust Reports.
Invoice Reference Fields for Xero
Setting up the Xero Invoice Reference available fields is now even simpler as they are grouped by section with a search function added to boot!
Read more on the knowledge base
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