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Version 4 Enhancements

Patch 4036 Enhancements

Major Enhancements Details
Document Changes
  • Documents window has been improved
  • Additional default document packs have been created
  • Additional Email templates have been added
  • Document packs now support emails
Usability Changes
  • Change to the look and feel
  • The display criteria on most windows has been rearranged to be more usable
  • Duplicate Appointments added in the diary
General Changes
  • Can do direct Email backups (not using your email program)
  • Searching etc available on Matter Authorities window
  • General Tasks available
  • Payee/Payor now have access to the contacts list.
  • Snap Shot can now exclude disbursements on invoices
General Changes
  • Problem with the "Postal Address is same as Street Address" is fixed
  • Various other small improvements

Patch 4011 Enhancements

Major Enhancements Details
Receipting Changes
  • Receipts can now be allocated to any invoice for a firm, not just a matter
  • You can now have credit receipts where the money is received beforehand
  • Receipts and Receive Money have been combined into one window
Contacts Changes
  • The Firms and Contacts have been merged into one Contacts system
  • This allows direct access clients
  • Also people can belong to a company and inherit their address so it still works similarly to the old system but you can have address for individuals
Diary Changes
  • Reminders for Diary Entries occur for each instance of an appointment not just the first one
  • Reminders are now defined as X minutes before the start time
  • The recurrence of appointments has had the interface improved
  • You can have yearly recurrence
  • There was a bug in recurring appointments where appointments in Day/Week view were not showing has been fixed
  • You can use the Diary to create WIP entries
  • All day events now show at the top of the window
Document Changes
  • The Letter window allows navigation to other folders, this allows sub folders of templates
  • The letter system can set the header/footer for all of your templates using an example template
  • New templates have been prepared to use the Court information in Forms
Matter Changes
  • Pro Bono and Speculative Billing Methods have been added to matters
  • List and Registry has been added to matters
Chronology/Authorities/Estimate Changes
  • Chronology has been improved to allow times and date/time ranges.
  • Estimates allows bigger description
  • Estimates allows Ex-GST and Inc-GST amounts
  • The Matter Authorities window has been improved
  • Authorities allows you store the location of a file as well as a web site URL that you can use to go back to as a reference.
Usability Changes
  • Disbursements are now created within Spend Money
  • Images have been put on all small buttons that give you extra detail for a field
  • Filtering has been improved
  • Many of the windows have had the Display options improved
  • The windows are more consistent in their look and feel
  • Verification has been deprecated
  • Allows different GST rates and names (eg VAT) for international use.
  • Can specify GST Ex/Inc/Free as the default rate in System setup

 


SILQ Barrister

FEATURES
  • Easily manage all of your matters
  • Quickly and easily generate letters
  • Never forget anything with the Task and Diary system
  • Easily manage all of your finances
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