Learn how to prioritize, schedule and find jobs that need attention, then archive jobs that are completed.
Select one or more jobs and choose Archive Jobs to close jobs that have been served, paid or otherwise completed.
This new feature calls attention to high priority, rush jobs regardless of the due date. These jobs will appear at the top of the Open jobs list, and a "Rush" watermark appears on the fieldsheet.
Now you can save Service Instructions for states, courts, clients, rush jobs, etc..
Just below the Jobs search field is a link(Search Filters) that will open additional filters which work in combination with the text search. These filters can be used to find jobs that may need your attention.
The Activity tab has been added to the Jobs menu. This new page displays current and past job activity, grouped by date and job number.
Statements can now be generated for a company by date range.
When adding or editing an address on a company or job select "Enter Value" and a field will appear for a custom label.
We've added Virginia affidavits CC-1407 and DC-411.
Navigate to the Invoices tab of a Client, then select Issued invoices to apply a payment for one or more invoices without opening each invoice.