Feature Requests

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Show notes field on trust section on invoices/statements

I have all split fee clients, and sometimes one client pays on behalf of the other client. I need to show the details that I enter into the notes section (how paid and on whose behalf; how disbursed and to whose account, etc.). Currently only "Deposit," "Disbursement," and "Transfer to Operating" (the transaction type line) is showing on invoices and not the details entered in the notes field.

  • Heather Thorne
  • Oct 14 2020
Feature Request
How often would you use this request?

Daily and with every single one of my clients. All of my clients are split fee clients and this comes up with about 3/4 of my cases.

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