Feature Requests

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Trust Payments across matters display on invoices forever

In Oct 2020 I allocated some trust payments from 01 matters to 02 matters in Split Billing situations. Those payments are still showing up on invoices 8-9 months later! That old payment shows on both the 01 and 02 matter invoices when invoices are generated and split. This is very confusing for clients and very frustrating for me as they keep asking why it's still showing up and I can't fix it :-/

  • Kathie Forbes
  • Jul 16 2021
How often would you use this request?

Every month at invoicing time

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  • Emmaly Helt commented
    3 Dec, 2021 04:53pm

    We seem to have this with even regular payments. Very confusing.