Please hang tight! This new feature is in its early stages and is rolling out to customers. This will become available to customers over the coming weeks.
When generating invoices, you can now select all matters in the filter at once, without being limited to the number displayed on the screen. Invoices will be processed in the background, allowing users to focus on other tasks while the system generates invoice records.
Old Unbilled Activities Page
Users can still manually select matters to bill by selecting “Manually select items”.
This should be selected before applying additional filters.
Clicking this will populate the list of unbilled activities for checking each matter.
New Unbilled Activities Page
The unbilled activities page will now select every matter in the result set when "Select all items to generate" is chosen, removing the previous limit of 100 matters displayed.
Generate Invoice Window
Before invoices are sent to be generated, users will see a summary of what is to be billed. Here users can alter the Invoice/Due Date fields.
Batch Generation Tab
Once invoices are sent to be generated the batch status can be viewed within the “View Batch Invoices” section (a new section has been added to the right of Batch PDFs).
Here users can edit batch names and view batch history. The Status indicates if a batch is In Progress, Completed, or Cancelled. Batches exceeding 1 hour will be cancelled. Generated invoices will be available, and users can create new batches for any remaining invoices.
Email notification
Upon completion an email notification will be sent to the user who initiated the batch.
COMING SOON: Users will be able to disable email notifications.