Product Update – Centerbase 8.2

This release is currently available only to a select group of clients. If you are interested in upgrading your Centerbase site to the preview release version of Centerbase 8.2, click here and to opt-in and we will contact you to discuss your interest.

New Features

Currently in Preview Release Only

Accounts Receivables

AR Sweep

AR sweep is a convenient way to view the outstanding balances and any available funds for all your matters in order to help pay multiple bills simultaneously. Quickly filter information like Trust Accounts, Clients, Matters, and Balance Status.

Accounting

Accrual Accounting

Centerbase now natively supports accrual accounting in our Billing & Accounting package. When client/vendor bills are recorded in accrual accounting, income and expenses are recognized immediately rather than waiting until a payment is received or made.

Calendaring

Office 365 Calendar/Activity Enhancements

The Centerbase integration with Outlook/Office365 has received several major upgrades, making one of the most essential parts of Centerbase more powerful than ever. Now, for appointments created in Outlook, a single activity is added to the Centerbase calendar, containing the response status of each individual invited to the meeting.

Reporting

Customizable Dashboards

Create personalized, custom dashboards with drag-and-drop simplicity in seconds. Dashboards are personal to each Centerbase user, so everyone can get the data they need to make decisions faster.

Charts on dashboard are also exportable as jpg, png, csv. xlsx. or pdf.

Accounts Payable

Vendor Credits/Negative Vendor Bill Line Items

Centerbase now allows you create vendor credits in accounts payable and use them to apply to outstanding vendor bills. You can also now add negative line items on a vendor bill to credit a client back on a matter expense.

General Improvements

  • Allowing set “Fees Projected” field to be edited from the Matter Metrics tab
  • Updated interface for Secure Chat
  • The copy link feature has been expanded to now include records like trust bank transfers, checks, deposits, refunds, disbursements, journal entries, and bank deposits.
  • Fixed issues when an unapplied payment made to the Matter/Client was reversed
  • Fixed issues with allocations from payments that had been reversed being changed, but the reversal keeping the original allocations
  • Added ability to set a default Expense Account for a Vendor, to make Checks and Vendor Bills easier to create
  • Fixed issue when trying to copy a link to CB Record, after having used another link to open CB
  • Fixed issue where Project Matters would appear and generate Bills on the Generate Bills page, even if the Project had no amount left to bill
  • Default Invoice Legal template now shows the Notes field for Unallocated Payments
  • Fixed issue when trying to memorize a Vendor Bill, but got an error saying it had already been created
  • Taskframe now has a more versatile selection of gradients for the board backgrounds instead of single colors
  • Fixed issue with Taskframe where the description box would be shrunk if there were more than one User scheduled for the Task
  • Fixed issue where certain fields were not editable from the System Settings > User Information area
  • Added system setting for changing the default date range on the Timekeeper Analysis Report

New Reports

  • Responsible Attorney Recap
  • Matter LodeStar Report

Admin Tool Updates

  • Fixed issue where importing with the “Link & Add” option with large numbers of Records could link the wrong Records, or none at all, to a portion of the imported Records

Admin Tool Updates

  • Fixed issue where importing with the “Link & Add” option with large numbers of Records could link the wrong Records, or none at all, to a portion of the imported Records

Microsoft Office Add-In Updates

  • Outlook – Fixed inconsistencies in how the “attach” button behaves depending on which window it was pressed