General improvements
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- Added Remaining Credit Amount in contact Transactions
From now on, you can easily find the amount of the Client's balance at any time in the Transactions section of the Client's card.
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Created an option to change the main Account Currency
Did you mistakenly create your Amberlo account with the wrong currency? And you have already created bills? From now on it is possible to change the main account currency even if there are already created bills.
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Person Contacts now have an option to fill the Title Prefix. (Mr. Mrs. Ms., etc.)
Is it acceptable to use a prefix (Mr. Mrs. Ms., etc.) in your country's culture? You can now enter them when creating or editing a Person Card in Amberlo.
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Added an option to select the exact User in KPI widgets
Want to track not only your Target or the Target of your company but also the Target of individual users? From now on you can do it.
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Added the new setting to not allow to close Tasks and Events without Logging the Time
Want to make sure tasks and events don't close without recording time? Turn on the function "Logged time is required to close the task or event" and never forget to log a time.
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Added ability to Create a Copy of the Document Registry item
Do you often have to create duplicate document registries items? Amberlo will make this work easier. From now on, you can create a copy of the Document Registry with one click of a button.
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Automatic Reminders about overdue invoices can be sent before the term of the due date
Want to send customers automatic reminders about overdue invoices before the due date? Set these reminders in Amberlo Bills Sending Settings and automatic reminders will automatically reach your customers at the times you specify -
Matter’s custom field now could be related and visible based on Matter category or type
You have created Matters Custom Fieldss that you want to see only for selected Matters Categories or Types? From now on, you can easily choose which categories and types of Matters to display selected custom fields.
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Bills now can be sent as an attached PDF file
From now on, you can send invoices to customers not only using the link but also as a PDF file.
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Added the function to select all as you want items in the Planning list and delete them in one click
From now on, unnecessary tasks and events will not need to be deleted one by one. The new functionality will allow you to select all the desired tasks and events and delete them with a single click.
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Documents now have bulk actions buttons: download, move items, remove and add tags
To make working with documents faster and more convenient, we have added bulk actions download, move items, remove and add tags in the documents module.
Read more - Error reports can be sent from the Amberlo app
If you receive an error message while working with Amberlo, you can now send an error report to the Amberlo support team with just a few clicks. A detailed error report will reach the technical team immediately, ensuring a quick fix of the problem.
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- Added Remaining Credit Amount in contact Transactions
New features
- Integrated e-Court (Poland)
Read more - Client Portal
The Client Portal feature is already available for Premium plan subscribers. You may share selected Amberlo Matter or Contact information with your clients.
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That’s all for the new features! We hope this will help to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!