November 8, 2023 Release Notes

Bill4Time is pleased to announce the launch of our enhanced Statements feature, empowering firms with the capability to generate more detailed and tailored client statements. In addition, you now have the convenience of directly emailing these statements from within the Bill4Time platform to your clients.

Bill4Time statements have been given a dedicated tab on the main navigation bar, providing a convenient space to create new statements and access previous ones. The statement creation process will maintain familiarity with the previous feature but with added functionality for greater customization. Users will now have expanded options to tailor statements according to their preferences, including selecting the date range, specifying the statement creation date, and the flexibility to include all unpaid invoices that fall outside the selected date range for each specific client.

Following the recent enhancements, all created statements are now retained and are conveniently located within the 'View Statements' tab. Statements generated within the last 30 days are accessible in the 'Recent Statements' table, while all historical statements are cataloged in the 'Statement History' table. Users are provided with efficient filtering options to easily locate specific client statements. Moreover, each statement PDF is readily viewable within the Bill4Time platform. A streamlined process now enables you to promptly email statements to your clients, offering the choice to send as a PDF attachment or as a link for viewing in the client portal. Furthermore, the email preferences allow you to email statements individually or in batches giving you distribution flexibility.