May 30, 2024 Release Notes
May 30, 2024 Release
We are thrilled to introduce the latest enhancements and new features in Bill4Time. This release includes significant updates to data management capabilities, user experience improvements, and security enhancements. Here’s a detailed overview of what's new:
Data Management
We are excited to launch our new Data Management Page, which includes a powerful export tool and a downloads page to streamline your data handling processes. Data Management can be found by clicking on your name in the top right corner, and the drop down will include a new section for “Data Management”.
Export Tool
Introducing B4T's New Export Tool: Your Ultimate Export Tool for Supporting Data Access and Integrations In today's data-driven world, accessing your data is paramount. Our new export tool offers:
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Simplified Data Retrieval: Effortlessly export your valuable data with a few clicks, ensuring you have easy access to your data for additional reporting and manipulation.
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Versatile Export Options: Choose from a variety of export options tailored to your needs. Whether you need to export all your data, client-specific data, or specific types such as time entries or matter details, the tool provides flexibility to select the data you need. This ensures your data is accessible whenever and wherever you need it.
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Enhanced Security Measures: Control who has access to export data through robust user permissions. By default, system administrators have this capability, but it can be disabled or restricted in user settings to enhance security. This ensures that only authorized users can perform data exports.
Statements
We continue to improve our newly released Statements feature based on feedback from our users! New enhancements include:
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Combined Statement Downloads: We have added the ability to select multiple Statement PDFs and combine them into a single file, which is generated as a ZIP file. This feature allows Bill4Time users to easily download and manage groups of statements, enhancing convenience and productivity. Users can now compile statements in bulk, reducing the time and effort required to handle multiple documents individually. This enhancement simplifies financial reporting and improves operational efficiency.
File Downloads
The new File Downloads Page provides a central location for easy access to your data exports and bulk file downloads. Key features include:
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Centralized Access: Users can view all data Exports and bulk downloads of Statements in one place. This centralization streamlines the process of locating and managing downloaded files.
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Bulk Downloads: Bulk downloads of Statements are available as zip files, making it easy to download and store large sets of data efficiently.
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Future Enhancements: The Downloads Page is designed to accommodate future download enhancements, ensuring that users will continue to benefit from improved functionality as we expand our capabilities.
Additional Features and Enhancements
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Invoice Template Warnings:
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When making changes to the Firm Default, Client level, or Matter level invoice templates we’ve added a pop up confirmation message. This prevents accidental template changes by confirming the action before it is completed.
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If you have any questions or feature enhancement requests, please contact our Product team at Elizabeth@bill4time.com. Or feel free to schedule a time to chat using this calendar link.
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