OpenBooks 2.0.10

  • added ability to search the file register for open and closed cases and view associated information (feature still in beta)
  • enhanced the list of trust ledgers to include columns for last transaction date and balance, among other details, which allows the list to be sorted by date and balance as well as alphabetically by surname or given name
  • combined trust payment requisitions and ledger transfer requisitions into one enhanced view and added ability to add a new payment requisition or ledger transfer requisition from within the new requisitions view
  • OpenBooks will now suggest a file number when opening a new matter (it will be the next file number available, but can be edited)
  • when adding time manually, there is now just one confirmation screen to confirm the start time and end time and other details
  • added ability to view the trust cashbook control account
  • closing a case now automatically records the date that it is closed
  • fixed bug where certain values in trust reconciliation statement would not be formatted as currency
  • added support for Numbers version 6.0
  • OpenBooks now requires Numbers version 5.0 to be installed
  • other bug fixes and improvements

Download OpenBooks version 2.0.10

Requires macOS 10.13 High Sierra or newer.