- added ability to prepare costs disclosures and costs agreements
- added all new preference panel
- added preference to configure whether, when printing trust records, to print a hard copy or just save a PDF
- added ability to view log of all changes made to case and trust ledger details (in compliance with Rule 39 of the Legal Profession Uniform General Rules)
- now only designated trust account signatories can approve trust payments
- printing a trust account ledger will now automatically attach the trust statement to an email that can be sent to the client
- refined main menu
- improved performance with large file registers
- other bug fixes and improvements
Download OpenBooks version 2.4
Requires:
- macOS 10.13 High Sierra or newer; and
- Apple Numbers version 5.0 or newer.