Feature Release: Billing and Task Insights

A new Insights section in the left menu brings together Activities, Matters, Tasks, and Billing views.

Billing Insights includes five interactive views:

• Invoice Snapshot: Invoices in the pipeline, awaiting payment, and collected this month, with approval statuses and receivables aging.
• Firm Financial Summary: Billable work, draft bills, billed amounts, payments, outstanding balances, overdue balances, and discounts.
• Year-over-Year Comparison: Billable work, billed amounts, and collections compared with the same period last year.
• Outstanding AR by Issue Date: Unpaid balances aged from the invoice issue date.
• Overdue AR by Due Date: Past-due balances aged from the payment due date.

Click totals and chart values to review the underlying records.

Task Insights provides personal and firm views with task snapshots, due-date buckets, and matters needing attention. The personal view also includes today’s tasks.

Billing Insights is available on Elite and Enterprise plans and requires the All Insights (Billing) permission. Task access is controlled by My Insights (Task) and All Insights (Task) permissions.

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