What’s New – Tussman Program Release 11

Following is a list of the major new features in Release 11 of the Tussman Program. As usual, there are literally hundreds of additional changes not listed which correct user-reported bugs, improve the performance and usability of the program, and add other new options and features.  The update may be installed at any time without affecting your existing data, and retains the same user interface as Release 10 so there is no down time adjusting to a new format.   You may upgrade directly from any version of Tussman, Release 6 or higher.   Note that we are not upgrading the Remote Entry program at this time, and your existing copies of Remote Entry will continue working with Release 11 with no additional configuration required.

Release 11.4 corrects all problems reported with Release 11.3 and prior versions, has some cosmetic improvements and restores the Preview screen to a “full screen” mode while keeping the added functionality of the updated version.

Additional space added for entering email addresses

Release 11.3 corrects all problems reported with Release 11.2 and includes further refinements to speed up and improve lookups and browses.

New Features in Release 11.2 (as of June 1, 2016)

1. Refinements have been made to speed up certain functions including matter lookups, the Master Ledger, and browses of both billed and unbilled charges. To activate these features, after installing Release 11.2 give us a call at (510) 326-1897 and we will walk you through the setup procedure to activate these features.

2. The Preview function now has options to email the displayed report or save it to a Microsoft Word or PDF file.

3. A new Remittance Advice can be printed with each bill. To print this set bill format option 250 to A and 259 to 4. You can enter a beginning and ending message to print on the Advice by clicking on the buttons appearing under format option 259. Give us a call at (510) 326-1897 if you need further help with this.

4. The format of the AR Journal reports has been modified for improved readability, but if you still like the old format you can keep that by entering Y for the Use Legacy Format option when you generate an AR Journal.

5. If you use the Batch WIP Entry function for entering time and each user has their own virtual folder, a function has been added where the administrator can collect the entries from each person’s virtual folder and merge them with the main WIP file.

6. In Release 11.2 you will see that the Balance Due on the bill is shaded for emphasis. If you prefer not to have the shading set Bill Format Option 179 to Z.

7. You can select a default printer for use by the program by clicking on File, Printer Setup, selecting the printer you want, then clicking Yes when it asks if you want to make that the default printer.

8. A global text find and replace function has been added so you can make bulk corrections to both billed and unbilled charges. Click on Charges from the main menu and you will see this new function.

Recent Additions (as of April 13, 2016)

1. You now have the option of including or omitting the client name and matter title when browsing charges and AR transactions (click on Setup, Client and Matter Options, Include Client Name/Matter Title in Browses).

2. You can print a letter to accompany each bill with your letterhead and client address in the same format as printed on your bills and a body of text which you enter as one of your bill messages. See instructions in relevant section of the User Manual.

3. You can generate a report showing how much each client is required to remit to bring their retainer balance up to their minimum balance (see new option under Custom Reports).

4. You can enter a custom heading to appear in the heading of your Productivity reports (see space at bottom of Productivity Reports screen).

5. You can finalize a bill immediately after it has printed instead of having to go to the Finalize screen.

6 You can generate an Accounts Receivable report for only those clients who have not made a payment within a specified number of days.

7. In the User file you can enter for each user a list of Staff Members whose time they can view and edit.

8. When emailing bills you can attach one or more files to every bill as well as attaching files to a specific bill.

9. You can now generate a Cash Receipts Journal listing just Client Level Payments or payments where all or a portion of the amount has not yet been applied against a bill.

Billing Features

1. Unlimited Rate Schedules – You can now create an unlimited number of billing rate schedules. Using this feature also makes it easier to look up and edit your rate schedules;

2. Edit Bill Screen – A new Edit button brings up a screen that lets you edit all the charges and formatting features on a bill without having to go separately to each of those screens to make the desired changes;

3. Interest on Average Daily Balance – You can charge interest on the client’s average daily past due balance; previously, you could only charge interest on the amount outstanding as of the date of the bill;

4. Reversing Retainer Receipts and Disbursements – You can now reverse both retainer and trust receipts and disbursements, instead of having to manually create an offsetting entry;

5. Bulk Changes to WIP – A new feature allows you to make bulk changes to selected charges in WIP instead of having to change each charge manually; for example, you can assign selected charges to a different matter or staff member, or place them on hold or delete them;

6. Reallocating Billing Distributions – A new utility function enables you to reassign all the billing and payment allocations from one staff member to another;

7. Location Code – A new feature allows you to assign a Location Code to each charge if, for example, you need to keep track of work done by county for tax purposes;

8. Browsing All Charges – A new feature allows you to browse all charges, both billed and unbilled, listed by transaction number;

9. Client Emails – You can now send bulk emails to all or selected clients;

10. Advance Applications – A new feature enables you to configure the program so that when client advances are applied against subsequent bills the program records those applications as of the date they were applied, instead of the date of the original payment;

11. Applying a Retainer Receipt upon entry – When recording a Retainer Receipt transaction if the client has an outstanding balance due the program asks if you want to apply the new retainer funds against the outstanding balance immediately and if so the program does that automatically;

12. Recording a Payment that includes Retainer Replenishment – If you record a payment in excess of the client’s balance and you are using the retainer replenishment feature for that matter the program asks if you want to record the excess as a Retainer Receipt, and if so the program does that automatically;

13. Refinalizing Bills – If you select the option to unfinalize all the bills for a selected matter in order to make changes to those prior bills, after making those changes you now have the option to have the program automatically regenerate and finalize all of those bills;

14. Showing Full Payment History on Bill – You can show the complete history of payments on a client’s bill;

15. Sorting Costs by Cost Code – You can now sort cost charges by cost code on the bill;

16. Unfinalizing an Old Bill – You can now unfinalize any individual bill, regardless of when it was generated, without having to unfinalize all the subsequent bills.

Billing Reports

1. Daily Cash Receipts – A new report itemizes all cash receipts by day, including trust and retainer receipts as well as regular payments. Only actual receipts are included, omitting payments recorded when retainer funds are applied against a client’s bill and other instances where funds previously received are moved from one category to another;

2. Fee Ledger – A new report that itemizes all or selected fee charges for a specified date range, showing for each charge the original amount, the date, invoice number and amount billed, amount paid, and remaining unpaid balance;

3. Cost Ledger – A new report that itemizes all or selected cost charges for a specified date range, similar to the Fee Ledger described above;

4. Bill Ledger – A new report that itemizes all or selected bills for a specified date range showing the amount billed, listing each payment that was applied against that bill, and showing the remaining unpaid balance;

5. Productivity Reports – Several new column items have been added which show average hours and dollars billed and collected for the period selected;

6. WIP Summary Report – The WIP Summary Report can now show the total amounts in WIP as of a prior date rather than just the current date;

7. Accounts Receivable Report – You can now show credit balances and retainer account balances on the Accounts Receivable Report;

8. Trust, Retainer and Credit Balances Report – This report can now include pending transfers from the retainer account; i.e., disbursements from the retainer account that have been automatically applied against bills that have been generated but not yet finalized;

9. Billing Analysis and Income Analysis Reports – These reports can now be totaled by Task, Activity, Cost or Location Code, in addition to the previous options;

10. Client Lists – You can now generate a list of clients for each Responsible or Billing Attorney. Format and layout of the report has been improved for readability;

11. Client/Matter Notes – You can now generate a report listing the notes you have entered for all or selected clients or matters, including the option to list just notes entered on a specific date;

12. Charges Detail – Format and layout of these reports have been improved, with new options to include or omit the Entry Number and Type and to assign your own heading to the report, making it more appropriate for use as a fee declaration, etc;

13. CSV Export – More reports, including the Master Ledger, can be generated to a CSV file.

General Ledger

1. Posting Automatically to GL – There is a new option to post automatically from the Billing program to the GL whenever a payment or other transaction is saved or other events occur that affect the GL, such as editing, reversing or deleting a GL transaction, applying a payment against a bill, finalizing or unfinalizing bills, etc;

2. Posting by Month – In addition to posting automatically or manually by batch, a third option has been added to post manually to the GL from the Billing program by month;

3. Reversing Checks that are posted to Billing – If you reverse or delete a check in the GL and the billing distributions, if any, for that check have already been billed to the client, the program now gives you the option of having the program automatically generate reversing transactions in the Billing Program for those distributions;

4. Recurring Payables – A new option has been added to mark a regular payable as a recurring payable, instead of having to maintain a separate list of recurring payables.