Release Notes – July 13th, 2015

| Release Notes

Enhancements

Accounting – Process Credit/Debit Card Payments

Sign up for LawPay or connect an existing account to CINcompass to process credit/debit card payments easily in CINcompass. See how!  

law-pay

Accounting – Process Recurring Payments

If you have enabled Advanced Accounting for Online Payments, use Scheduled Payment Plans to automatically process payments on a recurring basis. Read more here! 

Calendar – Choose Calendar Colors

Open the Firm Calendar to assign a different color to your various calendars. Please note this setting is specific to your User Account.

calendar-colors

Calendar – Overlay and Side-by-side View

New viewing options are available so you can choose the preferred way to see your events. Please note this setting is specific to your User Account.

Overlay: view selected calendars overlaying each other.
calendar-overlay
Side-by-side: view selected calendars separately.
calendar-side

Dashboard – New Widgets!

widget-new-client  widget-scheduled-payments

Free Auto Appraisal

When entering a Vehicle Asset there is an option to appraise a Vehicle for free from Edmunds.com. Simply enter the details and click Appraise Vehicle. The appraisal report will be attached for you.

edmunds-auto-appraisal 

Note: N.A.D.A. Appraisals are no longer available.

Forms Updates

Chapter 13 Plans

(OR) Revised Chapter 13 Plan

(NCW) Revised Chapter 13 Plan

Local Forms

(ALN) Debtor’s Electronic Noticing Request (DeBN) Form

(CAC) F1002-1.3. Change of Mailing Address

(CAC) F2081-1.1 Notice of Motion and Motion in Individual Chapter 11 Case for Order Authenticating Interim use of Cash Collateral

(CAC) F2081-1.3 Notice of Motion and Motion in Individual Chapter 11 Case for Order Authorizing Payment of Prepetition

(CAC) F2081-1.3 Order Authorizing Payment of Prepetition Payroll and to Honor Prepetition Employment Procedures

(CAC) F2081-1.4 Order Re Notice of Motion and Motion in Individual Chapter 11 Case

(CAC) F2081-1.6 Order Setting Bar Date For Filing Proofs of Claim In An Individual Chapter 11 Case

(CAC) Electronic Filing Declaration (Individual)

(CAC) Electronic Filing Declaration (Corporate)

(GAS) Debtor’s Electronic Noticing Request (DeBN) Form

(INS) Debtor’s Electronic Noticing Request (DeBN) Form

(KS) Debtor’s Electronic Noticing Request (DeBN) Form

(NCW) Disclosure to Debtor(s) of Attorneys Fee Procedure

(NCW) Local Form 4A – Amendment to Plan

(OR) Notice of Motion Pursuant to 11 U.S.C. §522(f) for Avoidance of Lien

(OR) Individual Debtor’s Motion for Entry of Discharge; And Statement Re 11 USC §522(q)(1)

(OR) Notice of Hearing on Motion for Relief from Debtor’s Automatic Stay in a Chapter 7/13

(OR) Order Valuing Property Pursuant to 11 U.S.C. §506 and Avoiding Wholly Unsecured Lien in a Chapter 13

(OR) Notice of Pre-Confirmation Amendment of Plan and Confirmation Hearing

(PAM) Debtor’s Electronic Noticing Request (DeBN) Form

(RI) Chapter 13 Agreement Between Debtor and Counsel

(RI) Local Rule 1002-1(Amended)

(RI) Local Rule 1005-1(Amended)

(RI) Local Rule 1009-1 (Amended)

(RI) Local Rule 1015-1 (Amended)

(RI) Local Rule 2002-1 (Amended)

(RI) Local Rule 3007-1 (Amended)

(RI) Local Rule 5005-5 (Amended)

(RI) Local Rule 5072-1 (Amended)

(RI) Local Rule 5077-1 (Amended)

(RI) Local Rule 9010-1 (Amended)

(RI) Local Rule 9013-2 (Amended)

(RI) Local Rule 9019-2 (Abolished)

(RI) Local Rule 9072-1 (Amended)

(RI) Appendix II (Abolished)

(RI) Appendix VII (Abolished)

(RI) Appendix VI (Abolished)

(RI) Local Form 1002-1.1 (Amended)

(RI) Local Form 1007-1.2 (Amended)

(RI) Local Form 1015-1.1 (New)

(RI) Local Form 2002-1.1 (New)

(RI) Local Form 2083-1.1 (Amended)

 

Exemption Updates

AL, CO, GA, MD, MN, OK, RI, SC, SD, VA

Other Updates

The following issues have been reported to CINcompass Support and have been fixed as of this release. Issues can be reported to support@cincompass.com or 1.866.218.1003.

  • Operating Balance – This balance was previously taking Receives into consideration for the calculation. This has been resolved and is now only showing the sum of all non-voided operating account transactions. 

Known Issues

We work diligently to try and fix issues reported as soon as possible. The following have been reported and are currently being worked on.

  • Copying Information from Primary Client –If the Client is open and in Edit mode, the Copy Information from Primary Client will not complete in the associated bankruptcy Matter. The workaround is to Save & Close the Client, Close the Matter, reopen the Matter and try the button again. 
  • Form B23 Diagnostic Warning – When preparing an initial filing, there is currently a Diagnostic Warning that displays “Attach certificate option is selected in B23 and certificate has not been attached for debtor.” This is displaying by mistake and will be updated in a future release.