Wednesday, January 18, 2017

Accounts Receivable Update

In addition to sorting on columns, you can now also filter by Date Invoiced range!

Force One Invoice Per Job

One of the neat features about LDMax is its ability to have multiple invoices per job. This is huge if you are an investigator and need to do progressive invoicing or if you have a relationship with your client that allows for this.

However, some agencies have a more rigid workflow and need to ONLY have one invoice per job. This is especially true if you are in a high volume situation doing data exchanges and law firms only want to see one invoice per job.

Going to Configure->General->Company Variables and setting the checkbox under Basic Settings for Only Allow One Invoice Per Job will prevent you and your staff from accidentally compiling more than one invoice on a job.

Thank you for your suggestions!

Tuesday, January 3, 2017

Updates 01/03/2017

Small updates today on job entry and zip codes for auto assign, autocomm and autobilling:

https://youtube.com/embed/4ct19jpe_Xs

Documentation is here!

http://ldmax.loyalpuppy.com/Documentation/

..we are putting this into your command center and will keep it updated regularly!

Monday, January 2, 2017

Nice Updates! 01/02/2017!

Score one for the mock office!

As soon as I started training on data entry, we ran into a coupla things and since my development station is next to where we do the training, I just jumped over and improved the job creation process... check it out:




Also, 1 customer has tested the credit card payments and it working nice. :)

Thursday, December 29, 2016

Your Clients Can Now Pay By Credit Card via Client Interface!

Real-Time Credit Card Processing Is Here!

Help us test it out and make sure it's hot!

Sign up at http://stripe.com and activate your account.

Go to https://dashboard.stripe.com/account/apikeys and take note of your API keys.

Then, just go to Configure->General Setup->Company Variables

Check the box to Use Stripe Integration and copy and paste in your keys and Save.



Then, then your clients log in as Law Firm and go to My Account, they can select Open Invoices and pay them!

Check it out!

We will be adding options for Pay Now buttons in invoices as well as client registration and prepaying new jobs submitted online with credit cards.

We will keep you posted.

Thursday, December 8, 2016

New LDMax changes 12/8/2016

Hey there we have some updates for you!

1) Under Reports Menu, we changed Commissions Owed to delineate between Commissions Owed (Date Completed Range) - which was the default and - Commissions Owed (Date Invoiced Range). We have some customers who don't pay commissions until the job is invoiced.

2) Under Batch Ops -> Batch Datamatrix (NEW), we added the ability to override the document type that is embedded in the datamatrix and also to specify the number of barcodes that should be found in the document uploaded. If it doesn't find that many barcodes, then it reports to you and does not attach them. Also, in the result set that is reported to you, you are able to perform actions on the job numbers that it did find (in addition to those documents being attached to those jobs)...

3) Alot of new Imports from law firms have been added.

4) We have added full integration to scan to Google Drive instead of Amazon S3. You can do both now. We will be releasing good documentation for the setup on this.

5) Under Configure->General Setup->Process Server Detail we have added commission options to the zip code coverage!!!! If you set the ApplyNonServeComm and ApplyServeComm to YES, it will auto-apply those commissions when the job is completed and approved.

We have a new office now in Cebu. It is a mock process serving agency! We do everything except serve legally-binding papers on people.

We will be using it to make you nice videos showing you how to do the more advanced things in the program along with some suggestions to optimize your work flow.

We are also listening hard to you.

#1 came from Tag Process
#2 came from Tag Process
#3 came from several customers
#4 came from Sean Laman at Phoenix Legal Logistics
#5 came from Brandon Snesko at Sameday in DC

Keep your ideas and suggestions coming. We are implementing them.

Have a good holiday season. When I served, it sucked because everyone goes on vacation and all my bills sat an extra month to get paid.