Orion Version 4.5 is an extensive and exciting update to your current Orion Version 4 Software. Version 4.5 contains hundreds of enhancements, including enhancements to the widely popular A/R Collection Manager, the addition of payments by Working Timekeeper to the Payment Calendar, Orion’s improved Calendar Manager designed for the front office professional to better manage their Appointments and Tasks while adding a new Advanced Event Manager for Docket Administrators.
Highlights also include credit card processing via PayPros® Legal and the Orion Microsoft® Office Productivity Pack. These updates and add-ons enhance the Orion experience and are available free of charge to customers enrolled in our maintenance plan.
Other Updates Include:
- Financial Management
- Addition of payments by Working Timekeeper to the Payment Calendar
- Associated GL Transactions viewed from accounts payable, receivable and billing
- Discounts differentiated from write-downs on discount invoice styles
- Task Inquiry with ability to manage, analyze time and expenses by phase, task and activity codes for a single matter or client
- Practice Management
- Orion Calendar Manager
- Orion’s new advanced Event List Manager providing query, edit and reporting
- Orion’s new Reminder Manager
- Addition of Event Classification allowing organization of appointments and tasks
- Firm Management
- Enhancements to A/R Collection Manager
- Improvements in payment application processing, invoice reprinting and reporting
- Expansion of Orion’s Audit Trail
- Ability to clear user settings and preferences “remotely”
- Addition of warnings in various areas when future dates are used
- 50 additional standard reports added with 10+ custom reports designed and 100 additional improvements made
New Calendar Manager Design
Upgrades to Practice Management include the new Calendar Manager, which allows you to view the appointments of multiple people side-by-side in a user-friendly format, along with your tasks listed in the “To-Do” list. Orion’s Calendar Manager also lists matters and contacts as they are related to your appointments.
Also included is the addition of Event Classifications for tasks & appointments. This new feature allows firms to define a custom list of event types, for sorting/grouping as well as to auto-insert a description into the subject of a task or appointment.
Payment Calendar Enhancement
Upgrades to Financial Management include the ability to view payments by Working Timekeeper listed in the Payment Calendar, in addition to the Responsible and Originating Timekeeper.
Microsoft® Office Productivity Pack
Orion’s Microsoft® Office Productivity Pack makes managing Appointments even easier. Appointments can now be created and linked to their corresponding Client/Matter outside of Orion, by using Microsoft® Exchange Appointments. Orion has also integrated Smart Timers, which can be related to Client/Matters, into Microsoft® Office Applications such as Outlook® and Word®. Now, you will never miss an opportunity to record your time.
PayPros® Integration Module
Now with PayPros® Legal Integration, not only is it easy to distinguish credit/debit card transactions from other types of transactions, but access to key elements of these transactions is always available.