2022 Releases
This page contains all 43 release notes from 2022, ordered from newest to oldest.
Release 2022-12-15
New Features
| Release Version | Feature | Description |
|---|---|---|
| 1.2.0 | Offering Components | |
| Offering Components are now structured like a Template in the same way as a Task. |
This will allow us to create and manage Components as a Template, rather than having 50 “Talk with you” Components to choose from.
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 1.2.0 | Database | |
| Updated the database schema to better manage the relationship between Offering Outcomes and Components. |
Structure changed from Many-to-Many to 1-to-Many.
| | 1.2.0 | Database | Extended the Offering Outcomes table to include Component data. | | 1.2.0 | UI |
Implemented badge component, with a colour tag to quickly identify a status.
- Blue: Matter, Open
- Yellow: Matter > Lead, To be Quoted or Quoted waiting for response
- Red: Matter > Lead, Lost
Indigo: Matter, Closed
Grey: Matter, Finalised
- Purple: Projects
These badges will be visible across all areas where the Matter ID is present including:
- Matters
- Time Entries
- Mail Register
- Projects
| | 1.2.0 | UI |
Updated UI to show required fields with a red asterixis *
| | 1.2.0 | UI | Andreyev Christmas Logo 😃 | | 1.2.0 | Database | Created and implemented the data seeding script to support the update to the database relationship changes. | | 1.2.0 | Framework Maintenance and Upgrades | Removed legacy technical documents from the SBOS.AI (formerly AL Portal) project repository. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.2.0 | Offering Category | Resolved an issue where a category cant be deleted after Offerings have been transferred to another offering. |
| 1.2.0 | Contacts > Email | Resolved a UI issue where the email list view contained unnecessary white space. |
Documentation
| Title | Description |
|---|---|
Release 2022-12-05
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 1.1.9 | Matters | |
| Add a notice of conflict party update text when a user modifies the Conflict parties on a matter. |
| | 1.19 | Resources |
Allow Resource admins to add resources to a Offering rather than just a component.
| | 1.1.9 | Framework and DevOps |
Build out the automated test suite on cypress to cover the basic CRUD operations of Create, Edit, Delete and View.
- Login
- Contact
- Matter
- Client
- Organisation
- Safe Storage
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.1.10 | Time Entries | Resolve an issue when a user tries to add time entries on behalf of another user, it always records the time as the person submitting the time entry. |
Documentation
| Title | Description |
|---|---|
Release 2022-12-01
New Features
| Release Version | Feature | Description |
|---|---|---|
| 1.1.8 | MFA | |
| Implement One Time Password (OTP) on Portal. |
Users who login to portal, using an email and password will be required to provide additional verification. The OTP password will be sent from Portal NoReply email to the user registered account email.
OTP Email
| | | | |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 1.1.8 | Invoices | Allow user with permission can reject invoice if approved. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.1.8 | UI | Adjust Modal Animation |
| 1.1.8 | Invoices | Fix Invoice summary UI issue |
Documentation
| Title | Description |
|---|---|
Release 2022-11-23
New Features
| Release Version | Feature | Description |
|---|---|---|
| 1.1.4 | MFA | Implement Microsoft O365 Multi-Factor Authentication (MFA) on portal. |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 1.1.4 | Offerings | |
| Update the layout of offering resources to allow users to see resources associated with an offering and those associated with an Offering Component. |
| | 1.1.4 | Offerings | Enhance the offering backend to support next round of UI changes to Offering Outcomes Component Resources. | | 1.1.5 | SYNTAQ | Update Auth token. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.1.4 | Contacts | Resolve an issue when a user selects Dr. or Rev Salutation it doesn't recognise the Gender and presents the user with an error. |
| 1.1.4 | Contacts | Resolves an issue where the contacts sub-page cant scroll beyond a certain length. |
Documentation
| Title | Description |
|---|---|
Release 2022-11-17
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.1.1 | Icons | Resolve and issue where rendering of portal icons caused significant slow down in the application. |
| 1.1.2 | Emails | Resolved an issue when a user forwards and email, the previous emails are not included in the email thread. |
| 1.1.3 | Safe Storage | Resolves and issue where a new safe storage section cannot be added via the admin page. |
Documentation
| Title | Description |
|---|---|
Release 2022-11-09
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.0.9 | UI | Updated the modal heights |
| 1.0.9 | Icons Components | Update implementation of fontawesome icons component which was causing application slow down when switching tabs. |
Documentation
| Title | Description |
|---|---|
Release 2022-11-03
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| Projects Time Entries | ||
| Added ability for a user to add time entries from Projects, Time Entries tab. |
| | | Time Entries |
Updated Time Entries filters to include:
- Last 7 days,
- Last 30 days,
- Last Month and
- Custom Range.
| | | Notes |
Update notes editor modal to display more content.
| | | | | | | | | | | | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Email Templates | Update UI for automated emails, disbursements. | |
| Resolve and issue where in some instances the forwarding and reply/ reply all email weren't included in the thread. | ||
| Update the email Editor to prevent attachments from being hidden when writing content. |
Documentation
| Title | Description |
|---|---|
Release 2022-10-26
New Features
| Release Version | Feature | Description |
|---|---|---|
| 1.0.1 | SYNTAQ Forms | Company Officer Appointment & Resignation Pack |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 1.0.1 | Framework maintenance and Upgrades | |
| Updated our core front-end libraries. |
- Updates our frontend tooling from Vue-Cli to Vite.
- Updated our custom icons to Fontawesome
- Updated our tailwind CSS to latest
- Updated editor component to TinyMCE
Direct impact of these changes is a significant improvement in;
- Front end page loading times
- Management of data in the DOM
- Reduction in compile times and deploy times.
| | 1.0.0 | SYNTAQ forms |
Deed of Release
- Made enhancements to the Release and Discharge clause, Non-Disparagement clause, and definition of Employer for Employer Clients
- Fixed issue which stopped the Non-Solicitation clause from appearing
Company Incorporation
- Fixed an issue which would sometimes cause other forms opened from a Company Incorporation record to not submit
Will
- Added wording and questions to support Equity Loan Agreement forgiveness / Gift of benefit of loan clause
- Fixed issue where Schedule TIV would not appear under certain circumstances
- Fixed issue where Schedule ADJ would appear with an error
| | 1.0.1 | Matters | Enhanced the time entry view to redraw data so you don't have to manually refresh the screen after adding a time entry. | | 1.0.1 | Invoices | Updated invoices view to ONLY display count of Invoices that are required to be approved by reviewer and not ALL that require approval. | | 1.0.1 | URL Resources | Allow a user to delete a previously added URL Resource. | | 1.0.1 | Offerings | Updated offerings to support multiple Value Points and Step Plan entries. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 1.0.1 | Contacts | Issue when selecting Dr. Or Rev, says the gender is invalid. |
| 1.0.1 | Projects | Resolved issue with Projects time value calculation. |
Documentation
| Title | Description |
|---|---|
Release 2022-10-04
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.63.6 | Invoices | |
| Added Coordinator to the invoice filters. |
| | 0.63.6 | Invoices |
Extended invoice search to include client name.
| | 0.63.7 | Email |
Updated the Compose email UI to better support attachments.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.63.6 | Fixed the issue where email attachments cant be downloaded from a matter. |
Documentation
| Title | Description |
|---|---|
Release 2022-09-28
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.63.3 | Added a pin icon for attachments when creating a new email. | |
| 0.63.5 | Implemented matter email conversation thread. | |
| 0.63.3 | Trusts | Added a new Trust deposit request method, Cash. |
| 0.63.3 | Trusts | Updated the Trust Notification Request to include Cash deposit requests. |
| 0.63.3 | Matters | Added logic to remove the matter date when a matter is Lost. |
| 0.63.3 | Email Templates | List all Email Templates if no offering id is selected while composing a new email |
| 0.63.3 | Email Templates |
- Practice Payment Request
- Stand up Contribution
- Release note
- HR recruitment email
- Retro Agenda email
| | 0.63.3 | Syntaq forms |
ACD SA:
- Minor template formatting amendments to Part 3 (a)
WebWill:
- Fixed issue where the BFA and Protector Resignation options for the Protected Control Release Conditions produced the wrong wording
- Reintroduced wording for adding a Gift to a Testamentary Trust already established in the Will
- Can now make directions about funeral arrangements
- Fixed a bug with the preview for Dealing with your body
- Changed logic so that Specific Powers clause will now no longer be removed from 'Simple' Wills
- Move Digital Assets clause into its own schedule
- Can now make Special directions regarding Digital Assets
- Added ability to produce a signing clause for when someone else is signing the Will on behalf of the testator
Entities Cover Letter:
- Removed DIN advice for companies
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.63.3 | Invoices | Fixed matter invoices scroll and load more data issue. |
| 0.63.4 | Trust Requests | Updated the data output in the Trust Template. |
Documentation
| Title | Description |
|---|---|
Release 2022-09-21
New Features
| Release Version | Feature | Description |
|---|---|---|
| 0.63.1 | Email Templates | |
| You can now use email templates to send messages that includes information that infrequently changes. |
Email templates can be filtered by Offering.
When click on a template the copy is added to the email body.
| | 0.63.1 | Admin > Resources > Email Templates |
You can create, edit and manage the business email templates.
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.63.1 | Search UI | |
| Updated the search UI to clear the field by clicking the x button. |
| | 0.63.1 | Emails |
Updated emails list view to indicate if an email has been allocated to a matter.
| | 0.63.1 | Emails |
Update the email view to display which matter an email has been assigned to.
| | 0.6.31 | Emails |
Updated the ‘To’ search UI. Simply start typing and we will search the contacts list.
| | 0.63.1 | Admin > Business Area |
Updated the Capability to include which area a Capability has been assigned.
| | 0.63.2 | Project Templates |
Updated the Project Template Scheduler view to include project status.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.63.1 | Projects and Project Templates | Updated the Project and Project Template UI so content doesn't overlap the buttons. |
| 0.63.1 | Safe Storage | Updated the database to resolve issue with 60-1 and 60-2. |
Documentation
| Title | Description |
|---|---|
Release 2022-09-15
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| Matter Overview | ||
| Matter over budget widget. |
Budget compares your Estimated Budget, found on the Info page with the Time Value (all recorded Time).
We have 3 Budget states
- State 1 – Green. Total Time Value is <70% of your Budget.
- State 2 – Amber. Total Time Value is >70% of your Budget but <100%
- State 3 – Red. Total Time Value is >100% of your Budget.
| | | SYNTAQ Records | Updated style sheets |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2022-09-08
New Features
| Release Version | Feature | Description |
|---|---|---|
| Allow a user to view an email directly in Outlook. After selecting an email and ellipses the user can select ‘Open in outlook from the menu’. |
| | | SYNTAQ Forms | Post-Probate Letter SA |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| Enhanced the Conversation thread, allowing a user to see all previous correspondence in the most recent email. |
| | | Email |
Allow a user to do mass actions.
After selecting a email a user will have the ability to select multiple emails and then apply some mass actions to the selected items.
Mass actions include:
- Flag
- Pin
- Hide
- Mark as read
- Mark as unread
This will be further enhanced by allowing users to assign to Matters and Projects.
| | | Email |
Reply, Reply All, Forward enhanced to include previous email thread in the conversation. This is displayed as … in the email view.
| | | Email UI | Update the compose email UI. | | | Email UI |
Update the email view to display date and time stamp for collapsed emails.
| | | Systems and Frameworks | Created a new blob storage account to store database back-ups. | | | SYNTAQ Forms |
- Deed of Control now renamed Control Deed
Will
- Made Testamentary Trust question more prominent
- Changed the text on the form's options for Final Beneficiaries of a testamentary trust to include the Nominated Beneficiary
- Set defaults for Prudent Person rule, Non-binding gift list & Letter of wishes to false
- Set default to include adopted children in the definition for children
- Added a clause preview to the Dealing With Your Body page
- Added ability to exclude items when donating for transplant purposes
- Added default wording for why you would want to specifically exclude a spouse
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Resolve the email thread/ conversation display. | ||
| Scheduler | Update scheduler to run on 28th of the month rather than the 31st to accommodate for days that have less days. | |
| Invoice | Cant scroll beyond a certain date period. | |
| Xero | Fix Xero sync indicator issue. |
Documentation
| Title | Description |
|---|---|
Release 2022-08-25
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| Analytics & Reporting | ||
| Deployed Google Analytics for Vue on the Portal Application, so that we can monitor user behaviours and flows to help us better prepare and plan for future developments. |
| | | Analytics & Reporting | Deployed Google Tag Manager to the Application to manage the Google Analytics 4 code in our Application. | | | Syntaq Forms |
Deed of Release:
- Added a fourth subclause to the Post-Employment Obligations clause
- Moved the Covenant Not To Sue clause to just above Bar to Proceedings clause
- Renamed Announcements And Confidentiality clause to Non-Disclosure clause
- Added Confidentiality and Non-Solicitation clauses, and a question to support the latter
- Employer and Employee's Representative content now removed when not relevant
- Added extra wording to the Claims definition for excluding common law personal injury claims, and a question and logic to support
- Reworked the different versions of the Legal representation and advice clause
Entities Cover Letter:
- Fixed issue which stopped 'the Company' wording appearing in some instances
- Added wording changes for a letter which is to be sent by email, with form fields to support
- Minor font and formatting updates
EP Signing Instructions:
- Added option to include instructions for signing an Advance Personal Plan (NT)
Will:
- Added new optional version of the Testamentary Trust gifts: General gift-over provisions clause, which includes an age-based Control Release Condition, and form fields to support
- Removed commas between 'Vesting Date' & 'but'
- Updated wording for conditions on Gifts to spouse
- Moved the Meaning of Total Wealth clause in the Adjustments Schedule into the Definitions
Unit Trust & Unit Document Suite:
- Removed the word 'forthwith' from the templates
Loan Agreement:
- Fixed bug causing latter part of the document to short out
Employment Agreement:
- Added guidance notes for the Annualised Salary Annexure question
EPOAs:
- Added option to append or not append extra documents
| | | Analytics & Reporting |
Deployed Google Analytics to the wiki on the Portal, so that we can monitor user behaviours and flows to help us better prepare and plan for future developments.
| | | Project Scheduler | Refactor Scheduler and update the business logic to ensure projects are always created. | | | Project Scheduler | Create a resync schedule function to connect to Quartz. | | | Reports | Update the WIP report to display Time Entry order by most recent date. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Matter and Project Emails | ||
| Updated the Matter and Project Email view so that emails opened in the panel rather than take up the whole email page. |
|
Documentation
| Title | Description |
|---|---|
Release 2022-08-11
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| SYNTAQ Forms | ||
| Work Proposal: |
- Added Care of & Level into the client address in the template
Business Sale Agreement:
- Definitions now only appear if they are present in the main body of the document;
- Some optional Vendor Finance wording now only appears when Vendor Finance is selected; and
- Automated Recital A
Unit Document Suite:
- Added waiver of pre-emption content
| | | UI |
Update the Email UI pattern for Email for all user views, including Matters and Projects.
- Email split by inbox and sent
- Central list of all emails
- Subject header
- Email body
All emails view
Email Matters View
| | | Email |
Implemented the thread ID so that you can see all correspondence as part of an email thread.
| | | Email |
Added the ability for a user to reply, reply all and forward an email from any email view.
Email Actions Menu
Reply Email
| | | Email |
Added the ability to pin an email. When you click on the Pin the email is pinned to the top of your email list.
| | | Email |
Added the ability to flag an email (further development is required for this to sync to and from your Microsoft outlook account)
| | | Email |
Hide emails from view. Allows users with the necessary permissions to hide any emails and the associated thread from other users' view.
| | | Email |
Added the ability to assign emails. Allow users to assign an individual email to a Matter or Project.
| | | Email |
Added the ability to mark an email as read/ unread (further development is required for this to sync to and from your Microsoft outlook account)
| | | Email |
Contact Image flows through into the email UI.
| | | Email |
Emails Tab visible for all users and organisations by Default.
| | | Contacts |
Allow user to upload a contact image.
| | | UI | Re-positioned the Document download Toast message to the bottom right corner. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2022-07-28
New Features
| Release Version | Feature | Description |
|---|---|---|
| 0.60.4 | Matters | |
| Introduced a new fields called Precedent Value. This will allow matter Reviewers to rate the precedent value of matter so that future team members can search and filter by matters that hold the most value to learn from. |
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.60.4 | SYNTAQ Forms | |
| Loan Agreement: |
- PPSA clauses now appear correctly for Loan security which includes either 'Charges over specific property' or 'All present and after acquired property'
Share Document Suite (minor):
- Date input masks now only require digits
Business Sale Agreement:
- Removed ACNs from entity names on cover page
| | 0.60.4 | SYNTAQ Forms |
Guidance notes added for the Client Details standard form part in the forms it appears in
- Loan Agreement,
- Business Sale Agreement,
- General Security Agreement,
- Share Sale Agreement,
- Assignment of Asset,
- Temporary Assignment of Asset,
- Simple Assignment of Agreement,
- Deed of Gift, and
- National Mortgage.
| | 0.60.6 | Matters |
Added conditional logic to set the value of the Matter Status Tag field.
- When a Matter is opened we set the value to Active - Low (0-30 units)
- When the Matter is lost or closed we set the value to Matter Closed
- When the Matter is re-opened we set the value to Active - Low (0-30 units)
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.60.4 | Metabase | Fix the Metabase Permission issue, when accessing URL directly. |
| 0.60.4 | Matter Report | Fixed the matter report search, caused by issue with the foreign key. |
| 0.60.4 | Active Campaign | Resolved an issue with syncing Portal and Active campaign. |
Documentation
| Title | Description |
|---|---|
Release 2022-07-21
New Features
| Release Version | Feature | Description |
|---|---|---|
| SYNTAQ Forms | ||
| Share Document Suite |
Deed of Control
| | | | | | | | |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| SYNTAQ Forms | ||
| Will: |
- Added 'on trust' wording for Residual Gifts given on Testamentary Trust
- Mirror Will no-longer described as 'Not working'. The button will mirror the record and open the records page in a new tab. You will now have to find the record here and open to access, as it is no longer possible to load the record directly into the new tab.
ACD SA:
- Removed double colons for some phone number items
EPOA SA:
- Removed a double space between 'my' & 'substitute attorneys'
EPOA Custody Direction:
- Formatted table to use correct font, formatted date of instrument to have default when left blank
| | | Matters | Introduced “Precedent Value”, which will allow the team to identify standout matters that the whole team can use when learning about an offering. | | | | | | | | | | | | | | | | | | | | | | | | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Offering Outcome | Update the data mapping for Offering Outcomes. | |
Documentation
| Title | Description |
|---|---|
Release 2022-07-14
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.60.3 | SYNTAQ forms | |
| Loan Agreement update (minor): |
- PPSA definitions now only appear if PPSA clauses appear
EP Strategy Paper update:
- Added Cost Agreement
Renamed the Deed of Variation to Deed of Update
| | 0.60.3 | Workflow |
Email is popped up when creating a conflict check or when generating a disbursement.
| | 0.60.3 | Matter > Offering |
Allow a user to delete a matter outcome when there are no associated Tasks.
Allow a user to add a previously deleted matter outcome.
| | 0.60.3 | Offering > Components | Allow a user to add previously deleted components. | | 0.60.3 | Offering > Component |
Allow an admin to search by Component ID when searching for and adding a component to a Matter Outcome.
| | 0.60.3 | UI |
Add Component ID to a Component in the Offering Outcome.
| | 0.60.3 | UI |
CRM menu is open by default.
| | 0.60.3 | UI | Update Delete function to trashcan. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.60.3 | Metabase Reports | |
| Fixed an issue when adding a user to a metabase group they are removed from a previous group. |
Update to the database to support many-to-many relationship.
| | 0.60.3 | Notifications | Fixed an issue when ping on notifications is not triggered. | | 0.60.3 | Contacts | Update the contact details to ensure there are no extra spaces between first name/ preferred name and last name when passing through to emails and invoices. |
Documentation
| Title | Description |
|---|---|
Release 2022-07-07
New Features
| Release Version | Feature | Description |
|---|---|---|
| 0.60.1 | Offerings | |
| Allow an admin to create a resources folder for an Offering. When a folder is provisioned it it created with an Offering ID in the VD_Offerings Folder. |
We use offering ID rather than Offering name simply because offering names may change over time.
| | 0.60.1 | Offerings |
Display The SharePoint resources folder in the user Offerings view.
| | 0.60.1 | Offerings |
Duplicate an existing offering and its associated outcomes.
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.60.1 | Standard Task | Update the standard task UI to display checkbox items. |
| 0.60.1 | Create Matter | Update the UI on create matter, to manage spacing of Offerings and Team. |
| 0.60.1 | Invoices | |
| Allow users to download a copy of an invoice. |
| | 0.60.1 | My Matter Report |
Update the matter report ordering to display as
- Lead - To Be Quoted
- Matter - Active - High
- Matter - Active - Moderate
- Matter - Active - Low
- Matter - Needs to be billed
- Matter - To be followed up
- Matter - Waiting for Internal Review
- Lead - Quoted, awaiting acceptance
- Matter - Waiting on an external party to respond
- Matter - Ad hoc work
| | 0.60.1 | Contacts |
Updated all instances where contacts preferred name is provided, with data flowing through to:
- Contacts
- Search
- Clients
- Matters
- Client folder
- Invoices
- Statements
- Xero
| | 0.60.1 | Contacts |
Updated the UI and field order when editing a contact.
| | 0.60.1 | File naming | Update the file naming convention for all the relevant SYNTAQ assembled documents. | | 0.60.1 | Xero | Update Xero update trigger condition when updating a preferred name. | | 0.60.1 | Work Proposal |
Updated the work proposal form and template:
- Help text on dual representation question,
- Dual representation documents are attached separately rather than appended to the work proposal
- Update the font formatting to bold
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.60.2 | Safe Storage | Resolved an issue where safe storage records were being created erroneously. |
Documentation
| Title | Description |
|---|---|
Release 2022-06-30
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.59.17 | Invoices | Fix the invoice description issue. |
| 0.59.18 | Invoices | Fix invoice loading time issue. |
| 0.59.19 | Invoices | Fix issue where user cant update the date on a fixed priced item. |
Documentation
| Title | Description |
|---|---|
Release 2022-06-23
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.59.15 | Standard Tasks | Create a link between Standard Task table and Standard Tasks used in a Project Template by adding standard task id. |
| 0.59.15 | Project Templates | |
| Implemented a ST tag to help admin's identify which Tasks are Standard Tasks. |
| | 0.59.15 | Projects |
Updated the project tasks and task steps styles to be in-line with recent UI changes.
Tasks
Steps
| | 0.59.15 | Mail Register |
Update the UI to display matter name and ID
| | 0.59.15 | Side Bar UI |
Refactored all side bar navigation screens to provide clear indication of the relevant page.
| | 0.59.15 | UI |
Updated all instances of the search and actions menu to be in-line, reducing unnecessary whitespace.
| | 0.59.15 | UI |
Update the folder position across Matters and projects.
| | 0.59.15 | Search |
Released the localised search function across all relevant search pages for users and admins includes:
- Contacts
- Organisations
- Clients
- Matters
- Projects
- etc…
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.59.15 | Contacts | Resolved issue with search on the special interests field. |
| 0.59.15 | Projects | Added the new status column so that they are not misaligned. |
¶Documentation
Release 2022-06-16
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| Project Filter | ||
| Extend project filters to include: |
- Business Area, Capability and Sub-Capability
- Project Type (Scheduled or Project)
| | | Project Filter |
Display search conditions in the view.
| | | Contacts |
Added clients to Contacts view where contact is a primary or secondary contact.
| | | Project Templates | Allow Admin to reorder tasks and steps with drag-and-drop component in Project Templates and Standard Tasks. | | | Projects | Optimise the icons to improve performance of loading project task cards. | | | Matters | Update the matter clients view so users can highlight and copy text. @Fracnes this ones for you 😃 | | | Search |
Enhanced local storage to support previous search conditions when navigating away from a page.
Initially released supported for Project Templates. The feature will be applied across all core search pages in the next release.
- Contacts
- Organisations
- Clients
- Matters
- Projects
- Invoices
| | | Projects | Update Menu order | | | SharePoint folder |
Allow users to create a new folder for a matter using the Sharepoint re-sync button.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
Release 2022-06-09
New Features
| Release Version | Feature | Description |
|---|---|---|
| 0.59.8 | Projects | |
| Introduced Kanban view for Projects, in addition to the current list view. |
| | 0.59.8 | Projects | Enabled drag-and-drop component for Project Tasks and Steps. | | 0.59.8 | Projects | Enabled order and re-order for Project Tasks and Steps using drag and drop. | | 0.59.8 | Projects |
Allow users to provision a SharePoint folder in VC_Projects when provisioning a new project. If a user doesn't provision a folder at creation you still have the ability to add one later by copying the name of the folder to the SharePoint folder field.
| | 0.59.8 | Projects |
Allow user to mark a Projects steps as a Checklist. When marked as a checklist a user has to check each item off the list.
Checklist
Task card view
No Checklist
| | 0.59.8 | Projects UI | Implemented a larger Projects Task View (Phase 1), which will allow us to implement the new design layout in Phase 2. |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.59.8 | Projects | |
| Enhanced the Projects Tasks to introduce Task Status of To | Doing | Done. |
| | 0.59.8 | Project | Introduced a “Are you sure” notification when a user wants to delete a Task. | | 0.59.8 | Project |
Updated Project tasks status in the database.
- Task with no time entries were set to "To Do"
- Tasks with time entries were set to "Doing"
- Tasks marked as complete were set to "Done"
| | 0.59.8 | Project Templates |
Introduced Estimated Units.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.59.8 | Time Entries | Updated the logic in Time Entries view, which adjusted the user rate on a matter when the rate uplift/ downlift was unchecked. |
Documentation
Release 2022-06-02
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.59.7 | Offering Category | |
| Allow users to clear any Offering Category filter after it has been selected. |
- Offerings
- Offerings (Admin)
- Create Matter
| | 0.59.7 | Offering Category |
Allow Admin to assign an offering to a different offering category.
| | 0.59.7 | Xero |
Enhance the payments table to deal with Credit Notes and Reversed Payments.
| | 0.59.7 | System - Automated tests | Updated the automated test scripts. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.59.7 | Xero | Resolve the payment syncing issue. |
Documentation
Release 2022-05-30
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.59.6 | Project Emails | |
| Added email Owner to the Project Emails Page. |
| | 0.59.6 | Matter search | When matters are provided as part of a filtered list then, only OPEN matters are displayed. Previously this would load all matters. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.59.6 | Matter Email | When clicking Team email, to list is blank. |
| 0.59.6 | Rate Uplift > Time Entries | After applying a rate uplift on a matter, the rate increase wasn't applied to the time entry unless a user selected themselves from the Staff list. Only impacted time entries added from the time entries table. |
Documentation
Release 2022-05-26
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.59.4 | Matters | |
| Allow a user to swap out a client from the matter info page. We will enhance this feature further in the next release by automatically updating the client folder name. Currently you will need to do this manually. |
| | 0.59.4 | Projects |
Allow a user to delete a project that has been create in error. Users can delete a project if there are no associated time entries.
| | 0.59.4 | Projects |
Enhance project filters to include Status and Business Area.
| | 0.59.4 | Project Templates |
Allow a user to delete a project template that has been created in error. User can delete a project template if there are no associated projects.
| | 0.59.4 | Contacts | Ensure contact data is update in Xero and Active Campaign when modified in Portal. | | 0.59.4 | Organisation | Ensure organisation data is update in Xero and Active Campaign when modified in Portal | | 0.59.4 | Database | Introduce new column to support tasks and steps ordering and project task status (To do (1) | Doing (2) | Done (3)) |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.59.4 | UI | Resolve the issue where the file upload control on Bugs and Suggestions |
Documentation
Release 2022-05-12
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| UI | ||
| Complete Phase 1 of the UI redesign, standardising the UI patterns and components using tailwind CSS. |
Main Page
Sub page - Matter
| | | UI |
Implemented Breadcrumbs, for easy navigation
| | | UI - Actions |
Update Actions menu
| | | UI - Email |
Update Email Modal
| | | Projects | Filter |
Allow user to filter by Owner and ‘Show mine only’ set to True by Default
| | | Projects | Implemented Projects Status in a Project | | | Projects | Added total Est. Units vs Total Units | | | Projects | Added Overview tab (new overview items will be added soon) | | | Projects | Task managed on their own tab | | | Project Tasks | Tasks now display Total and Est. Units | | | Project Template | Allow a user to delete a project template | | | Standard Task | Add ability to delete a standard task | | | Timer |
Display Total Matter Units and Total Project Units recorded today
| | | Matters | Enhanced the api method for Matters page - https://alportal.azurewebsites.net/app/matters reducing the data load time |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Projects | Resolved issue with Business Area and Description not saving | |
| Sub Segments | Re-import subsegment data | |
| My Matters Report | Resolved the issue where matters are duplicated in the view or matters are missing from the list |
Documentation
Release 2022-03-31
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.57.0 | Time Entries | |
| UI Enhancements, applying a consistent design pattern across all views Time Entries, Matters, Invoices and Projects |
Display:
- Matter ID
- Client Name
- Matter Name
- User
- Time Entry description
- Date
- Units
- Rate
- Value
- Billing Type
- Billing Status
| | 0.57.0 | Time Entries |
Client and matter name added to Time Entries
| | 0.57.0 | Time Entries | Client name is clickable, opening a new window when clicked | | 0.57.0 | Time Entries |
Sum of recorded units have been added and are updated based on your filter condition
| | 0.57.0 | Time Entries |
Two new filter conditions added
- Yesterday, and
- Date Range
| | 0.57.0 | Time Entries | Time Entries are filtered for You by default | | 0.57.0 | Time Entries |
Discounted Time Entries i.e. entries entered as - numbers are displayed in red
| | 0.57.0 | Time Entries | Allow a user to Assign Sales Time Entries to Matter Time Entries for the same matter | | 0.57.0 | Time Entries | Set the Default Time Entry time to Matter when Matter is Open | | 0.57.0 | Time Entries | Project Time Entries display Project Name and Task | | 0.57.0 | Projects > Time Entries |
Time Entries table added to Projects
| | 0.57.0 | My Matters Report |
My mater reports group and sorted order has been updated
Grouping order priority:
- Lead - To Be Quoted
- Matter - Active - High
- Matter - Active - Moderate
- Matter - Active - Low
- Matter - Needs to be billed
- Matter - To be followed up
- Matter - Waiting for Internal Review
- Lead - Quoted, awaiting acceptance
- Matter - Waiting on external party to respond
- Matter - Ad hoc work
"Matter - Business Building" status has been removed and any matters with this status currently have been updated to "Matter - Ad hoc work".
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2022-03-24
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.56.4 | Bugs and Suggestions | Allow a user to edit a bug or suggestion |
| 0.56.4 | Bugs and Suggestions | Allow a user to upload or delete an image or document to a suggestion or bug |
| 0.56.4 | Bugs and Suggestions | Allow a user to preview or download an image or document from a suggestion or bug |
| 0.56.4 | Safe Storage | Change the Type column to Name |
| 0.56.4 | Safe Storage | Update + add safe storage records button to + add safe storage record |
| 0.56.4 | Safe Storage | Change Date or Document Entry field to Date of Documents |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.56.4 | Time entries | Resolve an issue when date is set to the next day when updating a previously created time entry when updated after midday. |
Documentation
| Title | Description |
|---|---|
Release 2022-03-17
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.27 | Create Matter | |
| Updated the Create matter page to make Conflict Parties Mandatory. If you do not have a conflict party please use "NA". Conflict parties was also moved higher up the modal to ensure it did not get missed. |
| | 0.55.27 | Invoices |
Allow a user to download all invoices in the Approvals or Ready to send view
| | 0.55.27 | Invoices | Update the Approvals and Ready to send table with the Reviewer name. | | 0.55.27 | Invoices | Add “reviewer” as a filter option in the invoice filters. | | 0.55.27 | Invoices | Filter all invoices by the relevant reviewer. When clicking on Approvals, this list will only show the invoices you are allowed to approve. | | 0.55.27 | Invoices > Notes |
Added a new view called Invoice Notes which is a notes sections specifically dedicated to an Invoice. Admins can create and edit new Notes or Notes are automatically generated and added here by the system when an invoice is sent, collection letters are sent or a statement is sent.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.55.27 | Matters Overview | |
| Resolve the issue when a coordinator is updated it records the reviewer details |
| | 0.55.27 | URL Resources | Allow a user to edit all fields under URL resources, including the URL. |
¶Documentation
| Title | Description |
|---|---|
Release 2022-03-15
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.22 | UI | |
| Allow user see the page title for each page instead of 'alp', allowing you to bookmark specific pages |
| | 0.55.24 | Cron Job (System) | Update the system with flag to control cron job | | 0.55.24 | Projects > Email | Add the tag <> to filter and assign project emails to Projects | | 0.55.24 | Emails | Update emails to display the date and time. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.55.23 | Invoices > Fixed Price Invoices | Some Fixed price invoices not rounding to 0 |
| 0.55.24 | Emails | Add the folder to the user email table |
| 0.55.24 | Emails | Update the emails table to display the fields correctly |
| 0.55.24 | Xero | Add try…to avoid client creation failures |
| 0.55.24 | Emails (Graph API) | Fix the MS Graph API implementation affecting email syncing |
| 0.55.25 | App Settings | Fix app settings |
Documentation
| Title | Description |
|---|---|
Release 2022-03-04
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.20 | Disbursements | Disbursements are editable |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.55.21 | Time Entries | Fix the Project and Sales Time Entry |
| 0.55.20 | Date Control (System) | UTC Clock fix for contact info, time entry, project scheduler when date entered is shown as day previous |
Documentation
| Title | Description |
|---|---|
Release 2022-02-28
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.13 | Search | Update the Search help text |
| 0.55.13 | Trust | Requests |
| Update the Admin view for Pending Trust Requests to include the Matter ID |
| | 0.55.13 | Trust | Request | Allow a user to include a Description and link to supporting documentation as part of a trust request, includes an enhancement to the Trust Notification Email which will also contain a reference to the supporting documents. | | 0.55.13 | Contacts |
Added the Select Referrer to the Create Contact Modal, so that this is set at Contact creation.
| | 0.55.15 | Rate Uplift |
Allow a user to apply a % rate uplift or downlift on a matter when the Rate Uplift/ Downlift checkbox is checked. Once a rate change is made, this rate increase will apply to all time entries submitted on the matter, while the rate change checkbox is checked. Deselecting the rate change checkbox will revert any future time entries to the default rate.
When a rate change has been applied you will notice that this is now represented on the Time Entry modal so that you can see a rate change is being applied.
| | 0.55.17 | Invoice | Time Entries |
Allow a Lawyer to add all time entries to an Invoice
| | 0.55.17 | Matter | Notes |
Update the UI to make the Add button more prominent, so that its not confused with the Clear button.
| | 0.55.17 | Invoice | Approve & Ready to Sent UI |
Update the UI to include additional information under the “Approve” and “Ready to send” screens.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2022-02-22
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.12 | Search Hot Key | Remove the function / to take a user to the search bar. This has now been replaced with the Hot key “Ctrl+/" |
| 0.55.12 | Vue (System) | Upgrade version of Vue |
| 0.55.12 | Calculated values | Move disbursement implementation to backend |
| 0.55.12 | Code (System) | Clean up useless comments in code base |
| 0.55.10 | Invoice | Filter |
| 0.55.10 | Email Table (Database) | Applied an ordered index on the message_id column |
| 0.55.10 | Email Cron Job (System) | The import function uploads attachments to an Azure storage account. It was found there were a couple of unnecessary calls to the cloud which return unneeded data. These speeds up the import process by not awaiting an inherently slow process. |
| 0.55.10 | Azure Database Plan (System) | The Postgress database was moved from a D4ds_v3 plan to a D4ds_v4 plan (with the same specs – memory, # of cores, iops). The v4 hardware provides approx 20% CPU performance over the v3 for almost no cost difference. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.55.11 | Matters Report | Update the calculation for Outstanding Balance |
| 0.55.11 | Matters Invoice | Update the Matter Invoice view to pull through required invoice values |
| 0.55.10 | Matter | User cannot trigger create matter modal in assign to me view |
Documentation
| Title | Description |
|---|---|
Release 2022-02-15
New Features
| Release Version | Feature | Description |
|---|---|---|
| 0.55.09 | Matter | Status |
| Allow a user to reopen a previously closed matter. If a matter has been closed and is not yet finalised by the admin team then you will be able to reopen the matter by clicking on the Close Status in a matter. You will be presented with a Re Open option. After clicking reopen the matter is Opened and the folder is moved back to current matters. |
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.09 | Invoices & Collection Letters | |
| Update the invoice pattern to be more content rich. This pattern is extended to the following instances of an invoice - Client Invoices, Matter Invoices and Invoices. |
Additional information now present on an invoice
- Actions items
- Contains a download links for quick downloads at any stage of the invoice approval process
- Download and send collection letters (friendly, first and second reminders)
- Summary views for
- Invoice date
- Due date
- Invoice amount
- Paid amount
- Outstanding amount
- Last note
- New collection letter rules - only displaying the relevant collection letter based on the age of the invoice
- Quick link to last note
- Colour coding for
- Invoice type (time entry and fixed price)
- Due date
- Added the do not collect flag on an invoice
| | 0.55.09 | Invoice Filters |
Allow a user to filter by
- Invoice number
- Matter Name
- Client name
- Payment status
- Sort by invoice most recent
| | | Conflict Check | Automatically create a new email for send when updating the conflict party details | | 0.55.09 | Time Entries |
Allow a user to see how much time has been recorded in a day by type
- Sales
- Matter
- Project
| | | Quartz (System) | Update the version of Quartz for cron job processing | | 0.55.09 | Disbursements |
Value columns added to the Disbursements table
| | 0.55.09 | Time entries |
Rate, Value and Billable Status have been added to the Time Entries table. Please note this is a BILLABLE VALUE calculation, so the Value represents what might be considered when added to an invoice.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.55.09 | Mail Register / Outgoing mail | Fix the display issue when setting the delivery method as ExpressPost in some instances is displayed as “by Hand” |
| 0.55.09 | Conflict Check Email | Add the conflict parties to the conflict check email |
| 0.55.09 | Matters Report | Fix the issue where the matter notes weren't the last note when downloading the matter report |
| 0.55.09 | Matter Notes | Update Matter notes so that you can use the bullets and numbering function of the notes editor |
| 0.55.09 | Work Proposal | Fix the missing Work proposal images |
Documentation
| Title | Description |
|---|---|
Release 2022-01-31
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
| 0.55.3 | Invoice Statements | ||
| Allow a user to download a summary statement of all outstanding invoices. |
Allow a user to send a statement to a client of all outstanding invoices.
| |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.4 | Invoice Time Entries | |
| Allow users to Remove time entries from an Invoice, not just Delete a time entry permanently |
| | 0.55.3 | Invoices |
Add a sent to email address to an invoice so Admins can know where an invoice has been sent or will be sent to
| | 0.55.3 | Statements |
Enhance statements to be Legal Entity generic, with the introduction of a new Invoice Issued by Column.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2022-01-27
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.55.2 | Matter - Overview | |
| Add WIP to the Matter - Overview table |
| | 0.55.2 | Matter Report |
Allow a Lawyer to set the status of a matter they are working on in the My Matter Report view
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.55.2 | SYNTAQ Forms | Pass through the Full address to Syntaq |
| 0.55.2 | Projects Scheduler | Resolve the issue on cron jobs where repeating fortnightly projects are not being created |
| 0.55.2 | Admin - Remuneration Table | Allow admins to update a remuneration entry |
Documentation
| Title | Description |
|---|---|
| Application Overview | Created the firs draft of the Application Architecture Overview. |
Release 2022-01-25
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.54.14 | Matter Notes and Collection Letters | |
| Auto generate a Matter Note when sending Invoices/ Collection Letters or Statements |
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.54.14 | Invoice - Collection Letters | Update the missing date and disbursement fields in the invoice when sending collection letters |
| 0.54.14 | Invoice - Xero | Update Xero Re-Sync condition. Xero function to check for empty string “ ” when syncing invoices for payment. Resolves the issue where a sync fails |
| 0.54.14 | SYNTAQ | Update Syntaq Client Email Condition to check for empty string “ ” |
| 0.55.1 | Invoice | Convert UTC time to Localtime |
Documentation
| Feature | Description |
|---|---|
Release 2022-01-18
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.54.12 | Matter File Name | Allow a user to rename SharePoint Folders associated with a matter |
| 0.54.12 | Invoice | Display the due date throughout the Invoice creation process |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.54.13 | All inline Input fields | Allow a user to delete any the field inline that is not a required field |
Documentation
| Feature | Description |
|---|---|
Release 2022-01-17
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
| 0.54.11 | Emails Download | Support Export batch export Email and permission |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.54.10 | Invoices | Added two additional columns to the Invoices Time entry Table, including; Time Entry ID and Rate |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Feature | Description |
|---|---|
Release 2022-01-14
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
| 0.54.10 | Emails Download | Allow users to download emails from the platform as PDFs |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.54.10 | Matter, Notes | Update the UI so that the Add Notes UI is displayed at the top of the page. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Feature | Description |
|---|---|
Release 2022-01-12
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.54.7 | Invoice | |
| Allow users who have the necessary Invoice.Send permissions to add time entry to an invoice at any invoice status. |
| | 0.54.8 | Invoice |
Allow a user to delete an invoice where there are no time entries.
| | 0.54.8 | Disbursements |
Allow a user to edit or delete disbursement from the matters disbursement or invoice tables.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.54.6 | Invoice / Xero | Invoices weren’t being synced to Xero as a result of discounts being applied to an invoice. |
| 0.54.7 | My Matter Report | Display all matters associated with the filter conditions, rather than only 10. |
| 0.54.8 | Projects Scheduler | Resolve the issue where setting a repeating projects to repeat fortnightly throws an error. |
Documentation
| Feature | Description |
|---|---|
Release 2022-01-11
New Features
| Release Version | Feature | Description | How this may affect you |
|---|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 0.54.4 | Create Matter | Update the Matter Conflict Parties input type to string. Allows users to type in a value rather than select a value from Contacts. |
| 0.54.4 | Matter > Time Entries | |
| Set the Matter Time Entries as Unbilled by default. |
| | 0.54.3 | Matter > Notes |
Add the date stamp when a note is created.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 0.54.5 | Invoicing | Update Invoices, so that the Time Entry/ Fixed Price Items/ Disbursements are Grouped and Order by Date. |
| 0.54.4 | Matter > Time entries | |
| Add a Invoice ID to Matter Time entry when it has been allocated to a matter. |
| | 0.54.4 | Trusts | Bank Transactions csv file import fail issue | | 0.54.3 | My Matter Report | Update the calculation for Days Open |
Documentation
| Feature | Description |
|---|---|