2024 Releases
This page contains all 39 release notes from 2024, ordered from newest to oldest.
Release 2024-12-10
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.24 | Calendar | Fully deploy calendar across portal |
| 2.9.24 | Calendar | Update the time entry modal to the standard modal. |
| 2.9.24 | Calendar | Create an event list for Month Calendar view. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.9.24 | Organisations | resolve issue with organisations not displaying parent/ child relationship |
Documentation
| Title | Description |
|---|---|
Release 2024-11-28
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.16 | Invoices | |
| Fixed Price Discounts have been added to invoices. NOTE this feature is currently only available to users with the Invoice.Discount permission enabled. |
This will allow a user to discount an invoice. The discount is applied to the amount before GST is calculated.
The invoice value is calculated as follows.
Sub Total (billed time or fixed price)
- Less Discount Value
- Plus GST
- Plus Disbursements
Example:
- Total Disbursements $10
- Invoice sub total $1,000.00
- Discount applied $5.00
- Total Invoice ex. GST $995.00
- GST @ 10% $100.50
- Total invoice incl. GST $1,105.90
View Discount Items
Add a Discount Item
Discount Item Applied
| | 2.9.16 | Email | First round or refactoring email to improve rendering of content to improve load times. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2024-11-25
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.12 | Contacts | |
| Added Director ID to the contacts UI. |
| | 2.9.12 | Forms |
Update the Forms UI to add a menu, so that assembled documents are loaded into their own page.
| | 2.9.12 | UI | Update the UI for slide over pages. | | 2.9.12 | UI |
Database was updated to support 'isDeleted'.
Update the following entities to allow users to soft delete rows in a table.
- Assets
- Contacts
- Invoices
- Matters
- Offerings
- Organisations
- Projects
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.9.12 | Trust | Update the Trust audit timeframe to cover a whole month. |
| 2.9.12 | UI | Fix matter header so that it doesn't cut off the side of the page when then screen is adjusted smaller. |
| 2.9.12 | Calendar | Remove crowding on All day events. |
Documentation
| Title | Description |
|---|---|
Release 2024-11-18
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.10 | UI | Update the Input fields on portal to that when double clicking on a word it is highlighted or when double clicking at the end of a field it highlights the whole field so that users don't have to manually scroll and high fields when editing. |
| 2.9.10 | UI | Updated the My Matter Report filters UI. |
| 2.9.10 | My Matter Report | Update the business logic/ filter conditions for reviewer, coordinator and team. |
| 2.9.10 | Organisations | Website URL has been updated to support multiple top domain variants like; .online and .law |
| 2.9.6 | Calendar | |
| Updated the calendar UI. |
Implemented additional views on Calendar, including Day, Week and Month views.
Day
Week
Month
| | 2.9.6 | Calendar | Update the calendar view to remove the Pop-over displayed when scrolling over. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.9.10 | UI | Resolve the pagination issue, which occurred when a use navigates to the last page i.e. page 4 of 4 and then selects to view more rows per page. User is then required to click << link to load all records. |
| 2.9.10 | My Matter List | Resolve issue with displaying non-coordinator matters for a user. |
Documentation
| Title | Description |
|---|---|
Release 2024-11-11
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.6 | Calendar | |
| Updated the calendar UI. |
Implemented additional views on Calendar, including: Day, Week and Month views.
Day
Week
Month
| | | | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2024-10-31
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.2 | Trust | Optimise the code responsible for the calculated values on the Trust Ledger balance. |
| 2.9.2 | ||
| Updated the email to pdf batch processing process to run as a Hangfire job to improve overall performance. |
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.9.2 | Trust | Update the spelling mistake on the Identify unknow Deposit modal. |
Documentation
| Title | Description |
|---|---|
Release 2024-10-30
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.1 | Trust | Update Trust Matter Statement and Trust Client Statements to support the new transfer in/out logic. Deals with a scenario where funds are transferred between matters, but the money is held in the same practice trust account. |
| 2.9.0 | Trust | Updated the trust approval workflow logic. Admin can only accept a transfer out request. once transfer in is approved the transfer in request is also approved. Binding logic. |
| 2.9.0 | Trust | |
| Updated the unknown deposit business logic and workflow to ensure the correct process is followed and prevent issues in data. |
First when a Trust admin has identified the matter which needs to be associated with an unknown deposit they will click on the ‘Identify Unknown Deposit’ button
Then they will navigate to the matter, click on the Trust tab, and the Transactions tab and copy the Transaction ID for the approved request.
Finally, they will paste the Transaction ID into the field below and click ‘Confirm’. Once the Trust admin clicks confirm the reconciliations are processed automatically.
| | 2.9.0 | Invoices |
Allow an admin user to resend an invoice, only applicable when the invoice has the status of Sent.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.9.1 | Matter | Resolve issue after clicking ‘Confirm’ on a matter two matters are created. |
| 2.9.0 | Trust | Resolved the issue with unknown deposits not assigned to a Trust account. |
Documentation
| Title | Description |
|---|---|
Release 2024-10-24
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.8.20 | Trust | |
| Add search filter to Trust Ledger, allowing user to filter by: |
- Trust Ledger Transaction Type, and
- Trust Account.
| | 2.8.20 | UI |
Update the Date Input field to allow manual input.
| | 2.8.20 | UI |
Update organisation Logo for new ADLV Law favicon.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.8.20 | Time Entries | Fix the pagination issue for matter time entries. |
| 2.8.20 | Time Entries | Fix issue when updating a time entry it sets the date to tomorrow. |
| 2.8.20 | Trust | Fix issues with Transaction Date. |
| 2.8.20 | Support Tickets | Fix issue when applying filter conditions. |
| 2.8.20 | Support Tickets | Fix the pagination issue for support tickets. |
| 2.8.20 | Projects | |
| Resolve issue with filtering Project Templates by Business Area. |
|
Documentation
| Title | Description |
|---|---|
Release 2024-10-21
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.8.16 | Matters | |
| Updated the matters list to include a quick link to the matter SharePoint folder. |
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.8.16 | UI | Update the UI on My Matter Report Download button. Missing text, ‘Download Report as PDF’. |
| 2.8.16 | Disbursements | Resolve DateTime issue when creating a Disbursement notification. |
Documentation
| Title | Description |
|---|---|
Release 2024-10-19
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.8.15 | Matters | Resolve issue with My Matter Report not being able to save a note. |
| 2.8.14 | Offerings | Resolve issue with merging offering outcomes. |
| 2.8.14 | Components | Update how DateTime component saves time in the database, we will now save the time as actual UTC time and not modify it to 00:00:00. |
| 2.8.14 | Trust | Resolve issue with CSV file upload for Trust Reconciliations. |
| 2.8.14 | Modal | |
| Resolve issue with the select box list being hidden behind the modal. Z index updated. |
|
Documentation
| Title | Description |
|---|---|
Release 2024-09-20
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.8.2 | UI | |
| Update UI pattern across the following entities: |
- Project Templates
- Info
- Admin Offerings
| | 2.8.1 | UI |
Update UI pattern across the following entities:
Contacts
- Info
Organisations
- Info
Clients
- Info
Matters
- Header
- Overview
Info
Trust
Projects
- Header
- Overview
- Info
Routines
- Overview
- Info
Offerings
My Info
Timers
Admin
- Users
Trust Accounts
| | 2.8.1 | UI | Working on implementing the responsive aspects of the views. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.8.1 | Time Entries | Filter conditions not being applied after a time entry is added. |
Documentation
| Title | Description |
|---|---|
Release 2024-08-19
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.7.32 | UI | |
| Enhance the matter selector to display the status of a matter that you are selecting. |
| | 2.7.32 | UI |
Enhance the matter list selector to order matters by status and then matter ID.
- To be quoted
- Quoted
- Open
- Closed
- Finalised
- Lost
| | 2.7.28 | UI |
Updated Email UI
| | 2.7.27 | UI | Updated the modals, standardising implementation. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.7.33 | UI | Fix the modal UI selector size . |
| 2.7.32 | UI | Update the calendar selector so its responsive to the view. |
| 2.7.31 | Timer | Resolve issue with timer, cant show GST type 10% by default. |
| 2.7.31 | Projects | Resolve issue where timer doesn't display the correct units in the Kanban view of a Project. |
| 2.7.31 | Invoice | Invoice - Matter value not being calculated and displayed in the Client Invoice and Matter Invoice tables. |
| 2.7.30 | Invoice | Resolve issue with invoice not sent issue. |
| 2.7.29 | Invoice | Resolve issue with rejecting an invoice. |
| 2.7.26 | UI | Fix date input format issue. |
| 2.7.26 | Projects | Fix assignees value issue when creating a project task. |
| 2.7.24 | Time Entries | Fix billable time entry issue. |
Documentation
| Title | Description |
|---|---|
Release 2024-07-15
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.7.20 | Documents/ Files | Updated support for captions in audio files. |
| 2.7.20 | UI | |
| Update Notifications UI. |
| | 2.7.20 | Projects | Remove the need to have a due date when creating a Project Task. | | 2.7.20 | Framework | Update Service Integrations. | | 2.7.20 | Notifications | Update notifications moving toast message from top right to bottom centre. | | 2.7.20 | Trust | Add unknown deposit into the trial balance. | | 2.7.19 | UI |
Update the time entries UI modal.
Sales
Matter
Projects
| | 2.7.19 | Timer Entries |
Refactored time entries across all Time Entry instances, ensuring a consistent and maintainable implementation across ALL views.
Extended the business logic into the Timer so that when you record time against a matter component or project task this is visible in the timer and stored the next time you save the time entry.
| | 2.7.18 | Invoices |
Update Invoice permissions by roles and invoice status.
Removing a time entry:
- Draft - Everyone
- Awaiting approval - Reviewer and BusOps
- Approved - No one
- Sent - No one
Add time entry
- Draft - Everyone
- Awaiting approval - Reviewer and BusOps
- Approved - BusOps ONLY
- Sent - BusOps ONLY
| | 2.7.16 | Search |
Implemented auto focus on selectors, means user doesn't have to select search twice.
| | 2.7.15 | Documents/ Files |
Support audio files, preview. .m4a format.
| | 2.7.15 | UI | Adjust table background colour when no data loaded. | | 2.7.15 | Projects |
Allow user to set the Project Task's Steps as Draggable or Not Draggable, allowing the end user to copy and paste content as required.
| | 2.7.14 | Documents/ Files |
Support audio files uploaded to Matter and Project Documents with the ability to preview/ play the recording. Currently supports .wav and .mp3 formats.
| | 2.7.13 | UI | Update fonts, consistent across the platform. | | 2.7.13 | Trust |
Update the Trust reconciliation report UI.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.7.20 | Routines | Resolve issue with template scheduler not creating for certain repeat conditions. |
| 2.7.20 | Invoices | Resolve issues with recently updated invoice permissions. |
| 2.7.20 | Mail register | Fix date time issue, UTC conversion. |
| 2.7.17 | Safe Storage | Resolve issue with date removal no saving issue. |
| 2.7.15 | Time Entries | Resolve issues with time entries filter conditions. |
| 2.7.15 | Time Entries | Resolve issue with sort by User. |
| 2.7.15 | Emails | Update email metadata to include previous email thread data when forwarding or replying. |
| 2.7.15 | Emails | Resolve issue with replay all on emails not including all recipients in the To/ Cc. |
| 2.7.15 | Invoices | Resolve issue with invoice table refreshing after invoice deleted. |
| 2.7.15 | Mail Register | resolve issue with some fields not saving data on save. |
| 2.7.15 | Time Entries | Resolve issue with GST needing to be selected when saving a new time entry. |
Documentation
| Title | Description |
|---|---|
Release 2024-06-21
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| UI | Update fonts | |
| Trust | Update reconciliation Report to Syntaq | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Mail Register | Fix outgoing mail missing field | |
Documentation
| Title | Description |
|---|---|
Release 2024-06-12
New Feature
| Release Version | Feature | Description |
|---|---|---|
| Platform Search | ||
| Version 1 of platform search you will be allowed to search and navigate to any area of the platform. |
Ctrl+K will take you to the search bar where you can add your search.
In future releases you will be able to search the whole platform.
| | | | |
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| UI | ||
| Updated the User, Admin and top navigation menu. |
Header Menu
User Menu
Admin Menu
Implement fully responsive menu support.
| | | UI | Update and standardise the create/ edit modals across user views. | | | Time Summary |
Add quick time details to summary.
| | | Permissions | Update all user permissions to map to the new menu layout. | | | Routines |
Added Kanban view to routines.
| | | Dashboard |
Updated dashboard to display your metabase dashboard.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| Trust | Resolve issue with trust ledger not loading data | |
| Trust | Resolve issue with unknown deposit reconciliation amount. | |
Documentation
| Title | Description |
|---|---|
Release 2024-05-27
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.6.6 | Trust | Filters |
| 2.6.6 | Trust | Trust statement for Controlled Money Trust account. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2024-05-22
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.6.4 | Trust | Update trust statement, including Printed on date. |
| 2.6.5 | Trust | Update trust receipt client address to use postal address. |
| 2.6.5 | Trust | |
| Update controlled money trust receipt. |
| | 2.6.5 | Matter |
Updated UI for Matter Outcome Component.
| | 2.6.5 | Matters |
Matter filter updated to hold the search conditions:
- Search
- Reviewer
- Coordinator
| | 2.6.5 | Invoice |
Invoice filter updated to hold search conditions:
- Search
- Matter
| | | | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.6.4 | Matters | Update the UI to include the create invoice button which was missing from matter invoice page. |
| 2.6.5 | Invoice | Fix invoice list hyperlink issue which meant you have to click on a column. |
| 2.6.5 | Disbursements | Fix disbursement do not passing standard disbursement issue. |
Documentation
| Title | Description |
|---|---|
Release 2024-05-20
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.6.3 | Invoices | |
| Update the view to display Time Value in the panel. |
| | 2.6.3 | Matters |
Added redirect icon on matter row.
| | 2.6.3 | Projects | Added redirect icon on Project Tasks list row. | | 2.6.3 | Trust |
Enhance trust transaction search for Transactions, allowing Trust admins to search Both Trust and Bank Transactions independently. We have also added the ability for cross table search to support matching i.e. If you select $500 from the Bank Transaction table it will look for a $500 match in the Trust Transaction table, which means the user doesn't need to search through all the transactions to find the match.
| | 2.6.3 | Trust |
Added matter information into the controlled money account.
| | 2.6.3 | Trust |
Updated wording on Trust view to show deposit and withdrawal requests as Pending, we also updated the deposit request badge UI colour from Green to Blue.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.6.3 | Projects | Resolved the issue where project Task Steps didn't display. |
| 2.6.3 | Invoices | Resolved the issue with the + icon on the Invoice menu. |
Documentation
| Title | Description |
|---|---|
Release 2024-05-16
New Feature
| Release Version | Feature | Description |
|---|---|---|
| 2.6.1 | Project Tasks | |
| New dedicated Project Task view. |
| | | | |
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.6.1 | UI | |
| Updated the Invoice Table view. |
Updated the Task page
Invoice page
| | 2.6.1 | Projects | Split project Kanban and List views into their own menu item. | | 2.6.1 | Invoices |
Added new functionality to invoices, allowing users to delete an invoice and remove all of the associated time entries without the need to remove each one individually. Please be aware this is only available when the Status of the invoice is DRAFT.
We have added a new Delete Notification Modal to display what will be removed.
| | 2.6.1 | Invoices |
New UI design incorporating the new card components to support page responsiveness.
Added an insights page to quickly view the critical invoice information.
| | 2.6.1 | Invoices | Updated the process for updating an invoice, refresh property. | | 2.6.1 | Invoices |
Approval and processing modal has been updated.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2024-05-03
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.5.12 | 3rd Party API | Updated the Active Campaign API following changes to their methods. |
| 2.5.9 | UI | |
| Updated the components and design of the Time Entries modal for Sales, Matters and Projects. |
Sales
Matters
Projects
| | 2.5.9 | UI | Update table UI for Metabase Admin Pages. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.5.12 | Time Entries | Resolve issue with time entries not validating default inputs in some scenarios. |
| 2.5.12 | Disbursements | Resolved issue with standard disbursements default values not flowing through into the modal. |
| 2.5.11 | Trust | Resolve issue with Trust cannot submit due to trust account ID = Null |
| 2.5.10 | Trust | Resolve issue with controlled money mapping. |
| 2.5.9 | Time Entries | Resolve issue with units calculations. |
| 2.5.9 | Time Entries | Resolve issue with default owner being set and applied on Time Entries. |
| 2.5.9 | Time Entries | Resolve default settings on time entries - Billable type and GST type. |
| 2.5.9 | Matters | Resolve issue with infinite scroll on matter search. |
| 2.5.9 | Client | Update ability for client status to be changed and not reset to Active. |
| 2.5.9 | Contact | Resolve issue with DOB calculation. |
| 2.5.9 | UI | Resolve issue with selector component, infinite scroll. |
Documentation
| Title | Description |
|---|---|
Release 2024-04-19
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.5.3 | Client | Enhanced invoice processing process by verifying the client has been created in Xero before processing. If there is no client a new one is created automatically using a Hangfire job. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.5.7 | Time Entries | Resolve issue with the time entry calculation userId is undefined. |
| 2.5.7 | Time Entries | Resolve issue with the Owner filter. |
| 2.5.5 | Resources | Resolve issue with Document resources not allowing user to check document back in. |
| 2.5.3 | Offerings | Resolved an issue with the offering component selector field. |
| 2.5.3 | Time Entries | Updated the time entry filter conditions to allow All date range and no. |
Documentation
| Title | Description |
|---|---|
Release 2024-04-16
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.5.1 | UI | |
| Update to the tables UI for Time Entries: |
- Time entries list view
- Matter time entries
- Sales time entries
- Project time entries
- Invoice time entries
- Fixed price items
| | 2.5.1 | Clients | Improved client creation process by moving the Xero contact creation processing into a Hangfire job to prevent locking up the create process. | | 2.5.2 | Database | Created a geo-replicated database in Azure to have redundancy in case of Microsoft Azure outage. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.5.1 | Projects | Resolve issue with users' ability to open a Project from the Project table list view. |
| 2.5.1 | Projects | Resolve steps toggle display issue. |
| 2.5.1 | Clients | Resolve issue with users' ability to open a Contact from the Client view. |
| 2.5.1 | Invoices | Resolved an issue with the Invoice Approvals table list missing the Matter ID. |
Documentation
| Title | Description |
|---|---|
Release 2024-04-09
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.4.11 | Bug Report | Updated the bug report to Support Ticket. Users can now record Bugs, Enhancements and New Feature requests from the same page. |
| 2.4.11 | Libraries | Updated the shadcn component library. |
| 2.4.11 | Projects | Updated the table to records the last triggered date. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.4.11 | Routines | |
| Fixed the routines job for yearly repeat. |
Fixed the routines job for day/month/year repeat.
|
Documentation
| Title | Description |
|---|---|
Release 2024-04-05
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.4.8 | UI | |
| User table entities |
- User/Marketing
- User/Safe Storage
- User/Document
- User/Organisation
- User/Client
- User/Relationships
- Organisation/Safe Storage
- Organisation/Documents
- Organisation/Clients
- Organisation/Relationships
- Clients/Documents
- Clients/Matters
- Organisation/Invoices
- Matters/Disbursements
- Matters/Documents
- Matters/Forms
- Offerings/ Matters
- Offerings/ Resources
- Projects/Documents
- Approvals
- ReadyToSend
- Invoice/Disbursements
- Invoice/Fixed price
Admin table entities
- Project Templates/ Projects
- Resource Documents
- Dynamic Parameters
- Entity Parameters
- Offering Categories
- Offering/Offering Resources
- Offering/Matters
- Offering Components Template
- Trust Accounts
- Trust Accounts/Pending Requests
- Trust Accounts/Transactions
- Trust Accounts/Bank Transactions
- Trust Accounts/Reconcile
- Trust Accounts/Reports/Matter
- Trust Accounts/Reports/Client
- Trust Accounts/Reports/Reconciliation Report
- Trust Accounts/Reports/Trial Balance Bug
- Trust Ledgers
- Trust Ledgers/Requests
- Trust Ledgers/Transactions
- Safe Storage Document Types
- Safe Storage Sections
- Audit Logs
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.4.9 | SYTNAQ | Resolve issues with form syncing which resulted in multiple versions of the form being published rather than just the live version. |
Documentation
| Title | Description |
|---|---|
Release 2024-03-07
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.4.7 | SYNTAQ | Update SYNTAQ token management to use refresh token. |
| 2.4.7 | Bug Reports | |
| Update filters to allow users to filter by: |
- Status
- Priority
- Type and
- Reporter
| | 2.4.6 | Xero | Update method for updating Contact ID. | | 2.4.5 | Bug Report |
Merge the bug report and suggestions report into a single table. This table will be updated to “Tickets”. Users can lodge a ticket through the portal and tag it as a Bug, Enhancement or New Feature.
Create a Ticket
| | 2.4.5 | Notifications | Updated notifications support to trigger an email for users who submit a ticket through portal. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.4.4 | Risk Register | Update the risk matrix calculated values. |
Documentation
| Title | Description |
|---|---|
Release 2024-02-29
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.4.3 | Matters | Moved SharePoint create process into Hangfire workload, which will improve the matter creation process. |
| 2.4.3 | UI | Updated UI to be responsive based on screen size. Replacing custom WideSlideOver Component with SlideOver component. |
| 2.4.3 | Forms | |
| Update the JSON data object for SYNTAQ Embedded forms to include Organisational data, including: |
- Organisation name
- ACN/ ABN
- Address
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.4.3 | Matters | Resolved matter notification message when trying to remove a matter that has associated outcomes. |
| 2.4.3 | Matters | Resolve issue with SharePoint folders not being created in some instances. |
| 2.4.3 | Matters | Resolve conflict check email pop-up. |
| 2.4.3 | Contacts | Updated spelling error on the Contact Relationships page - "Referrer". |
Documentation
| Title | Description |
|---|---|
Release 2024-02-28
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.4.2 | UI | |
| Updated the tables for the following: |
- Matters List
- Bug reports
- Admin users
| | 2.4.2 | Matters |
Updated the matter list filter properties to allow users to filter by:
- Status
- Type
- Reviewer
- Coordinator
- Team
| | 2.4.2 | Offerings | Added a new field called Sales Team to offering Admin. | | 2.4.2 | Asset Register |
Added new filter options to allow users to filter by:
- Asset Owner.
| | 2.4.0 | UI | Implemented new styles and responsive component to filters. | | 2.4.0 | Notifications | Updated wording to be more appropriate "Saved" and “Submitted”. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.4.0 | Emails | Resolved the email threading issues, by replacing the snippet column with |
| 2.4.0 | Emails | Resolved issue with displaying image content in email threads. |
| 2.4.0 | Incident Log | Resolved incident log data mapping issue, by updating the Dto mapping. |
Documentation
| Title | Description |
|---|---|
Release 2024-02-21
New Feature
| Release Version | Feature | Description |
|---|---|---|
| 2.3.7 | Calendar | |
| Added new functionality that allows users to record calendar entries as time entries. |
| | 2.3.7 | Dashboard |
Added new functionality that allows users to record calendar event entries as time entries.
|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.3.7 | Trust | Update the Trust Audit report to include Unknown deposits. |
| 2.3.7 | Notifications | |
| Implemented the new notifications UI on the dashboard. |
| | 2.3.7 | Registers |
Updated the Incident Log and Risk Register to include:
- Placeholder text to help users complete the submissions, and
- Added Delete function to each register.
| | 2.3.7 | Incident Log |
Added a new column for date to record date the incident occurred.
| | 2.3.7 | Incident Log |
Added ability to select multiple Business Area that may be impacted by an Incident.
| | 2.3.7 | Risk Register |
Updated the risk register colour codes for Risk rating, preparedness etc..
| | 2.3.7 | Risk register | Built logic to set preparedness dynamically based on Risk Rating. | | 2.3.7 | Risk Register | Added relationship between Business Area and Capability. | | 2.3.7 | Dashboard | Updated the event order to display most recent at the top. | | 2.3.7 | Data |
Added description to the Business Area under Admin> data>Business Area.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.3.7 | Incident Log | Resolve issue with pagination. |
| 2.3.7 | Invoices | Resolve issue with first load issue on Invoices for Approval page. |
| 2.3.7 | Dashboard | Resolve issue with Notifications redirect. |
Documentation
| Title | Description |
|---|---|
Release 2024-02-15
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.3.5 | UI | Reinstated the Matter and Project Time in the menu. |
| 2.3.5 | UI | |
| Updated the tables for the following: |
- Email Templates
- Resource URLs
| | 2.3.5 | UI | Introduced the new standard TextArea component. | | 2.3.5 | Invoices | Added the ability for a user to remove all time entries from invoice while in Draft status. | | 2.3.5 | Project Templates | Updated the Project Templates Filters. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.3.5 | Risk Register | Updated the column name from preparedness. |
| 2.3.5 | Time Entries | Resolved an issue with the time entries not being able to be saved when submitted via the timer on a component. |
| 2.3.5 | Time Entries | Resolved an issue with Rate uplift/downlift. |
| 2.3.5 | UI | Resolved animation issue on top navigation. |
Documentation
| Title | Description |
|---|---|
Release 2024-02-14
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.3.3 | UI | |
| Updated the table UI for the following: |
- Sprints
- Standard Tasks
- Project Templates
| | 2.3.3 | UI | Implemented a “sent” toast message when sending email. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.3.3 | Resolved issue with email pop-up. |
Documentation
| Title | Description |
|---|---|
Release 2024-02-13
New Feature
| Release Version | Feature | Description |
|---|---|---|
| 2.3.2 | Incident Log | |
| Launched incident log UI. |
Create Modal
Table View
| | 2.3.2 | Projects |
Added Default Completion Days to
Project Template, and
Project Template Task
By setting the Default days on a Project Template or Project Template Task a due date is set automatically when the Project is created.
|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.3.2 | Time Entries | Applied Deletion Warning on Time Entry Table when trying to delete records. |
| 2.3.2 | Offerings | |
| Updating Offering new fields. |
- Zippy Heading
- Quick Story Heading
- Step Plan Heading
- Step Plan Tag Line 1
- Step Plan tag Line 2
- Call to Action Heading
| | 2.3.2 | Application | Clean up code for menu UI upgrade. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.3.2 | Trusts | Resolved an issue where funds cannot be transferred between matters due to the change in Business Entity. |
Documentation
| Title | Description |
|---|---|
Release 2024-02-07
New Feature
| Release Version | Feature | Description |
|---|---|---|
| 2.3.0 | Risk Register | |
| Created the front end for the Risk register to allow users to View, add, edit and manage Risks. |
Table View
|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.3.0 | Dashboard | Update the dashboard event endTime to include a Value. |
| 2.3.0 | UI | |
| Updated the following tables in the Admin Data. |
- Industry Categories
- Industry Sub Categories
- Occupation
- Segments
- Sub Segments
- Standard Disbursements
- Asset Register Type
| | 2.3.0 | Contacts | Implemented business logic to link contact - spouse relationship. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.3.1 | Client | Resolved issue when trying to create a new client, mapping issue. |
| 2.3.0 | Client | Resolved duplicate client check issue which prevented a user from creating a Client with an Organisation and Primary Contact. |
| 2.3.0 | Projects | Updated spelling mistake on Projects - Business as Usual radio. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-29
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.2.9 | UI | |
| Update the tables for the following entities. |
- User Assets
- Email Groups
- Business Entities
- Law Area
- Law Sub-Area
- Business Area
- Capabilities
- Sub-Capabilities
- Organisation Type
| | 2.2.9 | UI | Update Inline TextArea to be a global component. | | 2.2.9 | Projects |
Added BAU flag to Projects.
When setting the BAU flag to True the due date is removed and a BAU flag is added to the Project Title.
| | 2.2.9 | Organisations |
Added a new Supplier Flag to Organisations. This will be extended further into our Assets Register and will allow users to search for preferred suppliers as well as identify assets purchased previously by Suppliers.
| | 2.2.9 | Asset Register |
Add additional filters to the Asset Register
- Type
- Office
| | 2.2.9 | Database |
Implemented the database schema to support two new features:
- Incident Log
- Inserted At
- Updated At
- Systemic
- Description
- Reason
- Rectify
- Comments
- ID
- Matter ID
- Inserted by ID
- Last Updated By ID
- Risk Register
- Inserted At
- Updated At
- Likelihood
- Consequences
- Risk Rating
- Preparedness
- Report Cycle
- Description
- Impact
- Control
- Preparedness Actions
- Risk Management
- Remediation Strategies
- Link
- Metrics Used
- Comments
- ID
- Business Area ID
- Sub Capability ID
- Incident Log ID
- Inserted BY ID
- Last Updated By ID
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.2.11 | Trusts | Resolve issue with Trust datetime offset for monthly reports. |
| 2.2.10 | Offerings | Resolved issue with Offering Category filter not being applied. |
| 2.2.9 | Staff Directory | Fix issues with staff directory user emails not being clickable. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-23
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.2.6 | UI | |
| Update the mail register table. |
| | 2.2.6 | Mail Register | Implement debounce search library on mail register. | | 2.2.6 | Dashboard |
Add Calendar into Dashboard Event Widget.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.2.7 | Offering | Resolve issue with offering selector. |
| 2.2.5 | Trust | Resolve issue with trust request not containing transfer request details. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-18
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.2.3 | UI | |
| Update the Offering Table |
Update the SYNTAQ Forms Table
| | 2.2.3 | UI |
Extended the Metabase Reports and Metabase report Groups table to display the Report Description.
| | 2.2.3 | UI |
Update the Matter Status Wording from "Has the client decided not to proceed?" to "Confirm matter lost?".
| | 2.2.3 | UI |
Updated Top menu to Include and Quick Admin icon.
| | 2.2.3 | Offerings | Implemented debounce library on Offering Search. | | 2.2.3 | Forms | Implemented debounce library on Forms Search. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.2.4 | Trust | Resolve issue with trust requests not being sent from Matters. |
| 2.2.4 | API | Resolve issue with Microsoft refresh token not being stored in the database. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-16
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.2.0 | Trust Accounts | |
| Add new Trust Audit Report for Monthly reconciliation of Trust accounts with the Bank Statements. |
| | 2.2.0 | UI |
Update the Clients table.
| | 2.2.0 | Clients | Enhance the client search with Debounce library. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.2.0 | Offering | Resolve issues with the Offering > Offering Outcome > Component relationship. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-15
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.1.10 | UI | |
| Update Dashboard card icon from $ to timer. |
| | 2.1.9 | UI |
Update the Organisations table.
| | 2.1.9 | Organisations | Enhance the organisation search with Debounce library. | | 2.1.9 | UI |
Update the TinyMCE editor fields used on Compose Email.
| | 2.1.9 | Contacts | Updated all Contacts with [Deceased] in the name to include the status of Deceased. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.1.10 | Calendar | Resolve calendar time display issue. |
| 2.1.8 | Mail Register | Resolve input issues on the Mail Register when creating outgoing mail. |
| 2.1.8 | Time Entries | Resolve input issue on Time Entries. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-09
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.1.4 | UI | Implemented a new UI library - called shadcn-vue. |
| 2.1.4 | UI | Update to all the fonts across the platform. |
| 2.1.4 | UI | |
| New login page design. |
| | 2.1.4 | Dashboard |
Updated the dashboard to view, which will allow us to introduce new personalised widgets.
The Metabase dashboard has been moved under Statistics.
| | 2.1.4 | Contacts |
Update the contacts view and tables.
| | 2.1.4 | Contacts |
Introduced a new function that allows users to display their column preferences.
| | 2.1.4 | Search | Enhanced the search function with the implementation of a new library called “Debounce”, which streamlines the queries to the server and reduce network traffic. | | 2.1.4 | Libraries and Frameworks | Upgrade to the latest version of .Net (8). | | 2.1.4 | URL | Update to the URL path to create separation between different Roles - User, Admin and Client. | | 2.1.4 | Matters |
Update the Matter Offering to a hyperlink that redirects a user to the appropriate offering details page.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.1.4 | Asset register | Resolve issue with assigning assets to an owner. |
Documentation
| Title | Description |
|---|---|
Release 2024-01-02
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.1.3 | Metadata | Repositioned metadata content under info page. |
| 2.1.2 | Integration | Integrate OpenAI via API. |
| 2.1.2 | Invoices | Update the client select UI when there are outstanding invoices on clients. |
| 2.1.2 | UI | Refactor front-end code and URL paths. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.1.2 | Matter Overview | Resolve display issue on chart in matter overview. |
| 2.1.2 | Resolve issue with email select box. | |
| 2.1.2 | Offering | Resolve sync offering outcome id back to matter outcome. |
Documentation
| Title | Description |
|---|---|