2025 Releases
This page contains all 44 release notes from 2025, ordered from newest to oldest.
Release 2025-12-05
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.18.7 | Permissions | Refactored system permissions, including modifying roll up of team-based permissions |
| V2.18.11 | Text Editors | Refactored text areas to improve responsiveness |
| V2.18.13 | Support Tickets | Support tickets now accept image drag and drop for files up to 5MB |
| V2.18.13 | Routines | Updated url for Routines |
| V2.18.13 | Admin and System Menu | Renamed Offering Component Template to Standard Component, moved Offering Category into data section of the menu |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.18.8 | Permissions | Cleaned up permissions for User views and and Invoice views |
| V2.18.9 | Trust Accounting | Cleaned up Trust and Safe Storage permissions |
| V2.18.9 | General | Code clean up |
| V2.18.11 | Invoice | Fixed a UI issue with confirm dialog |
Release 2025-11-25
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.18.2 | Project Tasks | Project Tasks will now change status from To Do to Doing when a time entry is added. |
| V2.18.2 | Offerings | Can now export Matter/Client/Contact data related to an Offering via Export CSV button on the Offering Matters page |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.18.2 | Teams | Updated permissions so Users can use Teams in Portal without being able to access and edit the Team in the admin section |
| V2.18.2 | Workflows | Project Templates are now Workflows. Main menu Projects section has been renamed to Workflows also. |
| V2.18.2 | Workflows | When creating a new workflow, users will be prompted to add Business Area, Capability and Sub-Capability; as well as an Owner. |
| V2.18.2 | Workflows | Workflows can now be filtered by whether they are repeatable or not. |
| V2.18.2 | Workflows | |
| Workflow Tasks now have two new options accessible via the ellipses (…) menu. |
- You can now Move a task to another workflow by clicking the Move to Another Workflow option.
- You can also set a task as a Standard Task for reuse in other Workflows by clicking the Save as Standard Task option.
| | V2.18.2 | Workflow Routine Scheduling |
Workflow Routines can now be scheduled in detail via the ‘Scheduler Configuration’ button.
Frequency of the schedule is now expressed in the table as Weekly, fortnightly, quarterly, half-yearly annually
| | V2.18.2 | Projects and Routines | ‘Mark as Complete’ button now only says ‘Complete’ | | V2.18.2 | Projects and Routines | From the Project or Routine table, you can now click the ellipses (…) and save the Project as a Workflow (i.e. what we previously defined as a Project Template) to reuse in the future. This can be set as either a repeatable or non-repeatable workflow regardless of the current type. | | V2.18.2 | Projects and Routines | Project and Routine info pages now contain a Task completion progress donut chart | | V2.18.2 | Routines | Routines can now be filtered by assigned users. Previously this was only available for Projects | | | Project and Routine Tasks |
Task Kanban and List views are now available on the same page of the workflow, and can be switched between using the List View/Kanban View buttons in the top right
| | V2.18.3 | Auto Time Entries | Code refactor | | V2.18.3 | Merge Contact / Merge Organisation | Optimised query to reduce load on database | | V2.18.4 | Support Tickets | Moved ‘Issue System’ from the body of the Support Ticket template to it's own Platform Type field. | | V2.18.4 | Support Tickets | Updated Support Ticket template. Now have a separate templates for Bug Reports (current) and Enhancements and Feature Requests (new template). | | V2.18.4 | Staff Directory | Can now expand all Teams with button press | | V2.18.5 | Text Area UI | Moved from an HTML editor to Markdown for Support Tickets, Project Tasks, Standard Tasks, and Workflow Tasks (among others) | | V2.18.5 | Support Tickets | Added extra information for the internal emails |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.18.2 | Projects and Routines | Fixed issue with redirects to incorrect urls within Projects and Routines |
| V2.18.2 | Offering Matters | Updated to correctly sort table of matters within an offering. |
| V2.18.3 | Projects and Routines | Fixed issue where filter would persist across different tables |
| V2.18.4 | Project Tasks | Changed Status from ToDo to To Do |
Release 2025-11-14
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.18.0 | Teams | Users can now be assigned to Teams. Teams can now be assigned to Project Tasks alongside Users, in both an open Project and a Project Template. |
| V2.18.0 | Auto Time Entries | Merged time entries in the Auto Time Entry page can now be unmerged |
| V2.18.0 | Admin - Users | Added functions regarding User Remunerations for Super Admins |
| V2.18.1 | Admin - Users | System now automatically creates a User Note after certain updates are made |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.18.0 | Admin - Roles and Permissions | When adding permissions to a user there is now an indicator for users who have Super Admin permissions. |
| V2.18.0 | Menu | Moved Clients to top of CRM section in the Menu |
| V2.18.0 | Project Tasks | Can now hover over assigned team member icons for more details. |
| V2.18.0 | Staff Directory | Teams are now listed in the Staff Directory |
| V2.18.0 | Admin - Users | Users with the correct permissions can now update the Teams a User is assigned to via the Admin User table |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.18.0 | Status Filters | Table filters based on status now are now only set on each individual page and do not carry over to other areas of the Portal |
| V2.18.0 | Auto Time Entries | Fixed issue where long urls in an email body could cause UI issues on the merge time entry modal |
| V2.18.1 | Projects | Fixed an issue with user filters introduced by the Teams feature |
| V2.18.1 | Admin - Teams | Fixed an issue with the status filter on the Teams page |
Release 2025-11-04
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.17.17 | Contact Relationship Flowchart | |
| From the relationship page of a Contact you can now view a Contact's relationships as a Flowchart by clicking the Flowchart View button |
Once in this view you will be able to see all the referrer, family and referred contact information in a simple diagram
Clicking a related contact will take you to their contact page
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.17.17 | User | Added functions for notes, emails, contracts and documents relating to portal users for internal use by super admins. |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.17.17 | Mail Register | Outgoing mail is now working again in the Mail Register |
Release 2025-10-30
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.17.15 | Client, Contact, Organisation Merge | Allows a user with admin permissions to merge duplicate Clients, Contacts and Organisations with slightly different names |
| V2.17.15 | Contact Upload | Allows a user with admin permissions to upload a list of contacts via a csv file |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.17.15 | Contacts | Now have the option to select a reason why a Contact's email are being hidden (such as ‘Staff email’, ‘Legal requirement’ etc.) |
| V2.17.16 | Menus | |
| We've rearranged how the Administration functions are organised, with System Configuration and System Monitoring sections now split out into their own System menu. |
Changing Menus is now controlled by clicking on the menu name in the top left, and making a selection
Admin menu is now shaded a light red, whilst the System menu will be shaded a light blue (soon)
Each menu now also contains a search bar
In the collapsed menu view you can now click the icons to access pages in that group
Updated user profile menu with icons and tenant name
|
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.17.15 | Emails | Fixed an issue causing memory overflow from the email table |
| V2.17.16 | Auto Time Entry | Fixed an issue with timestamps on sent emails pulled into draft time entries table |
Release 2025-10-17
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.17.12 | Auto Time Entry | Released Auto Time Entry to all Users |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.17.9 | AI Prompts | Added configuration options at a system level |
| V2.17.9 | Time Entry Stats | Moved overall statistics page to the admin menu |
| V2.17.11 | Auto Time Entry | Save to Time Entry button is now green |
| V2.17.11 | Auto Time Entry | Auto time entries will now pull the Matter id from filename of Word documents |
| V2.17.11 | Projects | Removed BAU option from Projects |
| V2.17.11 | Routines | Existing Routines are now auto-closed when next recurrence is auto-provisioned |
| V2.17.13 | AI Prompts | Added further models to list for prompt configuration |
| V2.17.13 | Emails | Updated the logo on the date filter from a clock to calendar. Dates can now be manually entered when creating a custom date range in the filter |
| V2.17.13 | Auto Time Entries | Draft time entries scraped from emails now only populate the send email's body text and not the entire email thread; prompt has been configured to generate a time entry description that follows staff policy |
| V2.17.14 | Auto Time Entries | Updated browser whitelist for sites able to be pulled into draft time entry table from browser using Rescue Time |
| V2.17.14 | AI Prompts | Removed credentials and AI Prompts from User info page, and consolidated into admin AI configurations page |
| V2.17.14 | Auto Time Entry | Added a filter process to auto merge high similarity items from rescue time |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.17.9 | Fixed an issue with the sender filter not updating on search | |
| V2.17.9 | Auto Time Entries | Fixed an issue where another users' draft time entries may have appeared in the user specific table |
| V2.17.11 | Projects | Project capabilities are now filtered by business area, once business area is selected |
| V2.17.11 | PPSR Register | Discharge date can now be set to today |
| V2.17.11 | Auto Time Entries | Fixed an issue where time value for the day was not updating on Save to Time Entry from Auto Time Entry table |
| V2.17.13 | Matters | Clicking the team member selection on a Matter page now focuses on the search bar instead of the first option in the list |
| V2.17.13 | Virtual SharePoint folder | Reenabled drag and drop for documents on root SharePoint folder |
| V2.17.14 | Routines | Fixed an issue with auto-close on existing routines |
Release 2025-10-08
Fixes
| Release Version | Feature | Description |
|---|---|---|
| 2.17.8 | Matter SharePoint Folders | Resolved issue that allowed duplicate SharePoint folders to be created via a Matter if the link button was clicked before the initial folder had been provisioned |
Release 2025-10-03
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.17.2 | Invoice Write Off | Unpaid invoices can now be fully or partially written off to better track which clients are bad payers. |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.17.2 | Projects | Added Active/Inactive status to Standard Tasks and Project Templates |
| V2.17.2 | Offerings | Added Active/Inactive status to Offering Categories, Offerings and Offering Components |
| V2.17.4 | WIP Report | Moved the WIP Report Download button to the Time Entry page of a Matter, and fixed the styling |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.17.2 | Auto Time Entries | Fixed typo |
| V2.17.3 | Invoice Write Off | Fixed issue with time entry permissions |
| V2.17.4 | PPSR Register | Date now saves correctly |
| V2.17.4 | Emails | Fixed issue where draft emails were syncing to Portal and not updating after they were sent out |
| V2.17.5 | Project Templates | Fixed issue where Projects created from Project Template would not appear in the Projects list under the Project Template |
| V2.17.5 | Portal Search | Removed filter for active / inactive in the full platform search bar |
| V2.17.6 | Icons for emails assigned to Matter and Project have been reinstated |
Release 2025-09-26
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.16.10 | Auto Time Entry [Beta] | |
| Created an Auto Time Entry function which integrates with Rescue Time to scrape browser and desktop activity, as well as Calendar entries and sent emails to auto-populate draft time entries. |
This is currently in Beta testing and will be released to the whole organisation in the future.
When you click Sync All, a list of suggested time entries will be presented to you.
You can then select multiple items to combine into one time entry.
You can click Merge Selected to merge the time of many items into one entry.
Here you can update the description of the new Entry. Once you click confirm on the Time Entry, it will appear in the table.
Alternatively, you can also select AI Merge & Summary to auto group, merge and summarise a bulk selection of draft time entries. If you are not happy with the groupings you can click re-analyse to try again. By selecting certain groupings you can apply AI Summary to each group by clicking AI Summary All, or Apply AI Summary for individual groups. Each description can always be edited manually. When you are happy with a selection of grouped entries, click Apply Selected Merges to save your merged Draft Entries back to the Draft Time Entries table.
Once back in the draft time entries table, click on your merged draft time entry to assign it to a specific Matter or Project. To confirm the entry and add it to your official Time Entry Table, click Save to Time Entry.
Once Saved to Time Entry it will be removed from the Auto Time Entries page, and added to the Time Entries page.
| | V2.16.10 | User Credentials |
To assist with integrations with Open AI and Rescue Time the User information section now has a My Credentials page where API keys can be saved and managed for different services.
| | V2.16.10 | User Prompt Configuration |
To assist with Open AI integrations, the User information section now has an AI Prompts page where you can configure prompts for use with AI
Click Browse Presets to add some common Prompts. Any prompts added to your configuration page can be paused, edited or deleted via the buttons on the top right of the prompt item.
Once you have the hang of how and where these interact, you can add your own configurations by clicking Create Configuration.
| | V2.16.11 | Integration Usage Statistics |
Administrator Users now have access to an Integration Usage Statistics page which contains metrics on frequency of requests to third party service integrations overall and by user.
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.16.9 | Virtual SharePoint Folder | |
| Added drag and drop upload and multiple file upload to Virtual Sharepoint Folders for a Matter. You can: |
Drag and drop multiple files directly into the file list for the folder
Click Upload, and drag and drop multiple files into the file upload area
Click Upload, then click Choose Files to browse for the files manually. This now supports more than one file
| | V2.17.0 | Emails | Enhanced the email loading process. Emails should now load much faster under the General Email tab |
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.16.9 | Wiki | Fixed an issue where the wiki view in Portal would fail to sync with the external wiki |
| V2.16.9 | Matters | Matter Status tags will now correctly update |
| V2.16.11 | Integration Metrics | UI refactor |
| V2.17.0 | Email Sync | Fixed an issue with duplication in email sync |
| V2.17.1 | Auto Time Entry | Removed unnecessary filter |
Release 2025-09-18
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.16.6 | Virtual SharePoint Folders | |
| SharePoint folders are now visible and accessible directly from Portal. For a Matter, you can now go to the SharePoint tab and access the contents of the folder including sub-folders and documents without needing to access SharePoint directly. |
Files in SharePoint can then be previewed (pdf only at this stage), downloaded, renamed and deleted directly from the actions menu. Files can also be uploaded, via the Upload button and you can also create new folders via the New Folder button.
You can resync the folder with SharePoint by clicking the refresh button to the right of New Folder.
Future updates will include preview for other filetypes and replication of this functionality for Projects.
|
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.16.4 | SharePoint | Fixed an issue with folder creation not triggering |
| V2.16.5 | SharePoint | Fixed an issue with SharePoint search |
| V2.16.5 | SharePoint | Fixed an issue with duplicating folders within the Matter folder |
| V2.16.7 | Xero | Fixed an issue with Xero sync |
| V2.16.8 | Contacts | Fixed an issue where cursor was not focusing on search box when entering details for a new Contact |
| V2.16.8 | To Do | Task list visible area is now the whole length of the browser window |
| V2.16.8 | Emails | Emails assigned to a project now have an icon to show that they have been assigned, in line with the icon for emails assigned to a Matter |
| V2.16.8 | Organisations | Fixed an issue where industry category and sub-category would not save after creating Organisation |
| V2.16.8 | Invoice | Fixed an issue where content in the Matter Information block beside an invoice would be hidden outside the border of the block |
Release 2025-09-03
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.16.2 | Contact Emails | Email sync will no longer sync emails marked with Invoice or Ignore |
| V2.16.2 | Contact Emails | Fixed an issue where Contact Email might not save |
| V2.16.2 | Active Campaign | Active Campaign now syncs with the Contact's Primary email address |
| V2.16.2 | Active Campaign | Force Active Campaign status to disabled when Contact has no email |
| V2.16.3 | Invoice Emails | Invoices now pick up the Invoice Email assigned to a contact correctly |
Release 2025-09-01
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.16 | Contact Emails | |
| Can now add multiple emails for a Contact, with the ability to define type of email for each subsequent email added after the Primary. Includes duplication checks on entry, with Invoice emails the only emails allowed to be used for multiple Contacts. |
Email types can be set to Invoice, Active, Dormant or Ignore
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.16.1 | Contact Email | Fixed issue where Contact could not be set up without an email by adding back the missing checkbox |
Release 2025-08-25
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.15.19 | Contacts | |
| Implemented a fuzzy search on Create Contact which identifies potential duplicates |
| | V2.15.19 | Organisations |
Implemented a fuzzy search on Create Organisation which identifies potential duplicates
|
Fixes
| Release Version | Feature | Description |
|---|---|---|
| V2.15.19 | Minimise function removed from draft email modal | |
| V2.15.19 | Matters | Fixed an issue with the Matter Status tile on the Matter Overview tab, which now shows metrics past the Quoted Awaiting Acceptance stage |
| V2.15.19 | Matters | Removed the Deleted status from Matters |
| V2.15.19 | Timers | Time entry descriptions will now correctly update when a linked timer is used for a time entry |
Release 2025-08-22
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.15.14 | Delete Client | Clients can now be deleted if there are no leads or matters assigned to them |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.15.14 | Timers | Updated the labels on the timer tabs to better reflect what type of Time Entry the timer will create. Tabs now refer to Sales, Matter and Project (left to right) |
| V2.15.14 | Timers | You can now unlink a timer from Sales, Matter or Project entity |
| V2.15.14 | Timers | You can now link more than one timer to the same Matter for Sales time, Component for Matter time or Task for Project time |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.15.13 | Contact | You can now hard-delete a phone number. This resolves an issue where deleting a phone number would still mark it as a duplicate the next time you tried to enter it |
| V2.15.15 | Projects | Fixed an issue that was causing Project tasks to not save their status change when moved between columns in the Kanban view |
| V2.15.18 | SharePoint | Fixed an issue that sometimes caused SharePoint folders to not be created when expected |
Release 2025-08-18
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.15.12 | Timers | |
| Timers can now be linked to their future time entries by clicking the link button. |
This allows you to link a Timer to a specific Component involved in an existing Matter, an existing Matter by itself (Sales time) or a Project
This allows you to track multiple timers simultaneously with explicit reference to the Project or Matter
These details flow through to the time entry when the Timer is stopped.
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.15.10 | UI/UX | The Create New (+) menu in the top left navigation bar is now accessible on hover |
| V2.15.10 | Time Entries | Fields in Time Entry modal are now more condensed to limit scrolling |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.15.9 | Offerings | When an Outcome is merged into a new Offering, the new Offering is now added to Matters with that Outcome |
| V2.15.9 | Offerings | When an Offering is deleted, it is now removed from any associated Matters |
| V2.15.9 | Offerings | When an Outcome is merged it now correctly pulls through the new Offering Component ID |
| V2.15.12 | Staff Directory | The Staff Directory now correctly picks up the phone numbers from the User table |
| V2.15.12 | Timers | User now notified if they are running two timers on the same Project, Component or Matter |
| V2.15.12 | Timers | Fixed an issue where the selected Matter may not have been retained when associating a Timer with a Matter |
Release 2025-08-08
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.15.5 | Time Entries | |
| Can now confirm a time entry and duplicate it for additional entries. |
- Click the Confirm and Duplicate button once you are happy with the first time entry,
- Make the change to the new entry (for example, change the staff member, or change the date of the entry)
- Click Confirm when you have finalised your final duplicate entry
| | V2.15.5 | Time Entries | Can now update the selected Offering outcome and component when editing an existing Matter time-entry | | V2.15.5 | Time Entries | Can now update the selected Project Task when editing an existing Project time-entry | | V2.15.5 | Time Entries | Can now update the Matter when editing an existing Sales time-entry | | V2.15.5 | Time Entries | Can now update a time entry from the invoice page for any invoice that has yet to be approved and sent | | V2.15.5 | Time Entries |
Can now change GST type and billable status for Matter Time Entries in bulk
From the Time Entries tab in the Matter, select which entries you want to edit in bulk
Click Bulk Edit
Make your change with the selections, and click Update Time Entries to confirm
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.15.5 | Time Entry UI/UX | |
| Existing Time Entries no longer pull across from the side, and have their own stand alone modal. |
Time Entry Modal will resize to fit more information on the screen for certain browser dimensions
| | V2.15.5 | Matter Close | Added ‘Client did not have a valid case’ to the list of reasons a Matter could be marked as lost | | V2.15.5 | Client |
Info page now has an enhanced Lifetime Value section to display an overview of finance related details
Info page now also has links to the Contact and organisation pages for related entities
| | V2.15.7 | Offering Outcome UI/UX |
Updated UI for adding Offering Outcomes to a Matter. Now appears in its own modal. Outcomes and components can be added by clicking the small plus beside each item
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.15.5 | Contracts Table | Now has a default filter set to show all Contracts |
| V2.15.5 | Time Entries | Fixed an issue where creating a time entry would not update the time entry table correctly |
| V2.15.7 | Merge Offering | Fixed an issue where merging offerings would retain link to previous offering |
| V2.15.8 | Time Entries | Fixed an issue with time entries unexpectedly clearing information from calendar and timers |
Release 2025-07-29
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.15.4 | Timers | |
| The progress of the currently running timer now appears in the Nav bar |
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.15.4 | Contacts | Contacts no longer show duplicate organisations when pulled through from more than one client |
| V2.15.4 | Matter Closure | Can now no-longer close a Matter with funds in Trust still Available or Pending |
Release 2025-07-25
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.15.2 | Organisations | |
| Organisation contact phone numbers have now been updated to allow multiple phone numbers per Organisation with dropdown options for country code and type of contact number (mobile, home, work, landline, international) |
When creating an Organisation by ABN lookup, you are now prompted to add a phone number
| | V2.15.2 | Users | User contact phone numbers have now been updated to allow multiple phone numbers per User with dropdown options for country code and type of contact number (mobile, home, work, landline, international) | | V2.15.2 | Syntaq Forms |
Updated Client data passed through into Forms, including:
- Added Client Date of Birth
- Added Client Phone Number (the first listed will pass through)
- Residential Address is now passed through instead of Postal Address
| | V2.15.3 | Contracts | Can now download signed document directly from the Contracts table | | V2.15.3 | Offerings | Offerings now have Owners which can be set by admin users. Owner is selected from list of current Portal users |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.15.1 | Contract Signing | Increased limit on file size to 100 MB |
| V2.15.2 | Organisations, Contacts, Users | Fixed issue with the search results when searching via phone number |
| V2.15.2 | UI | All modals now have the grey space outside the modal disabled, so you can't accidentally lose work by clicking outside the modal. All modals must be closed via the cross symbol |
| V2.15.2 | Organisations | When editing an Organisation from the info tab, options for the Industry Sub-category are now filtered by Sub-categories linked to the currently selected Industry Category |
Release 2025-07-18
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.14.12 | Contract Signing | |
| Split the ‘In-Progress’ status into two new statuses |
- Contract Design: Contract has been submitted for e-signing design. Contract can still be deleted at this stage.
- Waiting for Signature: Contract has been marked for sending for signatures. Links exist for each signer to access the document. The Contract cannot be deleted at this stage
| | V2.15.0 | Contacts | Contact numbers have now been updated to allow multiple phone numbers per Contact with dropdown options for country code and type of contact number (mobile, home, work, landline, international) | | V2.15.0 | Contacts | All existing phone numbers have been reformatted to fit the expected data structure for a phone number, across all Contacts |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.15.0 | Contract Signing | Fixed issue where contracts in new Contract Design status could not be deleted |
Release 2025-07-08
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.14.10 | Contacts | |
| Now when adding a contact and selecting not to show the email tab, there is a prompt to note the reason for not showing this tab |
Staff emails with adlvlaw.com.au, jfmlaw.com.au or syntaq.com domains are now automatically set to ‘do not show emails' with the reason of ‘staff email’
Admin users are still the only users who can edit the email show/hide function after a contact has been created
| | V2.14.10 | Users | Staff users now have an extra field for initials for passing into forms. | | V2.14.11 | Syntaq Forms | Staff initials now pass into Syntaq instead of user's full name | | V2.14.11 | Contract Signing | Added a status of Declined to show when electronic signing has been declined by one of the signers | | V2.14.11 | Contract Signing | Removed ability to delete Contracts that have passed Draft status | | V2.14.11 | Contract Signing | Matter / Project / Routine is now a required field for Contracts already linked to that type of entity | | V2.14.11 | Contract Signing | Multiple documents can now be added to the contract workflow on creation |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.14.10 | Invoices | Fixed issue where copying the invoice id would not copy the whole string |
| V2.14.10 | Syntaq Forms | Fixed issue where new Forms modal would not resize with the window |
| V2.14.11 | Contract Signing | Fixed issue where clicking edit would not load current details into the modal, causing unintentional overwrites |
| V2.14.11 | Contract Signing | Removed Sign button from Contracts table |
Release 2025-07-02
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.14.9 | ||
| It's now possible to print an email to pdf from the Portal, by clicking the button in the top right |
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.14.9 | Matters/Syntaq Forms | Syntaq forms no longer pull across from the side, but have their own full-size modal when accessed in the context of a Matter |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.14.9 | Incident Log | Fixed typo “remidy” to “remedy” |
| V2.14.9 | Statutory Trust Automation | Fixed data passing issue |
| V2.14.9 | Fixed issue with inline attachments sometimes not appearing |
Documentation
| Title | Description |
|---|---|
| V2.14.9 | Documentation updated |
Release 2025-06-27
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.14.4 | Pinned Projects | |
| Allows you to pin Projects to your dashboard for quick access by clicking the star in the Project heading |
After pinning a Project you will have a quick link on the Dashboard
| | V2.14.6 | Invoicing |
Update to fixed price invoicing to allow the use of a time based invoice instead
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.14.5 | Dashboard | Updated UI to support Pinned Projects |
| V2.14.7 | Contacts | Input mask added for phone number fields when creating a new contact |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.14.7 | Trust Automations | Relinked missing data for Statutory Deposit Account Automation |
| V2.14.7 | Invoicing | Fix for issue with outstanding amount calculation introduced with feature in V2.14.6 |
Release 2025-06-12
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.13.9 | Support Tickets | |
| Admins can now create a project task from a support ticket by selecting the ticket and clicking Allocate to Project Task. |
| | V2.13.10 | Support Ticket | Linked Project Task now accessible from Support Ticket table |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.13.9 | Incident log | |
| Added fields: |
- Location - Sydney / Adelaide
- Impact - Financial / Reputational / Legal
- Follow up action required - Policy Change / Employee Training / Legal Training / Legal Proceedings
- Responsible person - this should be the person responsible for follow up
- Status - New / Acknowledged / investigating / Awaiting information / Action Required / in Progress / Resolved / Monitoring / Closed / Reopened
Updated fields:
- Comments field renamed to Final Outcome
- Rectify field renamed to Actions to Remedy
| | V2.13.9 | Project Tasks | Updated UI on Task and Kanban Board to be more in-line with the rest of the platform | | V2.13.9 | Digital Signing |
Can now upload document for signing directly when creating the Contract
| | V2.13.10 | Digital Signing | Contract email now includes the matter id in the subject line |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.13.11 | Support Tickets | Fixed issue with Support Ticket permissions which stopped tickets from being editable after submission |
Release 2025-06-04
New Features
| Release Version | Feature | Description |
|---|---|---|
| 2.13.3 | Personal Preferences | Implemented a personal preferences table. That will allow users to set their personal preferences for certain portal entities. The first trial is the Pinned Matter List. |
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.13.3 | Dashboard | |
| Allow a user to Pin a Matter to the dashboard for quick access. |
Simply select a matter, the click the star to pin the matter to your dashboard.
Users can click on the star again to unpin and matter or click the remove icon from the dashboard.
| | 2.13.0 | Application | Refactored the Vue Project Network folder and DTOS. To improve platform performance and support cursor application. | | 2.12.15 | Contracts |
Implemented a contract sending order. Allowing a user to send a contract for signing Randomly (all parties receiving the signing request at the same time) and Preserved, where the second party will receive a signed contract after the first person has signed.
| | | | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.13.8 | Support Ticket | Resolve issue with ticket not closing after marking as resolved. |
| 2.13.7 | Support Ticket | Resolved issue with support ticket modal not closing after submission. |
| 2.13.6 | Support Ticket | Resolved the issue with the support ticket not saving after an update. |
| 2.13.3 | Time Entries | |
| Resolved the issue with the time entries counter displaying everyone then resolving to display your time entries after a couple seconds. |
| | 2.13.3 | Projects | Resolved issue of task, filter or user doesn't update in a view. | | 2.13.2 | Matter Report | Resolve issue with status tag. | | 2.13.1 | Invoices | Resolved issue with missing invoice type - result of refactoring the dtos. |
Release 2025-05-28
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.12.12 | Matter | |
| We have completed the work on the matter close status to prompt users to take actions when closing a matter. |
The key actions are:
- A quote/ work proposal has been provided to the client
- Email/ thank the referrer
- Generate a last note
- Generate a matter close email to the client (or request a google review)
- Check the contact and organisation details are up to date
- Check contact relationships have been established. This one is particularly important for EP matters.
The checkboxes are not mandatory and don't prevent you from closing the matter.
We have 3 event types associated with each action.
- Folder - this takes you to the relevant matter folder
- Email - this pulls through an email template and populates some of the data, like the client name.
- Note - this takes you through to the notes section of the matter.
| | 2.12.12 | Emails | Update the business logic in the email sync process to resolve issue | | | | |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.12.11 | Timer | Resolve the issue with the timer when trying to save, description is defined as invalid. |
| 2.12.11 | Support Tickets | Resolve the issue on the support ticket, when trying to insert an image causing the modal to close and clear the description. |
| 2.12.11 | Matter Report | Resolve issue with the status not updating on the My Matter report. |
Release 2025-05-22
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.12.9 | Matters | |
| Implemented the Time transfer function into Matters. |
Added a multi-select
Display selected time summary
Move and Convert button
New transfer modal to Move Time Entries
| | 2.12.9 | Matter | Removed the double confirm requirement with reopening a matter. | | 2.12.9 | Matter | Conflict check emails are re-triggered when a matters client is changed. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Release 2025-05-19
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| v2.12.8 | Matter Report | |
| Update the position of the Reviewer and Coordinator badge on the Matters Report. |
| | v2.12.8 | Matter Report |
Added new tooltip to Invoiced card allowing users to see the status of the time entries that have been added to an invoice:
- Draft:$0.00
- Awaiting Approval:$0.00
- Approved:$0.00
- Sent Unpaid:$0.00
- Sent Paid:$0.00
| | v2.12.8 | Matter Report | Added conditional logic to the Invoiced card switching the colour to Orange when time entries have been assigned to an invoice, but the invoice has not been sent yet. | | v2.12.8 | Matters | Display the reason why the matter was lost when reopening a lost matter. | | v2.12.8 | Matters |
Add the field inputs for users to confirm the Estimated Budget and Expected Delivery Date before clicking won.
| | v2.12.8 | Matters |
Automated Matter Notes saved to file when a matter is closed or lost.
| | v2.12.8 | Contracts | Update the contracts notifications, notifying the matter reviewer, coordinator and team once a contract has been signed. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
Release 2025-05-16
New Features
| Release Version | Feature | Description |
|---|---|---|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| v2.12.7 | Contracts | |
| Allow user add Contract Type during the creation process. |
| | v2.12.7 | Contracts |
Notification message will be emailed to the contract creator when the contract has been signed.
| | v2.12.7 | Contracts |
Added the entity id and hyperlink link for contract to a matter, project or client.
| | v2.12.7 | Matters |
Added Matter Lost Reason.
| | v2.12.7 | Matters |
Added automation to Move Matter Time To Sales Time when a matter is marked as Lost.
| | v2.12.7 | Matters |
New automated checks to verify before a matter can be closed.
- Check No WIP
- Check No funds in Trust
- Check No unsent invoices.
| | v2.12.7 | Matters |
New matter closed prompt checklist.
| | v2.12.7 | Matters | Set offering as required field during the creation process. | | v2.12.7 | Matters | Introduce invoice not sent value. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| v2.12.7 | To Do | Resolve the issue with the To Do list pop up error. |
Release 2025-05-09
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.12.3 | Matters | Can now create Contracts and access Digital Signing from the context of a Matter |
| V2.12.3 | Contracts | |
| Can now select a Matter, Client or Project to relate the Contract to when adding a Contract from the Contract page. Client and Project will be back-end links only at this stage, in preparation for a future release |
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.12.3 | Contracts | Emails can now be sent automatically to signers when Contract is submitted for signing |
| V2.12.3 | Contracts | Contract status now advances automatically and can no longer be reverted |
| V2.12.3 | Contracts | Deleted Contracts are now archived in DocuSeal |
| V2.12.4 | Matters | |
| Matter Status UI has been updated |
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.12.6 | Contracts | Fixed issue where all Digital Signing submissions would send emails to submitters. Now this sends only when the Send notification email checkbox is selected. |
Release 2025-05-02
New Features
| Release Version | Feature | Description |
|---|---|---|
| V2.12.1 | Digital Signing / Contracts | |
| Portal now has a Contract and Signature management system, accessible from the Contracts menu item. Signatures have been implemented via our integration with DocuSeal. | ||
| Here you can Add a Contract |
A Contract contains Documents which can be uploaded in the Documents tab
Once uploaded you can select a bundle of Documents for signing by clicking the checkbox beside the document and selecting the new option to Submit for Signing
After a short wait the Template tab will be available, where you can add Signers
For each signer a set of fields can be added to require the party to enter
Once all signing parties and their respective required information blocks have been defined, you can click ‘Send for Signature’ to lock the document for signing. You will be asked to add some contact information about the Signing Parties.
This will make the Submission tab available for view, where you will be able to view each submitter and their progress
Here you can copy signing links to send to the submitters/signers or mark this person as electing to sign in person
Once all signers have added their details or have been marked for in-person signing, the document will be able to be downloaded via the View Document button. This will include all information from each of the signing parties as well as a digital signing certificate
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| V2.12.2 | Project Template | Add sharepoint folder provisioning for project templates |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| V2.12.1 | Fix to resolve issue with syncing email attachments | |
| V2.12.1 | Matter Report | Outstanding amounts will now only appear red if overdue |
Release 2025-04-24
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.12.0 | Matter | Added Estimated Close Date |
| 2.12.0 | Matter Report | Added Funds in Trust column to Report and Outstanding amount will now appear red |
| 2.12.0 | Invoices | |
| Added option to add all time entries to invoice at start of invoice creation process |
| | 2.12.0 | Matter Report | Default filter behaviour changed to select user as Staff Member (as opposed to Reviewer) |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.11.12 | Invoice and Collections | Fixed issue where client name might be missing from the email salutation |
| 2.12.0 | To Do | Fixed issue where task list would not update after adding new task |
| 2.12.0 | Matter Report | Fixed issue with matter report scroll |
Release 2025-04-14
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.11.11 | Support Tickets | When a user resolves a ticket they are now prompted to notify the ticket submitter with an email pop-up |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.11.11 | Invoicing and Collections | Salutation in the email body now correctly pulls through preferred first names |
Release 2025-03-26
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.11.10 | Notifications | Users will now be notified if they are not running the most current version of Portal and will be prompted to update |
| 2.11.10 | Events | Critical Dates and Dashboard Events to show in local time and date format |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.11.10 | Trust | Fixed issue where Transaction Method was not saving correctly |
| 2.11.10 | Time Entries | Fixed issue where updating time entries via calendar would not work |
| 2.11.10 | Project Templates | Fixed issue with button triggers on Project Template Tasks |
Release 2025-03-25
New Features
| Release Version | Feature | Description |
|---|---|---|
| 2.11.9 | Critical Dates | |
| Critical Dates Calendar is now integrated with Portal. For users with access to the Critical Dates calendar, a list of Critical Dates related to a Matter will appear on the Matter Info page. |
To add a Critical Date to a Matter, you will need to have access to the shared Critical Dates calendar in Outlook. You can then either:
Click the Add event button on the Matter Info page, to add the event to the Critical Dates calendar
Or manually add an event which includes the Matter ID inside square brackets to the Critical Dates calendar in Outlook.
|
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.11.6 | Trust Transaction | |
| Bank Transaction table now has an in-line description of its related Trust Transaction when reconciled. |
| | 2.11.7 | Calendar | Enhancing the Calendar layout to support Critical Dates | | 2.11.7 | Matter Report |
Report in Portal now shows two most recent Matter Notes
| | 2.11.9 | Calendar | Added ability to add events into any calendar the user has permission to edit |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.11.6 | Matter Report | Fixed issue where discounts were not applied to the outstanding invoice value of a Matter |
| 2.11.9 | Wiki | Fixed issue with table not updating correctly |
| 2.11.9 | Safe Storage | Updates to various options when adding a Will for safe storage, including charging clause options, and internal executor options |
Release 2025-03-17
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.11.0 | To Do | UI enhancements as part of finalising release of To Do |
| 2.11.1 | To Do | Completed tasks are now hidden from the task lists in To Do |
| 2.11.4 | Refactored the loading of emails, to enhance inbox load time. Thread will now be loaded only after email is selected. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.11.0 | To Do | Fixed issues with dropdown UI, slide over, date and build fail as part of finalising release of To Do |
| 2.11.1 | Invoice Reminders | Fixed issue causing invoice values to be sent to Syntaq reminder apps incorrectly |
| 2.11.3 | Trust Notifications | Fixed issue with data passed to Syntaq which caused wrong trust account to appear in Trust Notification |
| 2.11.5 | Resolved an issue with the date format for email attachments in Portal |
Release 2025-03-04
New Features
| Release Version | Feature | Description |
|---|---|---|
| 2.10.18 | Dashboard | |
| Integrate Microsoft ToDo with the Dashboard. Today's tasks from the To Do Lists are now listed on the Dashboard. |
| | 2.10.19 | To Do |
Integrate Microsoft To Do. New feature which allows you to create todo lists and manage your tasks more effectively.
Tasks are grouped in Todo Lists, and within each task you can set due dates and reminders, add notes and check when the task is complete.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.10.18 | UI | Fixed issue with how text areas auto-size |
Release 2025-02-26
Enhancements
| Release Version | Feature | Description |
|---|---|---|
| 2.10.14 | Contacts | |
| Contact info fields now appear in two columns |
| | 2.10.14 | Menu |
Side menu items are now collapsible by group
| | 2.10.14 | Menu |
Side menu can now be reduced to icons to save window space
| | 2.10.14 | API | Added Preferred First Name to the Contacts API |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.10.14 | Invoices | Fixed issue where overdue invoice warning would show for invoices in draft. Now only shows if invoice has been sent |
Release 2025-02-24
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.10.13 | Invoices | Update Statement for Matter, to use bank transaction date. |
| 2.10.13 | Clients | |
| Add ability for user to user create a matter from the client page. |
| | 2.10.13 | Matters |
Added client invoice overdue warning to the matter page. Displays if the client has an outstanding invoice, this could be across previous matters.
| | 2.10.13 | Directory |
Allow user copy email and phone number from Staff Directory.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.10.13 | Invoices | Collection Letter email address string now includes extra internal addresses for the First Reminder only |
| 2.10.13 | UI | |
| Resolve text wrap issue on steps. Ensure word wraps at the end of the word. |
| | 2.10.13 | Calendar |
Resolve issue with Event List overflow.
| | 2.10.13 | Users | User list cannot pull out billing rate. | | 2.10.13 | Offerings |
Offerings missing offering id.
|
Release 2025-02-18
New Feature
| Release Version | Feature | Description |
|---|---|---|
| 2.10.10 | Search | |
| Integrated with SharePoint Search API, now allowing users to search SharePoint from portal. |
| | 2.10.10 | Search |
Implemented search across core entities including:
- Matters,
- Clients,
- Projects, and
- Invoices.
| | 2.10.10 | Invoices | Updated 1st reminder invoice to include matter reviewer and coordinator in CC. | | 2.10.10 | PPSR Register | Updated the PPSR register, removing unnecessary mandatory fields. | | 2.10.10 | Forms |
Updated the Work Proposal to replace the list of roles and rates with a list of lawyers and rates.
|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2025-02-14
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.10.9 | UI | |
| Update all supported entities across the platform to display soft delete in the UI. |
| | 2.10.9 | UI |
Implemented front end logic to prevent users from creating matters with characters that aren't allowed in contact, organisation and matter/ client name. Impact is that we won't have SharePoint folder failing to create.
| | 2.10.9 | UI |
Updated UI to notify a user if a contact has already been created., rather than showing the ‘Submitted’ message.
| | 2.10.9 | Contacts |
Updated Contacts Create with checkboxes a user can click if you Don't have Email and/or Contact number. If there is no email, we will automatically mark the Marketing emails as off.
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2025-02-07
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.10.8 | UI | |
| Implemented Soft Delete function across all entities in the application. |
All entity tables now have an is_deleted column, which is a Boolean value, true or false.
When it is true, it means that the changed row will not be ‘adopted’ by the system and cannot be searched or selected by the system.
Note that the record is still available in the database and can be restored if necessary.
| | 2.10.8 | UI |
Updated the email date format to dd MMM yyyy h:mm:ss
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.10.8 | Wiki | Update wiki URL to support images. |
| 2.10.8 | Resolve issue with email sync process, condition check. | |
| 2.10.8 | Resolve issue on matter email, cannot apply sender filter. | |
| 2.10.8 | UI | Fix offering badge UI. |
Documentation
| Title | Description |
|---|---|
Release 2025-01-31
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.10.7 | Wiki | |
| Updated portal to pull through wiki.js files into Portal view. |
| | 2.10.7 | Wiki | Add Hangfire job to Sync Wiki, by adding a sync control flag. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.10.7 | Trust | Fix the Reconciliation Report missing, identified unknown deposits. |
| 2.10.7 | UI | Fix role page, slide-over issue with UI. |
Documentation
| Title | Description |
|---|---|
Release 2025-01-21
New Feature
| Release Version | Feature | Description |
|---|---|---|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.31 | UI | |
| 1. Add Tabs Interface to Project Template Task |
- Restructured ProjectTemplateTask.vue with tabbed interface
- Added "Info" and "Steps" tabs for better content organization
- Improved form layout with grid system
- Added draggable functionality toggle switch
- Enhanced input field styling and spacing
2. Add Tabs Interface to Standard Task
- Implemented similar tabbed layout in StandardTask.vue
- Split content into "Info" and "Steps" sections
- Added draggable toggle functionality
- Improved form field organization and spacing
- Enhanced visual hierarchy with card components
3. Update Master Detail Layout
- Refined header styling with backdrop blur
- Improved breadcrumb navigation
- Added conditional separator rendering
- Enhanced responsive layout handling
4. Fix Offering Badge UI
- Added offering ID badge display
- Improved layout spacing
- Enhanced visual hierarchy in offering details
- Fixed flex child overflow issues
|
Bugs
| Release Version | Feature | Description |
|---|---|---|
Documentation
| Title | Description |
|---|---|
Release 2025-01-14
New Feature
| Release Version | Feature | Description |
|---|---|---|
| 2.9.28 | PPSR Register | |
| A new PPSR register has been added to portal. |
|
Enhancement
| Release Version | Feature | Description |
|---|---|---|
| 2.9.28 | ||
| Significant enhancements to the email sync process. Required |
- add User Email Folder table and Hangfire Sync function
- refactor User Email Sync process based on each of synced folders
| | 2.9.28 | Organisations |
Added the ability for a user to search and select the Australian Business Registry when creating a new organisation.
Users can Click on Create Organisation
Click on Create by ABN lookup
Search the company by name (we will add search by ACn and ABN in a future release)
Select the company and all the details will be populated in the Create Modal.
| | 2.9.28 | Offerings | Update the create matter from offering process to run SharePoint creation through Hangfire. |
Bugs
| Release Version | Feature | Description |
|---|---|---|
| 2.9.28 | Segments | Resolve issue with segment/ subsegments |
Documentation
| Title | Description |
|---|---|