Important highlights from this release
- The user will be able to select the expense account for advisor time entries from the money settings.
- Accountants can now include items from existing supplier bills in their invoices.
- The UI/UX of the journal entry module has been revamped.
- A user can now easily delegate matters and tasks to other team members based on certain criteria.
- A contra user can now create an addendum on the level of contracts
- New reports related to Time entries are now available in the reports module
- An admin can now prevent users from adding or editing time entries from the previous month, during the first "x" days of the current month.
- Minor Bugs & Minor Improvements.
| Issue Type | Issue Key | Summary | Description |
|---|---|---|---|
| New Feature | A4L-9369 | A new Advisor Time entries expense account | The user will be able to select the advisor time entries expense account from the money settings |
| New Feature | A4L-9079 | The client can now import bills to the invoice | Accountants can now include items from existing supplier bills into their invoices. |
| New Feature | A4L-8954 | Delegations Feature is now available in the system | A user can now easily delegate matters and tasks to other team members based on certain criteria from the profile icon under out of office. |
| Improvement | A4L-9359 | Activate/Deactivate Client portal users | A new option has been added to deactivate Client Portal users from the action wheel in Manage Clients |
| Improvement | A4L-9311 | New UI/UX for Journal & Money Transfer | The journal and Money Transfer UI/UX has been revamped |
| Improvement | A4L-9297 | A contra user can now create an addendum on the level of contracts | |
| Improvement | A4L-9286 | The client now can has full visibility on the contract in the Client portal | The requester of a contract (client) can now see the Approval center, the approvers, the Signature center and the signees without the ability to approve or sign |
| Improvement | A4L-9278 | Add Milestone from Client Portal | The client now can add milestones related to the contract from the client portal |
| Improvement | A4L-9055 | License and Waivers Improvement | Add More field to licenses and waivers: -License Activity -Managers -Permissions |
| Improvement | A4L-8984 | New report related to Time entries. | Time Entries By Client Report Time Entries By Matter Report Time Entries By Contract/Document Report |
| Improvement | A4L-7239 | Set Cut off Date feature | Prevent users from adding/editing time entries in the previous month during the first "x" days of the current month |
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