Important highlights from this release
- Introducing LEDES to our billing module, streamlining legal invoicing through a standardized and efficient format for seamless exchange of billing information. See detailed guide.
- New E-Signature Workflows "EmSigner” and “Sayen" are now available within App4Legal. See detailed guide.
- New customizable Email Templates added for emails sent through invoices, matters, and contracts. See detailed guide.
- New and improved "Collection" form for processing invoice payments. See detailed guide.
- Introducing a new UI/UX for the Hearing Grids. See detailed guide.
- Introducing additional enhancements to the “Lump Sum” features, including the invoice tab in matters.
- A default contract template has been added to simplify the creation of contracts from templates when getting started.
- Users can now create duplicates, or clones, of transactions like invoices, bills, and journals.
- Administrators can now customize the Matters’ View Page by adding new sections, or pages, with custom fields. See detailed guide.
- Administrators can now personalize email templates for both Core and Contra Notifications. See detailed guide.
- Minor Bugs & Minor Improvements.
| Issue Type | Issue Key | Summary | Description |
|---|---|---|---|
| New Feature | A4L-8684 | LEDES | Introducing LEDES support in our billing module, streamlining legal invoicing by providing a standardized and efficient format for the electronic exchange of billing information between law firms and clients. |
| New Feature | A4L-10733 | Sayen Signature integration | A new digital signature service has been introduced to be integrated with App4Legal. This new integration is with the Sayen digital signature service. |
| New Feature | A4L-10727 | emSigner Signature integration | A new digital signature "emSigner" has been introduced to be integrated with App4Legal. |
| New Feature | A4L-10636 | New Features in Lump Sum | 1-Invoices related to the matter can now be visible on the matters page, along with the details of the amount billed on that particular matter. 2-The Fixed Fee of the matter has been added to the Work in progress report. |
| New Feature | A4L-10595 | Custom Matter Pages | The corporate matter and litigation cases pages can now be customized using the custom field; so that you are able to make pages and incorporate custom fields into them |
| New Feature | A4L-10574 | Lock Add/Update Time Entries according to a workflow | A new rule "Lock Add/Update Time Entries " is added to prevent users from recording time entries for specified Matters based on workflow status(es). for example, Lock Add/Update Time Entries for a Closed matter |
| New Feature | A4L-10515 | New field for Intellectual Properties | A new "City" field is now available in intellectual properties. |
| New Feature | A4L-10452 | Customize contract/core notification emails | You can now customize email templates for both contract and core notifications. |
| New Feature | A4L-10350 | VAT Audit report | A new VAT audit report tailored for E-invoicing entities has been added, designed to meet Zatca requirements. |
| New Feature | A4L-9661 | Clone Billing Transactions | A new feature has been introduced, allowing users to create duplicates (clones) of transactions like invoices, bills, and journals. |
| New Feature | A4L-8445 | New UI/UX for Hearing Grid | A completely new design for the Hearing Grid, providing a more intuitive and visually improved interface. |
| New Feature | A4L-8006 | Customize Email Template | Customize your Email templates. Tailor the templates for sending emails from invoices, matters, and contracts; create multiple variations, and personalize the subject, and message, add custom fields, and the recipient information to suit your preferences. |
| New Feature | A4L-6908 | Invoice Payments Revamp | Introducing a revamped invoice payment form, now called "Collection," featuring a redesigned UI/UX that enables comprehensive tracking of the total amount, payments made, credit notes, and trust funds. |
| Improvement | A4L-10882 | Default Contract Templates | A default contract template can now be used to create contracts when no templates have been added yet. |
| Improvement | A4L-11446 | Duration Unit Custom Field Upon Contract Creation | Now, users have the ability to define and personalize the time measurement units related to contracts using the new "Duration Unit" custom field. You can configure this custom field within the system settings, and it can then be populated within the chosen form when uploading a contract/document. |
| Improvement | A4L-11216 | Include Core User as a selectable Role option | The "Manage Roles" options now allow you to include Core users, providing greater flexibility in user role management. |
| Improvement | A4L-10977 | Clone Contract Templates | Users can now have the option to clone an existing contract template. |
| Improvement | A4L-11202 | Assign the "awaiting approval" status to contracts upon deactivation of the link status. | Contracts will now be automatically updated to return to the "awaiting approval" status If the link status is deactivated while the approval/signature centers have not yet started. |
| Improvement | A4L-10643 | Separate signature center and approval center in Link Status | When linking the workflow status, you can now separate the approval center from the signature center so that you can link statuses only on the approval center and manually move status on the signature center. |
| Improvement | A4L-11142 | Configure the "to be approved" and "to be signed" appearance in CP requests | When uploading a contract for review, users may now choose whether the "to be approved" and "to be signed" values should be displayed to the requester from the client portal. |
| Improvement | A4L-8948 | Automatically display attachments on the client portal | Once the contract is shared with the Client Portal, the system will prompt the user to confirm whether the associated documents, if available, should also be visible on the client portal. Furthermore, an option has been introduced in the settings to enable attachments to be automatically visible on the client portal if the corresponding contract is made visible. This ensures that any new attachments uploaded will be automatically visible on the client portal if the contract itself is set to be visible. |
| Improvement | A4L-9796 | Show the Requester Company on Matters/Contracts | A new field has been incorporated into the matters/contracts grid, enabling users to track client portal requests along with their associated department or company names, not limited to just the requester's name. This will enable users to generate a report or apply a filter to client portal requests, displaying the originating departments or companies. |
| Improvement | A4L-10641 | Privacy per assigned team | A new privacy layer has been added to the contract by using a new variable in settings called "Privacy per Assigned team." The admin can specify whether the contract's assigned team has exclusive access to see/manage the contract by turning this option ON/OFF. |
| Improvement | A4L-11390 | Make approval with signature link as optional | The "Approve with Signature" option, when approving a contract, is now customizable, allowing users to enable or disable it based on their preferences. |
| Improvement | A4L-10032 | Notifications for watchers and requesters | Additional notifications will now be sent to requesters upon any contract trigger through the Client portal. Additionally, watchers will receive notifications when a new contract is requested from the CP, upon approval and signature of the contract, when a new comment is added, when negotiation is started, or when attachments are uploaded. |
| Improvement | A4L-11469 | Invoice Description in the Account Statement | The invoice description has been added to the Account Statement Report |
| Improvement | A4L-11444 | Exchange rate digit limit | You now have the capability to input up to 16 digits for the exchange rate, an enhancement from the previous limit of 10 digits. |
| Improvement | A4L-11194 | Client Name in the non-billable time entries reports | Users can now include Client Name in the non-billable time entries reports |
| Improvement | A4L-11158 | Outsourced company name in the report builder | The report builder has been updated to distinctly show the name of the outsourced company and separate it from the external advisor's name. |
| Improvement | A4L-10961 | Notifications for Matter Container | Notifications will now be sent to the related users when adding or editing matter containers |
| Improvement | A4L-11143 | Single or Multiple options for Lists on Custom fields | The "List" custom field type is now configurable as either single or multiple, granting users the flexibility to choose either one value or multiple values within the field. |
| Improvement | A4L-11140 | The "referred by" field was added to the matter report builder. | Users can now use the "referred by" field within the Matter Report Builder. |
| Improvement | A4L-11126 | New options for adjustments at the level of the services and time logs | You now have additional options to enable adjustments on invoices for Services and Timelogs After Tax or Before Tax, ensuring that adjustments are only applied to services and Timelogs, excluding expenses. |
| Improvement | A4L-11086 | New columns "taxable/non-taxable" in invoices grid | We've introduced two new columns: taxable and non-taxable, presented in the currency of the entity. In the invoices grid, these columns will display the total amount for both taxable and non-taxable items in the main entity currency. |
| Improvement | A4L-11030 | Make approvers/signees as contributors configurable | Now, you can specify whether you want any approver or signee to be immediately recorded as a contributor after being chosen. This can now be enabled and configured by users from contract settings.` |
| Improvement | A4L-11008 | Related Person is added to the Client Portal grid. | The "Related Person" is now included in the client portal user grid, and you can use it to conduct an advanced search. |
| Improvement | A4L-10984 | Enhancements to the Invoice Template | Users are now able to change the font color and size of the table headers independently of the font settings used on the invoice tables. |
| Improvement | A4L-10980 | Create Accounts of type "Other Assets" in different currencies | Users are now able to create an account under the "Other Asset" in any currency other than the entity one. |
| Improvement | A4L-10813 | Enhancements on CP Signup | The administrator now has the flexibility to enable or disable the sign-up feature for Client Portal users through system preferences, and to specify the type of access granted to users signing up. During the sign-up process, the system will automatically verify the license number available, and if the user is unable to create a new account, they will be notified and prompted to contact the administrator for further assistance. |
| Improvement | A4L-10737 | Added Columns to Chart of Account | Reference number and Comments columns have been added to the Chart of Accounts transactions. |
| Improvement | A4L-10109 | Add account on the fly in Journal/Money Transfer Form | Users are now able to add the account on the fly without going out of the journal page/Money Transfer. |
| Improvement | A4L-10647 | Enhancements in Account Creation | Allow the creation of accounts with numeric values beginning with 0 |
| Improvement | A4L-10593 | Email Notifications for Approvers upon initiating the approval process | While using the "Link Statuses" option, approvers will now receive email notifications prompting them to approve contracts that are awaiting their approval. |
| Improvement | A4L-10122 | Export Journals to excel | Users can now export Journals to Excel. |
| Improvement | A4L-10734 | Trial Balance PDF report | Trial Balance report can now be exported to PDF format. |
| Improvement | A4L-8003 | "Next Hearing" field in the litigation grid. | A new field "Next Hearing" is now added to the litigation cases grid. |
| Bug | A4L-11453 | More than 0 appears after the decimal point in the credit note | |
| Bug | A4L-11439 | Convert Word to PDF is not working on Linux | |
| Bug | A4L-11433 | Memory Limit exceeds when reporting the report builder | |
| Bug | A4L-11361 | Error when adding % in contract name | |
| Bug | A4L-11338 | Error in deleting task & matter boards | |
| Bug | A4L-11325 | Wrong count on expired contracts | |
| Bug | A4L-11296 | Export to Excel in bank reconciliation not working | |
| Bug | A4L-11294 | Fix Items Translation | |
| Bug | A4L-11269 | The filter is not working when the date is Hijri and error in the advanced search | |
| Bug | A4L-11263 | Error in amendment and addendum | |
| Bug | A4L-11229 | Negotiation comment is not being displayed | |
| Bug | A4L-11225 | Visual bug in Reports screens | |
| Bug | A4L-11223 | Translation issue in Report screen | |
| Bug | A4L-11193 | Undefined array key "AllowFeatureAdvisor" | |
| Bug | A4L-11189 | Prevent using Components with Known Vulnerabilities | |
| Bug | A4L-11187 | Broken Object Level Access Control | |
| Bug | A4L-11185 | Adding new quotes does not work | |
| Bug | A4L-11182 | Can't add a client in Arabic from the Client portal | |
| Bug | A4L-11093 | Performance issue in Person Grid | |
| Bug | A4L-11068 | Performance issue on Server | |
| Bug | A4L-11038 | Can't copy time entry | |
| Bug | A4L-10996 | Rename of custom Email function | |
| Bug | A4L-10994 | Send attachment in contra email | |
| Bug | A4L-10973 | Resolve Errors in the Signature Center for MSSQL | |
| Bug | A4L-10953 | The invoice with credit note allows reverting time logs/expenses only once | |
| Bug | A4L-10896 | No alert in custom fields in the contract | |
| Bug | A4L-10852 | The name type in the Turkish language cannot be modified. | |
| Bug | A4L-10744 | label change in French | |
| Bug | A4L-10730 | Revamp approval center | |
| Bug | A4L-10704 | Add email for the addendum | |
| Bug | A4L-10675 | Wrong matter for clients in quote | |
| Bug | A4L-10585 | change password appearing on users imported from AD in the client portal | |
| Bug | A4L-10486 | The nonbillable time entry is not copied | |
| Bug | A4L-10460 | The copy time entry entity does not change | |
| Bug | A4L-10459 | Copy time entry User rate and rate do not appear | |
| Bug | A4L-9988 | Pasting a number in a quote | |
| Bug | A4L-11244 | Cross-Site Scripting (XSS) in API v2 | |
| Bug | A4L-11549 | spelling mistakes in hearing types | |
| Bug | A4L-11372 | Fix db scripts |
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