Important highlights from this release
- Introduced a new high-level work-space for lawyers showing upcoming tasks, hearing, etc. called My Dashboard.
- Customize & Configure an automated account number of your choice in the money module for your clients, suppliers, etc.
- Expanded grid functionality to include saved filters, column customization and more in invoices and expenses.
- Revamp data model behind Docs to support integration with other solutions + Retrieve tracking version of documents.
- Introduced a Document Generator tool allowing to save documents in a specific template format (footer/header, etc.).
- Automated Email Notification on all system Due Dates + enhanced email template to include more needed fields.
- Save & Add a new Expense on the fly + build an Invoice related to more than one Case for the same Client.
- Files can now be attached on Hearings.
- Money module improvements from account statements, labeling, invoicing and more.
| Issue key | Issue Type | Priority | Summary | Status | Created | Updated | Description |
|---|---|---|---|---|---|---|---|
| A4L-4055 | New Feature | Medium | Add Reference Number to Time log grid | Merged | 12/20/2017 | 12/25/2017 | You can now add a reference number to your time logs. |
| A4L-3959 | New Feature | Medium | Revamp DMS Data Model Phase 3 | Merged | 10/24/2017 | 12/25/2017 | A new structure on the document management system. |
| A4L-3928 | New Feature | Medium | Document Generator | Merged | 10/10/2017 | 12/25/2017 | You can now generate documents based on a templates you add to the system. |
| A4L-3903 | New Feature | Medium | Time log comment not to be mandatory | Merged | 9/26/2017 | 12/25/2017 | Time logs comments are optional now. |
| A4L-3900 | New Feature | Medium | Automatically send an email notification on all due dates in the system | Merged | 9/26/2017 | 12/25/2017 | Do not miss out on anything. You can now configure the system to notify before due dates such that you will receive an email notification. |
| A4L-3841 | New Feature | Medium | Introduce the ability to attach file to hearings | Merged | 8/17/2017 | 12/25/2017 | You can now attach documents to the hearings you record. |
| A4L-3835 | New Feature | Medium | Workspace for Lawyers | Merged | 8/17/2017 | 12/25/2017 | Two additional boards. My Dashboard which relates to everything you need to keep track of and Dashboard-Management for management access only in order to track progress. |
| A4L-3816 | New Feature | Medium | Ability to save and add another expense | Merged | 8/16/2017 | 12/25/2017 | You can now add multiple expenses at the same time. |
| A4L-3805 | New Feature | Medium | Account Number | Merged | 8/1/2017 | 12/25/2017 | Automatic account number while recording an expense. |
| A4L-4036 | Improvement | Critical | API: Return id after recording a new expense | Merged | 12/7/2017 | 12/25/2017 | |
| A4L-4033 | Improvement | Medium | Add new fields to email notification | Merged | 12/6/2017 | 12/25/2017 | Receive an email with more details. |
| A4L-4005 | Improvement | Medium | Set default reminder time when creating a hearing or adding new a reminder | Merged | 11/14/2017 | 12/25/2017 | Default reminder even if you did not set a certain time. |
| A4L-3981 | Improvement | Medium | Implement Grid New Design And Functionality In Invoices and Expenses | Merged | 11/1/2017 | 2/8/2018 | New grid designs in invoices and expenses. |
| A4L-3939 | Improvement | High | Account Statement View & Export Enhancements | Merged | 10/18/2017 | 12/25/2017 | We facilitated the account statement view to show all the details you need to know. |
| A4L-3746 | Improvement | Medium | Invoice on several cases for the same customer | Merged | 7/5/2017 | 12/25/2017 | You can now choose between mutliple matters of the same client while creating an invoice. |
| A4L-3744 | Improvement | Medium | Hyperlink on the transactions in the statement of account | Merged | 7/5/2017 | 12/25/2017 | You can access the transactions straight away from the statement of account. |
| A4L-3438 | Improvement | Medium | Add the ability to delete an IP case | Merged | 2/27/2017 | 12/25/2017 | You can now delete an intellectual property case. |
| A4L-4054 | Bug | Medium | Error Notifications | Merged | 12/20/2017 | 12/25/2017 | Fixed. |
| A4L-4040 | Bug | Medium | Unable to add time logs to invoice with more than 40 records | Merged | 12/8/2017 | 12/25/2017 | Fixed. |
| A4L-3980 | Bug | Medium | Save button in "Petty Cash to User mapping" not working | Merged | 10/31/2017 | 12/25/2017 | Fixed. |
| A4L-3979 | Bug | High | Performance issue in money grids | Merged | 10/31/2017 | 12/25/2017 | Fixed. |
| A4L-3978 | Bug | Critical | Bug in paid through accounts in Expenses | Merged | 10/31/2017 | 12/25/2017 | Fixed. |
| A4L-3975 | Bug | Critical | Bug in time logs related to matter | Merged | 10/27/2017 | 12/25/2017 | Fixed. |
| A4L-3974 | Bug | Critical | Errors in Company Addresses | Merged | 10/26/2017 | 12/25/2017 | Fixed. |
| A4L-3968 | Bug | Medium | Sync not working between hearing and Calendar integrations | Merged | 10/25/2017 | 12/25/2017 | Fixed. |
| A4L-3923 | Bug | Medium | Bug when Time tracking related to this matter is billable by default is checked | Merged | 10/6/2017 | 12/25/2017 | Fixed. |
| A4L-3872 | Bug | Medium | Error in Petty Cash Mapping page | Merged | 9/7/2017 | 1/30/2018 | Fixed. |
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