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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 TypeIssue KeySummaryDescription
New FeatureA4L-9369A new Advisor Time entries expense account The user will be able to select the advisor time entries expense account from the money settings
New FeatureA4L-9079The client can now import bills to the invoiceAccountants can now include items from existing supplier bills into their invoices.
New FeatureA4L-8954Delegations 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.

ImprovementA4L-9359Activate/Deactivate Client portal usersA new option has been added to deactivate Client Portal users from the action wheel in Manage Clients
ImprovementA4L-9311New UI/UX for Journal & Money TransferThe journal and Money Transfer UI/UX has been revamped
ImprovementA4L-9297A contra user can now create an addendum on the level of contracts
ImprovementA4L-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

ImprovementA4L-9278Add Milestone from Client PortalThe client now can add milestones related to the contract from the client portal
ImprovementA4L-9055License and Waivers Improvement 

Add More field to licenses and waivers:

-License Activity 

-Managers

-Permissions 

ImprovementA4L-8984New report related to Time entries.

Time Entries By Client Report

Time Entries By Matter Report

Time Entries By Contract/Document Report

ImprovementA4L-7239Set 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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