Important highlights from this release
- 5 New Widgets Added to Money Dashboard
- Universal Search has a brand new design with easy access to the most recent accessed Matters, Litigation Cases, and I.Ps
- Discounts on the Invoice Level are now supported
- Contract: Board Members can now participate in approving and signing a contract
- Contacts are now Persons
- New Report: User Billing Per Month
| Issue Type | Issue key | Summary | Description | |
|---|---|---|---|---|
| New Feature | A4L-6858 | Universal Search & Recently Visited | ||
| New Feature | A4L-6166 | New Attachment Report | A new report is added that will display the list of matters with the list of folders in this matter, total number of files & attachment size. | |
| New Feature | A4L-5478 | Support Discount on Invoice Level | * Option to show/hide amount/unit price in export template. * New field "Description" on the level of invoice * Invoice with zero amount | |
| New Feature | A4L-6684 | User Billing Per Month | ||
| New Feature | A4L-6810 | Board members for Approvers and signees | ||
| New Feature | A4L-6764 | Money Dashboard New Widgets | # Top 10 Clients per invoice amount # Top 10 Suppliers (Bills) # Top 10 Suppliers (Expenses) # Expenses per Paid Through # Bank Account Balance | |
| Improvement | A4L-6345 | Money - Expense Category Default Amount | Allow the users to set a default amount for each expense category from Settings -> Expenses -> Expense Categories | |
| Improvement | A4L-6720 | Contract improvements | ||
| Improvement | A4L-6809 | Add a new icon to start a timer in Matter & Task Time logs and Boards | Ability to start the timer from the following pages:
| |
| Improvement | A4L-6774 | API Tasks Additions | ||
| Improvement | A4L-6861 | AP - Advisor Task Workflow management | The core user should be able to manage the advisor task workflows, by adding/modifying/deleting workflows & statuses. | |
| Improvement | A4L-6879 | Hide Server Info from HTTP Response Headers on IIS | ||
| Improvement | A4L-6881 | Rename "Balance" in Matter Time logs | ||
| Improvement | A4L-6766 | Apply new Contract Negotiations design | Apply new Contract Negotiations design | |
| Improvement | A4L-6882 | Rename Invoice Items to Services | ||
| Improvement | A4L-6848 | Additions to the hearing card in stages and activities tab | ||
| Improvement | A4L-6769 | AP - retrieve matters and tasks by prefix-id | As the user can look up for any matter/task by its subject, he should be able also to lookup after them by a prefix + ID, for example: if the user wants to lookup for the matter of id 1, he should type M1. | |
| Improvement | A4L-6885 | API - Verify Hearing | ||
| Improvement | A4L-6775 | Related matter to Contracts | ||
| Improvement | A4L-6785 | Show only Approver in contracts | * Show in the grid only "Approver" * Instead of showing: Users, Collaborators, User groups, Manager of Requester * In reports and grids | |
| Improvement | A4L-6784 | Enhancements on Add Contract | Show in Client Portal inside add contract wizard | |
| Improvement | A4L-6786 | Enhancements on Contract edit | Manual signature * Signature Center: ** Signed option without Docusign or any other e-signature (manual uploading for the signed doc) | |
| Improvement | A4L-6759 | Time tracking dashboard - Non-Billable Utilization Rate per User | Add a widget for Non-Billable Utilization Rate per User too | |
| Improvement | A4L-6602 | The contract should be shared in cp when a signee or approver is a collaborator | ||
| Improvement | A4L-6434 | Privacy Default Value | All objects in App4Legal that support the privacy field should have the current logged in user by default:
| |
| Improvement | A4L-6760 | Time logs - Category - Default effort value | Support in the settings of time logs - Category the ability to define a default effort value for each category. | |
| Improvement | A4L-6788 | Verify hearing to be available in Litigation Module | in the litigation module -> stages & activities -> hearing card -> action wheel:
| |
| Improvement | A4L-6346 | Docs - Global URLs Tab | Add URLs Tab in the global Docs page | |
| Improvement | A4L-6629 | Add related contract to Reminders and Tasks | Reminders and Tasks Grid | |
| Improvement | A4L-6853 | AP improvements & bugs on hearings, tasks, docs | ||
| Improvement | A4L-6354 | Matters Grid - Archive Option | In the Matters grid, the Tools dropdown is only showing Unarchive option. Add Archive option as well. | |
| Improvement | A4L-6506 | Bills - export to word using template | Support exporting a bill to a word file using a template, like how invoices work. | |
| Improvement | A4L-6862 | AP - default values of the lookup lists | ||
| Improvement | A4L-6867 | Label change for Core and Modules | ||
| Improvement | A4L-6817 | Archive contracts | ||
| Improvement | A4L-6812 | Update email content and title | ||
| Improvement | A4L-6816 | Amendments to Spanish sentences & keywords | ||
| Improvement | A4L-6874 | Rename Journal | ||
| Improvement | A4L-6751 | Show number of Collaborators on the Billing page | ||
| Improvement | A4L-6835 | ability to search for a contact by phone and email in universal search | ||
| Bug | A4L-6856 | Wrong subscription message | ||
| Bug | A4L-5441 | assigned to me widget not refreshing after adding a task | ||
| Bug | A4L-6800 | 403 error when submitting a contract | ||
| Bug | A4L-6850 | The loader is still visible after deleting a hearing | ||
| Bug | A4L-6814 | Error in time logs when submitting a new invoice | ||
| Bug | A4L-6793 | Wrong characters in the email notification | ||
| Bug | A4L-6878 | missing error message for upload files in hearing form | ||
| Bug | A4L-6418 | Reminder Dismissed on Hearing update | ||
| Bug | A4L-6844 | fix the design of buttons in add time logs | ||
| Bug | A4L-6901 | Slowness in Tasks in Stages and Activities tab | ||
| Bug | A4L-6860 | AP retrieving system documents | ||
| Bug | A4L-6863 | Bug in users login | ||
| Bug | A4L-6864 | Wrong message when adding/editing a user | ||
| Bug | A4L-6799 | DB error when adding an approver/signee | ||
| Bug | A4L-6803 | update matter title in the header when changing of title in from | ||
| Bug | A4L-6871 | Hearing fields are still visible when choosing future dates in Hijri Calendar | ||
| Bug | A4L-6805 | Setup & Config - Client Portal | ||
| Bug | A4L-6811 | Bug in profile signatures | ||
| Bug | A4L-6820 | cp license error when the client is not a collaborator | ||
| Bug | A4L-6830 | Error in Dropbox integration | ||
| Bug | A4L-6746 | Money Module - Reporting Issues | ||
| Bug | A4L-6209 | Contract Module: Custom fields by Contract Type | ||
| Bug | A4L-6836 | Attachments are not displayed on the matter note | ||
| Bug | A4L-6877 | "Related Matter" filter in tasks grid is not working | ||
| Bug | A4L-6616 | Bug in Task export to Docx |
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