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Important highlights from this release


  • Import of Expenses: Lexzur now supports importing expenses directly within the Billing Module, streamlining financial management and improving accuracy.
  • SignRequest Integration: Introducing a new integration with SignRequest, enhancing e-signature capabilities for seamless document signing.
  • Introducing a new Task Approval process, allowing you to add approvers and set up an approval center for tasks, similar to contract approvals, ensuring structured and accountable workflows.
  • Tabs Configuration: Users can now easily reorder company custom pages and tabs, improving navigation and customization.
  • Enhancing EmSigner Configuration, to support predefined templates with a specified number of signees, ensuring consistency in the signing process.
  • Bills Custom Fields: Custom fields can now be included in bill pages, providing the flexibility similar to invoices.
  • Enhanced email management with support for saving drafts and improved navigation controls.
  • Sharing Filters with Specific Teams/Users: Enhanced control over saved filters with options to share with specific teams or users.
  • Default Values on Contract Templates: Control the visibility of system variable fields in contract templates and set default values for better template management.
  • Users can now Reset the Approval and Signature process on contract rejection, allowing for last-minute negotiations.
  • Select the Retained Earnings account for transactions within the Billing Module, improving financial tracking.
  • The logged-in user's name is now included in the Important Development section of matters, providing better context for updates.
  • Users can now Export Receipts Directly as PDFs from the invoice payment interface, enhancing documentation.
  • ZATCA Integration Enhancement: Updated to comply with the latest E-Invoicing requirements, ensuring regional compliance.
  • Minor Bugs & Minor Improvements



Issue Type

Issue Key

Summary 

Description

1New Feature

LEX-14438

Task Approval Center

You can now add approvers from users or collaborators and predefine your approval matrix for tasks, similar to the contract approval processes.

2New Feature

LEX-13560

Support Custom fields in the Bill

Users can now customize fields on the Bills page, similar to the customization options available for invoices.

Custom Field Options Include: Text, Links, Dates, Lists, etc...

3New Feature

LEX-14761

Integration with SignRequest Signature Service

A new integration with the SignRequest digital signature service, enhancing the e-signature capabilities within Lexzur.

4 New Feature

LEX-11658

Importing Expenses

 

The billing module in Lexzur now supports importing Expenses. Users can download a template, fill it out, and upload it to the system, similar to the existing import functionality.

5New Feature

 LEX-15102

Custom Field Categorization Under Sections

We have introduced a new option that allows users to categorize custom fields under specific sections within the General Info and Entity Management page of companies.

You can decide where a custom field should appear:

  • In General Info: Custom fields can be placed either under the General Info section or the Custom Fields section, depending on your preference.
  • In Entity Management: Custom fields can be categorized under Registration or Commercial Registration sections.
6New Feature

LEX-15050

New "Directors" tab in Companies

We have introduced a new Directors tab in the Companies section to better manage and differentiate between company directors and board members

7New Feature

LEX-14999

Configure EmSigner Workflow with Preset Template

Users can now start the EmSigner workflow using a predefined template. You will be able to configure the template ID, the unique identifier of the EmSigner template to be used and the number of signees. The system will checks that the number of signees matches the template settings, ensuring a consistent and accurate signature process. 

8New Feature

 LEX-15101

Improved Translations for French Language Support

Refined translations and updated terminology to better align with regional language preferences.

9 New Feature

LEX-7199

E-Invoicing ZATCA Second Phase Integration

We have made several updates and completed the integration with ZATCA to comply with the latest E-Invoicing requirements.
10Improvements

LEX-15139

Reorder Custom Pages and Tabs For Companies

We have introduced a new Tabs Configuration page in the Company Settings to provide better control over the order of custom pages and tabs.
Users can now easily reorder the tabs and custom pages using a drag-and-drop interface.

11Improvements

LEX-15435

Reordered Address Section for Companies and Persons

We have updated the layout of the Address section when adding companies or persons. The fields have been reordered to ensure that the address information is organized more logically.

12Improvements

LEX-15434

Removal of Specific Fields in Companies and Persons for France Instances


To better align with local requirements and practices in France, certain fields have been removed from the Companies and Persons sections. For example, Registration Renewal Date, Attestation Authority, Registration Authority, Additional IDs and values, Commercial Registration section, Mother name in persons/profile etc..

13Improvements

LEX-15366

 

Dynamic Task Types Based on Organization Type for France Instances

The task type list can now be customized depending on whether the organization is an in-house team or a law firm, providing more tailored options.

14Improvements

LEX-15285

 

Update Emdha Hosted App URL

The hosted app URL for the Emdha application has been updated from `emdha.app4legal` to `ksa-emdha.app4legal` to align with regional branding and ensure consistency.

 

15Improvements

LEX-14958

Combined "Registration" and "Registration by Law" Sections for France Instances

We have merged the "Registration" and "Registration by Law" sections into a single section for improved clarity and streamlined data entry.


16Improvements

LEX-14889

Updated Arabic Terminology

We've updated some terms in Arabic related to Client Porta, Client, Collaborator etc..

17Improvements

LEX-14830

Email Deletion Option


We have introduced an enhancement at email level to ensure that when an email is deleted from the Notes section within a matter, it can also be removed from the Emails tab, addressing common issues related to email management.

18Improvements

LEX-14815

Improved Notifications for Matter Assignments

We have enhanced the notification process for matter assignments to keep assignees informed more effectively.

When a matter is assigned to someone using any transitional workflow, an email notification will be sent to the assignee. A new notification option, "Inform Assignee on Matter Assignment", has been added to the notification scheme.

19Improvements

LEX-14674

Email Engine - Support for Saving Emails as Drafts

We have added new options the email engine to improve email management, including support for saving emails as drafts and enhanced navigation controls.

  • Two new tabs have been introduced: Inbox and Drafts.
  • A "Save as Draft" button has been added next to the "Send" button.
  • In addition to a Prompt Message if there are unsaved changes in the email field.
       
20Improvements

LEX-14671

Sharing Filters with Specific Teams/Users

We have updated the saved filters functionality to provide more control over who can view and use saved filters.

The New Options include Share filters with assigned teams, user groups, and specified list of users.

21Improvements

LEX-14529

Contract Template Descriptions in Client Portal

Description field has been added to the details of contract templates, located after the file attachments.

This description will be visible at the CP level, similar to how descriptions are displayed for contract request types.

This allows users to view additional details about each contract template directly within the Client Portal, improving clarity and ease of use.

22Improvements

LEX-14513

Supporting Default Values on Contract Templates

You can now control the visibility of system variable fields in contract templates and set default values. This feature allows you to specify default values based on the type of variable, such as listing assignees if mapped to the Assignee field. This functionality mirrors the options available for contract requests in the Client Portal.

23Improvements

LEX-14435

Enhanced AD User Import Functionality

When importing users from Active Directory (AD), Lexzur will now fetch and populate the user's foreign name and employee ID. These fields will also be searchable within Lexzur's user search fields, improving ease of access and user management.

24Improvements

LEX-14091

Bill Notification Email

The bill notification email templates have been updated to include additional details. The following information will now be included in emails for actions such as adding, approving, and paying a bill: Supplier Name, Amount, Date, Due Date.

25Improvements

LEX-13995

Reset Approval and Signature Center on Contract Rejection

When a contract is rejected, the approval and signature process can now be reset to accommodate last-minute negotiations.

  • Rejection Reversibility: Rejection of a contract at the signature stage can be easily reversed if needed for further negotiation.

  • Approval Center Reset: If a contract is rejected, the approval center process will be restarted from the beginning. Any signatures collected up to that point will be voided.

  • Signature Center Options:

    • Terminate the Contract: The document will be voided.
    • Re-initiate Signature Center: The document will be voided, and the signature process will restart.
    • Re-initiate Approval Center: The approval center process will restart from the beginning, and the document will be voided.
26Improvements

LEX-13644

Export Receipt to PDF

A new option has been added to export receipts as PDFs directly from the invoice payment interface. 

27Improvements

LEX-13601

Currency Suffix in Billing Reports

A new column has been added to the account receivables and billing reports to display currency suffixes alongside numeric values. This improvement supports easier report editing and analysis in Excel by clearly indicating currency in addition to amounts.

28Improvements

LEX-13517

My Dashboard Enhancement: My Tasks For Today Widget

Tasks categorized as "Done" or "Cancelled" will no longer appear in the "My Tasks for today" widget on your dashboard.

29Improvements

LEX-13031

Approval/Signature History in Approval and Signature Centers

A new Approval/Signature History section has been added to the Approval and Signature Centers. This allows users to view the history of approvals and signatures directly within the centers, eliminating the need to navigate to contract details for this information.

30Improvements

LEX-12927

Retained Earnings in Billing Module

Support for Retained Earnings:

At Journal level, users can now select the Retained Earnings account when performing transactions in the billing module.

The Retained Earnings account will be displayed, enhancing visibility and management within the Chart of Accounts.

31Improvements

LEX-12877

Show Matter Custom Fields in the Client Portal

You can now choose which matter custom fields should be visible in the Client Portal, similar to the options available for contracts. 

32Improvements

LEX-12757

Revamp the External Signature Process

The revamp aims to make URLs more comprehensive and representative of the content they link to, thus optimizing the user experience and fostering a clearer understanding of the signature process.

33Improvements

LEX-11861

Custom Fields in Contract Workflow Transitions

Custom fields can now be added to contract workflow transitions. You can select and display these custom fields on the contract transitional screens.

34Improvements

LEX-10587

Enhancing the Work in Progress Report

A new dropdown menu is added that allows users to choose which columns are displayed in the Work in Progress report. This selection will also affect the exported Excel and PDF files. In addition to new columns for the Cap Amount and the Billing Method

35Improvements

LEX-10489

Help Tool for Quick Search

A help tooltip has been added to the quick search feature for contract grids and expenses. This tooltip specifies the searchable fields, such as "search using ID, name, client, etc.," to assist users in effectively utilizing the search function.

36Improvements

LEX-10419

Time KPI Report - "This Month" Date Filter

A "This Month" date filter has been applied to all related Time KPI reports, including detailed reports and the My Time KPI report.


37Improvements

LEX-8868

Important Development - User Display

The "Important Development" section in matters now includes the logged-in user's name, providing better visibility and context for the updates relevant to each user.

 

38Improvements

LEX-9451

Bulk Delete Time Entries

Users can now select multiple time entries and delete them all at once.

 

39Improvements

LEX-7732

Matter Task Time Logging

A new action wheel has been added to the action column on the tasks related to matters page so that users can add time on the fly.

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