LEXZUR v9.14.0.0 Release Notes

LEX-12005

Custom fields for Expenses

Users can now create and customize fields at the expense level, offering greater flexibility similar to invoices and bills.

LEX-11732

Import Chart of Accounts

The billing module in Lexzur now supports importing Accounts. Easily import your chart of accounts from external accounting systems into Lexzur, similar to the existing import functionality.

LEX-12636

Custom Fields Section Placement

A new feature allows users to choose the placement of custom fields within the General Info page, giving flexibility on where these fields appear. Users can decide whether the custom fields should be added under the "Custom Fields" section or directly in the "General Info" section, in Matters and Companies.

LEX-15246

Advisor Portal Field Permissions Enhancement

Contra at the Advisor Portal level has been enhanced, providing users with the ability to control field-specific permissions. Users can now set permissions to either "edit" or "view-only" for selected fields, improving collaboration and security.

LEX-15259

Dropbox Sign Signature Integration

A new addition to Lexzur's e-signature integrations is the Dropbox Sign Signature Service, expanding the platform's digital signature capabilities. This integration allows users to seamlessly manage and request e-signatures within Lexzur using Dropbox Sign.

LEX-15436

Categorize Custom Fields in Persons Pages

A new feature has been introduced allowing users to categorize custom fields when adding them to Persons pages. Users can now select where the custom field will appear by choosing from a dropdown list. Available sections include General Info, Custom Fields, Job Details, Personal Details, and Comments.

LEX-15822

New Parameters in 360 Docs App Configurations

Lexzur introduces two new parameters to enhance 360 Docs app configurations:

• Default Word Editor: Allows users to set a default word editor for opening and editing documents directly within the 360 Docs, streamlining the document editing process.
• Enable Adobe Acrobat Reader: Enables or disables the integration of Adobe Acrobat Reader, allowing users to view and annotate PDF documents seamlessly within the 360 Docs environment.

LEX-15588

Searchable Lists in Matter Settings

Lexzur now supports searchable lists within some Matter settings.

LEX-15936

360 Docs Implementation in Tasks

LEX-15901

Task Approval Feature Enhancement

Improvements to the Task Approval feature, focusing on better navigation and visibility for Client Portal users.

• The task hyperlink in the notifications tab and email notifications has been updated to direct users to the main task instead of the sub-task. 
• When a Client Portal user is assigned to a sub-task, they will now be able to view the main task, as the main task contains all the essential information.
• If the main task is marked as private and the CP user is an approver, they will automatically be added to the list of private users to ensure visibility.

Additionally, specific updates have been made for the Main Task Details in the CP View page, particularly when the main task is assigned to core users:

• CP users will no longer be able to edit the task.
• The SLA button will be removed from the interface.
• The Checklist, Comment, and History sections will no longer be visible to CP users.

LEX-15887

Menu Design Improvement

To streamline the user experience, the top-right corner icons of the main menu have been reorganized:

• Get Help has been relocated under the User Profile menu.
• Meetings and Lexzur Messenger are now grouped under a new icon called Collaboration Hub.
• The Timer feature has been revamped with a modern design.

LEX-15878

Email Subject Enhancement for Contra

 Remove "Action Required" label from email subjects when no action is needed.

LEX-15864

Display Approval/Reject Comments at Approval Level

Approval and rejection comments are now visible directly at the approval level, allowing subsequent approvers to see them without having to check the history tab. 

LEX-15760

Preserve "Added By" After Editing Files

The behavior of file ownership has been updated so that the “Added By” user no longer changes when a file is edited. Instead, the “Modified By” field will track who made the edits, ensuring clarity in the document version history. Additionally, email notifications will now correctly state that a document was edited rather than implying a new file upload. 

LEX-15706

Currently, when adding an invoice in the matter list tab, users encounter a limitation on the number of visible matters. This improvement will ensure that all matters are displayed without restriction.

LEX-15689

The permissions for the time tracking feature will be centralized within the core module, leading to the removal of these permissions from the billing module. 

LEX-15599

Enhanced "My Meetings for Today" Widget

Visual enhancements to the "My Meetings for Today" widget to highlight ongoing meetings.

Meetings that are currently in progress will be highlighted in green within the time label, replacing the previous blue color.

LEX-15498

Improved Contra Email Notifications

Clicking on the contract ID in negotiation emails will now redirect users to the negotiation form instead of the details tab. This change will apply to all actions related to negotiations, including links for client portal users, ensuring a more efficient workflow.

LEX-15441

Improved email notifications for user mentions in matters received from the client portal.

Users will now receive email notifications when they are mentioned in comments, regardless of whether the "visible from Client Portal" option is checked. 

LEX-15402

The Documents Dashboard has been optimized to prevent screen lagging when the data volume increases. This enhancement ensures smoother navigation and improved responsiveness in the Contracts/Documents per Party 2 widget.

LEX-15314

Reset Order in Tabs Configuration

 A new "Reset Order" button has been added to the Tabs Configuration page. This feature allows users to easily revert the tab order back to its initial configuration. 

LEX-15153

Label Names at Matter Levels

The labels for "Matter" and "Case" have been standardized throughout the application, including in the grid, add form, columns, advanced search, and filters. 

LEX-15077

Hover Functionality for Menu Sections

 A hover feature has been added to the top-right corner icons of the main menu, displaying the titles of each section when users hover over them

LEX-15057

All IP Attachments Consolidated into a New Section

LEX-15045

LEX-14731

Added text alignment options (left-to-right and right-to-left) in the notes section for both matters and contracts.
Introduced the ability to add bulleted and numbered lists for better organization within the notes section.

LEX-14709

The "Invoices per Analytic Account" and "Expenses per Analytic Account" widgets in the billing dashboard now support multi-color bars and columns across all chart types. 

LEX-14600

Client portal users can now access a detailed contract history view, including all status updates alongside the existing Approval History and Signature History. This enhancement allows clients to track the progression of contracts more effectively.

Administrators can configure settings to determine which elements of the contract history are visible to client portal users.

LEX-14588

The new Tabs Configuration page in Matters Settings allows users to customize the order of tabs and custom pages for both corporate matters and litigation cases. Users can easily reorder tabs using a drag-and-drop interface. Additionally, a reset button has been added to the Tabs Configuration screen, allowing users to revert the tab order back to its initial setup with ease.

LEX-14564

In the Contract Dashboard, users can now click on the list of expired contracts and those added from the Client Portal. This action will trigger the same functionality as the "Awaiting Approval" and "Signature" lists, opening a pop-up that displays a list of contacts based on the selected filter. 

LEX-14554

Lexzur introduces the capability for Client Portal users to delegate tasks, mirroring the existing delegation features available for Core users.

LEX-14544

In the "People" section of matters and contracts received from the Client Portal, the following fields have been introduced to provide more comprehensive requester details:

• Requested By Department
• Requested By Job Title
• Requested By Email
• Requested By Phone Number

These fields will display the relevant requester information

LEX-14477

To enhance user experience, an Upload File button has been added to the "Draft & Collaborate" page within contracts. If no attachments are found during the draft process, the upload file option will be available, facilitating easier attachment management.

LEX-14197

The contract management functionality in the mobile app has been enhanced to allow users to filter contracts based on several criteria. Users can now filter contracts by visibility from Client Portal and channel, making it easier to locate specific contracts. Additionally, users have the option to make contracts not created from the Client Portal visible or hidden in the Client Portal, providing greater flexibility and control over contract sharing.

LEX-13834

When the status is changed through the transitional workflow, the history section will now include a note stating: "The workflow status has automatically changed to '...' since the contract is approved. This change is triggered due to a linked status within the workflow."

Similar messages will appear for all actions that trigger workflow status changes, including approval and signature status updates

LEX-13789

Contracts in the Client Portal now display both start and end dates for improved visibility.

LEX-13509

The Client Portal settings have been upgraded to include search functionality for several key lists. Users can now easily search through the following categories:

• Company list in Clients by Companies (add/edit) 
• Request Type (add/edit)
• Workflow list in Permissions (add/edit) 
• Contracts/Documents Request Types (add/edit) 
• Workflow list in Contracts/Documents/Permissions (add/edit) 

LEX-13501

The following lists in the Contra settings are now searchable, enabling users to quickly locate specific items:

1. Sub Type List in Sub Types (add/edit)
2. Sub Type List in Tabs per Type Configuration (add/edit)
3. All Lists in Templates (add/edit)
4. All Lists in Upload Contract/Document Forms (add/edit)
5. All Lists in Approval Center Forms (add/edit)
6. All Lists in Signature Center Forms (add/edit)
7. Template Folder Path List in Document Generator Templates Folder (add/edit)
8. Workflow List in SLA Management (add/edit)

LEX-13428

A new column for "Deposit To" has been added to the invoice grid, which reflects the payment recording details.

A new column for "Paid Through" has been introduced at the Bills Grid.

If there are multiple payments associated with different accounts, they will be consolidated into a single column, separated by commas for clarity.

LEX-13198

A date picker has been added to the Credit Note grid, allowing users to filter credit notes between specific date ranges.

LEX-13102

The new timer feature in the Main Menu Horizontal Bar allows users to manage their time entries directly. With real-time counting, users can now start the timer without specifying details, pause it, and fill in a time entry form once paused. The timer can either be stopped, canceled, or resumed based on the user's input.

• A Play/Pause button is introduced for starting and pausing the timer.
• Upon pausing, a Time Entry Form will appear to capture details of the time log.
• Hovering over the timer icon will display in-progress or paused logs, total time worked, and options to edit or cancel the entry.
• Users can access My Time Entries or start a new time entry directly from the timer icon.

LEX-12781

A search bar has been added to the contract status selection in delegation, making it easier to find specific statuses when there are many options to choose from.

LEX-12737

User type will now be displayed in the Approval & Signature History when a collaborator approves or signs from the Client Portal.

LEX-12248

A new setting option has been introduced to litigation cases that allows users to make the External/Court Reference Number field mandatory when creating a stage. 

LEX-12192

LEX-12147

Custom fields of type URL and duration will now be visible and editable from the edit form on the Advisor Portal.

LEX-12017

When exporting a saved dynamic report to Excel or PDF, the export name will now reflect the actual report name instead of defaulting to "Report Builder."

LEX-11929

Mention Users Upon Approval or Rejection

Users can now mention others in the comment section when approving or rejecting a contract. This functionality is also available in the Signature Center and within the Awaiting My Signature grid, enhancing communication and collaboration during the approval process.

LEX-11497

Supporting Trust Fund feature on the Mobile App.

LEX-10982

The date filter in various billing reports has been enhanced to reflect the fiscal year start date. Instead of the fixed "01/01" start date, the filter will now default to "01/[fiscal-year-start-month]" based on the entity's fiscal year setting. This change applies to the following reports:

• All Account Statement
• General Ledger
• Detailed General Ledger
• Income Statement
• Trial Balance
• Account Statement
• Client Statement
• Expenses per Client Report
• Payables
• Receivables
• Judgment Value vs. Matter Value per Client Report

LEX-10966

The signature process for contracts and documents has been revamped to allow client portal (CP) users to sign directly within the portal, eliminating the need to act as external users. 

LEX-10871

Translation has been added for all survey pop-ups in multiple languages. This includes the following pop-ups:

• Trial Pop-up: "Your trial will end soon! What's stopping you from upgrading your plan?"
• Quarterly Pop-up: "Time for a quick review, tell us how your experience with Lexzur has been so far?"

LEX-10255

To prevent data loss, Lexzur has implemented a pop-up message that appears if a user accidentally closes the browser or navigates away while adding journals. This message will ask the user if they wish to save their progress or have the system automatically save their work.

LEX-9660

You can now quickly add new accounts directly within the bill creation process. When searching for an account in the bill details section, if the desired account doesn't exist, you can instantly create it without leaving the page.

LEX-8782

The export feature for Intellectual Properties has been enhanced to include the IP logo in the exported Word document.