v9.3.2 was made available for release from 08/11/2021.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Finance | Legal Entity Aware Billing
| Legal Entities configured at a matter level now work with invoice generation
| Advised |
Client Access
| View Billed Charges Only | Added a new setting to limit Client Access user's access to unbilled charges | Yes
|
| Documents | Show Document Time (Subscriber) | Added preference to show time against the date on the documents tab for a whole subscriber
| Yes
|
Documents
| Show Document Time (User)
| Added preference to show time against the date on the documents tab for a user
| Yes |
Permissions Updates
System Area
| Permissions Update
|
| Discounts | Applied permissions to Discount tool on the matter summary page |
| Reports | Updated reports bar to prevent users with read permissions updating other's reports
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Improvements
| System Area | Improvement | Contact Support to Use |
| Matter Contacts | Updated the dropdown, when adding a foreign associate to a matter, to be searchable
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| Matter Contacts | When manually adding an associate to a case, you can now search for an associate organisation
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| Address Book | Added searching to preferred associate tool
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| Workflows | Added collection column and filter to chargesheet for systems using workflows
| Yes |
| Reports | Added status column to unbilled charge report & unbilled charges by matter report
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| Scheduled Invoicing | Added linked matter information to the manual generation part of scheduled invoicing
| Yes |
| Matter Contacts | Removed typo from Edit/Remove links on matter contacts
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| Documents | Added additional download button to the top of the bulk download page
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| Tasks | Added additional button at the top of the page when adding multiple documents to a task
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| Client Access | Removed bill guide number column from charge details in client access
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| Client Access | Made table wider for client information when creating client access accounts
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| Client Access | Made UI tweaks to the password page when creating client access accounts
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| Client Access | Made UI tweaks to the restrictions page when creating client access accounts
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| Client Access | Made UI tweaks to the settings page when creating client access accounts
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| Documents | Added setup date and setup by to document history when editing a document
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| System Admin | Removed erroneous stats from system statistics page
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| Address Book | Increased the length of the website field to 120 characters for a location
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| Address Book | Increased the length of the phone 1 field to 40 characters for a location
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| Address Book | Increased the length of the phone 2 field to 40 characters for a location
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| Documents | Re-added "visited" effects to download and preview buttons on the documents tab of a case
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Fixes
| System Area | Fix |
| Reports | Fixed layout width for report columns with large titles
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| Reports | Fixed issue that generated reports in Arial when Helvetica was selected
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| User Admin | Fixed Letter Name 2 appearing twice when editing user information
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| User Admin | Removed typo in Legal Entity when editing user information
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| User Admin | Correct (default) currency now shown for charge rates when editing user information
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| List & Finds | Fixed an issue with List and Find by applicant
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| Reports | Removed leading comma for minus figures in the report generator
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| General | Removed typo in dropdowns
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| Tasks | Resolved issue where task setup by and modified by information was retrieved incorrectly
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| Documents | Resolved issue where the document sidebar would open when clicking the download icon
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| Workflows | Fixed an issue with the title when undoing a workflow with a pdf
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| Documents | Fixed the display of the warning when deleting multiple documents
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| Documents | Removed link for "Convert PDF to Image" from documents due to issues
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| Recordals | Swapped incorrectly labelled columns headers in the Recordals table
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Matters
| Added currency rate, markup and charge value to copy charge to matter tooling
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| Matters | Resolved an issue with previewing and expanding details of Goods and Classes on the matter details page
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| General | Removed links to demo videos from left menu for clients in the trial phase - these videos no longer exist
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Workflows
| Instance id now removed from linked documents when undoing workflows
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| Matters | Goods and classes cannot be updated to conflict with existing Goods/Class entries
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| Workflows | Linked task now removed from linked document when undoing workflows
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| PTO Importer | Added handling for additional EPO data formatting. |
