2023 EvolveGo Release Notes

Modified on Wed, 3 Jan, 2024 at 10:57 AM

January 4

General

MK2-4616 | Updated the Matter Account Summary Report to hide the 'period' filter
MK2-4624 | Updated receipt posting warning for 0 amounts
MK2-4637 | Updated Matter Referral Source to have a valid field name on screen of 'Referral Source'
MK2-4626 | Resolved not having the option to cancel matter to matter transfer requisitions
MK2-4643 | Resolved not being able to create cub-folders in Matter Documents
MK2-4647 | Resolved closed bank accounts being available for selection
MK2-4650 | Resolved re-finalised invoices not consistently showing in disbursement listing

December 20

General

MK2-3955 | Added "Do you want to proceed anyway" option for CMA receipts
MK2-4638 | Updated Receipt form to pre-fill an exchange rate if configured in Settings
MK2-4456 | Updated Smokeball integration to not delete entities associated with an employee in browser
MK2-4589 | Updated Payment Requisitions form from Matter to default to pay the client
MK2-4596 | Updated General Ledger Disbursements form to show "Post" instead of “Save”
MK2-4113 | Resolved unverified supplier hint not displaying when supplier first selected
MK2-4405 | Resolved printing Matter Ledgers not obeying date period selected
MK2-4577 | Resolved Cash account display error in Client Ledger - Post Receipt
MK2-4611 | Resolved "Exclude Detail Rows" not being honoured in the Invoice Listing Report when grouping and exporting
MK2-4612 | Resolved work item timer editor not functioning
MK2-4628 | Resolved Trust Receipts Default bank account not being preselected
MK2-4629 | Resolved Payment requests form to show attachments at the bottom of the form
MK2-4635 | Resolved being unable to email reports
MK2-4642 | Resolved Aged WIP report showing incorrect items, where Smokeball shows items as unbilled

December 13

Highlights

MK2-4120 | Added improvements to Requests & Approvals Processing
- Updated all phases of the approvals and postings process into one comprehensive screen
- Updated watch-list widget to provide a better data summary
MK2-4212 | Added comprehensive changes to the Matter to Matter transfer process
- Removed the Request toggle when accessing Matter to Matter transfers from the Office Ledger, so this becomes a direct posting type
- Updated the above changes to the Trust (Client) Ledger
- Removed the "Request Matter to Matter Transfer" option from Matter Actions
- Added "Requisitions" drop down Matter Action as "New Matter to Matter Transfer"
- Added option for Transfer Requests to Requisitions
- Updated the "From" field to automatically populate for Matter to Matter transfer requests and becomes locked
  - Closed cash accounts cannot be selected
MK2-3293 | Added General Ledger Disbursements as a new requisition and approval type
- Added a new requisition under Payment, General Ledger Disbursement
- Added a new field for a General Ledger account
  - Balance is hidden
  - Belongs to the office journal associated with the matter's division
  - Flagged as a "standard" account type
- Added visibility for these requests under the Approvals screen
- Added visibility for approved requests under Payment requests
MK2-4415 | Added several changes to the functional of the bulk Trust (Client) to Office screen
- Updated functionality so users cannot remove the "number of days after issue" filter to prevent confusion, instead users can set the value to '0'
- Update all columns to be sortable
- Updated default sorting to be by Matter number, not bill number
- Updated all Matters to be un-ticked by default when opening the bulk Trust (client) to Office transfer screen
- Updated the header to allow bulk select/unselect of matters
- Updated display behaviour so that adding or removing filters does not reset the current selection
MK2-4040 | Updated report scheduling to include the following
- Disbursement Listing
- Aged Cost Recovery, Aged Disbursements, Aged Creditors, Aged WIP
- Fee Earner Performance
- Matter Balances, Matter Listing
- Purchase Listing
- Timesheet Summary, Work Item Listing
MK2-4372 | Added functionality to file the following reports at the matter level
- Matter Statement of account, Matter Account Summary
- Trust Statement, CMA Statement, Investment Account Statement
- PreBill Report

General

MK2-4094 | Added a warning when disabling a rate set that is in use
MK2-4095 | Added a firm-wide setting override to create and edit all Matter level Statement of Accounts
- Located under Matters, Statement of Account Firm Preferences
- Once set, a Matter Statement of Account run will appear in the Manage Schedules
MK2-4313 | Added a Period and YTD view for the Profit & Loss Report
MK2-4336 | Added a Referral Fee Analysis Report
- Added filters for Fee Earner, Date Range, Matter, Client, Invoice Number, Responsible, Acting, and Assisting Persons
MK2-3331 | Added an action to export the supplier ledger as a printable report and to Excel
- Permissions to print and export will be Standard under Purchase Ledger
MK2-4368 | Added a function to bulk update sent date for invoices on the listing screen
MK2-4454 | Added support for Introducer and Referrer fields to matters
- Added support for Introducer, Referrer, Referrer Source, Referrer
- Added a new card under Matter > Setup > Details for matter referral sources
MK2-2814 | Updated text templates to provide shortcuts to the description (title) of discount items
MK2-3906 | Updated requisitions so the matter cannot be changed after approval
MK2-4022 | Updated the Fee Analysis Pivot to always show column headers when scrolling
MK2-4380 | Updated the Timesheet Summary export so only the days where a user has time recorded will be used for the average calculation
MK2-4409 | Updated Rejected Purchases with a Cancel Request button so they do not persist in the system
MK2-4499 | Resolved some issues with the text templates
- Updated the Save function so it is only possible after a template has been set up
- Resolved not being able to delete empty rows
- Resolved Cancel button not working
MK2-4592 | Updated the free-text entity creation field to provide an option to add a specified new entity
MK2-4587 | Resolved instances where after creating, finalising, unfinalising, or cancelling invoices could lead to work items being left in an unexpected state
MK2-4594 | Resolved Trust Account Statement permissions not being included in the Reports Basic

UK Region

MK2-4399 | Added the following reports
- Client Account Listing
- Deposit Account Listing
MK2-4549 | Updated functionality on the Combined Ledger
- Added the function to export the Combined Ledger
- Updated references of the Office or Client ledger to the Combined Ledger

December 6

General

MK2-4514 | Updated permissions to split out 'Approve All Invoices' permission to a new special role
MK2-4516 | Updated permissions for reports to support users being in multiple roles
MK2-4501 | Updated Invoice templates to replace Matter Number with Invoice title tag
MK2-4505 | Updated debit and credit search filter in Cashbook to return deposits and withdrawals
MK2-4541 | Updated Matter Actions to enable Documents menu option
MK2-4523 | Resolved not being able to write-Off a 0 value work item if it's in desktop app
MK2-4400 | Resolved grouping work items not displaying total unit price
MK2-4562 | Resolved users in Accountant (System) role not being able to save and edit Text Templates

November 29

Highlights

MK2-3751 | Simplify roles and permissions throughout system
- Added simplified default roles that grant varying levels of access based on the users role
- Added special roles to complement default roles where user requires additional special access
- Removed existing permissions customisations
- Removed administrator role

General

MK2-4500 | Updated Purchase line items to disallow allocation to Bank accounts
MK2-4351 | Updated New matters to check for existence of Client level rate
MK2-4151 | Resolved parent Invoice being visible when searching for split invoices
MK2-4278 | Resolved being able to create multiple ACL entries for the same entity
MK2-4487 | Resolved difference in Amount between Fee Earner snapshot and performance reports

November 16

General

MK2-4460 | Resolved Pre-Bill showing incorrect credit funds
MK2-4473 | Resolved being unable to write off anticipated disbursements

November 15

Highlights

MK2-3485 | Added productivity improvements to adding new time entries
- "Date" and "Employee" are retained from the last entered work item
MK2-3234 | Added the ability to bulk move work items from one matter to another
- A new "Move" button is available at the top of the table, next to "Export" and "Add Work Item"
MK2-4243 | Added General Ledger disbursements and a management screen
- A new office disbursement posting type will be introduced, which will allow incurred disbursements to be posted against a general ledger account of the users choosing, rather than affecting bank or purchase ledger.

General

MK2-4191 | Added a filter to the Pre-Bill Report to include tax on fees
MK2-4376 | Added a filter to the Pre-Bill Report to include draft items
MK2-4154 | Updated all Accounting Options to be listed alphabetically
MK2-4315 | Updated the Pre-Bill Report's Fee Earner Summary to show only the unbilled items by default
MK2-4458 | Updated Email functionality to allow emailing to entities with multiple emails
MK2-4397 | Resolved Invoice Add Unbilled Items Issues
MK2-4417 | Resolved Global search not returning bills with 'credit note' status
MK2-4441 | Resolved Payment Signature report templates not showing for customisations
MK2-4444 | Resolved Teams screen not displaying team members
MK2-4451 | Resolved Trust to office transfer displaying negative amount when allotment present on invoice
MK2-4460 | Resolved Prebill report showing incorrect credit funds

UK Region

MK2-4423 | Updated Controlled Money Account Statement - to be surfaced and renamed in UK version of EG
MK2-3916 | Resolved invoice write-off VAT/GST posting and reporting

November 9

General

MK2-4291 | Resolved an issue where entities added via free-text entry do not load onto invoices
MK2-4365 | Resolved a display issue where the address of a contact displayed the numerical level first
MK2-4406 | Resolved closed and locked bank accounts still being available for selection
MK2-4410 | Resolved "required on" date field becoming blank when the requisition type is changed
MK2-4411 | Resolved an issue where the reversal of a transaction was not marked for reconciliation
MK2-4412 | Resolved new invoices not loading any items after backdating work items
MK2-4414 | Resolved a display issue on the Aged WIP Report where long IDs were displayed

November 1

General

MK2-4366 | Resolved not being able to post payments after applying a template
MK2-4371 | Resolved incorrect Original Amount displayed on the But Say invoice template with grouped work items
MK2-4394 | Resolved General Ledger Report export not working when an account filter has been applied
MK2-4398 | Resolved deposit balance not showing on the Matter Balances Report

UK Region

MK2-4381 | Resolved customised letterheads not being applied

October 25

General

MK2-3948 | Updated the process of finalising work items on a closing matter
- The action will be prevented, and the user provided with a warning
MK2-4211 | Updated invoice creation and editing to limit the list of fee earners to those that have fees on the bill
- If there are no fees on the bill, no fee earner should be listed. Such as the case where it contains only cost recoveries or disbursements
MK2-3123 | Resolved not being able to set the reporting system grid view as the preferred view
MK2-3640 | Resolved an issue where clearing filters also removes the permanent filters
MK2-4133 | Resolved an issue with the Message Quarantine showing an incorrect widget item count
MK2-4265 | Resolved P&L Report budget and actuals not calculating correctly
MK2-4265 | Resolved P&L Report "Analyse" and "Export" buttons not working
MK2-4305 | Resolved fields not clearing when the Payment/Purchase type is changed for requisitions
MK2-4344 | Resolved incorrect amount being created for supplier credit note reversals
MK2-4347 | Resolved an issue on the Aged Creditors report where supplier credits were not being treated as negative, and thus creating an incorrect Total amount
MK2-4350 | Resolved an issue where the Matter Listing excel report did not show expected decimals
Mk2-4352 | Resolved an issue in the Consolidated Tax Report where write-offs and cancelled items are not showing as negative values

UK Region

MK2-3945 | Updated Client to Office transfers to remove references to the word "Trust"
MK2-4339 | Updated the invoices screen for display consistency between using GBP and the Pound symbol

October 18

Highlights

MK2-3430 | Added a display tile for Trust/Client cleared funds to the Matter Ledger view
MK2-3924 | Added a new printable Matter Balances Report
- Added a filter to allow running as at a certain period date
MK2-4115 | Added a Realisation % column to the Fee Analysis Pivot export
MK2-4226 | Removed the Analytics Dashboards temporarily for a design update, to be released again in the future

General

MK2-3412 | Added extra columns to screens that show invoice information
- Created By, Updated By, Created On, Updated On
MK2-3937 | Updated "Lodgements" to "Receipt Request" on the quick action menu
MK2-3967 | Updated invoice splitting weights to accept numerical values only
MK2-4033 | Updated the Bulk Trust/Client to Office Transfer export report
- Added a date matching the time of export
- Added a total to the "amount to transfer"
- Updated value display from currency to numerical
MK2-4131 | Updated the browser tab display to show the firm name first
MK2-4141 | Updated the Aged WIP and Aged Creditors reports to exclude 0 value groupings
MK2-4142 | Updated the Aged WIP report to group individual work item deltas into a single
MK2-4210 | Updated Payment Request forms
- Updated total to be read-only, calculated from the Net and Tax amounts
- Removed the Billing Amount, Billing Tax Code, and Billing Tax fields
MK2-3756 | Resolved incorrect invoice date being shown on the Aged Creditors Report
MK2-3917 | Resolved incorrect counter for items per page when viewing a list of invoices
MK2-4005 | Resolved not being able to open accounts from the general ledger transaction view
MK2-3443 | Resolved display issues with the cost recovery rate field
MK2-4260 | Resolved column selector and grouping not working on certain reports
MK2-4262 | Resolved split invoice children incorrectly appearing in the search results for cancelled invoices
MK2-4317 | Resolved incorrect count of messages sent in the previous day on the message quarantine
MK2-4349 | Resolved deposit balances now showing on the Matter Listing R

UK Region

MK2-4229 | Removed redundant journal actions for Box 1 and 4 adjustments in the HMRC VAT return
MK2-4028 | Updated account roles from "Office Credit Funds" to "Client Funds"

October 13

General

MK2-4220 | Resolved an issue where writing off negative work items resulted in halted performance
MK2-4273 | Resolved general ledger entries not being correctly created when reversing receipts from the Bank Deposit function
MK2-4308 | Resolved invoice lists not sorting by the balance column when selected
MK2-4316 | Resolved duplication of scheduled jobs if they are disabled, updated, then re-enabled
MK2-4329 | Resolved "Recently Opened" lists not updating correctly once there are 25 items

October 05

General

MK2-4205 | Added validation to email forms, to ensure that the "To" field is mandatory
MK2-4205 | Resolved an issue where if an email is both in the CC and To fields, the removal from one removes from both
MK2-4284 | Resolved an issue preventing the matter listing report from being exported

UK Region

MK2-4322 | Resolved an issue where the HMRC tax returns were not loading

September 28

General

MK2-4236 | Updated permissions to separate creation of allotments, from access to bank details
MK2-4258 | Updated disbursement creation to require a selected matter
MK2-4258 | Updated new disbursements to populate the disbursement code when selected
MK2-4282 | Updated permissions to allow users to email invoices and attachments if they have view permission
MK2-4111 | Resolved not being able to save entities where the email contained uppercase characters
MK2-4182 | Resolved instances when matters were re-opened from the Productivity app but remained closed in the Accounting suite
MK2-4258 | Resolved payment screen being closed when a user clicks on "Create Template"
MK2-4272 | Resolved Statement of Account running at the Client level when set at the Matter level
MK2-4279 | Resolved draft invoice "select all" action on anticipated disbursements not selecting items

September 21

General

MK2-4190 | Updated the usability of Requisitions and Lodgements
- Added sorting for general ledger accounts by code
- Updated fields to refresh if the journal is changed
- Removed description section of the options
MK2- 4214 | Resolved incorrect trust balance on the Aged Debtor Report export
- Removed totals from all columns. This will be added back in again in a future update
MK2-4242 | Resolved visual issue where the Roles screen incorrectly showed all permissions as selected, even though only specific ones were selected and applied
MK2-3953 | Resolved incorrect balances being displayed on several reports
- After Bulk Trust to Office transfer, Matter summary balances on the Trust (Client) Cash Account and Office balance
- Aged Debtors report, for Trust (Client) balance and Debtors balance

September 15

General

MK2-4225 | Updated several screens to allow for paging of results beyond 20 entries
- Purchase, Payment, and Lodgement Requests
MK2-4152 | Resolved not being able to sort by columns on the Matter Listing report
MK2-4208 | Resolved requisitions with tax showing Net amount instead of Gross amount on the Approvals screen
MK2-4223 | Resolved an issue preventing users from viewing and updating an employee's role
MK2-4227 | Resolved an error preventing the conversion of Entities into Employees

UK Region

MK2-4150 | Updated terminology on the Approval screen from Trust to Client Payment

September 14

General

MK2-4215 | Resolved an issue preventing a Trust (Client) to Office Transfer if there is no allotment
MK2-4216 | Resolved missing option to view draft invoices from the Invoice Overview

September 13

Highlights

MK2-3633 | Added an action to ledger entry rows to allow easier unlinking of receipts
MK2-3880 | Added additional "Add unbilled" functionality to allow for the inclusion of one or more finalised work items or unbilled disbursements
MK2-3930 | Added firm-wide setting to turn on matter statements for all matters
MK2-4076 | Added free-text entity creation support to additional screens
- Post purchase and purchase order
- Incurred disbursement (purchase)
- Create invoice, split invoice
- Controlled money account transactions
- Allotments

General

MK2-2836 | Added informative Message Quarantine errors, and the ability to re-send blocked or undelivered items
MK2-3597 | Added enhancements to the pre-bill report
- Removed work items with a status of "drafted" from the fees breakdown and unbilled fees
- Added a period filter, with the ability to show finalised work items recorded in the selected period
- Added a pending work items filter, to optionally include pending time when running the report
MK2-3957 | Added an "Approved for Receipt by" column to the bulk Trust (Client) to Office Transfer screen and export
MK2-3971 | Added enhancements to how joint parties sync from the Productivity Suite to the Accounting system
- Added a sync for all email addresses if the addresses are identical
- Added a semicolon separator if multiple emails exist
- Updated ABN/Companies House No. to no longer be mandatory on organisation entities
MK2-3995 | Removed unsupported functions from the Accounting system browser
- Removed the action to create new clients and matters
- Removed the action to create a client from an entity
- Removed the action to archive clients
- Removed the Documents tab from the matter summary
MK2-3997 | Added the Matter Listing report columns to be available in the Work Item listing report
MK2-3999 | Added multiple recipients to scheduled reports
MK2-3912 | Resolved incorrect ledger balances when reversals were hidden
MK2-4059 | Resolved multi-line text body for scheduled reports being compressed and not easily readable
MK2-4078 | Resolved adding unbilled items to an invoice not loading all expected entries
MK2-4100 | Resolved incorrect date on reports and invoices for some work items migrated into the system
MK2-4156 | Resolved teams not being saved correctly for a new employee, resulting in restrictions from matters
MK2-4173 | Resolved payment request form occasionally flickering
MK2-4192 | Resolved error message preventing users from running the Aged Cost Recovery report
MK2-4201 | Removed migrated entries from the Ledger Report

UK Region

MK2-4187 | Resolved issue with validating permission checks on certain actions

September 8

General

MK2-4118 | Resolved an issue with the matter summary not always reflecting changes made
MK2-4140 | Resolved an issue with payment requests not always validating the selected cashbook account
MK2-4148 | Resolved invoice allotments not being accounted for during a bulk Trust (Client) to Office transfer
MK2-4157 | Resolved cancelled Matter to Matter transfer still being available for processing
MK2-4161 | Resolved gross total not appearing on the bottom of the invoice screen
MK2-4174 | Resolved not being able to approve all", when the user has the permission to do so

September 4

General

MK2-3984 | Updated office receipts to always only show Cash EFT and Cheque as payment methods
MK2-3996 | Removed the export button from the Matters listing screen, as this function is not currently supported
MK2-3979 | Resolved bank accounts appearing in the "allocate to" field on lodgements
MK2-4050 | Resolved rare cases where not all permissions will be displayed in the settings
MK2-4106 | Resolved date on cloned work items appearing with tomorrow's entry date instead of today's
MK2-4108 | Resolved form not pre-filling with information when requesting a payment to a supplier from an anticipated disbursement
MK2-4146 | Resolved Profit & Loss report date range filter not preserving the end-date when clicking into an account

UK Region

MK2-4117 | Updated the client interest calculation to exclude historical journal entries

August 25

General

MK2-4052 | Updated Pending Transfers widget to always show transaction request shortcuts (e.g. Receipt Requests, Payment Requests, Purchase Requests)
MK2-4054 | Updated approvals so those marked by a different user will always still show if you have the permission to approve all
MK2-4085 | Updated requisitions so zero balances cannot be posted
MK2-4090 | Updated contact addresses from the productivity suite to correctly populate Suburb (AU) or County (UK)
MK2-4104 | Updated work items so once a matter has been set, the applicable rates are available for selection
MK2-4001 | Resolved custom views for Purchases not saving and loading set preferences
MK2-4049 | Resolved approval rejections not appearing in the Watch List
MK2-4075 | Resolved Trust (Client) Payments automatically adding the client, when the payee should have no default
MK2-4092 | Resolved original date incorrectly showing the posting date instead, on the Matter Trust Ledger
MK2-4107 | Resolved entities entered as free text not appearing on the "Pay to" field on requisitions

August 23

General

MK2-3771 | Updated bulk Trust (Client) to Office transfers so the transfer amount cannot exceed available amount
MK2-4062 | Resolved invoice report balance and total fields not showing the correct values after a Trust (Client) to Office transfer
MK2-4071 | Resolved writing off expenses and cost recoveries not syncing correctly with the productivity suite
MK2-4074 | Resolved matter permissions only adding the current individual instead of the team
MK2-4082 | Resolved column sorting not resetting to the original order once reverted
MK2-4088 | Resolved item type not being set correctly when importing purchases

August 17

General

MK2-4066 | Resolved not being able to save changes after adding unbilled work items to an invoice

August 16

Highlights

MK2-3832 | Added an option to create a new lodgement from within a matter's requisition menu
MK2-3860 | Added improvements to creating entities when entering a transaction
- Users are no longer redirected to an Entity creation screen
- System will recognise smart-typing and attempt to match results as the user types
- Results without matches will be created as a new Entity automatically
- Added an "Incomplete Entities" filter to the directory to help identify these
- The functionality is available under these screens
  - Requisitions, Lodgements
  - Anticipated and Incurred Disbursements
  - Posting office receipts
  - Posting office and trust/client payments
  - Posting client receipts (UK Region)
MK2-3385 | Updated behaviour of work items written off during invoice editing
- Items will be marked as written off, greyed out and moved to the bottom section, and remain during drafting for approval visibility
- A label under "Breakdown by type" has been added to show the total value of write-offs
- Items are automatically removed from the invoice upon finalisation and updated to written-off
- If the invoice is cancelled, the the item needs to be reverted back to the original state
MK2-3895 | Updated ledger views to include reversals by default
MK2-3908 | Updated Roles so that the permissions cannot be edited. This is in anticipation of a future update where we will be bringing a major restructure to the system permissions

General

MK2-3855 | Added a filter to exclude reversals from the Trust/Client account statement report
MK2-3859 | Added a new field for invoice number under Purchase > New Disbursement
MK2-3871 | Added the Client column as a default to the work items screen
MK2-3922 | Added a filter for Supplier on the disbursement listing report
MK2-3991 | Added a new filter for matter open date to the Matters screen and the Matter Listing report
MK2-3998 | Added sorting to all columns under the General Ledger journal transactions
MK2-3863 | Updated behaviour of disabled/suspended employees
- Removed from selection fields in new work items, approver on requisitions, and new targets
- Removed from default Employee view in the directory
- Continue to display in any fields already set to the disabled employee
- Employee names will not be editable on a work item that has been created under their name. The entry must be deleted and re-entered if the wrong user was entered
- Employee names under a fee target row will no longer be editable once created, only the amount. The entry must be deleted and re-entered if the wrong user was entered
MK2-3905 | Updated supplier ledger options when posting a receipt or payment
- When the user selects Post Payment from within supplier ledger context, and then chooses the appropriate cash account, the 'Allocate To' element of the allocation grid should behave as if the payment had been initiated directly from the cash account
- This presets the allocation grid with open purchases belonging to that supplier and that are also attached to the same journal as the cash account.
- When the user selects Post Receipt from within supplier ledger context, and then chooses the appropriate cash account, the 'Allocate To' element of the allocation grid should behave as if the receipt had been initiated directly from the cash account
- This should preset the allocation grid with the supplier and with allocation type of 'Supplier Cash Refund'. This ensures the resulting posting does affect the supplier ledger
MK2-3920 | Updated disbursements so they cannot be cancelled if it they are already on an invoice
MK2-3929 | Updated the display of nominal accounts to be in numerical order under Account Roles
MK2-3934 | Updated office expense payment requisitions
- Once the journal has been selected, the "Allocate to" account is made optional for cases where the user does not have the information
- The currency field is removed, and derived from the journal
- When the payment is created, the allocation is set to the chosen "Allocate to" account. If no data was entered, then this is blank
- Only general ledgers, not matters, can be selected. These would be disbursements not an office expense. The billing tax fields are no longer applicable as such
MK2-4010 | Updated Trust/Client payment so the Cheque payment type populates the "Pay To" from the text entered
MK2-3379 | Removed client creation from the Accounting suite, so client inception occurs from the productivity app
MK2-3833 | Removed the Notes field from General payment types as this is not used by the system
MK2-3896 | Resolved filter for trust ledger balance not working correctly
MK2-3909 | Resolved approver name not displaying correctly when a Trust Payment requisition has been approved
MK2-4011 | Resolved filters for "less/greater than" not working correctly on the matter listing report
MK2-4023 | Resolved email subject and body not using the specified template text for scheduled report emails
MK2-4045 | Resolved instances where the post payment screen does not set the journal ID correctly on the form
MK2-4060 | Resolved payment method not being set correctly on the payment request screen

UK Region

MK2-3833 | Added General payment type to all requisitions, payment, and receipt forms

August 11

General

MK2-4021 | Resolved not being able to download documents from the browser accounting suite
MK2-4032 | Resolved matter billing rates not using the correct hierarchy when created and not manually set
MK2-4035 | Resolved scheduled reports not always picking up internally flagged reports
MK2-4051 | Resolved matter billing settings not using the specified type, when being converted from a lead

UK Region

MK2-4042 | Updated client account postings to not require an address

August 9

General

MK2-3959 | Updated accounts so that the account type cannot be changed after creation
MK2-4004 | Resolved tax codes not displaying on the general ledger view

August 3

General

MK2-3954 | Updated the Approval view so the default shows only items where the user is the named approver
MK2-3980 | Updated payments types to hide General from Trust Payment and only show in Trust Receipt
Mk2-3965 | Resolved payment method type not changing after being updated on purchases
MK2-3985 | Resolved supplier filter not applying correctly to the Aged Creditor Report
MK2-4007 | Resolved updates to a matter incorrectly creating a new custom schedule for the billing run
MK2-4012 | Resolved data sync delays when unfinalising an invoice with grouped items

July 25

General

MK2-3964 | Updated connection loss process to keep retrying instead of going to an error page
MK2-3973 | Resolved an issue preventing non-matter related deposit slip reports from showing results
MK2-3978 | Resolve not being able to edit invoices with retained money

July 24

General

MK2-3461 | Resolved supplier names showing an ID instead of their name for non-supplier payments
MK2-3963 | Resolved an issue preventing the reversal of writing-off anticipated disbursements
MK2-3972 | Resolved permissions preventing users from creating allotments

July 21

General

MK2-3343 | Removed unsupported Application Dashboard pre-set views as they have been replaced in earlier releases by their newer versions
- Teams Dashboard (Legacy)
- Global Accountant Dashboard (Legacy)
- Admin Dashboard (Legacy)

July 20

Highlights

MK2-3274 | Added the ability to report by accounting periods, rather than "as at".
MK2-3317 | Added Available Trust Balance as a viewable total on Payments and CMA Receipts
MK2-3333 | Added automatic credit notes.
- Unfinalising an invoice will automatically generate a corresponding credit note for the same value. You can then send a copy of the credit note to your client, confirming that the invoice has been credited and is no longer payable. This streamlined process saves time and ensures accurate and efficient management of credit transactions.
MK2-3526 | Added new metrics to the Fee Analysis Pivot report
- Work Billed
- Work Units Billed
- Work Units Recorded
- Work Units Written Off
MK2-3793 | Added the ability for users to submit Trust to Office approvals
MK2-3796 | Updated the Productivity suite to sync accounting fields to the browser settings
- Billing Type (when set to Fixed Fee) > Next Invoice fixed fee amount
- Fee/Estimate (when Billing Type set to Fixed Fee) > Next Invoice fixed fee amount and Fee Estimate
- Fee/Estimate (when Billing Type is NOT set to Fixed Fee) > Fee Estimate
- Disbursement Estimate > Disbursement Estimate
- Rate Set > Rate Set
- Debtor > Billing Contact
MK2-3854 | Added filters for "Is Matter Related" and not, to allow for better financial overview on the following
- Purchase Listing Report
- Aged Creditors Report

General

MK2-3392 | Added the "Created By" column on Work Item screens and reports
MK2-3845 | Added the Matter column to the deposit slip as a default
MK2-3933 | Added a Supplier filter to the Disbursement Listing report
MK2-3942 | Added a team selector to view the team's KPI in the KPI widget
MK2-3768 | Updated Allotments to require specifying a cash account
MK2-3783 | Updated InfoTrack cost recoveries to lock Cost Recovery Amount and allow users to edit Billing Tax Code
MK2-3797 | Updated Requisitions and Approvals to prefill the account
MK2-3873 | Updated the quick search to match exact words for better results
MK2-3923 | Updated the Dormant Client Ledger report to show only bank accounts
MK2-3927 | Updated the default duration on selecting a task type or activity in the Productivity suite from 1.67 to 0
MK2-3737 | Resolved incorrect title bar when adding a new Team
MK2-3764 | Resolved lodgement attachments not saving correctly
MK2-3817 | Resolved payment request using the entity's preferred payment instead of the selected payment method
MK2-3817 | Resolved payment request methods resetting when changing the payment type to Trust
MK2-3827 | Resolved report scheduler not running correctly for Profit & Loss, Aged Debtors, and Aged Billing
MK2-3931 | Resolved matters with billing type "Ad-hoc" appearing in the monthly run
MK2-3944 | Resolved purchase requisitions raised from the matter not defaulting to the correct journal on that matter
MK2-3950 | Resolved sync issues when trying to create or update a matter if the entity has been deleted
MK2-3952 | Resolved receipt allocation lines incorrectly showing the date in US format
MK2-3956 | Resolved screen layout not displaying correctly once documents are attached to a transaction

July 13

General

MK2-3914 | Updated Matter to Matter transfers to select the correct cash account when there are more than one
MK2-3887 | Resolved approval requests not showing all users when filtered
MK2-3891 | Resolved date ranges not filtering correctly on some reports
MK2-3900 | Resolved incorrect historical ledger values under the Matter Account Summary
MK2-3907 | Resolved browser window freezing in some instances when attempting to update roles

July 5

General

MK2-3889 | Added the ability to sort by the Date column on the Invoice listing screen
MK2-3724 | Resolved notification templates not pulling in the updated firm name correctly
MK2-3878 | Resolved non-billable items not syncing correctly to the Productivity suite
MK2-3892 | Resolved QIF bank import not working correctly due to date format
MK2-3898 | Resolved Deposit Slip status still showing as being prepared when it is reversed
MK2-3899 | Resolved variance and adjusted bank balance not updating correctly when a zero bank balance is entered
MK2-3903 | Resolved performance issues when bulk editing very large numbers of items

June 28

General

MK2-3884 | Resolved entry duplication preventing deposited cheques from being reconciled
MK2-3886 | Resolved payment report showing incorrect Entered On date

June 27

General

MK2-3876 | Resolved invoice approval emails to the requestor not being sent
MK2-3877 | Resolved issue with a draft invoice being sent instead of the finalised version
MK2-3883 | Resolved screen layout not displaying correctly once documents are attached to a transaction

June 26

General

MK2-3875 | Updated the Trust to Office transfer widget so the transfer amount matches the Listing report
MK2-3872 | Resolved an issue with being able to complete payment reversals

June 22

General

MK2-3829 | Added the ability to email closed invoices
MK2-3666 | Updated standard filters to all matter-related screens and reports
- Columns and Filters
  - Responsible / Acting / Assisting Persons / Team
  - Client
  - Matter
  - Division
  - Matter Type
- Screens
  - Invoices
  - Work Items
  - Matters
- Reports
  - Invoice Listing Report
  - Invoice Collection Report
  - Aged Debtors Report
  - Aged Billing Report
  - Fee Analysis Pivot
  - Disbursement Listing Report
  - Aged Disbursements
  - Disbursement Action Report
  - Work Items Listing
  - Aged WIP
  - Aging Analysis Pivot
  - Matter Listing Report
MK2-3858 | Resolved importing of rate sets not working as expected
MK2-3861 | Resolved Profit and Loss report headings and accounts being incorrectly grouped together
MK2-3864 | Resolved assisting person filter not working on the Bulk Trust to Office Transfer
MK2-3868 | Resolved issue with disbursements codes not coming across correctly to the Productr

June 16

General

MK2-3831 | Resolved work items written off in the browser not updating in the Productivity suite
MK2-3836 | Resolved updates to the matter description from the Productivity suite not updating in the browser
MK2-3844 | Resolved a permission issue with updating invoices

June 15

General

MK2-3835 | Updated system checks on trust balance after a CMA or a Matter to Matter transfer
MK2-3782 | Resolved an issue where some matters may only appear in the Productivity app and not the browser
MK2-3821 | Resolved an issue where the invoice does not show a correctly rounded tax total
MK2-3822 | Resolved an issue preventing the payment of a purchase from being reversed
MK2-3823 | Resolved invoice list on a specific client not filtering out other invoices
MK2-3823 | Resolved partially credited disbursement sometimes causing a tax rounding issue
MK2-3838 | Resolved application dashboard KPI widget not filtering the non-billable figures to just the current user

June 14

Highlights

MK2-3154 | Added a new permission to allow overdrawing Trust balances for a matter"
MK2-3646 | Added a permission to allow the user to see all requisitions and take action
MK2-2801 | Updated InfoTrack searches to be cost recoveries instead of Anticipated Disbursements

General

MK2-3351 | Added the invoice number as a default column to the Aged Debtors report
MK2-3528 | Added a firm setting for defaulting purchases, payments, and receipts to be tax inclusive
MK2-3529 | Added several enhancements to the Profit and Loss report
- Cleaner display of expenses without needing brackets and negatives
- Allows the report to be printing showing sub accounts
- Added a printed on date to the footer
MK2-3553 | Updated the system to prevent general postings to control accounts
MK2-3636 | Updated the Aging Analysis pivot report with a column and filter for divisions
MK2-3676 | Updated the Matter Listing report to remove redundant columns
MK2-3714 | Updated the draft invoice to remove rate from the biller column
MK2-3755 | Updated Journals and the Profit and Loss reports to always show reversals by default
MK2-3776 | Updated ledger entries to show the employee name instead of their ID
MK2-3717 | Resolved error when trying to edit a custom billing schedule from Settings
MK2-3754 | Resolved date filter not applying correctly on the Profit and Loss report
MK2-3763 | Resolved issue with supplier ledger not displaying the invoice number correctly

June 8

General

MK2-3810 | Resolved issue when posting a purchase with an attachment
MK2-3819 | Resolved a tax rounding issue on

June 5

General

MK2-3790 | Resolved issue with clearance dates showing as 31/12/99 when the option cleared "After Days Specified" is used
MK2-3815 | Resolved issue with user roles not updating correctly when the employee is sent an invitation link

June 1

General

MK2-3791 | Resolved invoices being incorrectly credited when creating a receipt against it and the attachment upload fails

May 30

General

MK2-3727 | Added support to reverse partially successful Trust to Office transfers in the event of any issues
MK2-3767 | Updated disbursements paid from trust to remain closed if the invoice becomes unfinalised
MK2-3778 | Updated the Total and Tax fields at the bottom of the invoice screen to reflect the correct system values
MK2-3789 | Updated office receipts and payments so allocations cannot be done against a bank account
MK2-3787 | Updated user creation robustness
MK2-3780 | Resolved work items crossing daylight saving not reflecting the correct date
MK2-3784 | Resolved instances preventing a purchase with an allocation from being reversed in the journal
MK2-3789 | Resolved instances where the rounding of discount items prevents an invoice from being finalised

May 25

General

MK2-3740 | Resolved various Fee Earner Snapshot Report filters not working, and removed the "Fixed Period" option

May 17

General

MK2-3322 | Added Non-Taxable rate as an option on disbursements
MK2-3322 | Added Non-Taxable rate as an option on clients
MK2-3565 | Added additional parameters to the Invoice Listing Report
- Division filter
- Division column
- Fees Billed column
- Disbursements Billed column
- Cost Recoveries Billed column
MK2-3666 | Added standard filters to all matter-related screens and reports
- Responsible / Acting / Assisting Persons / Team
- Client
- Matter
- Division
- Matter Type
MK2-3510 | Updated conditions for allowing matters to be closed
- Client (Trust) Balance must equal 0.00.
- Office Balance must equal 0.00.
- Invoice Balance must equal 0.00.
- CMA/Investment Balance must equal 0.00.
- WIP Balance must equal 0.00.
- Disbursements must equal 0.00.
- All cashbook payments must be reconciled.
MK2-3651 | Updated Disbursements in the system to reflect a separation of Cost Recoveries
- Matter actions renamed from "Disbursements" to "Disbursements / Cost Recoveries"
- Disbursement lists have a filter option for Cost Recoveries, the view contains the following columns
  - Date
  - Code
  - Description
  - Net Amount
  - Tax Amount
  - Gross Amount
  - Billing Tax Code
  - Billed Status
  - Invoice Number (that the cost recovery is billed on)
MK2-3710 | Updated budget sets to no longer require mandatory Tags
MK2-3748 | Updated receipts to allowing printing on a CMA receipt and removed the Interest toggle
MK2-3748 | Updated "Original Date" to "Invoice Date" on purchases
MK2-3516 | Removed archived suppliers from returning in global search and "Pay To" fields
MK2-3543 | Removed schedule icon from custom reports that cannot be emailed
MK2-3565 | Resolved custom reports not saving their column order
MK2-3684 | Resolved issue with printing blank General Ledger reports after selecting a period
MK2-3721 | Resolved reconciliations showing the current user as the Prepared By instead of the correct user
MK2-3732 | Resolved non-billable items appearing in reports when the filter has been applied
MK2-3743 | Resolved display issue where matter updates would incorrect display on another open matter until refresh

May 12

General

MK2-3713 | Added support for the creation of negative office payments and purchases to handle reversals
MK2-3757 | Updated the upload of transaction attachments to better support scenarios where the creation takes a long time

May 5

General

MK2-3745 | Updated reports so employee name changes are still recognised and reported under the same entity
MK2-3738 | Updated payment of anticipated disbursements from trust to warn users if it is already on a draft invoice. Payment cancellation will result in the trust balance being correctly retained

May 3

General

MK2-3728 | Resolved CMA investment amount being cleared when details are updated
MK2-3734 | Resolved custom billing scheduled job also including other matters in its run

April 28

General

MK2-3723 | Resolved not being able to save imported invoices
MK2-3725 | Resolved CMA not reflecting the rate and maturity date set up on creation

April 27

General

MK2-3693 | Updated cheque templates to support staff initials
MK2-3719 | Resolved firm name updates not being reflected in transaction reports
MK2-3720 | Resolved work item listing and Timesheet Summary report not filtering on entry date correctly

April 21

General

MK2-3696 | Resolved not being able to export the Work Item Listing and Timesheet Summary reports
MK2-3711 | Resolved time filter on the Timesheet Summary report causing incorrect data to filter through
MK2-3712 | Resolved issues with the system attempting to send emails to multiple addresses

April 19

Highlights

MK2-3431 | Updated Global Search with improved recent items and display of results
MK2-3432 | Updated Quick Actions menu into a dropdown with more relevant options
MK2-3560 | Updated Navigation style from side menus to a horizontal layout at the top
Mk2-3563 | Updated Navigation menu to include drop-down options including favourites

General

MK2-3111 | Updated the Pending Transfers widget to show a message if there is no data instead of being blank
MK2-3347 | Updated the "Aged Creditors" to "Creditors" and optimised options\
MK2-3548 | Updated Entity titles to be free text
MK2-3561 | Updated cashbook account table with better usability
MK2-3586 | Updated tax on fees to be calculated on the subtotal per tax rate
MK2-3588 | Updated filters on Statement screens so that the matter number cannot be removed
MK2-3606 | Updated matters in the closing state to always have a Close button to finalise the process
MK2-3173 | Resolved allotment release screen showing more accounts for selection than just the matter's journal
MK2-3339 | Resolved EFT sequence number updates on journals not saving correctly
MK2-3455 | Resolved not being able to update the preferred name of organisation entities
MK2-3456 | Resolved preferred names of entities not updating correctly when created from the Productivity Suite
MK2-3480 | Resolved reference number not being generated when creating disbursements
MK2-3488 | Resolved statement of account inconsistencies related to archived clients, matters
MK2-3558 | Resolved GL code disappearing when posting a transaction to a newly created GL code
MK2-3572 | Resolved error message appearing inside a row entry when viewing the Statement of Account run
MK2-3620 | Resolved deleted and closed items appearing in the Favourites list
MK2-3673 | Resolved FeeEarner filter not working correctly in the Work Item list
MK2-3681 | Resolved locked date of journals not showing
MK2-3687 | Resolved tax total not recalculating on the Payment screen when the General Amount is updated

April 13

General

MK2-3678 | Resolved intermittent sync issues for work items from the productivity suite
MK2-3679 | Resolved matters not showing under the updated acting/responsible persons for office ledger tags
MK2-3680 | Resolved matters not updating to the new team if the acting/responsible person's team changes
MK2-3683 | Resolved ABA file formatting issues due to negative values

April 6

Highlights

MK2-3676 | Updated Leads so they all now correctly sync from the desktop productivity suite to the browser

General

MK2-3605 | Resolved EFT Sequence IDs not being applied incrementally when updated
MK2-3638 | Resolved invoice allocations not having the correct date when the receipt is unlinked
MK2-3642 | Resolved incorrect total taxable amount in the Invoice Listing Report
MK2-3643 | Resolved tax exclusive flag not persisting when fees are recorded from the productivity suite
MK2-3662 | Resolved matter details not listed on payment advice for purchases
MK2-3665 | Resolved blank pages appearing at the end of the trust trial balance report

March 29

General

MK2-3597 | Added ability to pay an incurred purchase disbursement from Trust
MK2-3628 | Updated the error message around bad office receipts to show better format and wording
MK2-3589 | Resolved deleted task types not always in sync between the browser and productivity app
MK2-3619 | Resolved empty biller initials on grouped invoice work items
MK2-3627 | Resolved issue causing some disbursements to not be linked correctly to ledger entries
MK2-3629 | Resolved instances where invoices did not successfully save after making edits
MK2-3631 | Resolved grouped invoice items not displaying in the correct order
MK2-3624 | Resolved deleted work items incorrectly showing in the prebill report with chargeable units

March 23

General

MK2-3618 | Resolved matter details not displaying on the Payment Advice Report
MK2-3622 | Resolved bulk Trust to Office transfer warning not displaying correctly for unpaid disbursements

March 17

General

MK2-2590 | Updated purchase error to reflect the correct reason if the entered due date is before the original date
MK2-2600 | Resolved work item not correctly updating the end time when it is changed
MK2-2603 | Resolved being unable to create ad hoc cost centres
MK2-3604 | Resolved error preventing work items from being cloned

March 16

Highlights

MK2-934 | Added lodgement approvals for payments into trust accounts
MK2-3389 | Added support for non-matter cost centres and reporting across two tags in the Profit & Loss Report
MK2-3429 | Added improvements to the automatic system email behaviour
- From "noreply@practiceevolve.com.au" to "messaging-service@practiceevolve.com.au"
- Additional settings under General > Email for logo, default display name and email
MK2-3436 | Added support for ad hoc cost centres and settings for configuring tags
MK2-3484 | Added functionality to clone work items

General

MK2-2001 | Added an invoice collection report
Mk2-3129 | Added enhancements to the Matter Summary Financials
- New ledger widget to show the sum of trust funds across different trust cash accounts
- Terminology updates for consistency
MK2-3163 | Added quality of life improvements to the receipt screen
MK2-3229 | Added quality of life improvements to handling currency and decimal places across the system
MK2-3265 | Added a new Disbursement Action Report to provide necessary information in maintaining compliance around supplier payments after collection by the firm
MK2-3436 | Added support for ad hoc cost centres and settings for configuring tags
MK2-3477 | Added invoice improvements to concatenate narrations when grouping items
MK2-3481 | Added a firm setting that sets work items to automatically finalise on entry by default
MK2-3482 | Added a global setting that finalises invoices using the current date
MK2-3484 | Added functionality to clone work items
MK2-3525 | Added a trust transaction date column to the Trust Trial Balance Report
MK2-3479 | Added support for cancelling historical disbursements
MK2-3478 | Updated Accounts to allow the base category type to be changed
MK2-3490 | Updated default templates to prevent editing instead of subsequently not loading
MK2-3492 | Updated settings structure to enforce permissions when adding to roles
MK2-3505 | Updated informative error messages when trying to process purchases in a closed period
MK2-3554 | Updated system checks to prevent over-discounting fees on an invoice with the same tax code
MK2-3148 | Resolved issue with closing matters staying in the "Closing" state instead of moving into "Closed"
MK2-3203 | Resolved issue with matters on a periodic billing basis unnecessarily creating a scheduled task
MK2-3218 | Resolved unpaid disbursements not factored in some cases into invoices
MK2-3461 | Resolved instances where non-supplier payments would show an ID instead of the name
MK2-3474 | Resolved an issue when viewing payment requests, the incorrect selected payment type is shown
MK2-3503 | Resolved issue preventing purchases from being allocated
MK2-3504 | Resolved journal lock dates showing today's date instead of the last lock date
MK2-3507 | Resolved joint contacts not syncing correctly
MK2-3515 | Resolved instances where work items created were being duplicated
MK2-3521 | Resolved instances where the Matter Account Summary report was not loading
MK2-3522 | Resolved work items not filtering on the "Created by" filter correctly
MK2-3534 | Resolved rare cases where ad-hoc billing Matters were added to the scheduled billing cycle
MK2-3550 | Resolved grand total on reports with collapsible sections incorrectly showing the group total instead
MK2-3566 | Resolved work item timers being stuck due to a deleted work item
MK2-3570 | Resolved being unable to select an account when posting a lodgement
MK2-3573 | Resolved not being able to clear retained amounts from an edited invoice

March 8

General

MK2-3462 | Resolved receipt attachments not saving correctly
MK2-3544 | Resolved trust compliance reports not saving as a favourite
MK2-3549 | Resolved General Ledger reporting filters not working when an account is selected
MK2-3557 | Resolved work items not reflecting the correct state for invoice drafting
MK2-3568 | Resolved entity details being unexpectedly updated when editing client details
MK2-3569 | Resolved work items rates not coming through correctly in the productivity app

March 1

Highlights

MK2-1060 | Added functionality to split invoices to different parties
MK2-2535 | Added ability to add attachments against transactions
MK2-3476 | Added functionality to also show the end-time of work items

General

MK2-3169 | Resolved statement of account not displaying a matter summary section under certain circumstances
MK2-3499 | Resolved duplicate receipts being filed
MK2-3506 | Resolved the handling of cancelled disbursements to credit and debit journals correctly
MK2-3508 | Resolved not being able to pay invoices with supplier credit
MK2-3518 | Resolved not being able to report on multiple divisions in the aged disbursement report
MK2-3519 | Resolve search not displaying results for matters with a dot in the name

February 15

General

MK2-3288 | Resolved duplicate folders being created in the Productivity app
MK2-3435 | Resolved invoice status not updating correctly if the invoice receipt is reversed
MK2-3449 | Resolved date filter not returning the selected financial year period correctly
MK2-3458 | Resolved trust trial balance report not running when the matter doesn't have work items
MK2-3463 | Resolved error when the Last Month is selected as the invoice date on the Invoice Listing report

February 7

General

MK2-3309 | Resolved invoice cancellation reason not showing
MK2-3403 | Resolved search bar not returning results on single character searches
MK2-3407 | Resolved work items not setting the correct start time
MK2-3446 | Resolved issue where the user-selected account is being overwritten with the default cashbook account

February 6

General

MK2-3440 | Resolved some matters having their trust balance being reset when the matter is updated
MK2-3441 | Resolved issue preventing anticipated disbursements from being linked to payments/purchases

February 3

General

MK2-3283 | Added the ability to pay invoices with credit notes
MK2-3319 | Added the available amount for transfer to the trust to office transfers screen
MK2-3324 | Added a filter for matter numbers to purchases
MK2-3313 | Updated the colour coding of trust and office balances in the matter listing to match the matter financials
MK2-3383 | Updated the supplier refund allocation to display more meaningful information
MK2-3414 | Removed "entered on" date from the office account receipt report
MK2-3046 | Resolved extra allocation line being created when applying a receipt and payment template
Mk2-3149 | Resolved default flag on cash accounts not being used in recept and payment screens
MK2-3284 | Resolved office receipt not being created in a trust to office transfer
Mk2-3302 | Resolved cases of the system ID being used where there is no matter number
MK2-3348 | Resolved an error when making a new CMA payment request
MK2-3349 | Resolved held payments requests not being releasable
MK2-3350 | Resolved pending transfers widget not opening the requests with the correct filters
MK2-3375 | Resolved payments and receipts not being able to determine the currency in certain situations
MK2-3386 | Resolved errors on the work item listing screen due to using filters
MK2-3387 | Resolved the "save and new" function not working correctly for work items
MK2-3405 | Resolved spelling issues in roles
MK2-3406 | Resolved not being able to cancel approved matter to matter transfer requests
MK2-3408 | Resolved migrated trust statements incorrectly including historical entries
MK2-3409 | Resolved sent date being marked as a required field under invoice details

January 25

General

MK2-3126 | Updated the Ledger View to include Matter Title in header and support column sorting
MK2-3340 | Updated the Statement of account to better support matter specific content
MK2-3360 | Updated Reconciliation Report Date to consider time zone
MK2-3306 | Resolved Client Payment creation to better support reversals
MK2-3332 | Resolved disabled Suppliers still showing up in supplier drop downs
MK2-3341 | Resolved Accounting method selection not reflecting in various features
MK2-3359 | Resolved Team Tag not updating when an employee joins a new team
MK2-3376 | Resolved Office Ledger balance display issue
MK2-3381 | Resolved Supplier Id not being passed into supplier ledger

January 17

General

MK2-3325 | Matter Account Statement title will now reflect whether the statement is at a Client level or at a Matter level
MK2-3345 | Resolved Report dates displaying in US format

January 12

Highlights

MK2-3115 | Updated Pre-bill Report

Credit Note and Credit Funds now printed separately with currency format
Label for Controlled Money Balance changed to Controlled\Investment Money Balance

MK2-3216 | Updated the Bulk Trust to Office Transfers screen to give preference to invoices with allotments before sort order being from oldest to newest
MK2-3268 | Updated the Recent Activity in Invoice screen to include when an invoice email gets sent

General

MK2-3227 | Resolved Issue Supplier Credit not working where a matter isn't specified
MK2-3272 | Resolved Account/Journal selector validation when the user switches journals
MK2-3276 | Resolved Matter grid columns displaying ids
MK2-3279 | Resolved error caused when creating journal transaction with multiple lines to same cashbook account
MK2-3290 | Updated error message displayed when unfinalising a purchase where there is a disbursement that is on an issued invoice
MK2-3303 | Resolved Trust Payment screen summary at bottom indicating money is moving out of credit funds and the Trust Fund balance only being shown when an account is selected
MK2-3304 | Resolved Reconciliation variance when reversing a transaction already marked as reconciled
MK2-3307 | Resolved Cashbook running balance column display when sorted
MK2-3308 | Resolved Invoice Adjustment display
MK2-3316 | Resolved Name filter in journals screen not working
MK2-3321 | Resolved Message Quarantine Widget not displaying title
MK2-3328 | Resolved Pending Transfer widget - Bulk Trust to Office transfer - Trust amount not refreshing after transfer
MK2-3153 | Resolved allotment not releasing/cancelling upon reversing a receipt with an allotment
MK2-3154 | Resolved Client Financial Summary Trust Balance not displaying correctly
MK2-3215 | Updated the default date when unfinalising an Invoice to be the Invoice date rather than the current date
MK2-3269 | Updated the default date to be the Purchase date and reason to be the Purchase reason when unfinalising a Purchase

December 15

General

MK2-3034 | Added a dormant trust report
MK2-3226 | Updated the cancellation of disbursements to show a warning if they are linked to a purchase or payment
MK2-3267 | Updated the Cashbook Report
- Added a column Received From
- Renamed Date to Posting Date
- Renamed Date Received to Entered On, which is the Created On date of the cashbook entry
MK2-3243 | Updated the Reverse function on purchases to read as Unfinalise instead for consistency
MK2-3117 | Resolved fee target set not importing correctly
MK2-3247 | Resolved spelling mistakes in the fee earner snapshot
MK2-3248 | Resolved hyperlinks to open matters on the matter to matter transfer request screen not working
MK2-3249 | Resolved not being able to open matter to matter transfer requests in the approval screen
MK2-3250 | Resolved filter on the general ledger not showing all accounts when selected
MK2-3274 | Resolved an issue with aged debtors report showing a negative aged debtor value instead of zero when unfinalising a part paid invoice

December 8

Highlights

MK2-3088 | Added a statement of account that can be run on a matter basis

General

MK2-2132 | Added a series of updates to the bulk Trust to Office transfer screen
- Added support for saving views
- Updated the cash account selector to support a dropdown rather than an autocomplete
MK2-3138 | Updated a series of changes to the matter Trust to Office transfer screen
- Updated number formatting to 2 decimal places
- Updated error messages to be more informative
MK2-3165 | Updated the allotments screen to show State as a column option, and remove the ability to release or edit allotments that have already been released or cancelled
MK2-3221 | Resolved not being able to bulk cancel invoices
MK2-3137 | Resolved not being able to select and add invoices to the matter Trust to Office transfer screen
MK2-3172 | Resolved allotments screen showing all active anticipated disbursements, not just for the current matter

November 30

Highlights

General

MK2-2689 | Added improvements to the bank reconciliation screen
- Added sort function
- Added export function
- Updated to show all transactions by default
- Updated usability of the filters
MK2-3075 | Added the "favourites' option back to the Cash Account dashboard widgets
MK2-3103 | Added column totals and a print option to Budgets and Fee Targets
MK2-2998 | Updated various screens to show a distinction between the trust balance and the available trust balance (minus any allotments of funds)
- Updated Trust Matter to Matter transfer screen to now show both
- Updated Trust to Office transfer screen to now show both and the remaining balance
- Updated Trust Matter Credit Payments to show both
- Updated Invoice retained amount tooltip to reflect this change
- Updated Office Matter Credit Payments so that the balance is now displayed as both the Client Credit Funds and Credit Note Balance
MK203146 | Updated receipt and payment posting so that when an Office or Trust ledger is selected, only its respective cash accounts show
MK2-3151 | Resolved not being able to post a new payment when a template is applied
Mk2-3161 | Resolved top toolbar becoming invisible when scrolling, after resizing the page

November 23

Highlights

MK2-3099 | Added print-friendly Fee Earner Performance Report

General

MK2-3118 | Added settings option to configure firms for cash-basis accounting
MK2-3098 | Updated the Disbursement List Report with filters for unpaid and unbilled
MK2-3098 | Resolved incorrect supplier balance on creation of an incurred disbursement
MK2-3074 | Resolved matter summary not updating correctly with disbursements billed
MK2-3119 | Resolved error when reversing a CMA transaction
MK2-3121 | Resolved search bar not responding to input after extended use
MK2-3145 | Resolved column order preferences not saving correctly
MK2-3147 | Resolved debit and credit values showing zero when exporting historical Office Ledger transactions

November 16

Highlights

MK2-3078 | Added details on the date a transaction was added to the system
- Cashbook Report
- Trust Account Statement Report
- Transaction Details
MK2-3108 | Added additional print-friendly version of reports
- MK2-3090 | Aged Debtors report
- MK2-3092 | Invoice Listing report
- MK2-3101 | Timesheet Summary report
- MK2-3102 | Updated Trust to Office Transfer Export report formatting, and with additional fields for approver and approval date
- MK2-3106 | Fee Earning Snapshot report

General

MK2-2857 | Updated system emails so CC'd contacts appear on the same email as the recipient

November 9

Highlights

MK2-3108 | Added a print-friendly version of reports as a tab on existing reports
- MK2-3091 | Added last transaction date and responsible person to printable trust trial balance report
- MK2-3093 | Added locks to exported Excel reports
- Mk2-3100 | Added printable Aged Billing report
MK2-3083 | Updated EFT payments to no longer require mandatory reference fields

General

MK2-2913 | Added the option to immediately open the matter after it is created
MK2-3038 | Added sorted and totals to the disbursement list
MK2-3063 | Added ability to export journal transactions
MK2-3104 | Updated payment and purchases to be consistently tax-inclusive by default
MK2-3089 | Resolved task types not synching correctly to the productivity app
MK2-3095 | Resolved payment templates preventing allocation items being editable
MK2-3096 | Resolved default rate not populating when posting a new work item
MK2-3097 | Resolved matter number not populating when creating a new work item from within a matter
MK2-3107 | Resolved allocations list for payments and receipts not showing the balance
MK2-3109 | Resolved non-billable work items not being correctly marked on finalise
Mk2-3112 | Resolved grouping issues on the invoice
- Resolved grouped items not showing correctly
- Resolved incorrect discount item being applied to grouped items
MK2-3113 | Resolved invoice grouped work items being unlinked if a new entry is added

October 19

Highlights

MK2-2529 | Added the ability to add and verify suppliers are part of requisitions and payments
- Users can create new suppliers from transaction screens instead of returning to the directory
- Warnings will shown if payments are prepared for suppliers not yet verified
- Accountants with the Payables > Post Client Payments permission can verify suppliers
- Guide is available here
MK2-2565 | Updated the Analytics Dashboard location from the Home Dashboard dropdown to Reports
- Moved this to a location that can better complement the reporting module
- The Partner Dashboard can now be accessed from this location
- Users will still need to log into Elastic
MK2-2916 | Added QIF format support for bank transaction imports
MK2-2940 | Added a new Matter Summary Analytics Dashboard
- A new Elastic dashboard that provides insights on matters
- Guide is available here

General

MK2-2568 | Added chargeable and non-chargeable totals to the Timesheet Summary widget under Partner Dashboard
MK2-2657 | Added an export function to the Chart of Accounts
MK2-2791 | Removed individual averages from the Timesheet Summary widget under Partner Dashboard
MK2-2995 | Resolved minor nuances with the Work Item timer
- Resolved not able to start the timer from the tool bar
- Resolved blank work item created
- Resolved work items created by other fee earners appearing in today's finalised
- Resolved all pending work items being deleted when only one is removed
- Resolved fee target not showing today's target
- Resolved active work item no longer visible on the timer when changing screens
- Resolved timer showing 60 seconds rather than directly ticking over to the next minute
MK2-3027 | Resolved statutory deposit account details not saving on edit
MK2-3029 | Resolved New Titles not saving correctly
MK2-3061 | Resolved custom views not opening correctly on the Purchases screen
MK2-3062 | Resolved text templates not working correctly in the client application

September 19

Highlights

MK2-2868 | Added Fee Earner Dashboard. A new pre-set application dashboard that provides access to key data and KPI metrics with the following widgets
- My Clients
- My Matters
- Billing
- Watch List
- KPIs
- Cost Disclosure
MK2-2869 | Added Accountant Dashboard. A pre-set application dashboard that enhances the existing version to provide more versatility and access to data with the following widgets
- Aged Debtors
- Aged Creditors
- Message Quarantine
- Billing Run
- Statement Run
- Office Cash Accounts
- Trust Cash Accounts
- Pending Transfers
- Watch List
MK2-2871 | Added Manager Dashboard. A new pre-set application dashboard that provides key information on metrics and performance with the following widgets
- My Clients
- My Matters
- KPIs
- Recent Activities
- Watch List
- Cost Disclosure
- Aged WIP
- Aged Debtors
MK2-2872 | Added Support Staff Dashboard. A new pre-set application dashboard that provides east-access to data in multiple contexts with the following widgets
- My Clients
- My Matters
- Billing
- Recent Activities
- Cost Disclosure
- Watch List
MK2-2436 | Added support for custom screen layouts. Users now have the ability to save multiple column customisation preferences and set a default view across numerous screens
MK2-2774 | Added support for full-page matter view. Users are now able to expand matters into a full-page view. The page can also be opened as a separate tab in the browser. This allows the user more space to view matter details including item lists. The support for multiple tabs allows users to work across different screens and retain tabs for specific purposes.

General

MK2-1663| Added support for exporting bank reconciliation items to Excel for a given period
- Reconciled, unreconciled, unallocated bank entries
MK2-2801 | Added extra support for the InfoTrack integration
- Configuration option to import as a cost recovery
- Breaking down each transaction into a taxable and non-taxable component
MK2-2855 | Added a reporting field containing both matter number and name to the following reports
- Aged Debtors, Aged Disbursement, Aged WP, Disbursement Listing, Invoice Listing, Matter Listing, Work Item Listing
MK2-2714 | Removed deprecated column selector from the Profit and Loss report
MK2-2846 | Updated system responsiveness to prevent users from being stuck on the loading screen
MK2-2852 | Updated invoice emailing to allow manual addition of recipients
MK2-2860 | Updated the Billing dashboard widgets so action and button alignments are consistent
MK2-2770 | Resolved long matter name not wrapping in the trust to office transfer screen
MK2-2804 | Resolved cash accounts filter not removing some already reconciled entries
MK2-2828 | Resolved not being able to post a payment using a new template
MK2-2851 | Resolved issue with matter to matter transfers and updated the error message to be more informative
MK2-2853 | Resolved tax rounding not saving correctly when recording a new incurred payment
MK2-2866 | Resolved performance reports showing only unbilled WIP instead of all WIP