December 16th

What's New?

Eve (AI)

We’re thrilled to announce the launch of Eve, our innovative AI-powered reporting assistant. Eve allows you to ask questions in natural language on your financial performance in the key areas of Fee Analysis, Matter Balances and Aging Analysis, providing accurate insights instantly. 

Eve can help circumvent the analysis of data heavy reports by quickly providing answers to questions that could otherwise not be immediately derived from such reports. For example, "Who are the top 20 fee earners by fees billed this year?" or "Show me new matters this year where fees billed is less than fee estimate".

Eve provides responses in an accessible tabular format, presenting information clearly and concisely. These responses can be copied or export to Excel where necessary.

Eve can be accessed from the Reports area of EvolveGo and is available for the following user roles: Accountant, Cashier, Manager and Partner. 

Bug Fixes

Billing

• MK2-5938 | Group Fees  - resolved an issue whereby marking an item as "Bill Later" from a larger grouped item caused a discrepancy in fee totals. Also resolved an issue preventing multiple grouped items from being ungrouped simultaneously. 

Reporting

• MK2-5912 | Referral Fee Analysis  - fixed the Matter filter to ensure the selected matter is returned on the report. 

Banking

• MK2-5851 | Allocation date  - fixed the warning message on attempted receipts dated prior to an invoice with the correct dd/mm/yyyy format. 

December 11th

Bug Fixes

Billing

• MK2-5905 | Credit Notes - resolved an issue whereby the date of a Credit Note would display the date of the original invoice, rather than date of Credit Note. 

Dashboards

• MK2-5144 | Watch List - improved the refresh frequency of the Watch List widget to reflect  the real time count of transactions.

Purchase Ledger

• MK2-5435 | Batch Payments - removed an erroneous message when batch paying purchases.

December 4th

Bug Fixes

Billing

• MK2-5909 | Group Fees - resolved an issue that prevented grouped fees from being ungrouped during the draft invoice process.

November 29th

Bug Fixes

Billing

• MK2-5902 | Fixed Fee - resolved an issue whereby the tax on a fixed fee was calculated incorrectly if work items were manually adjusted and/or removed from the invoice. 

General Ledger

• MK2-5901 | Account Transactions export - fixed an issue that prevented the Account Transactions screen from exporting. 

Matter

• MK2-5455 | Invoice Template - the invoice template is no longer a mandatory field on new matters. In addition, where an invoice template has been assigned to a client record, that same template will default on all new matters created for that client. 

Reporting

• MK2-5797 | Balance Sheet - fixed  an issue with the "End of" period filters passing the wrong date into the report.
• MK2-5849 | Invoice Listing - corrected the report to ensure Matter numbers are always displayed.
• MK2-5802 | VAT Return Report (UK) - the totals of boxes 1-9 are now formatted to two decimal places with comma separators on thousands. 
  

System

• MK2-5872 | Grid Views - a change has been made to prevent grid views from being disabled if the view is the only one available. 
• MK2-5884 | Global Search - the global search function is now accessible when the "What's New?" banner message is displayed.

November 22nd

Our latest release of EvolveGo is now available and contains the following new features and enhancements.

What's New?

Bill To Amount

When dealing with matters that hold a large volume of unbilled work items, fee earners may routinely be required to bill a specific fee amount. This is now made easier with the introduction of our new "Bill to Amount" feature, allowing users to specify the value or percentage of WIP that they wish to “Bill To”. Work items are then automatically and chronologically selected to reach that value, with any fee adjustments made simultaneously. Work items that are not included in the selection are automatically marked as Bill Later, ensuring they are retained on the matter for future billing.

Enhancements

Entities

• MK2-5461 | County (UK) - the County field on entity address records is now no longer a mandatory field.

Client Account

• MK2-5681 | Client Interest (UK) - when running an interest calculation on client account money at matter level, the calculated amount can now be edited prior to posting if the user wishes to override the calculation.

Disbursements

• MK2-5481 | Incurred Purchase disbursement - it is now possible to pay or part pay an Incurred Purchase disbursement from within the matter itself from the ellipsis context menu of the disbursement.

General Ledger

• MK2-3977 | Allocation line descriptions - when allocating transactions to General Ledger accounts, the line item description entered is now visible when reviewing transactions at Journal or Account level.
• MK2-5525 | Reason and Descriptions - fields pertaining to reason (transaction level) and description (line item level) have been updated on various transaction forms to promote consistency.

Matters

• MK2-4867 | Matter card - when opening an existing matter, the matter card will now load full screen, defaulting to the Work Items grid in focus, with financial tiles displayed on the left pane and matter actions on the right pane.

Reporting

• MK2-5545 | Office Trial Balance - minor revisions have been made to the report in keeping with recent changes to the Profit & Loss and Balance Sheet reports. The Trial Balance report now defaults to this Financial Year with a streamline set of available periods to report on.
• MK2-5793 | Matter Balances - Fees Billed has now been made available within the Matter Balances report.
• MK2-5513 | General Ledger Report - several usability improvements have been made to the General Ledger report, including the ability to search and select multiple accounts simultaneously, financial values as hyperlinks to facilitate transaction level drill down, introducing Opening and Closing Balance values per account and period plus the addition of new Matter Number, Reason and Description columns.

Settings

• MK2-5409 | Alphabetical order - the Disbursement Code and Task Type areas within Settings are now ordered alphabetically.

Work Items

• MK2-5601 | Work Items screen - all columns within the Work Items screens are now sortable.

Bug Fixes

Dashboards

• MK2-4634 | Cost Disclosure widget - improved the config settings within the widget to include "Show matters where I am the Person Assisting".

Disbursements

• MK2-5125 | 'Add New' Disbursement on Invoice - resolved an issue during invoice editing that prevented newly created disbursements from immediately appearing on the invoice.
• MK2-5293 | General Ledger disbursements - the General Ledger disbursement form now obeys the Tax inclusive/exclusive Firm Setting when calculating tax on Net values.

Work Items

• MK2-5850 | Save and New - selecting Save and New upon completing a work item reloads a new form without first opening a new browser tab.

November 6th

Bug Fixes

Disbursements

• MK2-4657 | Billing Tax - upon entering allocation lines within disbursement postings, the Billing Tax rate will default to the equivalent of the input Tax rate. Users can of course still override this Billing Tax rate and set as required. 

Reporting

• MK2-5750 | Referral Fee Analysis Report - Resolved an issue whereby closed matters were being incorrectly omitted from the report.
  
• MK2-5698 | Trust Account Statement - Resolved an issued where matters with no Trust Account balance and no transactional activity within the specified period were being included in the Trust Account statement run. 

System

• MK2-5469 | Inactive employees - Fee Earner filters across the system now allow the user to select an inactive employee with the use of the in-filter toggle.

Work Items

• MK2-5664 | Fee Earner filter - When reviewing Work Items from the main navigation menu, users can now remove the Fee Earner Filter to see work items across all users.

October 23rd

Bug Fixes

System

• MK2-3765 | Navigation - Resolved an issue where users were unable to click navigation menu items above the 'successfully posted' popup
• MK2-5764 | Billing Rates - Resolved an issue where Employees created in EvolveGo browser were intermittently resulting in incorrect billing rates
• MK2-5749 | Bill Later function - Remove bold type
  
  

Reporting

• MK2-5497 | Client Interest Report - Resolved an issue where, when exporting the Client Interest report an incorrect file name was being used
  
• MK2-5746 | Cost Recoveries - Resolved an issued where Cost Recoveries were not reflected correctly in reports when a posting date had been updated
  
  

October 17th

Bug Fixes

Banking

• MK2-5719 | Deposit slip - Fixed an issue when reversing deposited receipts that would cause a system error.

Billing

• MK2-5682 | Migrated Invoices - Removed the ability to Unfinalise migrated sales invoices. These invoices can  still be cancelled and reissued if required.
• MK2-5693 | Invoices view - recording receipt - If the Matter Number and Matter Title columns are removed from the Invoices view grid, the actions menu will still allow users to record receipts against any issued invoice that has been selected.

System

• MK2-5456 | Billing Rates - A Billing Rate must be marked as firm default within the system. This default can be changed at the user's discretion. 

Matters

• MK2-5551 | Ledger Balances - Resolved an issue that would show the running ledger balance out of order where multiple ledger entries were created from a single transaction.
  

Reporting

• MK2-5736 | Aged WIP export - The 'As at' date now displays correctly when the Aged WIP report is exported. 

October 9th

Bug Fixes

Directory

• MK2-5333 | Search criteria - When reviewing 'all results' from the main search function, the subsequent directory screen will retain the search criteria used when presenting results. 

Purchase

• MK2-5608 | Original Date - Resolved an issue whereby a purchase posting could error without informing the user if the Original Date was not completed.
  

Reporting

• MK2-5670 | Fee Earner Performance - When collection targets are used as a filter, data is now returned correctly. 
• MK2-5698 | Trust Account Statement (AU) - Resolved an issue that incorrectly included matters with no trust activity or balance on the Trust Account Statement.

October 2nd

Bug Fixes

Purchases

• MK2-5679 | Column sorting - Reintroduced sorting on all columns in the Purchases screen. 

Reporting

• MK2-5374 | Matter Balances - Resolved an issue whereby closed matters were not being returned when reviewing retrospective periods. 
• MK2-5392 | Exporting Journal entries - When exporting transactional level journal entries, the dates are displayed correctly.

Tax

• MK2-5246 | Tax Codes - Removed non applicable AU Tax Code from UK databases. 

September 25th

Bug Fixes

Reporting

• MK2-5652 | Aging Analysis Report - Resolved issues when viewing multiple months side by side
• MK2-5666 | Date range Filter - Resolved an issue where the date range filter becomes empty when 'Today' is selected
• MK2-5641 | As At Filter - Resolved issue where users could not revert 'As At' filter from specific date to 'Today'

Billing

• MK2-5657 | UK Invoice Report - Resolved issue where UK Invoice reports were not rendering with default template (UK)
• MK2-5665 | Billing - Resolved an issue where the Finalise button becomes incorrectly disabled when successful approval is present and user is not the matter's responsible person 

Matter

• MK2-5653 | Matter - Resolved an issue where moving a matter to a new client was causing the wrong client name to show in some invoice and work item reporting. 
• MK2-5295 | Matter Financial Tiles - Reinstated Cost Recoveries tile that was missing (UK)

System

• MK2-5651 | Text Templates - Resolved issue where users were unable to load text templates
• MK2-5384 | Tax Rates - Prevent 'add rate' in Tax Codes Accounting Settings
• MK2-5649 | Division Record - Added an Invoice Sequence number hint

Purchases

• MK2-5517 | Purchases screen - Resolved an issue where columns couldn't be moved/removed and removed the 'Is Held' filter and columns

September 12th

Enhancements

Reporting

• MK2-4812 | Profit & Loss Report - expanding on the changes to custom reports last month, the Profit & Loss report now provides three out of the box suggested views, available within the report, to allow you to see Profit & Loss in the format that most suits you. In addition, we've made a number of usability improvements to the report such as the introduction of dynamic budget variance indicators and tidying up the available period ranges. 

• MK2-5519 | Balance Sheet Report - complementing the Profit & Loss changes, we've also made revisions to the Balance Sheet to promote consistency between the two reports, not limited to the introduction of a Variance % column allowing you to track movement over time but also four out of the box suggested views providing flexible reporting options. 

Billing

• MK2-5346 | Display totals of selected items on draft bill - when selecting work items (or other line items) the total of those selected items is now displayed to the user. In addition, if the “Bill Later” action were to be selected, the revised totals of items left on the bill will be displayed so the user can see the impact of the action they’re about to take.

Disbursements

• MK2-5121 | Applying credit funds against disbursements (UK) - to ensure compliance with Solicitors Accounts Rules, applying credit funds against unbilled disbursements can now only occur when that disbursement has been fully paid out. In addition, only non-vatable disbursements can be receipted by this same method to ensure tax is correctly declared at the point of billing. 

Bug Fixes

Billing

• MK2-5492 | Zero value invoices - Resolved an issue that prevented zero value draft invoices from displaying within the invoices listing of a matter. 

Reporting

• MK2-5499 | Scheduled jobs - Resolved an issue which prevented Scheduled jobs from being triggered on time. 
• MK2-5603 | Unpaid Invoice Balance - The Matter Listing and Matters page now report the correct value of Unpaid Invoices, fixing an issue where some matters would return zero balance incorrectly. 

September 4th

Bug Fixes

Billing

• MK2-5185 | Billing Widget - Resolved an issue where 'matters with unbilled WIP' was being reported incorrectly  
• MK2-5578 | Billing rates - Resolved an issue where importing billing rates looked to be successful but caused the user to no longer be able to view the billing rates when re-opening the screen 

Matter

• MK2-5580 | Matter Status - Resolved an issue where the action of Holding or Un-holding a matter wasn't updating the status correctly

Disbursements

• MK2-5548 | Disbursements - Removed the ability to update disbursements where they are historical and have a ledger balance
• MK2-5549 | Credit Notes - Introduced an error message when user attempts to apply a nil credit note to disbursement 
• MK2-5596 | Work Items - Resolved an issue where the bulk selection box was missing from Matter Level Work Items screens 
• MK2-5607 | Introducer - Resolved an issue where the Matter introducer fails to save without a referrer entered 

Reporting 

• MK2-5432 | KPI Widget - Resolved an intermittent issue where the KPI widget continuously refreshes
• MK2-5552 | Manager Dashboard - Resolved an issue where $ signs were showing rather than £ (UK)
• MK2-5611 | Reports - Resolved an issue where the side panel was opening incorrectly for various reports 

Trust/Client

• MK2-5569 | Client/Trust Payments & Receipts - Resolved an issue where the Reason field was not auto populating
• MK2-5516 | CMA Receipts - Resolved an issue where receipts were not generating 

System

• MK2-5550 | Grids - Resolved issue where users were unable to view various grid features

August 21st

Bug Fixes

Billing

• MK2-5433 | Invoice write offs - resolved an issue where written off elements of invoices were displayed as collections.

General Ledger

• MK2-5521 | Journal Transactions screen - resolved an issue on the Journal Transactions screen that made the screen unresponsive upon initial entry.
• MK2-5515 | Journal Transactions screen - removed an erroneous Cashbook label from this screen.

Matter

• MK2-5443 | Ledger balance refresh - ledger balances now refresh automatically after posting events from the same screen.
• MK2-5522 | Estimates - added the Fee and Disbursement estimate columns back to the Matters screen and Matter Listing Report. 

Purchases

• MK2-5506 | Purchases screen columns - the Purchases screen now supports column ordering.
  
• MK2-5518 | Purchase templates - resolved an issue when using Purchase templates that prevented the tax rate from being changed on a line item.

Reporting

• MK2-5463 | KPI Widget - removed incompatible columns from the column chooser of KPI widget drill down screens. 
• MK2-5489 | Creditors Widget - drilling down into the due, due next and overdue elements of the widget now applies the correct date range in the subsequent transaction screen. 
• MK2-5507 | Cost Disclosure Widget - removed custom grid functionality from behind the Cost Disclosure widget to ensure drill downs display the correct data. 

System

• MK2-5528 | Recent activity screens - removed custom grid functionality from these screens to ensure all data is displayed.
  

August 15th

Bug Fixes

Billing

• MK2-5478 | Finalised Invoice - Resolved an issue where the 'Revert Last' button was still visible on finalised invoices 

Reporting

• MK2-5500 | KPI Widget - Resolved an issue where the KPI widget was showing firm level details on Fee Earner dashboard
• MK2-5418 | Branch filter - Resolved an issue where the Branch filter was showing "Division" label (UK)

Trust/Client

• MK2-5405 | Client/Trust Receipt - Resolved an issue where when posting a Client Receipt from a Matter in the allocation line a $ sign would show instead of £ (UK)
• MK2-5451 | Client/Trust Receipts and Payments - Removed the Tags column in the allocation grid for Client/Trust Receipts and Payments 
• MK2-5501 | Client/Trust Payments - Resolved an intermittent issue where the post button on Client/Trust Payments was not functioning 

August 14th

Bug Fixes

Billing

• MK2-4994 | Unlinking receipts from invoices - if an invoice is receipted via the allocation of office credit funds, that allocation can now be unlinked without error. 
• MK2-5415 | Invoice Overview - the 'Unbilled Matters' count is now correctly matched by the corresponding total of items displayed.

Matters

• MK2-5258 | Changing the client name - where the name of a client is changed on a matter, this will be reflected across various matter related screens.

System

• MK2-5493 | Financial Period date - resolved an issue where a blank Period date in firm settings would prevent work items from syncing across from productivity to the accounts area of EvolveGo. 

August 12th 

What's new? 

Entity

• Explorer widget - we've introduced our new 'Explorer' widget to our Fee Earner, Manager and Support Staff dashboards. This widget allows the user to search and access clients and matters from one central point. Users can mark their favourite matters and access recently viewed clients and matters with ease.

Reporting

• Suggested and Custom views -  customised reports are now accessible directly from the report itself, eliminating the need to navigate to the customised report area. We'll be expanding this feature in subsequent releases with out of the box views for certain reports. 

Enhancements

Approvals

• MK2-5447 | 'Approver' field searching - the approver field in our requisition form now only looks up search results based on the name of the approver, rather than matching on email address too. This behaviour provides a more precise match for the user.

Banking

• MK2-5170 | Cashbook entries screen - we've made some changes to our cashbook entries screen to improve usability. The cashbook function now commands a full screen rather than side panel, giving more prominence to the cashbook entries themselves. New Receipt and Payment actions have been added under a "New Entry" menu promoting consistency with other screens in the system and on screen check mark makes it easy to discern which items have been reconciled.

Billing

• MK2-5373 | Attention Of - to prevent confusion in the billing process, we've removed the "Attention Of" field from the Invoice header. Where an Attention Of notation is required, such as on a billing address other than that of the client, it can be incorporated directly into that billing address rather than have it's own field.

Disbursements

• MK2-4915 | Viewing disbursement details - we've added extra information when viewing individual disbursement transactions to provide more insight for the user. Subject to the type of disbursement, the bank, reconciled status and billing status of the disbursement are now available on screen.  

Matters

• MK2-4824 | Disbursement & Cost Recoveries views - following the recent introduction of custom grids to the system, we've now supplemented that functionality with out of the box system views for Disbursements and Cost Recoveries. These new views will provide clear distinction between Unbilled Incurred Disbursements, Unpaid Disbursements and Cost Recoveries. As with our existing custom grids, these system views can be edited as required. 

• MK2-4825 | Work Items views - in line with the introduction of out of the box Disbursement views, the same concept has also been introduced to the Matter Works Items screen. The out of the box views provide detail on Unbilled, Billed and Non Billable work as standard

• MK2-4826 | Invoice views - complementing Disbursement and Work Items views are our new out of the box Invoice views. These new views provide a distinction on Active, Outstanding and Closed Invoices, with a fourth view itemising credit notes on the matter. Again, these out of the box views can be edited at the user's discretion.

• MK2-5226 | Zero value columns - to make it easier to identify zero values in financial columns, we've replaced 0.00 with the - symbol. When reviewing large volumes of financial information with values across multiple columns, this approach makes the zero balances more obvious.

• MK2-5085 | Invoices screen totals - a total row has been added to the matter invoices screen, providing totals for each financial column displayed. 

Reports

• MK2-5302 | Ledger Transfer Listing (UK) - the Ledger Transfer Listing report is now available to UK clients from the Compliance section of reports.
  

System

• MK2-4999 | Save grid and filters per session - changes to filters and columns made on system grids are now saved per user session until you log out. This allows you to make temporary changes, navigate to other parts of EvolveGo, and return to find your changes still in place. 

Tax

• MK2-4807 | Manual tax adjustments - users with Unrestricted General Ledger access (Accountant/Cashier roles) can now manual override the tax value on allocation lines to assist with minor tax rounding differences from suppliers. Lawyer role users can affect the same on requisition forms. 

Bug Fixes

Billing

• MK2-5437 | Zero Value invoice - Closed - where an invoice is issued for zero value, that invoice is now automatically marked as closed upon posting.

• MK2-5404 | Adding work items via draft invoice - where a work item is recorded directly from a draft invoice without narration, the system will prohibit the action, allowing the narration to be entered prior to finalising. 

• MK2-5381 | Tax Rate on fees (UK) - UK users are now able to change the tax rate against fee items on a bill, using more than one tax rate for the same bill where appropriate.

Disbursements

• MK2-5442 | InfoTrack cost recoveries - a fix has been implemented within our InfoTrack integration to ensure that automatic cost recovery items are split for the correct Net and Tax values, as provided by InfoTrack.

• MK2-5449 | Disbursement 'State' column - the width of the State column in disbursement screens has been increased in order to make the value more visible.
• MK2-5301 | Disbursement tax - viewing disbursements shows the correct tax rate applied to that disbursement, rather than tax rate set at client level. 

Matters

• MK2-5115 | Billing Rates - an issued has been resolved that prevented all Billing Rates from being listed within the 'Rate Set' field on the matter if there were more than 100 Billing Rates set up. 

• MK2-5134 | Sortable financial columns - all financial columns within the Matters screen have been updated to ensure each is now sortable.

Purchases

• MK2-3961 | Prevent unfinalising of part paid purchases - part paid purchases can no longer be unfinalised, rather a credit note should be issued for the balance or the part payment reversed.
• MK2-5475 | Paying single purchase item - improved the speed at which the payment form loads when paying single purchases.

Reporting

• MK2-5008 | Aged Debt export - fixed an issue whereby the export function failed if aging band column was removed.
• MK2-5214 | Delete Fee Targets - users can now delete unwanted fee targets.
• MK2-5308 | Matter Listing columns - a number of superfluous columns have been removed from the column chooser.
• MK2-5310 | Client Interest Report (UK) - the client interest report has been moved to the Compliance section of reports.
• MK2-5347 | Unique custom report names  - unique names are now enforced on custom reports.
• MK2-5314 | Trust Audit Report (AU) - report now includes 'CMA - Include closed accounts' filter by default. 
• MK2-5273 | Client Interest Report (UK) - De Minimis and above filter is now applied by default to the bank level report. 

System

• MK2-5230 | Custom grids - row height - row height on custom grids is preserved when saved.
• MK2-5263 | Custom grids - matters - when editing custom grids from matter level, the read-only matter filter is always preserved. 

Work Items

• MK2-5408 | New Work Item - New Fee button is now renamed as "New Work Item".

Trust/Client

• MK2-5439 | Postings - Reason - the reason from the transaction header will default to the same on each new allocation line.
  

July 24

General

• MK2-5321 Updated the Work Item Listing report to ensure the Entry Date field exports in dd/mm/yyyy format.
• MK2-5391 Updated the CMA/Deposit transaction menu screen to remove an unused Notify toggle.
• MK2-5428 Resolved an issue on Trust/Client receipts where an additional allocation row was being added by default for each Trust/Client account within the Trust/Client Journal. 

AU Region

• MK2-5440 Updated the CMA Statement scheduled task to ensure statements are correctly produced with all appropriate information. 

July 15

General

• MK2-5387 Updated the payment method column within the Batch Pay Purchases screen to display payment method name rather than type. 
• MK2-5344 Improved reporting by adding an unpaid tax column to the Aged Debtors Report
• MK2-4420 Resolved issue where invoice filing and emailing were failing in some instances
• MK2-5400 Resolved issue where some emails were missing attachments
• MK2-5412 Resolved issue where users were unable to reverse a trust payment 

July 04

General

• MK2-5375 Resolved issue where Billing Address was being shown on invoice when no billing address set
• MK2-5376 Resolved issue with KPI Widget data 
• MK2-5393 Resolved issue with date parameters on automated trust statement runs
• MK2-5176 Resolved issue with accrual postings for matter credits of a taxable disbursements

June 26

General

• MK2-5303 Updated the invoice unfinalise process to prevent invoices from being unfinalised with a date earlier than the invoice date.
• MK2-5331 Updated the payment methods available on Client/Trust requisitions to include cash and card types. 
• MK2-5337 Resolved an issue with the disbursement transfer function that failed to update the disbursement balance on the matter the transaction was being moved from.
• MK2-5349 Resolved an issue on the Statement of Account to ensure cancelled invoices are not included. 
• MK2-5356 Resolved an issue when unfinalising purchases to ensure the unfinalise date entered by the user is the date that appears on the supplier ledger.

AU Region

• MK2-5110 Updated Trust Receipts and Payments to allow general and credit card payment methods respectively. 

June 21

General

• MK2-4960 Updated the Batch Purchase payment screen to remove a redundant Notes field if using the General payment method.
• MK2-5009 Updated various reports to ensure matter hyperlinks function correctly when the report is grouped by matter number or title. 
• MK2-5240 Resolved an issue on payment requisitions initiated from the matter that prevented values from being entered if a bank was not specified on the form.
• MK2-5256 Updated the Statement of Account report to respect the As At date filter.
• MK2-5267 Resolved an issue on receipts where the cleared date was incorrect if the payment method used was configured for "Requires Banking".
• MK2-5290 Updated the matter card to display fee and disbursement estimates when set.
• MK2-5325 Updated the address syncing from the productivity application to ensure Town and County sync correctly. 
• MK2-5326 Resolved an issue that prevented the Statement of Account from being saved to the matter documents area.
• MK2-5328 Introduced a new option within Firm Statement Preferences to not automatically generate a Statement of Account.
• MK2-5334 Resolved an issue on the My Clients widget to now display all clients when "View All" is selected.
• MK2-5335 Resolved an issue on the KPI Widget that prevented back dated work items from being included in the month and previous month figures.
• MK2-5341 Resolved an issue where creating a new employee from the Directory would also incorrectly create a supplier record.

UK Region

• MK2-5159 Enabled signature images on the employee record to allow presentation of the same on an invoice.
• MK2-5271 Resolved an issue on the bank level client interest calculation that prevented results from being displayed on screen.
• MK2-5298 Resolved an issue on the VAT Return that prevented adjustments from being made if an incorrect vat rate was selected. 
• MK2-5336 Resolved an issue on the VAT Return that prevented transaction breakdown grids from being exported.

June 12

General

• MK2-5204 Updated the Referral Fee Analysis Report to include a work billed column and added totals to appropriate financial columns.
• MK2-5289 Resolved an issue where matters without an assisting person were failing to send Invoice issued email notifications.

UK Region

• MK2-5274 Updated the billing function so that when the tax rate is changed against a fee item, that tax rate is then applied to all other fee items on the invoice. 

June 5

General

• MK2-5199 Updated the Billing Run Widget to refresh upon running a scheduled billing run task.
• MK2-5209 Resolved an issue on the Matter Listing report where the export function failed if Unbilled Disbursements columns were included.
• MK2-5210 Updated the Budget Sets area to allow tabbing between fields. 
• MK2-5227 Updated the Payment and Receipt posting forms to refresh the allocation grid should  the Pay To/Received From field be changed prior to posting. 
• MK2-5231 Resolved an issue on the New Receipt posting form where an extraneous field would be presented to the user upon opening the form.
• MK2-5245 Updated the Receipt Request transaction form to make Payer a mandatory field. 
• MK2-5255 Updated the date within the Scheduled Task History area to be in dd/mm/yyyy format. 
• MK2-5262 Resolved an issue within Invoicing whereby a client level default tax rate is ignored when new work items are added from within the draft invoice.
• MK2-5266 Resolved an issue in the Purchase screen where a previously set Due date was being overwritten with the supplier default, despite having been set otherwise.
• MK2-5274 Resolved an issue in Invoicing where the tax amount failed to update on a work item despite the tax rate having been updated successfully. 
• MK2-5277 Resolved an issue on Office and Client ledgers where the Date filter was not working as expected.
• MK2-5278 Resolved an issue on Office Receipt transactions that would populate the allocation grid with incorrect invoices if the Payer was a client with no outstanding invoices.
• MK2-5280 Resolved an issue in the Office Credit Balance report that meant the As At date filter was being ignored.
• MK2-5289 Resolved an issue where  the emailing of invoices was failing if the matter did not have an Assisting Person set.

AU Region

• MK2-5283 Resolved an issue on the Trust Account Statement and Trust Audit reports that meant the date filter was being ignored. 
• MK2-5285 Updated the Consolidated Tax Report to correctly include the value of tax free purchases in box G11 of the report. 

UK Region

• MK2-5272 Updated the favourited banks list to show "Client" instead of Trust. 

May 31

General

• MK2-5236 Resolved an issue which failed to send email notifications upon invoice finalisation, where Responsible Person and Supervisor were the same individual.
• MK2-5268 Resolved an issue which prevented customised reports from being saved.
• MK2-5270 Resolved an issue whereby a bank flagged as default would be used, despite a different bank being selected for the transaction. 
• MK2-5276 Resolved an issue that prevented incurred payment disbursements from being reversed, where the item was not billed or reconciled.
• MK2-5282 Resolved an issue that prevented an employee signature from appearing on an invoice after the signature was updated from the employee record.

AU Region

• MK2-5279 Resolved an issue on the Ledger Transfer Listing Report that meant the date filters applied were being ignored.

May 29

General

• MK2-5183 Resolved an issue preventing part paid purchases from being fully paid.
• MK2-5186 Resolved an issue whereby the billing tax value would present incorrectly if different input and billing tax rates were used on a disbursement transaction.
• MK2-5193 Resolved an issue when unfinalising part paid invoices that didn't correctly reverse the allocation of fees collected.
• MK2-5250 Resolved an issue with Text Templates not being available on Receipt postings. 

AU Region

• MK2-5260 Resolved an issue that presented an error when unfinalising an invoice previously paid or part paid via credit note posting.

May 23

General

• MK2-5225 Resolved an issue whereby the Journal Locked Date was not displayed once set against a journal.
• MK2-5221 Updated the Matters grid to automatically refresh when a new matter is added.
• MK2-5217 Resolved an issue which prevented unbilled work items from being added to a draft invoice via the "Add Unbilled" option.
• MK2-5201 Resolved an issue on which would incorrectly default incurred disbursements created using disbursement codes to 0.00 value, rather than using the set value on the disbursement code.
• MK2-5197 Updated the General Ledger Journal and Account Transactions screens to use "Period date" by default, in keeping with financial reports. 
• MK2-5196 Resolved and issue with the Year End Journal Transaction showing duplicate amount in the Journal Transactions View
• MK2-5194 Resolved an issue on Receipt Requests where the Client journal type would incorrectly be displayed on Office receipts.
• MK2-5139 Updated the matter column within the Work Items screen to automatically refresh when moving work items to a different matter.
• MK2-5133 Updated the Year End Journal Transaction to ignore any GL account set up as "Bank", even if that account is incorrectly assigned to Income or Expenditure section.
• MK2-5127 Resolved an issue whereby the matter number filter was incorrectly being retained in the All Invoices screen having last been used in the context of a single matter.
• MK2-5122 Resolved an issue on invoices templates that showed and incorrect Amount Due when the invoice was fully paid using a retained amount.
• MK2-5117 Resolved an issue whereby entering dates in a "ddmmyy" format led to inconsistencies in the date actually displayed.
• MK2-5113 Improved the usability of the General Ledger Budgets area and resolved an issue whereby budgets entered on a quarterly basis would incorrectly reset to consecutive financial periods, 
• MK2-5111 Updated reports and screens to ensure This/Last Financial Year filters work with the new Financial Years and Periods setting. 
• MK2-5104 Resolved an issue where tags applied to general ledger allocation lines were not preserved if the same general ledger account was allocated to more than once.
• MK2-5103 Resolved an issue in the Office to Client/Trust transfer form that displayed an incorrect balance for the selected Office account.
• MK2-5093 Updated the Payment, Purchase and Receipt posting forms with various usability improvements. 
• MK2-5091 Resolved an issue on the Aged Disbursements report that displayed todays date when exported, rather than the 'As At' date supplied in the report. 
• MK2-5087 Updated the Requisition form when incurring anticipated disbursements by payment or purchase to make the selection of the anticipated disbursement a mandatory field. 
• MK2-5041 Resolved an issue within the Text Templates setting that opened the menu directly onto "Discount Reasons", rather than allowing the user to determine which type to open.
• MK2-5035 Introduced a new Custom Grid feature, allowing users to customise grid views as they require. Views can be customised with selected columns and/or filters, a favourite view set as 'preferred' and the view tabs themselves ordered as required. 
• MK2-5016 Resolved an issue in the Matters screen that led to poor column spacing when new columns were added.
• MK2-4918 Updated the KPI Widget to allow configuration at fee earner, team or firm level. Drill down capability has also been introduced to itemise KPIs at bill level. The widget can also now be reviewed for previous months. 
• MK2-4788 Updated grids across the system to support different row heights, introduce keyword searches and enable Save/Reset views.
• MK2-4622 Updated the Approve All Invoices Role to bypass invoice approval notifications and allow approval directly from the invoice. Invoices have also been improved to show the user who actioned the approval.
• MK2-3888 Introduced additional warning checks againstdifferent posting types if the resulting posting would lead to the matter having an office balance in credit.

AU Region

• MK2-5126 Updated the ABA Export file to use Other Party Reference, rather than Bank reference.
• MK2-5203 Resolved an issue which prevented a credit note from being used in an office matter to matter transfer.

UK Region

• MK2-5123 Resolved an issue on the UK Itemised invoice template that meant the "Professional fees" label was omitted.

May 15

General

• MK2-5142 Resolved issue in Matters screen where peak views were not presenting on clients
• MK2-5169 Resolved Workitem listing report export and scheduled report using today's date instead of AsAt date
• MK2-5171 Resolved keyword search in General Ledger Accounts not returning results
• MK2-5181 Updated Investment Listing within Trust Audit Report to include closed accounts

UK Region

• MK2-5172 Resolved View Breakdown and View Late Claims returning incorrect transactions VAT Return 

May 08

General

• MK2-5161 Updated Fee Earner Snapshot Report to show fee earners in alphabetical order (Last, First)
• MK2-5067 Resolved issue where Bank Deposit Slips were missing matter numbers
• MK2-5148 Resolved not being able to drill into transactions in the Profit & Loss report
• MK2-5162 Resolved closing a Matter not updating the status in global search
• MK2-5163 Resolved issue where grouping in the Fee Analysis Pivot caused an error 
• MK2-5165 Resolved Scheduled job not running after update

April 30

General

• MK2-5131 Resolved issue where Invoice receipt created from a requisition causes incorrect rollbacks
• MK2-5147 Resolved issue where Supplier Remittance Advice was no longer populating the payee

April 24

General

• MK2-4916 Added the ability to transfer incurred disbursements from one matter to another.
• MK2-4950 Updated the Directory feature to show entity involvements, keyword search and peek views.
• MK2-4138 Updated the Financial Year setting to allow adjustments to be made to closed financial years and introduced an automated cleardown transaction for Profit & Loss accounts at year end.
• MK2-4735 Updated the Payment form to incorporate new UI changes and grid views.
• MK2-4736 Updated the Receipt form to incorporate new UI changes and grid views. 
• MK2-4737 Updated the Purchase form to incorporate new UI changes and grid views. 
• MK2-4917 Updated Invoice email notifications to allow Acting and Assisting persons to receive such notifications.
• MK2-3888 Added further office credit balance warnings where posting would result in an office credit balance on the matter.
• MK2-4802 Resolved an issue within Office to Client/Trust Transfer form that displayed incorrect overdrawn warning.
• MK2-4952 Added a check for duplicates when creating new entities from the Directory feature.
• MK2-4953 Added a new Referral fields to the client record. 
• MK2-4964 Resolved an issue where the releasing of earmarked funds would default to an incorrect client/trust bank.
• MK2-5080 Resolved an issue that prevented users from being able to unfinalise migrated invoices containing disbursements.
• MK2-5086 Added Cost Recoveries as an available column on invoice screens at matter and system level.
• MK2-4980 Resolved an issue whereby the date of historic transfers was obfuscated in the history screen of the Pending Transfers widget.
• MK2-4993 Updated the Client/Trust to office transfer posting form from the matter to populate with default values.
• MK2-5019 Resolved an issue on the Fee Earner Performance report ensuring zero value variances are correctly displayed.
• MK2-5044 Resolved an issue whereby payments to supplier entities outside of the purchase ledger would default to a supplier prepayment allocation.
• MK2-5073 Updated the system Home page to display the name of the user's default dashboard.
• MK2-5083 Resolved an issue within general ledger journal postings so that the running total of debit/credits is shown in real time. 
• MK2-5089 Updated Cheque templates to show payee in FIRST, LAST name format.
• MK2-5106 Resolved an issue to ensure scheduled job email messages retain their attachments.
• MK2-5116 Updated the Browser title to reflect the screen and context currently in focus. 
• MK2-5118 Resolved an issue whereby supplier payment details were displaying incorrectly when processing batch payments.

AU Region

• MK2-5096 Resolved an issue on Invoice templates to consolidate disbursements and cost recoveries under one heading.

April 10

General

• MK2-4886 Updated historic reporting to reflect any changes in team names
• MK2-5059 Resolved deposit slips not printing when deposit is created
• MK2-5079 Resolved a cashbook report issue where if an account was not specified the export and print failed to load

UK Region

• MK2-5097 Resolved not being able to view submitted VAT returns

April 03

General

• MK2-5060 Updated Client/Trust to Office Transfers to allow the unlinking of a receipt against an invoice that forms part of Client/Trust to Office Transfer transaction 
• MK2-5010 Updated Billing Widget to show fee value instead of unadjusted work item value
• MK2-4883 Resolved Client Account Listing Report/Trust Trial Balance Report, default bank not being respected

UK Region

• MK2-5068 Resolved issue where users were unable to adjust Boxes 6 and 7 in the VAT Return

March 27

General

• MK2 4790 Updated system theme throughout to include colours, fonts, buttons and grids.
• MK2 4748 Added peek views to the Matter screen to see key details against each matter.
• MK2 4792 Updated dashboard page to become Home page and improved dashboard setup options.
• MK2 4848 Added the ability for fee earners to access their own performance data through selected reports.
• MK2 4513 Resolved performance issues within the Invoices overview screen.
• MK2 4742 Updated the Work Items area to incorporate new system theme.
• MK2 4823 Added additional financial columns to the Matters screen, available via column chooser. 
• MK2 4914 Added additional financial columns to the Invoices screen, available via column chooser. 
• MK2 4927 Added the ability to make a supplier’s default tax code non-taxable. 
• MK2 4934 Resolved an issue whereby Pending Transfer results could not be exported. 
• MK2 4958 Resolved an issue whereby Biller was not displayed on new work items created within a draft invoice. 
• MK2 5015 Resolved an issue whereby ABA Export files were missing the batch description.
• MK2 5017 Updated the Timesheet Summary and Referral Fee Analysis Reports to allow access to ‘Partner’ role users.
• MK2 5025 Resolved an issue whereby the matter fee earner was prevented access from a matter if they changed teams.
• MK2 5030 Resolved performance issues within the Matter Balances report.

UK Region

• MK2-4830 Updated the draft invoice function to ensure only a single rate of tax is used against fees.
• MK2 5027 Added VAT Reg. No. to available invoice template fields.

March 20

General

• MK2-4959 Added general type payment method to entity preferred payment method selector
• MK2-4944 Added client address to the Trust (Client) ledger report
• MK2-4972 Added the ability to receipt a tax only invoice
• MK2-4973 Added the ability to pay negative purchases
• MK2-4879 Updated column headings on matter balance report to align to on screen  
• MK2-4872 Updated Trust (Client) journals to improve multi currency display
• MK2-4919 Updated error messages when reversing/cancelling disbursements to be more explanatory
• MK2-4956 Updated general ledger accounts transactions view performance
• MK2-4965 Resolved General Ledger budget creation not accepting MM/YYYY
• MK2-4992 Resolved descriptions and references not pulling through on Incurred Purchase Disbursements
• MK2-4974 Resolved error in fee analysis report where matters with bills of same value fees and date were being ignored 
• MK2-4995 Resolved being unable to bill negative disbursements on an invoice recently unfinalized
• MK2-4798 Resolved being unable to delete an entity attached to an archived supplier
• MK2-4943 Resolved not being able to segment the profit and loss report by division
• MK2-4945 Resolved the Last 30 Days filter not obeyed in work Items screen 
• MK2-4946 Resolved negative incurred purchase entries being marked as closed upon posting

UK Region

• MK2-4937 Resolved an issue where Invoice templates where incorrectly calculating cost totals
• MK2-4869 Added a breakdown cost recoveries and disbursements on invoice summaries

February 29

General

• MK2-4887 | Resolved certain controls not appearing on Pivot reports unless magnification is zoomed out
• MK2-4899 | Resolved negative unbilled disbursements not being included in the Unbilled Incurred Disbursements Balance column for the Matter Balances Report
• MK2-4900 | Resolved incorrect period date on invoices when the setting to "finalise invoice on current date" is used
• MK2-4911 | Resolved instances of scheduled jobs not running
• MK2-4920 | Resolved a General Ledger disbursement requisition issue where the amount field was not recognising positive values correctly

February 21

General

• MK2-4472 | Updated formatting on the Budget Sets screen
  • Updated nominal budget ordering by account
  • Updated all values to the firm's currency decimal setting
  • Updated the totals row validation
• MK2-4563 | Updated formatting on the Roles screen
  • Updated column sizing to allow more space for descriptions
  • Updated full descriptions to be shown when the mouse cursor is placed over a description
  • Updated descriptions withing a role to allow better display of information
• MK2-4619 | Updated reversal prompts to warn about transactions affecting other matters
• MK2-4669 | Updated the Consolidated Tax Report 
  • Added a new purchase tax code GST-CA
  • Updated G10 to map to purchases using GST-CA
  • Updated G11 to map to purchases using GST-P and other purchase tax codes where the rate is not 0%
• MK2-4697 | Updated purchase and payment requisitions made within a matter to only show Anticipated Disbursements belonging to that matter
• MK2-4698 | Updated the search function for anticipated disbursements on purchase requests to require a matter selector
• MK2-4700 | Updated the default entry date filter to a meaningful value when adding unbilled work items
• MK2-4863 | Updated the Matter Balances report to include a "Fees Billable" column
• MK2-4759 | Resolved an issue where empty values in a date selector results in an error
• MK2-4764 | Resolved newly created Branches being displayed in duplicate within the listing view
• MK2-4871 | Resolved amendments to disbursement titles on an invoice not being reflected on the Print template

UK Region

• MK2-4586 | Updated error message to be more informative when the VAT number entered for a journal is incorrect
• MK2-4655 | Added a filter to the Client Account interest calculator for matters at de minimis and above
• MK2-4693 | Updated anticipated disbursements so that changes to the tax code automatically update the billing tax code

February 14

General

• MK2-4803 | Added the "As at" filter date to the Aged Debtors reporting with a default to the current day
• MK2-4831 | Updated multi-currency support and removed Exchange Rate when posting against foreign banks for Trust (Client) accounts
• MK2-4835 | Updated multi-currency support to show Trust (client) accounts in balances per currency rather than being converted to the firm's base currency
• MK2-4855 | Updated the Fee Earner dashboard's Billing Widget to filter by fee earner role rather than assisting
• MK2-4858 | Updated Matter Balances report to use anticipated disbursement billed amount, instead of all billed amounts
• MK2-4772 | Resolved Matter pre-bill report showing incorrect timestamp
  
• MK2-4813 | Resolved Matter Listing export not working if a supervisor role filter was added
• MK2-4841 | Resolved system date format not correctly accepting DDMMYY entries
• MK2-4847 | Resolved cost recoveries with codes incorrectly appearing in the Unspecified reporting column
• MK2-4857 | Resolved Trust (Client) ledger entries not displaying the full sort name of the other side parties
• MK2-4861 | Resolved instances where users were not able to print certain invoices where the group header was empty

February 07

General

• MK2-4605 | Updated permissions on the Billing Basic users to prevent editing the sent date on invoices
• MK2-4658 | Updated the Pending Transfers widget
  • Updated the Date field to be fully visible
  • Updated the Transfer rows so that the Matter Number and Matter Title are included by default when expanded
  • Updated the print function to include the date of transfer in the report header
• MK2-4709 | Updated Client names under the default Statement of Account to show as First, Last
• MK2-4747 | Resolved an issue on the Profit and Loss report where the budget is not displayed if no transactions are made on the account
• MK2-4765 | Resolved open Matters with a closed date not appearing in the Matter Balances report if the "as at" date is after the closed date
• MK2-4781 | Resolved an issue with bank reconciliation where a variance occurred due to the original date and posting date on reversal being out of sync
• MK2-4811 | Resolved bills created using the Billing widget not applying the firm's default invoice template
• MK2-4815 | Resolved employee Impersonate feature not always working
• MK2-4832 | Resolved currency on requisition forms not matching the selected bank

UK Region

• MK2-3941 | Updated the Fee Earner and Accountants dashboards so they can be correctly configured

January 31

General

• MK2-4617 | Updated the Profit & Loss Report
  • Updated the "Has Balance" filter to apply to either Period or Comparison Period. The Account is hidden if both values are zero
  • Updated the "Timing Basis" filter so it is no longer a default filter, allowing users to apply as needed
  • Updated the "Period" column date to also show the last date of the defined period
  • Updated report header filter chips to display their selected Period and Comparison Period in the name
  • Updated Closed GL Accounts so that those without a balance for the reporting period do not appear on the report
• MK2-4762 | Updated Trust (Client) Receipts using earmarked funds to require completed fields before use\
• MK2-4809 | Updated bank reconciliations so the cashbook balance in reconciled periods are not affected by backdated transactions
• MK2-4768 | Resolved issues preventing purchases requests from showing if their journal has been disabled
• MK2-4769 | Resolved an issue where an incorrect journal was displayed when viewing purchases in a disabled journal
• MK2-4773 | Resolved an issues where the Matter Summary incorrectly used the parent invoice amount, instead of the child invoices when calculating the total
• MK2-4894 | Resolved missing tool tip when hovering over the information icon on reporting rows
• MK2-4797 | Resolved incorrect "as at" date being displayed on the printed version of the Aged Debtors report
• MK2-4799 | Resolved instance of an incorrect fees billed amount being shown on the Matter Summary

UK Region

• MK2-4653 | Updated credit notes to split out disbursements and cost recoveries as distinct values

January 24

Highlights

• MK2-3853 | Updated Matter and Client statements to utilise preset notification templates
• MK2-4281 | Added support for a third matter role
  • Added Supervisor role to the productivity suite's matter cards, reporting, workflows, and tagging
  • Updated accounting module role name of Person Responsible to Supervisor as the top level user
  • Updated accounting module role name of Person Acting to Person Responsible
  • Further information can be found in this guide on Introduction of Supervisor Role
• MK2-4554 | Updated the General Ledger with enhancements to the transaction screen of an account
  • Added DR/CR indicators in the balance column
  • Added the "Reason" column as a default
  • Added the ability to export account transactions using the current filters and views
• MK2-4558 | Added additional columns to the Balance Sheet to allow comparison between periods

General

• MK2-4480 | Updated search on anticipated disbursement requisitions to return results on "not yet incurred" basis instead of unbilled status
• MK2-4560 | Updated notification preferences to file receipts and payments relating to a single matter
• MK2-4570 | Updated credit card payment method to be available only on the following payment requisitions
  • Office Expenses, New Disbursements, and Anticipated Disbursements
• MK2-4588 | Updated visibility of the "Ready to Post" section on the Watchlist widget to only users with access
• MK2-4600 | Updated invoice details screen with some performance optimisations
• MK2-4618 | Updated the "Payment/Receipt Posted Successfully" message to reduce display duration to 4 seconds
• MK2-4648 | Updated default firm settings for tax inclusivity to include Anticipated Disbursement screens
• MK2-4661 | Updated various areas to reduce the amount of vertical spacing between rows, such as on settings
• MK2-4597 | Resolved sent date on invoices not updating in real time and requiring a manual refresh
• MK2-4598 | Resolved filters being lost on the invoice listing screen when returning from an opened Matter
• MK2-4668 | Resolved hyperlinks on the bulk Trust to Office transfer widget not opening the linked Matter
• MK2-4699 | Resolved a rare scenario where reversing a deposit results in an incorrect posting if done quickly after a receipt reversal
• MK2-4717 | Resolved work item units not being correctly updated when the end time has been changed
• MK2-4720 | Resolved firm level invoice sequence numbers not generating correctly

UK Region

• MK2-4750 | Resolve an issue preventing users from continuing with HMRC, if they revoke then re-authorise credentials

Productivity

• NUC-339 | Added support to link Safe Custody documents from a local network drive
• NUC-338 | Added support for a Corrections Reference Number against a contact record
• NUC-1437 | Added support for a Centrelink Reference Number against a contact record
• NV-4437 | Added ability to Automate Premium Transfer Duty Calculations

• NV-4425 | Added ability to Automate Standard Transfer Duty Calculations

• IN-1081 | Updated InfoTrack mapping to pick up Mobile if Phone field is blank

• IN-1070 | Updated work items created using the Time Finder to automatically apply rate

January 17

General

• MK2-4641 | Resolved sequence numbers not appearing at the top when posting receipts and payments
• MK2-4691 | Resolved an issue where some invoices cannot be printed when the invoice number is empty

January 10

General

• MK2-4646 | Updated the statutory deposit to lock Pay To and Received From fields
• MK2-4656 | Resolved issues with anticipated disbursement requisitions when Tax Inclusive flag is off
  • Updated the Total field to be read-only and automatically calculated from the net and tax amounts
  • Updated the payment request to correctly include the tax amount
• MK2-4662 | Resolved instances where reprinting a previously reconciled bank reconciliation shows variances
• MK2-4666 | Resolved performance time-out when creating and paying a purchase with a large number of anticipated disbursements
  

UK Region

• MK2-4228 | Resolved saved credentials for the HMRC portal not displaying
• MK2-4228 | Resolved timing basis settings reverting to accrual when set as cash
• MK2-4671 | Resolved payment requests for general ledger disbursements defaulting back to the standard rate VAT

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