2025 EvolveGo Release Notes

Modified on Fri, 9 May at 12:48 AM

May 8th

Bug Fixes

Billing

MK2-6373 | Unfinalising invoices - resolved an issue that displayed incorrect disbursement balances on matters where billed disbursements were subsequently paid out via Trust/Client account.

Reporting

MK2-6456 | Ledger Transfer Listing - updated the report print title and resolved an issue with the Period filter not behaving correctly.
MK2-6464 | Unbilled Anticipated Disbursements - the Matter Listing and Matter Balances reports now exclude cancelled anticipated disbursements.
MK2-6487 | Fee Earner Snapshot - updated the 'Avg. Over Days' calculation to only include days when work is finalised.

Tax

MK2-6488 | VAT Return (UK) - improved the on screen messaging when the EvolveGo and HMRC integration needs reauthorising.

May 2nd

Bug Fixes

Banking

MK2-6404 | Statement Date - updated the Statement Date filter to provide more meaningful date ranges.
MK2-6422 | Prepare Payment - resolved an issue where selected items from the prepare payment screen would be dropped if the items per page count was changed.

Billing

MK2-5357 | Adjusted Fees - resolved an issue that prevented invoice totals from agreeing when selected fees were adjusted to a percentage value.
MK2-6428 | Cost Recoveries - migrated Cost Recoveries that were marked as non-billable will no longer pull through to draft invoices.

Disbursements

MK2-6460 | Disbursement Codes - resolved an issue that prevented General Ledger disbursement codes from loading correctly.

General Ledger

MK2-6485 | Journal Transaction - resolved an issue that presented the Client/Trust journal for selection when posting journal transactions.

Matters

MK2-6314 | Migrated Transactions - upon opening the office ledger view for migrated matters, any historic transactions will always be shaded grey to show distinction from EvolveGo postings.

Reporting

MK2-5090 | Fee Earner Snapshot - fixed the default file name when exporting to be Fee Earner Snapshot.
MK2-6446 | Trust Audit Report - resolved an issue that led to columns being cut off the report and added to an empty last page.
MK2-6455 | Aged Debtors - fixed an issue that prevented the Supervisor/Fee Earner/Responsible person filters from working correctly.
MK2-6469 | Role Filters - fixed an issue that prevented the fee earner filter from working correctly on fee earner performance and snapshot reports.
MK2-6470 | Team Lead - fixed an issue that prevented the Team Lead permission role from being enforced on Fee Earner Performance and Snapshot reports.

April 17th

Bug Fixes

Banking

MK2-6404 | Bank Entries Statement date - updated the filter to provide quick shortcut date ranges such as This Month, Last Month etc.
MK2-6437 | Cash Accounts - resolved an issue that prevented favourite cash accounts from being available on requisitions and when setting retained amounts on draft invoices.

Requisitions

MK2-6386 | Office Expenses - resolved an issue that prevented the currency from loading when selecting the Office Expense type on requisition forms.

April 10th

What's New?

Improved Filter Controls

We've introduced a fresh new design of the filter controls within EvolveGo, affecting all grids and reports across the system. These changes make the filters less intrusive but still preserve the essential functionality required.

Alphabetised listing makes it easier to find the necessary filter, but also removes the need to revisit the filter list after each selection.

Selected filters will still appear at the top of the grid or report, but we now limit the on-screen appearance to 4. If 5 or more filters are selected, a count is displayed to not overwhelm and distract attention from the grid or report on display.

When reviewing the available filters, those selected are promoted to the top of the listing for immediate visibility.

We've added multi-select capability on various filters, such as Matter Types and Fee Earners, allowing you to select multiple options per filter if so required.

N.B. Please note that you may experience minor disruption to some saved custom views and reports that utilised the previous filter controls. Those filters can quickly be set and saved again to preserve your custom views and reports.

Enhancements

Disbursements

MK2-6193 | New Disbursement selection - the disbursement selection screen has been redesigned to promote usability, ensuring a consistent look and feel with the wider system.

Matters

MK2-6299 | Favourite Matters - added the matter title in the results list of favourite matters from the main navigation Matters menu.

System

MK2-6375 | Defined Periods - the number of defined date periods available in Date and Period filters has been streamlined across the system to ensure the user interface is not cluttered with seldom used options.

Bug Fixes

Billing

MK2-6357 | Add New Disbursement - adding a new disbursement, regardless of type, during the invoice edit process now adds that disbursement to the invoice automatically.

Dashboard

MK2-5526 | Cost Disclosure Widget - resolved an issue that led to inconsistencies between the widget counts and subsequent drill down screens. Also revised the design to remove decimal places from % variances, reordered columns and ensured variance colour changes subject to amounts being over/under estimates.

Disbursements

MK2-6355 | Expense Code - resolved an issue that led to the Expense Code being hidden when creating Cost Recovery transactions from Disbursement Codes.
MK2-6364 | Posting Templates - fixed an issue when using Posting Templates that dropped the transaction "Reason" if multiple allocation lines are added to the posting.

Matter

MK2-6341 | Cleared Client Funds (UK) - resolved an issue that displayed a $ symbol against cleared client funds upon matter creation.

Reports

MK2-6198 | Client Interest Report (UK) - resolved an issue in the report which applied the De Minimis setting on a transaction basis, rather than at matter level.
MK2-6381 | Trust Account Statement (AU) - resolved an issue that grouped different Trust accounts for a matter onto a single page, rather than showing each individually.

March 20th

Bug Fixes

Billing

MK2-6331 | Invoice Description - Invoice Comments field has now been renamed as Invoice Description in all screens and reports.
MK2-6338 | Adjusted Units - fixed an issue that prevented adjusted unit values on work items from showing correctly on the invoice template.

Matters

MK2-6302 | Matter Titles - the matter title has now been added to the top of the matter record for improved visibility.
MK2-6318 | Fee Estimates - prohibited negative fee and disbursement estimates from being entered.

Reporting

MK2-6256 | Scheduled Report configuration - fixed an issue that prevented scheduled report configurations from saving upon edit.

System

MK2-6342 | Allocation balance - resolved an issue in posting screens to ensure the real time balance of a matter is displayed in the row of the allocation grid.
MK2-6304 | Matter Type filter- improved the Matter Type filter in various screens and reports to promote usability.

March 14th

Bug Fixes

Reporting

MK2-6290 | Matter Balances - fixed an issue with the Billing Basis filter on the Matter Balances report.
MK2-6313 | Custom Reports - resolved and issue that prevented

System

MK2-6309 | Period Date - resolved an issue that prevented changes to the Period Date setting from being saved.

March 5th

Bug Fixes

Banking

MK2-6294 | Tabbing - resolved an issue that led to a frozen screen if tabbing from the amount field during a posting of a receipt.

Billing

MK2-6210 | Adjusted Fees - fixed an issue where individual fee earner fee allocation tiles displayed incorrect values when adjusting fees on a draft invoice.

Client Account (UK)

MK2-6288 | Client Interest - resolved an issue in the interest calculator to ensure interest is calculated correctly on matters where multiple transactions occur on the same date.

Disbursements

MK2-6307 | Anticipated Disbursements and allotments - ensured that any allotment created against an anticipated disbursement can be released without issue.

Reporting

MK2-6296 | Explorer Widget - restored the "Recently Viewed" and "Favourites" views to the Explorer widget.

System

MK2-6289 | Disable Employee - ensured the ability to disable employee records is hidden from Lawyer role users.
MK2-6300 | Export function - fixed an issue that prevented Work Items and ledger views from being exported from the matter.
MK2-6301 | Transaction Prints - restored the functionality allowing transaction receipts to be printed from the on screen "Posted Successfully" prompts.

Work Items

MK2-6292 | Currency - when opening a matter record with no work items present, the 0.00 total value will be displayed in the currency of the matter.

February 28th

What's New?

Client & Matter UI Improvements

Clients and Matters now open in full-screen mode, providing a structured and organised workspace. The screen is divided intro three distinct sections to ensure important information is readily accessible and new transactions can be initiated quickly;

Details - All key matter information is readily surfaced on the left-hand side of the screen, including real-time drillable financial tiles and prominent estimate trackers.

Actions - On the right-hand side of the screen, we've streamlined the menu options to promote quick access to commonly used actions and views.

Focus - The central part of the screen emphasises transactional aspects of the matter, displaying time, disbursement, invoice and ledger details.

Details

Rates & Estimates - are now afforded more prominence on the matter so you can instantly see how fee and disbursements are tracking versus estimates.

Drillable Financial Tiles - tiles have been reorganised into three deliberate groupings; Work & Fees, Office and Trust & CMA (Client & Deposit for UK), allowing you to quickly discern the financial position of the matter. In addition, a number of these tiles are now drillable, taking you straight to the underlying transactional detail.

Referrals - any referring entities are also displayed in the Details area, promoting visibility without detracting from your current focus.

Actions

Create New - instantly accessible options regardless of the Focus context, allowing you to quickly record new time and transactions

Notes - record relevant notes to the Client, Matter or Invoice and pin the most important so it's immediately visible to anyone viewing the same record. Pinned notes are also visible from listing screens by hovering over the note icon, as shown below.

Settings - less commonly used functions are now housed behind the Update and Settings options ensuring the Actions list is kept to core tasks and functions.

Wider UI Improvements

We have also made similar changes to the Actions section of various other screens, such as Suppliers, Invoice Editor, Banking and General Ledger. In each case, commonly used actions are housed under the Create New area and other commands behind the Update option or Settings cog.

Enhancements

Dashboard

MK2-6236 | Explorer Widget - Disbursements - the matter disbursements value surfaced on the Explorer widget now reports net values, in line with financial tiles and matter balance reports.

Banking

MK2-5911 | Bank Deposit - a new Bank Reference field has been introduced allowing users to enter a Bank Reference of their choosing (paying in slip number from the firm’s deposit book or bank stationery for example).

Work Items

MK2-5754 | Write Off date - users will now be prompted to enter a date when writing off work items to allow write offs to be captured at the correct date. The date will default to today.

Bug Fixes

Billing

MK2-5995 | Edit Header - to preserve the integrity of issued invoices, several fields have been disabled should the user attempt to edit the invoice header.
MK2-5986 | Grouped Fees - reintroduced the functionality to allow all fee items within a grouping to be adjusted simultaneously.
MK2-5948 | Ungrouping Fees - if a user wishes to mark an individual fee item from a grouped fee as "Bill Later", they are now warned that the other items will become ungrouped.

Disbursements

MK2-5989 | Cancel Disbursements - the Cancel Disbursement option has been removed from the context menu of incurred disbursements as the action was not possible unless the item had first been reversed. In any event, reversing the disbursement also acts as cancellation of the same.

Entities

MK2-6277 | Entity name - where entity names are updated, the current name will be surfaced in transaction grids and reports.

Reporting

MK2-5835 | Matter Balances Report - fixed the Matter filter to ensure specific matters can be returned in isolation.
MK2-6182 | Profit & Loss Report - resolved an issue on the report that truncated the Account name column making the report hard to read.

Requisitions & Approvals

MK2-6216 | Ledger Transfers - resolved an issue whereby the matter number on Ledger Transfer requisitions was incorrectly preceded by a # character.

February 13th

Bug Fixes

Purchases

MK2-5984 | Supplier tax point - updated the help text to promote clarity as to the "On Payment" tax status of suppliers.

Reporting

MK2-6129 | Aged Billing - resolved an issue whereby disbursements aged more than 60 days were being calculated incorrectly.
MK2-6214 | Ask Eve - fixed an issue in Eve that prevented responses from being copied to the clipboard.

Work Items

MK2-6034 | Calendar view - resolved an issue that would drop the date filter in the calendar view when session storage settings were enabled.

February 4th

Bug Fixes

Banking

MK2-6025 | Receipt attachments - improved the reliability of saving attachments to receipt postings to prevent posting issues.

Billing

MK2-4030 | Split invoice filing - resolved an issue that prevented some split invoices from saving to the matter documents area upon finalising.

Client Account (UK only)

MK2-6123 | Client Account interest - fixed an issue on client account interest postings, ensuring that the correct value of the calculation is posted to the matter.

System

MK2-6127 | Attachments - transaction attachments now handle special characters in file names without issue.

January 27th

Bug Fixes

Banking

MK2-6022 | Multiple allocations - introduced a restriction on receipt postings to prevent duplicate allocations to the same invoice on a single receipt.

Billing

MK2-5903 | Split bills - resolved an issue during the split billing process that would prevent split bills from being finalised correctly because of tax rounding if multiple cost recoveries were included on the bill.

Client/Trust

MK2-5790 | Reversal on closed matters - introduced a control to prevent Client/Trust to Office transfers from being reversed if one or more matters on the transfer are marked as closed.

Disbursements

MK2-6013 | General Ledger Disbursement - now able to set the billing tax rate independently of the input tax rate.

Reporting

MK2-6035 | Fee Analysis Pivot - resolved an issue on the Fee Analysis Pivot report that would incorrectly present part paid migrated invoices as negative fee collections in the go-live period.

January 17th

Bug Fixes

Banking

MK2-6007 | Office receipt unlinking - introduced a check to prevent office receipts from being reversed if they have already been unlinked from a bill.

Client/Trust

MK2-6014 | Client/Trust to Office transfer reversal - resolved an issue whereby only the office side of a Client/Trust to office transfer would reverse if the Client/Trust journal had a lock date set prior to the date of reversal. The user is now warned that the journal will need to be unlocked or date of reversal changed to after the lock date.

Purchases

MK2-6021 | Tax on payment suppliers - introduced a check for purchases assigned to suppliers with the tax point setting as "On Payment". Purchases on such suppliers can only be assigned one tax rate in order to allocate the correct value of tax to the tax suspense account.
MK2-6026 | Capital Purchase Tax (AU only) - resolved an issue that prevented the GST Capital Purchase tax rate from being set against general ledger allocation lines.

Reporting

MK2-5913 | Aged WIP widget - fixed an issue that presented duplicate aging groups on the widget from migrated data.

January 10th

Bug Fixes

Billing

MK2-5924 | Multiple drafts - fixed an issue that allowed multiple draft bills on the same matter, despite the firm setting being configured to the contrary.
MK2-5991 | Bill To Amount - the selected fees total now returns the correct value should a grouped fee item have been selected.

Client/Trust Account

MK2-5987 | Multiple banks - where two or more Client/Trust banks exist against the same journal, these can now be posted to directly from the matter.

Purchases

MK2-5910 | Purchase Templates - resolved an issue whereby the tax inclusive flag was not being obeyed on Purchase template transactions.

Requisitions & Approvals

MK2-5832 | Attachments - requisition attachments are now retained on the transaction form when that requisition is being posted to the ledger.
MK2-5998 | Attachments - resolved an issue that prevented Purchase requisitions from being posted if they included an attachment.

Reporting

MK2-5907 | Disbursement Listing - fixed an issue that prevented the Disbursement Listing report from loading correctly.
MK2-5985 | Matter Balances - renamed the "hide zero balance accounts" filter to "hide zero balance matters". In addition, this filter will now exclude zero balance matters that have previously had fees billed against them.