2025 EvolveGo Release Notes

June 13th

Enhancement

Requisitions & Approvals

• MK2-6590 | Additional allocations - approved payment and purchase requisitions now allow the user to add additional allocation lines in order to split out the requested amount into any taxable or non-taxable elements as required. 

Bug Fixes

Banking

• MK2-6558 | Suggested matches - resolved an issue whereby Closed invoices could be presented as suggested matches for bank statement receipts. 
• MK2-6583 | Matched cashbook item - resolved an issue that led to the Bank Statement balance calculating incorrectly should a previously matched cashbook item have been unmatched and subsequently reversed. 

Billing

• MK2-6590 | Invoice approvals - resolved an issue that prevented a draft invoice from being created if no Assisting Person was set on the matter.
• MK2-6591 | Discounts - when adding a discount item to a draft invoice, the date of that discount will default to the date of invoice. 

Matter

• MK2-6569 | Matter Account Summary - fixed the Matter Account Summary template to ensure it renders correctly when loaded. 

System

• MK2-6552 | Global search - added back the ability to "See more" when multiple results returned by the global search function. 
• MK2-6570 | Reversals - resolved an issue that prevented transaction reversals from completing successfully. 

June 9th

What's New?

Eve 

We’ve improved Eve to make your experience faster, smarter, and more intuitive. As your AI-powered finance assistant, Eve has been enhanced in a number of ways. A detailed guide on Eve can be found here.

• Easy Access -  Eve is now just a click away, accessible from the global search bar on your Home screen. You can continue to search the directory and look up matters or invoices, but now you can also ask Eve a question directly and get quick, insightful answers without switching screens. Remember, Eve can answer questions in the areas of Fees, Matter Balances and Aging Analysis.

• Smarter Conversations - Eve is learning to talk back, naturally. With a more conversational design, Eve now understands follow-up questions, provides clearer answers, and keeps the tone friendly and helpful. It’s like chatting with a knowledgeable colleague who can provide quick and valuable insights.

• Safeguarding Data - Eve is now available to all EvolveGo users but only surfaces data that the user is already authorised to see, ensuring secure and transparent assistance across the board. Fee Earners can utilise Eve to access and analyse their own fee performance data, but where they act as Person Responsible, Matter Fee Earner or Supervisor, they will have access to all fee performance data across the matters they manage or supervise. This level of access matches the visibility of fee data they already have within their matters.
  

Custom Fields

EvolveGo now provides the ability to create custom fields, at contact, matter or invoice level. Custom fields support text, date, selection and other data types and can be categorised in order to present them in a structured manner on contacts and matters. These fields allow you to capture key data not otherwise held in EvolveGo. For full details on this feature, please refer to our user guide here.

Time Units & Duration based reporting

EvolveGo now supports time entry by different unit measures should some clients or matters in your system require a treatment outside of the firm default. Exceptions to the firm default can be set on a client or matter basis, as shown below. Several reports have also been updated to display work items using a universal duration field (in hours), ensuring that matters with different unit settings can still be aggregated effectively. For more details, please refer to our user guide here.

Purchases - AI Scanning

Speed up the entry of purchase invoices with the introduction of AI Scanning into the process. PDF invoices can now be attached and scanned at the point of posting an invoice, with our AI technology scanning the document and populating various fields to expedite the process. For full details, please consult our user guide here.

Further enhancements this month include...

Billing

• MK2-6392 | Editing billing tax of disbursements - the billing tax rate on disbursements and cost recoveries can now be edited during the draft invoice process, allowing you to correct any mistakes without affecting the input tax rate.
• MK2-6218 | Default unfinalise invoice date - a new firm setting has been introduced within Billing Defaults to allow the default date of invoice unfinalising to be set. This can be either the date of the original invoice, or the date of action.
• MK2-6284 | Invoice Overview - improvements have been made to the Invoice Overview screen to include the tax value of invoice items but also to introduce an Outstanding Balance column on issued and overdue invoices. 
• MK2-6445 | Balance filter - introduced a Balance filter to the Invoices grid allowing invoices to be searched by outstanding balance quickly. 
• MK2-6510 | Post dated items - when editing the date of a draft invoice, the system will now warn users of any post dated items included as a result. 

Client Account (UK)

• MK2-6339 | Client Interest - improved the interest calculator at bank level to default to active matters, excluding any closed matters. 

Disbursements

• MK2-6390 | Disbursement type selector - selecting a disbursement code from the list now deactivates the generic type options for a more focused user interface. 

Requisitions

• MK2-6372 | Amend a rejected requisition - requestors can now update requisitions directly from the 'Rejected' tab, enabling them to amend and resubmit for approval, rather than being limited to cancelling and starting a new request. 

System

• MK2-6004 | Renaming Client Funds as Office Credit Funds (AU only) - the term Client Funds has been renamed "Office Credit Funds" throughout the system to better identify the actual nature of such values. This affects financial tiles and matter actions. 
• MK2-6265 | Firm Settings - the Firm Settings screen has been revamped to better organise the various settings into coherent sections. More settings are now instantly accessible to reduce scrolling. 
• MK2-6353 | Global Search - UI improvements have been made to global search results to better identify the type of entity or item being displayed. 
• MK2-6382 | Main Navigation - where matters or banks are not favourited, the main menus of those areas now open with a single click.
• MK2-6509 | Filter improvements - multi select filters will now display the number of selected options in the filter header i.e. States (3).  In addition, where a Yes/No filter has been set as "No", the filter header will be prefixed with "Not". i.e. Not Matter Related.

Bug Fixes

Banking

• MK2-6536 | QIF Statement files - fixed an issue that prevented QIF bank statement files from being imported. 

Reporting

• MK2-6348 | Time Sheet Summary - fixed an issue on "Today" and "End of Last Month" filters to ensure data is returned accordingly. 
• MK2-6534 | Matter Listing export - corrected the format of date columns upon export to Excel. 
• MK2-6553 | Stat Deposit Report (AU) - resolved an issue on the Statutory Deposit report that led to an incorrect opening balance calculation. 

Requisitions

• MK2-6545 | CMA Requests - resolved an issue that prevented approved CMA transaction requisitions from being cancelled. 

Trust

• MK2-5856 | CMA to Trust receipts - Trust receipts can now be printed for CMA to Trust transactions. 

May 30th

Bug Fixes

Billing

• MK2-6392 | Item dates - resolved an issue that displayed invoice item dates differently to the underlying work item dates if they were recorded under a different time zone. 
• MK2-6459 | Large volume of line items - improved support for large volume line item invoices for better usability. 

General Ledger

• MK2-6344 | Creating new accounts - resolved an issue when creating new accounts that meant the Hierarchy field had to be set twice in order to be saved. 
• MK2-6439 | Closed accounts - closed accounts are no longer available for selection when posting journal transactions. 

Reporting

• MK2-4885 | Dormant Client/Trust Ledgers - updated the report so that the inactive days filter only references Client/Trust activity, ensuring truly dormant Client/Trust ledgers are highlighted. 
• MK2-6513 | Fee Earner Snapshot - updated the Debtors value to group by Matter Fee Earner/Person Responsible in line with report footnotes. 
• MK2-6541 | Cashbook Report - resolved an issue that prevented a custom date range from being applied to the report. 

System

• MK2-6438 | Attachments - resolved an issue that prevented documents with apostrophes from attaching to transactions and requisitions. 

May 22nd

Bug Fixes

Billing

• MK2-6520 | Invoice Numbers - fixed an issue to ensure a new invoice number is generated when an invoice is unfinalised and then re-finalised from the same screen. 

Disbursements

• MK2-6516 | Write Offs - fixed an issue that incorrectly allowed disbursement write offs to be reversed multiple times. 

Settings

• MK2-6391 | Sequence Numbers - resolved and issue when determining Client and Matter sequence numbers to ensure newly opened Clients and Matters use the correct numbering format. 

Work Items

• MK2-6324 | Calendar View - resolved an issue that prevented work items from being displayed correctly in the the calendar view.
• MK2-6519 | Matter Title link - resolved an issue in the Work Items screen that prevented matter titles with special characters from acting as hyperlinks to open the matter record. 

May 16th

Bug Fixes

Billing

• MK2-6458 | Items dated after draft invoice - resolved an issue that did not prevent items dated greater than a draft invoice from being available for selection during the invoice edit process. 

Matter

• MK2-6430 | Invoice Email CC - fixed an issue that prevent changes to the Invoice Email CC field from saving correctly. 
• MK2-6500 | Closing Matter - prevented closure of matters if open Cost Recoveries exist on the matter. 
• MK2-6506 | Matter Title link - resolved an issue in the Matters screen that prevented longer matter titles from acting as hyperlinks to open the matter record. 

Purchases

• MK2-6450 | Billing Tax - resolved an issue that incorrectly applied Billing Tax against GL Account allocations if the Tax Code was set first. 

Reporting

• MK2-6465 | CMA Listing - updated the CMA Listing report to ensure balances are correct as at the date applied to the report. 
• MK2-6499 | Creditors widget - resolved an issue on the Creditors dashboard widget to ensure drill down detail matches the widget level view.
• MK2-6501 | Aged WIP - the Aged WIP report now functions correctly, obeying the applied filters.
• MK2-6514 | Matter Account Summary - resolved an issue whereby Division/Branch was not passed into the report correctly. 

Trust/Client Account

• MK2-6335 | Receipt Posting - resolved an issue that occurred intermittently, requiring the user to specify a journal, when attempting to post Trust/Client receipts against a matter.
• MK2-6504 | Client Interest (UK) - when printing Bank level interest grids, the subsequent report will obey the applied filters. 

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.