| Release note category | LEX Product Area | Summary | Release notes |
|---|---|---|---|
| Bug fix | Case | Case Appts Tab - Grey Bar overlaying information | Barrister selector dropdown no longer obscured by menu bar on tabs within Case |
| New feature | Case | Add new fields for Opportunity | ‘Scheme’ field added to Opportunity Search Grid, Opportunity Analysis Report Output, and Opportunity Report Filter |
| Bug fix | Diary | 5 Day Diary View | Days of month no longer obscure day names in tablet view |
| New feature | Diary | Sanctioned cases flag in case search and diary | If System Options → Case Options → General Options → Show Sanctions Case Field is ticked, then an extra column is added to the left-hand side of the Case Search, Transactional Case Search and Case Company/Contact grids, and the icon section of the Diary. A warning icon is shown in that column if a case is a Sanctions Case (with a hover-over of Sanctions Case). The same icon appears next to the Case Title (same location as High Priority Notes exist and No Legal Aid Certificate warnings). |
| Bug fix | Fees/Billing | Right click not working in New Workflow Forecast | Can now right click entries in New Workflow Forecast to see menu options without needing to tick the row first. |
| Bug fix | Fees/Billing | Monthly Billing Day not working correctly. | When a Monthly Billing Day is now set at System Option, Case or Company level it restricts fee lines from being included on invoices until they reach the relevant date that month. |
| Bug fix | Fees/Billing | Currency symbol incorrect when viewing time recording values on Fee grid | Correct symbol now shown, and a new row added so both the currency and Sterling values are shown. So instead of:
It now shows for example:
|
| New feature | Fees/Billing | Requirement for 10% reduction on FGF cases |
|
| New feature | Fees/Billing | Ability to amend CF1 enhancement defaults in bulk |
Note that enhancements are only available on the Schedule 2 Table 1 ‘New CF1’ pricelist. |
| New feature | Fees/Billing | DATE RANGE INVOICE UP TO - We have a control in the MDP “Invoice Up To”. Can this be added to the fees page on a case | Invoice Up To on the Print Options Popup for Invoice Cases defaults to today's date. If there's a caseFees.monthlyFeenoteDay, use that day. otherwise if there's a company.monthlyBillingDay, use that day. otherwise if there's a soInvoicingOptions.monthlyBillingDay, use that day.
If a day has been set above, pick that day before the Invoice Up To entered [e.g. an Invoice Up To of 28/10/2024 and day of 1 means it invoices up to 28/10/2024; an Invoice Up To of 28/10/2024 and day of 31 means it invoices up to 30/09/2024 (uses the end of the month as 31/09 doesn't exist)] otherwise (no day set) it uses the Invoice Up To entered |
| Bug fix | Marketing | Marketing improvements | System options added in Marketing: ‘Enable Rapid Any Click Robot Check (Experimental)’ and ‘Rapid Any Click Robot Check Delay (seconds: 60s Default)’. When enabled this doesn’t action multiple links clicked on a marketing form within the set delay period. For example, when robots unsubscribe and accept the invite within seconds. Only the first action will be recorded and no subsequent actions. |
| New feature | Reporting | Add new field to case analysis report | A new tickbox option added to Case Analysis Report called ‘Only show cases with no URN’ This is limited it to search only for cases that are set as publicly funded, as determined by System Options > General Options > Public Funding Types. |
| New feature | Reporting | Add new field to Aged Debt export for 'Cost Allocation' | New variable titled ‘Cost Allocation’ added to Aged Debt Export Fields options. This field is used on legal aid certificates and will show the total of all certificates on the case. |
| New feature | Reporting | Additional fields required for Data Insights | Following fields added to Data Insights:
|
| Bug fix | Reporting | Error when exporting Work Done Enhanced Report | Fixed issue where Detailed WDE Report broke when All Barristers tab was included. |
| New feature | Reporting | Audit report emailing | Added an audit record to say that reports have been emailed (when sent directly from the Report Options tab). |
| New feature | Xero | Xero For Chambers - Carter Payments | Carter payments are now processed in Xero For Chambers |
| New feature | Xero | New icon required for Xero For Chambers on fee grid | New icon added:
|
| Bug fix | Other | Dashboard widgets | Fixed error in automated overnight processing that was stopping stats data being passed through to dashboard widgets. |
| Bug fix | Other | Case override merge fields not using the correct contact name when using MDP email templates | Case override contact name merge fields now display the correct name when using email templates via MDP |
| Bug fix | Other | All instances of 'gender' in E&D should be changed to 'sex' | Modified all instances in LEX which refer to Gender with Sex: |
| Bug fix | Other | THIRD SIX TERMINOLOGY CHANGE The BSB rules that a '3rd six pupil' should be referred to as Probationary Tenant going forward. | '3rd Six' changed to 'Probationary Tenant' on the Barrister Seniority, Record Sub Type and another fields on LEX as per BSB rule change. |
| New feature | Other | v11 Start Menu customisation | Added Pin/Unpin buttons to each item in the Search and New menus. Clicking Pin moves the selected item up to just below any other pinned items (or the top if there aren’t any pinned). Clicking Unpin returns the selected item to wherever it was below the pinned items. |
| New feature | Other | Add "BMIF Membership No:" as a field in the Identifiers & Reference No. Section of barrister profiles | New field added in Barrister Profile > Identifiers & References section for ‘BMIF Membership Number' |
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