Release note category | LEX Product Area | Summary | Release notes |
|---|---|---|---|
Bug fix | Case | Unable to unarchive case docs | Unarchive process was looking for the folder path that was set at the point docs were archived. If this has changed in system config it cannot find them. Change applied so that it looks at the current folder path which ensures docs are correctly located and restored to a visible state. |
Bug fix | Duplicated URN fields | Fixed, so:
| |
Bug fix | 'Browse' option isn't fully visible when uploading a file in a case based email | Style fix applied | |
Bug fix | Calendar popup for 'Date Requested' not visible on sub-opportunities | Style fix applied | |
Bug fix | Diary | Right click menu on 1 day availability diary not visible when used on right hand column | There was also a problem when the mouse is right-clicked near the right-hand edge and the initial menu appears off the edge of the screen. This is fixed too. Note these issues occur on the normal diary screens as well, whenever the right-click context menu is close to the right-hand screen edge. Now both the menu and any submenu(s) appear on screen fully. |
Bug fix | Special Dates add new pop up display issue | Style fix applied to ensure Add Special Date popup displays correctly | |
Bug fix | Special Dates 'banner only' view not displaying the banner at the top of the diary | Style fix applied | |
Bug fix | Time Recording Diary - Missing Totals Bar | Time Recording diary now displays totals bar | |
Bug fix | Diary gives an error when changing barristers with paperwork panel open | Issue resolved and now able to switch barristers whilst paperwork panel is open without | |
Bug fix | Fees/Billing | Times not always showing in TR Management when set as Ready To Bill | This occurs in the mobi site when a TR activity is created or modified, it wasn’t running the UpdatedCaseTimeOverview code, and so the CTO data table didn’t have a record of the activity. It now updates the CTO table for the logged in barrister and selected caseID, and the previous caseID if it was changed. |
Bug fix | CF1 TR to Fee Conversion - Erroneous Hyphen | Fixed, the hyphen now only shows if there is a feecode description already added to the description: “[activity notes]“ OR “[feecode description] - [activity notes]“. | |
Bug fix | Marketing | Set default tags in system options | Additional code added to resolve issues with HTML text editor in marketing and emails containing blocks of white and removing text/images |
Bug fix | Reporting | Payment Summary - Missing Commission Info | Reinstated the Verdict Commission section, and removed the 'Financial Year (Commission Cap)' cell. |
Bug fix | DoW Report - Teams filter does not work | Fixed, Teams filter on the DoW Report now works properly. | |
New feature | New styles for Reporting and System Option menus | New styles implemented to mirror size and design of start menus | |
New feature | Add system option for other Case Types to behave as Sitting cases do for Payment Summary commission calculations | New field added to System Options titled ‘Case Types To Behave As Sittings’. This allows additional case types to be added and incur commission at the same rate as Sittings cases on payment summary reports. | |
New feature | Enable New Workflow Forecast and Work Done Enhanced Report by default | New Workflow Forecast and Work Done Enhanced are now enabled by default on all systems. The existing versions will however remain, but this allows users to benefit from the new versions with the additional features they bring. | |
New feature | Start menu | New start menu options for Resource Centre and Support Query | New start menus have been added for Resource Centre and Support Query, the latter then providing a further sub-menu of Raise Request:  Raise Request allows users to view Knowledge Base articles, such as Release Notes and guides, as well as submitting ticket forms for support rather than having to email or phone support. ‘Resource Centre’ contains in-app guides, walkthroughs and announcements. Any in-app guides and notifications that are closed when automatically popping up can be referred to within this section if later required. This feature will, in future, be used to advertise when new releases are available, which will contain a link to the relevant release notes and instructions on how to schedule an upgrade via Raise Request. The Resource Centre will provide access to all guides, depending on where you are in the system. For example, if you’re on the diary view, you will only see guides related to the diary as well as generic notifications, whereas if you’re in reporting you won’t have access to the diary guides and will instead see any guides relating to reporting as well as generic notifications. |
Bug fix | Xero | XFC invoice numbers are duplicating Xero for Barrister invoice numbers | Change made so that only draft invoices are created via XFC. This therefore removes the issue of duplicate invoice numbers. |
New feature | Add option for XFC to include attachment showing all payment lines in period when processing commission/rent | Added System Options → Admin Config → Xero For Chambers Settings → Show Payment lines on Commission/Rent invoices. This adds an attachment to the Xero Sales Invoices for Rent/Commission, showing a breakdown of the Chambers Expenses (rent/commission - as shown on the invoice itself) and all payments that have contributed to the commission. It uses the XFC Commission Payments.doc document template, which can be customised (the top two rows and totals tables will always show Chambers Expenses, the next two will always show Payments contributing to Commission). |
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