Customer release notes - v11.011 Sep 2025

Key Features

New timer design
Reporting menu user customisation - see guide here
Ability to import Sage expenses into LEX for Xero For Chambers purposes

Release note category	LEX Product Area	Summary	Release notes
Bug fix	Carter RAGFS	Court Ref Reminder Popup - Common Platform Case	Common Platform cases no longer give a warning if the court reference is blank.
Bug fix	Case	Workflow steps dropdown not collapsing the selection	Design fix applied to ensure the dropdown collapses when an option is selected.
Bug fix		Calendar popup for 'Date Requested' not visible on opps appointments sub-opportunities	Style fix applied.
Bug fix		Cases with outstanding time recording entries should remove the ability to set as 'closed' status	Things that should prevent case closure: Any balance on the case. Any unassessed fees/expenses. Any future dated appointments. Any outstanding/in progress/waiting/on hold paperwork (if the System Option is set) Any unbilled Time Recording activities that don’t have Ready To Bill status of Unbillable. ← added N.B. There is a Receipt Print Option of Close Case After Print - this should not be shown if there are unbilled TR activities (or any of the other things preventing case closure). So printing a receipt on a case with no balance, no future appts, etc. shouldn’t allow the case to close if there are unbilled TR activities. The following have been modified where there are unbilled (but not unbillable) TR activities: removed the Case Options → Change Status → Closed option. cases don’t show in the Case Closed Report. printing a receipt when there is no outstanding balance doesn’t close the case.
Bug fix		Print case document 'Select Send To Address' dropdown repositioning	Style fix applied
Bug fix		'Browse' option isn't fully visible when uploading a file in a case based email	Style fix applied
Bug fix		Dropdown for chasing step on individual invoices within case workflow tab should list each step on a new line	Style fix applied
Bug fix	Diary	Selecting an empty team in the diary filter gives an error	Fix applied that stops error from showing on screen. It now returns an empty diary.
Bug fix	Diary	Clerk Notes do not retain line breaks when viewing the diary	Fix applied to ensure line breaks display in the diary as per Notes field.
Bug fix	Fees/Billing	Grad fee CPS - UGF form displaying QC rather than KC in the Advocate Type	Change made to display KC rather than QC
Bug fix		Unable to edit workflow steps via forecast	Fix made to how null properties are handled which allows edits to be made from the front end
Bug fix		Display issue hindering Fees tab on Civil Legal Aid Cases	Style fix applied
Bug fix		When running New Workflow Forecast for Invoice it gives an error when changing the next action date	Fix made that now allows Next Action date to be amended. Fix also found and made when opening individual invoice lines.
Bug fix		Automated Receipt Feenote not looking at default CF1 Type	If automated fee notes are set to be generated with receipts, CF1 cases now include the correct CF1 rates as per system options
Bug fix	Marketing	Calendar popup not displaying correctly in marketing selector rows	Style fix applied.
Bug fix	Other	BMIF text input field within Edit Case Details popup in Time Recording Diary doesn't have the full width	Style fix applied
Bug fix		UDF and Group Edit, Appointment Type colour chip drop down slightly overlapped	Style fix applied
Bug fix		Email Templates Saving Issue	Email templates can now be saved, regardless of the SO>Email Options>Allow Case Type/Funding/Billing Type Variable Workflow Email Templates option.
Bug fix		Workflow Templates 'Add New Fee Chasing Step' button is too small for the text	Style fix applied
New feature		New timer design changes	The Timer feature used in Time Recording has undergone design changes to modernise the look as part of our ongoing development work to update the system. The functionality remains unchanged.
New feature		Remove 'Support' from start menu	With the addition of Support Query and Resource Centre, we have removed Support from the Start Menu. Open Remote Support and a newly created Knowledge Base can now be found within Support Query.
Bug fix	Reporting	Extend column width for Aged Debt PDF to fit case ID and values in ageing periods	Columns extended to allow longer case ID’s and values.
Bug fix		Data Insights timing out during overnight processing	Increased the script timeout to 6 minutes, so this should allow time for the overnight DI fee generation script to run.
Bug fix		'Hide Commission Total' option in Payment Summary report causing incorrect column ordering in payments out section	Fix applied to column ordering to ensure they appear correctly.
Bug fix		Quality Mark Report error when using Detail type	Report now runs successfully in Detail mode
Bug fix		RAGFS cases incurring commission for payments out when cases are set as non-commissionable	Added code to remove commission on payments out when case is non-commissionable
Bug fix		BMIF Analysis Report - Crown % showing at zero on export	Export now displays correct percentage for Crown total
Bug fix		Debtor Days Report - Paid & Outstanding Min, Max & Avg Days	Report end date, rather than current date, now used to calculate min, max and avg days
Bug fix		Aged Debt - Unallocated Payment Detail option	'Show Unallocated Payment Detail for Suspense Account' option displays correct outstanding amounts in Total column
New feature		Add Case Origin to Data Insights	Case Origin field added.
New feature		Change to wording on Payment Summary export when XFC enabled	To align with Xero terminology, when exporting the barrister breakdown tab, if XFC is enabled it swaps the NET and PAYMENT wording, but leaves the figures as they are.
New feature		User customisation - Reporting menu	Added favourite/unfavourite buttons to the Reporting tab’s list of reports. If no reports are favourited the default (AD, PS, WDE) reports are shown on the Start Menu Reporting sub menu, based on whichever are security allowed, as before. If any reports are favourited they are shown on the Start Menu Reporting sub menu based on whichever are security allowed. They are ordered oldest favourited first. If more than 8 reports are favourited the oldest is dropped off the list, so only the 8 most recently favourited are shown. Added Reporting → Options → Reset Favourited Reports option, which clears all of the favourited reports for that user, so it shows the default (AD, PS, WD/WDE) reports as above. Note that someone could favourite a report, then have it disallowed in security - that report won’t show in the favourited list. See the following guide for a walkthrough overview here
New feature	Xero	Mechanism to allow CSV of Sage expenses to be imported into LEX for XFC purposes	N.B. Chambers already using XFC may need to go through the System Options → External Services Setup → XFC Setup again to create the LEX009 and LEX010 account codes. Created xfcRecharge and xfcRechargeBatch entities. Added Start menu → Billing → Xero For Chambers section, with XFC Invoices, XFC Recharges and XFC Errors subtabs. XFC Recharges toolbar has an upload button to allow CSV files to be uploaded (can be drag n dropped). Error checking performed on upload, including ensuring uploaded invoice numbers are unique (amongst XFC Recharge uploaded invoice numbers). When successfully uploaded, the recharges will appear on the Payment Summary XFC Invoices popup, if the date is on or before the entered Invoice Date. A Barrister’s Recharges are shown in a single line on the XFC Invoices popup, but are sent across to Xero on the same Sales Invoice as any Rent and/or Commission. Uploaded Recharge amounts less than £0 are Recharge Refunds, and are sent across to Xero as a Sales Credit Note (like Commission Refunds). I have also updated some Rent/Commission code: If chambers are VAT-Registered (they have a VAT Reg Number in Xero), then 20% VAT needs applying to all created Commission/Rent/Recharges, and Commission/Recharge Refunds. Otherwise 0% VAT is applied.