Customer release notes - v11.012

Key features

  • Ability to add court ref at the point of case creation
  • System option to display case names on the diary for information barrier cases
  • Chambers expenses based on percentage bands
  • Lex/ Sharepoint Issue. When adding the same name document it's replacing the original rather than adding (1) or (2)



Release note category

LEX Product Area

Summary

Release notes

Bug fix

Carter RAGFS

Carter print claim popup Additional Court Refs - width too short

Style fix applied.

New feature

Case

Ability to add court ref at the point of case creation rather than having to save it and then add

If the System Options → Grad Fee Options → Use Court Ref Popup On Case Details option is checked, and a user clicks Create New Case record:

  1. the Court References text box shows (the Add/Remove Court Refs button wouldn’t normally show at this point);

  2. if a Court References value is entered, then when the Case is first saved it creates a new Case Court Ref record for the entered value and then clears it from the Case record.

  3. When the Case is saved and the screen reloads, the Court References textbox is replaced with the Add/Remove Court Refs button, which opens the popup to show the entered value.

Bug fix

Diary

Unable to click top of diary when special dates banner is applied

Style fix applied.

New feature

Optionally show Completed Cases' Paperwork on Paperwork Panel

Added System Options → Diary Options → Paperwork Options → Show Paperwork for Completed Cases on Panel option.

If the option is checked on, then Paperwork on Completed Cases will be shown on the Paperwork Panel (along with WIP, Open and On Hold Cases, as before).

New feature

System option to display case names on the diary for information barrier cases

New system option added to display case names on the diary for information barrier cases. 

Cases themselves will remain locked unless the user is an allowed user on the case.

Bug fix

Fees/Billing

Schedule 2 pricelist item  - VAT calculating incorrectly

The base rate and each 2,500 page block are now multiplied by the VAT rate correctly, for 10,000+ pages on Schedule 2 cases.

Bug fix

Other

Multi-select options minor sizing change needed

Style fix applied.

Bug fix

Email template assigning rule not overriding base workflow template

Fixed, caused by an incorrect .Equals() method being used.

Bug fix

When the blue colour skin is selected, highlighted text is black text on a blue background which makes it difficult to read

Style fix applied to blue and purple skin colours to set highlighted text as white on blue or purple background.

Bug fix

BMIF text input field within Edit Case Details popup in Time Recording Diary doesn't have the full width

Style fix applied

Bug fix

LEX 2FA (non-365) verification code box showing incorrect icon

Verification code box now shows key symbol, with ‘Authenticator Code’ hover over text, rather than email envelope.

New feature

Change to the user export grid

Added Last Login Date and Last Failed Login Date to the User export grid.

Email templates 'Close' button non-responsive

Fixed, the Email Template Popup’s Close button works regardless of the Allow Variable Email Templates System Option.

Bug fix

Reporting

Distribution of Work report - Call Band order

The Distribution Of Work Report now orders by date type (Call, Silk, ADR), then any number at the start of the start year ('0' counts as 0, ‘10’ counts as 10, ‘15+’ counts as 15).

Bug fix

Case Document Archiving Report showing incorrect case totals in popup after process complete

All issues resolved. Popup post/archive now reflects the correct success and fail counts.

New feature

Data Insights - change to how billed fees are calculated

Change made to use fee date OR fee printed in the last 6 years. This means fees older than 6 years that have been billed within the 6 year period will now be included in the figures.

New feature

SharePoint

 Lex/ Sharepoint Issue- When adding the same name document it's replacing the original rather than adding (1) or (2)

Added a new system option to control if duplicate files are renamed with (n) at the end of the filename when being uploaded to a SharePoint folder.

Bug fix

Xero

XFC payment breakdown document needs minus value 

Fixed. XFC Recharge Refunds now show on the Sales Credit Note attachment as negative in both the top Chambers Expenses and lower Barrister Recharges sections.

Bug fix

Xero invoice warning appears to have styles issue where info not displaying / hidden

Fixed, by clearing the previous popup’s CSS class which interfered with the new one.

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