Customer release notes - v11.016

Key features

Ability to create Tasks from handled events and fee chasing steps
SharePoint upload limit increased to 10GB

Release note category	LEX Product Area	Summary	Release notes
Bug fix	Case	Inactive values in Limitation of Liability list still appear as usable on cases	Only active values within UDF config now appear in drop-down list at case level.
New feature	Other	Create email merge field for Limitation of Liability	New email merge field created for case level Limitation of Liability called BARRISTER_LIMITATIONOFLIABILITY.
Bug fix		Search Menu missing config icon	Code fix applied to missing HTML tag. Config icon now displays.
Bug fix		Styles issue on TR Timer dropdown	Style fix applied.
New feature		Ability to create Tasks from Handled Events and Fee Chasing steps	We have now added the ability to create Tasks from handled events and fee chasing steps, alongside the existing actions of print, email, and activity. Contact support or your account manager to discuss further and implement any changes.
New feature		New Recipient value in Handled Event and Fee Chasing steps within Workflow Template Config	‘Assigned Fee Chaser’ added to list of Recipients on handled events and fee chasing steps. Assigned Fee Chaser is set at company level so will allow handled events and fee chasing to go to the relevant clerk based on company level rather than case type/funding level.
New feature		SharePoint Upload Limit	SharePoint upload limit increased to 10GB.
New feature		Remove # character from file names when uploading to SharePoint	Code applied to LEX and API so that '#' characters will now be replaced with an underscore.
New feature		Cryptographic Implementation Enhanced	Improved security around password storage, which uses Argon2id password hashing and salting.
Bug fix		Performance improvements	Changes made to company records to significantly improve performance, particularly when saving records.
Bug fix		Date of birth calendar popup not visible in barrister profile	Style fix applied.
New feature	Reporting	Ability to create reports from appointment search grid to mirror contact/company search grids	To mirror the functionality from contact and company search grids, you are now able to create reports from the appointment search grid to pull in contacts or companies:
New feature	Xero	XFC - Use the Xero Default Invoice Due Date settings, if set	LEX Gateway changed so that the Due Date is set to the appropriate Bills/Sales default value, subject to the following: of the following month sets Due Date to the Xth of the next month (from today), regardless of the invoice date. e.g. Due = 31, today is 27/03/2026 gives a Due Date of 30/04/2026. day(s) after the bill/invoice date sets the due date to X days after the invoice. e.g. Due = 31 created on 27/03/2026 gives a Due Date of 27/04/2026. day(s) after the end of the bill/invoice month sets the due date to the Xth of the month after the invoice date. e.g. Due = 31, invoice date on 20/02/2026 gives a Due Date of 31/03/2026. of the current month sets the due date to the Xth of this month (from today), regardless of the invoice date. e.g. Due = 10, today is 27/03/2026 gives a Due Date of 10/03/2026. If Xero has no default settings, we set the Due Date to 20 days after the Invoice Date. If date X doesn’t exist for a given month (e.g. 30th Feb), it sets it to the last day of that month (28/29th Feb). Xero itself can set a Due Date before* the Invoice Date using ‘of the current month’ setting, so this code follows that.* Payments/Cancellations/Liabilities (Purchase Invoices) use the Bills settings, Rent/Commission/Recharges use the Sales Invoices settings.