Customer release notes - v11.017

Key features

  • New diary hover over styles for appointment, case, company, and contact to give a fresh and updated view
  • Style update to search grids and certain popups
  • Company credit status functionality that allows statuses to be applied at company level that presents a popup when opening cases for that company - guide to follow
  • Bar Stat Export option added to Work Done Enhanced report
  • Increase to security functionality within LEX text fields in order to strengthen against scripts being injected 


Release note category

LEX Product Area

Summary

Release notes

LEX goal

New feature


Carter RAGFS

Change of rate for Carter RAGFS cases

Additional Preparation Fee (APF) now increased from £62 to £81 in line with regulatory change.



New feature

Case

Add system option to hide hourly rate on cases from barristers

New option added to System Options > Case Options > General Settings called ‘Hide case hourly rate from barristers’.

When enabled, the visual on case details and fees pages will no longer appear for barristers but will remain for clerks.

Bug fix

UDF fields on LA cert screen not displaying correctly

Style fix applied to resize form so that any additional UDF fields are visible. 

Increase productivity

New feature

New display block in case screen for Limitation of Liability value

When Limitation of Liability is entered on a case via Fees > Options > Limitation Of Liability, the value is displayed in the top right of the Details and Fees tabs.

Increase productivity

New feature

New fields on Case Details for Verdict only

New fields added to Case Details screen for ‘Date of Instruction’ and ‘Daily Fee Rate’ and a new field added to barrister profile for ‘Chambers Address’.

All three fields are available as document template merge fields as follows:

  1. Date of Instruction - Case_DateInstructed

  2. Daily Fee Rate - Case_DailyFeeRate

  3. Chambers Address - Barrister_ChambersAddress

Please note, this functionality is only available on Verdict systems. 

Increase productivity

Bug fix

Court reference does not seem to be saving correctly during case-creation

Fix applied.

Increase productivity

New feature

Diary

New diary hover-over styles

Diary hover-overs for appointment, case, company, and contact have been redesigned to give a fresh and updated view.

Bug fix

Diary Table View - Configuration popup

Style fix applied.

Increase productivity

New feature

Fees/Billing

Requirement for 'Send All Receipts From Address' in system options

New System Option added within Email Options to set a specific address for all receipts to be emailed from.

Automation of key tasks

New feature




Other

Search grid design updateSearch grids and certain popups have had a design restyle to update and freshen the look.

New feature

Re-label 'Same Sex As Assigned At Birth' question to 'Same Sex as Registered At Birth' (support P2)

As these are distinctly different questions, a new field has been added for 'same sex as registered at birth', with the original field removed from the system.

Bug fix

Handled event condition 'Is Not Opportunity Appointment' not working as intended

Trigger now fixed so that it ensures Handled Events are generated, or not, when required.

Automation of key tasks

New feature

New functionality for company credit status

Two new fields have been added to Company records, Credit Status (single select field) and Credit Status Notes (free text field). 

To allow chambers to configure credit statuses as required, the list is empty by default. Please contact support or your account manager for assistance in adding new entities.

See following guide for full details about this functionality - *guide here*

Streamline processes

New feature

Pen test issue - Stored Cross Site Scripting

Increase to security functionality within LEX text fields in order to strengthen against scripts being injected.

Bug fix

Reporting

Incorrect commission total on payment summary when using multi-stage commission

When positive payments were entered manually, rather than as standard payment cancellations, the commission banding wasn’t including it in the totals for the relevant band. This issue has now been fixed.

New feature

Add Bar Stat Export button to Work Done Enhanced Report

Bar Stat CSV function added to Work Done Enhanced report.

Streamline processes

Bug fix

Xero

XERO PAYMENTS SEARCH GRID - column header 'Total Inc VAT' (support P2)

Xero Payments ‘Total inc VAT’ column header has been changed to 'Amount'.

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