TimeSolv Version 20240504 Feature Updates & Bug Fixes
Release Date: May 04, 2024
- Enhancement – Permissions-related issues addressed for the Payment History Report
The new Payment History Report has been improved to address permissions-related issues encountered in the previous version. Users can now benefit from the newly enabled sorting functionality, allowing for easier navigation and analysis of payment records. Significant UI improvements have been implemented, resulting in a cleaner and more visually appealing report interface.
- Enhancement – Permissions-related issues addressed for the Invoice Summary with Payment Allocations Report
The new Invoice Summary with Payment Allocations Report tackles permission-related issues encountered previously, ensuring smoother access to data. With the newly integrated sorting functionality, users can navigate and analyze records more efficiently. Furthermore, issues regarding tax label display in CSV downloads and PDF pagination have been successfully resolved, enhancing the overall usability of the report.
- Enhancement – Dashboard Loading Experience Improved
Significant improvements made to make the dashboard load faster! This enhancement ensures that charts load instantly from cache on the second launch, thereby optimizing the loading time of the dashboard.
- Enhancement – Improved the new Relationships/Related Parties Report
We’ve fixed an issue where errors were popping up when generating the report by entering a company or last name in the filter. Now it can be generated smoothly without any hassle.
- Enhancement – “Please Wait” icon added for Quick Schedule Screen under New Reports
The Quick Schedule screen under New Reports has been updated to display a “Please Wait” icon when users click the “OK” button. This feature provides users with visual feedback to indicate that their request is being processed.
- Enhancement – New Report Released
The following New Report has been released:
Managing the Firm> Clients and Matters Report
- Bug – Issue with ‘Invoices and WIP Aging’ Excel Report addressed
Users encountered a discrepancy in the Excel version of the ‘Invoices and WIP Aging’ report, which omitted amounts older than 180 days. To ensure accurate reporting, we have added columns to display these amounts in the Excel version.
- Bug – Discrepancy with the Firm Total values on Revenue Report addressed.
Users reported discrepancies in firm total values on the Revenue Report. Upon investigation, it was found that the collected amount was being incorrectly multiplied by the total number of originators, leading to inaccurate totals. This issue has been resolved to ensure accurate reporting.
- Bug – Addressed the issues with Matter Export Sheet not displaying billing codes in the correct column.
Users encountered an issue with the Matter export sheet where the billing codes were not displayed in correct column. This has been resolved to ensure accurate data representation in the export sheet.
- Bug – Addressed unresponsiveness issue on the Time Search screen
Users were encountering freezes when selecting a client/matter on the Time Search screen. After investigation, it was found that the system was taking too long to show the options. This was fixed by making some changes behind the scenes, so now everything should work smoothly when users search for the time entries.
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