Release Date: April 22, 2021
#1: New Feature: Import/Export Staff Member
A new entity for Staff Member/Professional (terminology based) is added to Import and Export processes.
#2: Enhancement: Tabs3 DEP 2.5 not Picking Expense Entries for Tabs3 "Contingency" Billing Frequency Type
Tabs3 DEP 2.5 now picks Expense Entries from Tabs3 'Contingency Billing Frequency Type".
#3: Bug Fix: Report - Trust Banking - Balance not Showing Correctly
It was reported the previous month’s balance only appeared on the general Trust for the Client and not the specific Matters. Some of the Trust balances were appearing as negatives at the Matter-level. This has been fixed.
#4: Bug Fix: AutoMail Failed on Address Validation
It was observed Automail was failing on address validation. This has been fixed.
#5: Bug Fix: TimeSync 2.0 - Time - User is Able to Change “Task Code” and “Sub-Task Code” Which is 'Force Assigned’ to the “Plan Task”
It was observed that the Task Code and Sub-Task Code assigned to the Plan task were not automatically populated in the respective fields. Instead, the user was able to select any Task Code and Sub-Task Code. This has been fixed.
#6: Bug Fix: Import - Matter is Imported Successfully When the “Project ID” Column is Left as a Blank
It was reported Matters were being imported successfully despite “Project ID” being left as a blank field. The Matter should not have been imported successfully until the “Project ID” column was filled, and an error message should have been appearing. This has been fixed.
#7: Bug Fix: Timekeeper - Newly Imported Inactive Timekeepers Appearing With Active Check When User Selects Filter “Status” as “All”
When the “Status” is selected as “ALL” while searching imported “Inactive” Timekeepers, the status should have appeared as “Inactive”. This was not the case and has been fixed.