Release Date: October 12, 2021
#1: Enhancement: Invoices - Expense Receipt Settings
An enhancement has been made to overcome an issue reporting some invoices had 'Professionals' unchecked under Flexible Template settings, but they were still showing up on expense receipts. We have added a sub-checkbox in Flexible Template Expense settings and added a new column in the Flexible Template Entity to hold the value of that checkbox.
#2: Enhancement: TimeSolvPay - Refunds on Trust Deposit Transactions
Users can now issue refunds for deposit transactions processed via TimeSolvPay on the Trust account.
#3: Enhancement: Payment Method Labels Made Less Confusing
On the Payment, Trust, and Trust Replenish screens, the payment method labels for Credit Card and ACH have been changed to the following values:
#4: Enhancement: Option to Turn Off the Display of Tax Percentages on Invoices
Under the Global Settings tab on the billing template, we have added the option to show 'Tax' and 'Tax2' percentages. Upon enabling these, the percentage value for the respective tax is displayed on the invoice.
#5: Bug Fix: Trust - Duplicate Disbursement Transactions When Refunded from LawPay
It was reported that a few refund payments were processed via LawPay correctly, but data interfaced to TimeSolv showed duplicated refund payments. The Audit log also did not show the specific refunds done in TimeSolv. This has been fixed.
#6: Bug Fix: LawPay - Recurring Payment duplicated in TimeSolv
A customer reported that a recurring payment showed once in LawPay but twice in TimeSolv (the exact payment). This has been fixed.
#7: Bug Fix: Report - Responsible Timekeeper Column Remains Empty in Aged Invoices CSV Report
Selected 'Responsible Timekeepers' were not appearing in the 'Responsible Timekeeper' column of the 'Aged Invoices CSV' report. This has been fixed.
#8: Bug Fix: Time Entry - “Sub-task Code” Label Text Appears Despite Settings
It was reported that when a user changed a Matter for which the Task Code field was set to 'Required' and Sub-task Code field was set to 'Not Displayed', the Sub-task Code label text was still appearing on the screen while editing the Time Entry. This has been fixed.
#9: Bug Fix: Running Timer - Hours not Automatically Updated When Timer is Stopped on “Plan Task” Screen
Hours should be automatically updated when the timer is stopped, but this was reportedly not the case on the 'Plan Task' screen. This has been fixed so that the time for the respective record is updated in the Time Entry listing.
#10: Bug Fix: Draft Invoice - When Deleting a “Split Expense Entry” With Attached Receipt an Internal Error Appears
An Internal Error was occurring when attempting to delete 'Split Expense Entries' that had a receipt attached from the draft invoice. This has been fixed so that the split Expense Entry with receipt attachment should now delete successfully.