Release Date: July 15, 2023
#1. Enhancement - Ability To Replenish Trust Accounts From Client Portal's Invoice Screen
For users who have access to the Client Portal, the system now provides an option to replenish Trust accounts from the Client Portal's Invoice screen. Users can use the Pay button next to the Trust Replenishment option to replenish the Firm's Trust account.
To learn more, click here.
#2. Bug - Unable To Apply Negative Adjustments For The Invoice To Show Zero Balance
Some of the customers reported that they were unable to apply negative adjustment so as to set zero balance on the Invoice. This has now been fixed and the users can apply a full balance adjustment to make the Invoice amount zero.
#3. Bug - Customers Using The New Logic To Calculate Balance Due Can See Balance Due Even When The Option Is Unchecked
Many firms reported that the Balance Due was still displayed on the Invoices even though they had unchecked the "Include Balance Due on Cover Page and Main Invoice." This has been fixed and the new logic to calculate the Balance Due is considering the settings in the Flexible Template.
#4. Bug - In Certain Cases, The System Displayed Timeout Error On Draft Invoices Screen
A customer reported an issue where, when generating Draft Invoices for certain clients, the system timed out and was returning an error after the screen kept loading for a long time. This has been fixed by optimizing the query to load the Matter information more efficiently.
#5. Bug - The System Was Returning An Invalid 'OrderBy' Field Error On One Of The Search APIs
A customer reported an issue where if there was no field value defined for the 'OrderBy' clause to sort the results, the system would return an "Invalid 'Order By' field." This has been fixed so that, by default, the search results are set to sort by the 'Id' field unless the OrderBy field is defined by the user.
#6. Bug - Unable To Load The Client Dashboard Screen When Selecting Multiple Clients
One of the customers reported that when they unchecked the 'All' option under the Client selector and then attempted to select some Clients, the Client Dashboard screen would not load. This has been fixed.
#7. Bug - Incorrect Source And Payment Method Shown Against Failed Payments & Deposits
It was internally identified that on TimeSolvPay's Transactions screen, incorrect Sources and incorrect Payment Methods were displayed when Recurring Payments, Payments, and Trust Deposits failed to process. This has been fixed.
#8. Bug - 'Use Existing Credits' Option Is Displayed Even When It Should Not Be Displayed
During internal testing, it was identified that the 'Use Existing Credits' option was showing up even though there were no Payments with balances from which credits could be utilized. This has been fixed and the 'Use Existing Credits' option will not show up in this case.
#9. Bug - Amounts Not Displayed Correctly Under Their Respective Columns and Levels
During internal testing, it was identified that on the Client Dashboard's Data Table, on selecting the Show Billed/Collected for>Selected Period from the dropdown, under the 'Collected' column, the amount against only the first Matter was shown. Also, the Billed amount was not displayed on the Matter level.
On the Financial Dashboard, the 'Collected' amount was not shown on the Matter level.
These issues have been resolved.
#10. Bug - On The Financial Dashboard's Top Client Chart, Values Not Updating When Switching Dropdown Selection
It was internally identified that the Financial Dashboard's Top Client chart was not updating the values on the first attempt when the dropdown selection was changed. This has been fixed.
#11. Bug - The Financial Dashboard Only Displayed Matters Which Had Worked Amount
It was internally identified that when selecting a Client on the Financial Dashboard, only those Matters were displayed on the Data Table that had worked amount for the selected date range. This has been fixed so that all Client's Matters are displayed, whether they have worked amount or not.
#12. Bug - Financial Dashboard's Collection Chart Including Write-Offs And Credit Memos In Collected Amount
During internal testing, it was identified that the Financial Dashboard's Collection chart also included 'Write Offs' and 'Credit Memos' in the collected amount. This has been fixed so that allocated and unallocated amounts do not consider Write-Offs and Credit Memos.
#13. Bug - The Amount Tab Does Not Show As Selected On Staff Dashboard's Worked Time Chart
It was internally identified that on the Staff Dashboard's Worked Time chart when the user clicks on the 'Amount' tab, it does not show up as highlighted to indicate the current selection. As such user is unaware if the chart is displaying data for the 'Amount' or not. This has been fixed.
#14. Bug - Field Validation Prompts Appearing Out Of Sequence On The 'Enter Card Details' Screen
It was internally identified that when a user clicks on the Submit button while on the Client/Matter> Payment Settings tab> Enter Card Details dialog, the validation prompts appeared randomly. This has been fixed and now the prompts are displayed according to the sequence of the fields laid out in the form.
#15. Bug - Fixes Applied To The Time Analytics And Expense Analytics Screens
During internal testing, the following issues were identified and fixed on the Time Analytics and the Expense Analytics screens:
- Responsible Timekeeper drop-down was appearing at the top when it was not meant to appear on the Analytics screen.
- The Top Clients chart was only displaying the bars without the Client names next to them.
#16. Bug - Fixes Applied To The Financial Dashboard's Aged Invoice And Top Debtors Charts
During internal testing, the following issues were identified and fixed on the Financial Dashboard:
- The Aged Invoice chart was displaying information as of today instead of as of the end date of the selected date range.
- When the date was changed from the date range selector on the Dashboard's top bar, the Top Debtors chart's tooltip did not reflect the selected date range.