TimeSolv Version 20240711 Feature Updates & Bug Fixes

Resolved Block Appearance on Sent/Draft InvoicesRelease Date: July 11, 2024

1. Enhancement – Improvements made to the New Realization Per Invoice Report
   As per the feedback from our QA team, we have addressed permission-related issues in the new Realization Per Invoice Report, meeting the defined Report guidelines, adding an Inactive checkbox for relevant dropdowns, and including filters for Client and Billing Categories. Sorting was enabled, and the Project and Client Billing Category columns were made visible in the Excel report format. 

2. Enhancement – Client Dashboard – Top Customers Chart Label Updated
   The Client Dashboard’s Top Customers chart has been updated to enhance the label visibility. Labels are now shown outside the bars by default, in black. If the bar is too long, labels will appear inside. For labels with 5 or more characters and bars occupying 80% or more of the chart, labels will display inside with a white background. This update also affects the Top Originating Timekeepers, Active Projects Without Activity, and Top Clients charts.

3. Enhancement – Dashboard – Top Customer Drill-Down Fix
   The Dashboard’s Top Customers section was updated to display the billed amount correctly during drill-down and restore the missing back button. These changes ensure accurate value display and proper navigation after using the drill-down feature. 
4. Enhancement – Grouping Option Update made to the new version of following reports: Aged Invoices, Cash Receipt, Realization Per Invoice
   The new Aged Invoices, Cash Receipt, and Realization Per Invoice reports now include a ‘None’ option in the Group By drop-down. Selecting this option removes all groupings, hides the Start Time and Stop Time columns, and displays the ‘Client/Matter’ column prominently. The Grand Total label is changed to ‘Total’ for better clarity. 
5. Enhancement – Group Heading Color Update in the New Reports
   The color of group header and footer text in New Reports has been updated. These changes apply to all reports except Trust Banking, Related Parties, and Timekeeper and Rates. 
6. Bug – New Time & Expense Entry Report Sorting issue fixed
   The sorting issue reported internally by the QA team in the New Time & Expense Entry Report has been resolved. Sorting now works correctly for ‘None’ and ‘Entry Type’ fields after generating the report. 
7. Bug – Pagination added to the Custom Fields page under Clients -> Matters
   Pagination has been added to the Clients → Settings → Custom Fields → Matter tab, enabling users to navigate through multiple pages and view all custom fields. This ensures all custom fields are accessible and displayed as needed.
8. Bug – Resolved Block Appearance on Sent/Draft Invoices
   This problem was specific to a single account. A fix has been implemented to resolve the issue of a block appearing on sent and draft invoices. This update ensures that all invoices are displayed correctly.