TimeSolv Version 20250123 Feature Updates & Bug Fixes
Release Date: January 23, 2025
- Enhancement – Retainer Invoice API Enhancements
A new RetainerInvoice API endpoint now supports GET method to retrieve invoices by ID and POST method to create retainer invoices, with validations for mandatory fields like Title, Date, and Email Address (if emailed). The web application has been updated to support these changes.
- Enhancement – New API Endpoint for Creating Matter Trust Accounts
A new POST method has been added to the trustAccount API, allowing users to create matter trust accounts efficiently. The endpoint ensures required fields like ProjectId and TrustBankAccountId are valid, enforces unique trust account names within a project, and supports only one default trust account per project.
- Enhancement – Force-Saving Payment Method for Retainer Payments
When making a retainer payment via the client portal for an API-generated invoice with the forceSavePaymentMethod parameter enabled, the “Save and Authorize for Future Use” option is now automatically pre-selected and locked if no payment method is already on file. This ensures seamless future transactions and eliminates the need for manual selection.
- Enhancement – Custom Invoice Report: Matter Fields, Names, and UI Enhancements
The Custom Invoice report has been updated to enhance both functionality and appearance. Custom field values are now fetched directly from matters instead of clients, and the “Customer” column has been replaced with a “Matter” column to display the corresponding matter name, ensuring improved clarity and data accuracy. Additionally, UI anomalies observed in the Preview and PDF screens have been resolved. Adjustments include proper spacing between columns, text wrapping to prevent truncation, and reduced blank space between the report body and footer, resulting in a more polished and user-friendly report interface.
- Bug – Invoice Email Delivery and Notification Issue Resolved
An issue causing undelivered invoice emails to fail without notifying customers has been resolved. The logic for processing delivery failure notifications has been updated to ensure proper handling of exceptions and accurate notifications when invoice emails fail to deliver, improving reliability and communication.
- Bug – Support for Email Addresses with Apostrophes
An issue preventing the saving of valid email addresses containing apostrophes has been resolved. The email validation logic has been updated to allow apostrophes as part of email addresses. Users can now save such addresses successfully and ensure that clients receive invoices without any errors.
- Bug – Fixes for Missing Column Names in New (beta) Aged Invoice Report (Excel Version)
The Excel version of the Aged Invoice Logi Report has been updated to address missing column names and add a new column. Two columns, “Invoice Number” and “Invoice Date,” have been added next to the “Invoice/Bill Amount” column, ensuring proper labelling. Additionally, the “Originator TK” column has been included in the report. These changes enhance the report’s clarity and usability for users.
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