ELM Release Notes - August 2023
by Dana Edel
Updated on Aug 10, 2023
Client/Vendor Budget Collaboration
Invoice New View Updates
Invoices with large number of line-items (500+) now properly load
Moved line-item tax section positioning closer to applicable line-item on Invoice New View
Line-item more/less toggle on Invoice New View now only shows for line-items with descriptions longer than 2 lines.
Inform client users that the Invoice Old View will be deprecated, leaving only Invoice New View 3.0 redesign
Instructions added on the Line-Item Comments to Vendor popup
Log "send PDF" into invoice audit history
Introduced Job Monitor to assist with monitoring Job Log and Daily Schedule runs and alert of issues
Vendor BillingPoint account disabled reason can now be passed to ELM for client use
A notification is now sent to the approver when a rejected timekeeper rate is resubmitted
Closed matters are getting no longer being displayed in the "My Open Matters" widget
When an EPD is available for an invoice and the full amount minus EPD is paid, the correct notification is now being sent
Timekeeper Rate Approval and Disputed notifications no longer display the "Reason" text repeated
TVD checkbox is now utilizing the TVD settings for the Fee Arrangement/Matter Type and checking/unchecking accordingly
TVD warning message no longer displays on VATM launch/view even when matter is eligible for TVD and/or TVD checkbox is checked
"Discount Rules Makes Use Of The Following Date" field is now being used to calculate if EPD is eligible
“Total Discount Amount” on the invoice Details tab and the Invoice Summary header widget now consider EPD/TVD correctly in the calculation
Client invoice view is now rounding correctly
https://onit.atlassian.net/browse/BIL-23774
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