Added an Annual budget type option to Unity, allowing users to request or enter a single yearly budget value.
Introduced a Budget Review Rules feature that supports creating budget approval workflows to provide expanded budget approval options.
When enabled, the internal approval field from budget request pages will be removed as it is replaced by automatic application of budget review rules.
The invoice tax display is updated to show multiple tax layers (codes, rates, amounts) when applicable in an expandable hover format on the invoice details page.
Introduced withholding tax functionality, allowing vendors to submit invoices with withholding tax and display the tax impact.
Enhancements
Updated CounselGO now accepts LEDES XML 2.0.4, 2.1.4, 2.0, and 2000 formatted invoices.
Added in an interactive help section to help walk users through using the line-item grid (custom columns, resizing, reordering, etc.)
Added in interactive "personalized" and "custom" definition tooltips for the Reporting section.
The Invoice Review page grid now links to Matter and Matter ID behavior updates.
Added flag icons, descriptions, and other information to the Line Item edit modal on the Invoice Review page.
Reorganization and optimization of the Invoice Review page's information section.
Added clickable items for editing into the Invoice Review page grid.
Line item rows being actively edited within Invoice Review are now highlighted, offering a better and more clarified user experience.
Existing column resizing and column chooser capability is now available in the invoice review page; note that the Line Item ID field is now hidden by default.
Default grid columns in Invoice Review are cleaner and less repetitive.
On the Invoice Review page, the "Reviewer" information is now located at the top of the page to provide more screen space for details.
Updated login page user experience.
Unity now supports Google Auth and Auth0 in Platform.
Matter selection dashboard now includes practice areas.
"Activity Log" section is now in the tabs on Matter and Vendor detail pages.
Added in Activity updates on the Invoice Review page.
Issues Resolved
P.O. information now appears on the invoice review page.
File name information is no longer trimmed on the "Our Files" section of the Invoice Review page.
Grids across all pages now have the same resizable column options.
Fixed iFrame download fails related to the local-network-access change in browsers.
For the invoice overview grid, the default paging control is now at 100.
Updated error message on the login page.
Manage profile link now navigates to the Users page, not the Address Book.
Various grid resizing fixes.
Fixes for dashboard page and global search.
On the Invoice Review page, the line item description field no longer requires hovering.
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