Available on Release
Enhancements
- Vendor account cleanup: Users who were linked to more than one vendor account have been consolidated to a single account, removing confusion around invoice access and permissions.
- Validation Insights improvements: Line-item warnings now show the affected timekeeper name and ID, and warning and rejection icons have been made more visually distinct from Health Score indicators so actionable invoice errors stand out.
- Introduced enhanced commenting functionality between Unity and Counsel Exchange, enabling back-and-forth communication between vendors and clients directly on invoices and Timekeeper (TK) rate requests.
- "Finalize Pro Forma Invoice" dialog is updated to use Unity components.
- Instituted UI feedback updates.
Issues Resolved
Instituted LEDES upload parameter consistency for 'invoice_file'.
Added in fixed sizes for Invoice Details columns (date, type, codes, hours, cost/rate, tax, total).
Fixed an issue where the user could remove all data columns from the invoice line items.
- Fixed a tax rate rounding display issue in Tax Settings.
Fixed Pro forma invoice status bug that occurred after approval rules run.
- Fixed an issue with Chinese-language email PDF attachment naming.
Resolved sync issue where disabling a vendor in Unity ELM failed to reflect in Counsel Exchange.