Available on Release
Enhancements
- Includes invoice-processing and line-item usability improvements based on customer feedback. Updates address bulk line-item editing, invoice-adjustment responsiveness, export and download behavior, rich-text comments, tax-code visibility and mapping, pro forma actions, rejected pro forma voiding, expense activity/task codes, and selected integration data handling.
- Introduces more granular, role-based access controls for vendor users. These roles help protect sensitive information while supporting appropriate access across vendor organizations. For more information, view our Vendor Roles in Counsel Exchange user guide.
- Users can now be activated or deactivated from the Edit User window.
Issues Resolved
- Fixed the wrong invoice total shown when Spend Agent adjusts an invoice to zero.
- Flat-fee and hourly line items no longer disappear when a client adjusts an invoice at the header level.
- Users can now edit the invoice number when copying an invoice.
- Rejected pro forma invoices can be voided again.
- Pro forma action buttons now look and behave consistently.
- Fixed an issue where users could get a “Linked invoice must be in a submitted state” error when they moved an invoice to Disputed, or updated an invoice whose linked invoice was Disputed, Failed or Voided; updates now save without error.
- Fixed an issue where invoices couldn't be created in Counsel Exchange after a matter's fee arrangement was changed from Matter Level Timekeeper.
- Timekeeper updates now save correctly for Unity clients.
- Edits made with "Complete Profile" on a timekeeper now show up once submitted.
- The timekeeper form now enforces length limits on the ID, Name, Initials and Rack Rate fields.
- Amounts you entered earlier now fill back in after Unity rejects a budget proposal.
Fixed a 500 error when users created in Counsel Exchange set their password.
Fixed a blank page error on login for ELM Unity clients.
Fixed client and vendor name problems during vendor onboarding.
Fixed the wrong "Joined" date for newly added users.
Email links to budgets, matter files, vendor files and matter updates no longer return a 404 when user is switched to another client or in master settings.
Client Matter ID is no longer case-sensitive in LEDES files.
Invoices with invoice-level tax no longer fail when Client Matter ID isn't required.
Timekeeper names stay on line items after an invoice is submitted.
Users keep read access to vendor-portal features when their vendor is deactivated.
Rate submissions by CSV/XLSX now reject invalid classifications.