Visual updates to the Invoice, Vendor and Matter App header widgets.
Invoice App
Vendor App
Matter App
In the Timekeeper Rates and Timekeepers Apps, the Requested Rate and Requested Rate (USD) field labels have been updated to be more consistent across Apps.
In the Timekeeper Rates and Timekeepers App Current Rate and Current Rate (USD) have been renamed Prior Rate and Prior Rate (USD) respectively.
New checkbox on Create Child Matter called Copy over Matter Participants. The checkbox will be checked by default.
When checked all Matter participants will be copied to the new child Matter.
When unchecked only the requester and matter manager participants will be copied over.
Vendor office data comes from BillingPoint and should not be changed in App Builder. Vendor office data is now read only in App Builder. These Fields are: Address 1, Address 2, City, State, Country, and Postal Code. When hovering over office Fields a message to contact the firm is provided for all empty Fields.
The Timekeeper Rates and Timekeeper App dashboards now display the following Fields by default: Timekeeper, Vendor, Office. Additionally, the Timekeeper Rates and Timekeeper Apps now link to the related Vendor and Vendor Office App pages.
Trailing Invoice Days is now hidden in Matter Summary panel.
What’s New for App Builders
Percent Rate Change is now available on the grid/dashboard for Timekeeper Rates. Field will display "-" when there is no prior rate.
Resolved Issues
The Clear Matter Manager button under More Actions in the Matter App has removed, it was only intended for internal testing.
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