Bulk Invoice Approval Enhancements: Provides ability to approve multiple invoices at one time via My Pending Invoices.
Bulk Approval option now available on dashboard of Invoices App.
When the bulk action is selected, a launch form provides the user an option to add a comment (optional).
This comment is added to all invoices that are selected.
When the form is submitted, the App creates a related transaction in the Bulk Invoice Approval App. This initiates the invoice approval process.
Email notification is sent to the Invoice Approver with details of the batch process, when the process completes.
Invoice Approver can view the status of all (current/past) bulk invoice approvals that were triggered via the new Invoice Bulk Approval App.
Total number of invoices selected for approval in each batch.
Invoices that were successfully approved.
Invoices that failed during the approval process.
Invoices that were skipped because they were previously selected by another batch.
Added “Bulk Approval” flag to hide invoices in the invoice widget during the bulk approval process (to prevent duplicate approval).
Client Invoice Reviewer can now view on the Invoices Dashboard if an invoice contains no warning to assist in the selection of invoices for bulk approval.
Client Invoice Reviewer can now view on the Invoices Dashboard if an invoice contains no adjustments to assist in the selection of invoices for bulk approval.
Client Timekeeper Rate Reviewer will now receive the approval notifications as specified below:
Added a field in ELM config for "timekeeper approver(s)" for new timekeeper rate requests.
The approver(s) will receive one daily digest email for newly submitted timekeepers from that day.
Daily notices are sent Mondays - Fridays only with weekend submissions included on Monday. If there are no new TK rates that day, then the email is not sent.
Notification created to send request to vendor billing contacts to provide their annual timekeeper rates for review.
Notification includes instructions, and a link to vendor’s BillingPoint, to download/re-upload timekeeper template required to submit rate requests.
Users can send request to:
One vendor
A subset of vendors
All vendors.
Invoice New View
For Monthly Retainer invoices, the adjustment column in Monthly and Matter widgets is now visible.
Line-item descriptions in the comment popup are now visible at the top of Invoice New View.
Hover over functionality now available for UTBMS code description to display on Invoice New View.
Unread indicator on invoice alerts is now available on Invoice New View.
Line-item comment box size now adheres to the size of the comment text on Invoice New View.
Custom PDF options now exclude alerts or adjustments on the PDF if those sections are not selected.
Editing the “Sent By” when Send Invoice PDF is used, now displays within the body of the email message in addition to CC.
TK Rate Review iFrame Styling updates with full page (reactive) sizing and colors updated.
Vendor submitted rate is now captured on Timekeeper Rate (Timekeeper Rate Adjustment) field.
Allocation Application condition to “Update amount” button is now added.
“Include in Recents” is now disabled from the Settings page of the following apps:
Allocation
Billing Authorization Requests
Contact Involvement to Matter
Group Preference
Security Groups
Sync Data App
User Profiles
Invoice Payment.
Matter App fields, matter_participants and matter_participants_bson, are now recalculated based on participant adding or deleting BRs in ELM.
Tool Tip now added to remind user to manually update Invoice Tracking Date field in BillingPoint.
Added Tool Tip to Invoice Summary Header Widget that constantly displays to advise users the totals are not automatically refreshed.
Resolved Issues
Added warning message to display on invoice if AFA fixed fee exceeds the amount limit.
Bulk Custom Invoice PDF email option is now functional.
Transaction Updated Business Rules, that use changes_hash in their conditions, are now evaluating.
Condition for the business rule “Propagate changed Matter Name to Child App Atoms” is now updated to use changes_hash.
Matter name in Child Apps updates correctly when parent Matter name is changed.
When a matter has an allocation, invoices no longer remain in “Sending” status in BillingPoint.
Unnecessary currency conversions no longer cause inaccurate data client(s).
Calculations now use historical spot rate amount for the invoice instead of the current effective spot rate.
Fiscal records “Invoice Count” and “Total Spend” are now updating with invoices submitted.
Matter Manager is now updating on the “Matters” tab on Invoice New View.
Removed extra blank space from all secondary and tertiary tabs in Invoice New View.
Timekeper Base Rate during hover over now displays when there is a line-item discount on Invoice New View.
Warning message is now visible on Alerts tab within Invoice New View.
Alerts and Adjustment tabs in Invoice New View do not display sections with zero counts when no data is available.
Invoice discount line-item description is now set to an empty string to eliminate breaks that occurred in the Invoice New View.
Fiscal Records are now updating with invoice data for the second invoice after the first invoice has been disputed.
UI issue on Timekeeper Rate Review page is now resolved.
When downloading zip files attached to invoices where multiple attachments have the same filenames, all files are downloaded, and duplicate filenames are adjusted.
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