• Invoice New View Updates
  • Custom user settings for viewing invoices
  • Loading speed optimization
  • Line-item descriptions are selectable
  • Submission Date now listed on Invoices
  • Line-item descriptions now break to a new line at the end of a word
  • Budget field on Invoice New View updated to display new externally collected budgets
• Timekeeper diversity data will no longer be transmitted from BP to ELM if the client has not signed an Instruction Letter; diversity reporting will still be available at the aggregate level
• Ability for the client to adjust a timekeeper’s Effective Date when utilizing the previous functionality to adjust the Proposed Rate

• On timekeeper rate review, when ‘Decline to Self-Identify’ is chosen in the ethnicity fields the fields will again be visible (previously they were hidden with this answer selection)
• On Invoice Old View, the adjustment buttons are no longer overlapping each other
• On Invoice New View, quotes are no longer getting escape in the header
• On Invoice New View, the Matter Cumulative Summary displaying incorrect hours
• On Invoice New View, the invoice comments in BillingPoint are no longer displaying HTML

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• Accruals Collection in BillingPoint
  • See additional details here - Vendor Accrual Collaboration via BillingPoint
• Client/Vendor Budget Collaboration Phase 2
  • See a full overview of the budgets feature here - Vendor Budget Collaboration via BillingPoint
  • Budgets now reopen when a matter is reopened
  • Added the ability to Initiate the Forecast workflow manually
  • Only 1 year of Internal Annual Budgets can be provided at a time (to match External Budgets)
  • Budget settings are now copied and frozen at the matter level
  • Budget settings are now used for "Invoice Total" Calculations
  • Matter Manager changes on the Matter are communicated down to the budget
  • When a budget is added for a historical year, automated forecast is disabled
  • Budget is excluded from automated forecast if Forecast Date and Submission End Date overlap
• Invoice New View Updates
  • On duplicate line-item warning, duplicate information can be seen via a hover over pop-up
• Capture Timekeeper Practice Area into field on Timekeeper and Timekeeper Rate records
• Redesigned Matter Header and Invoice Header widgets; no longer utilizing the Header Widget App
• Removal of the Vendor Header widget
• When the matter manager is updated, communicate that change down to VATMs and all other children, grandchildren, etc. records

• Tiered Volume Discount eligibility of an invoice is now being captured entirely from BillingPoint
• For budgeting, the Submission End Date displayed on the budget record is now updated when a reforecast is run
• Budget histories are now displaying correct amounts
• Next Automated Reforecast Date no longer updates to the next year’s weekend date for annual reforecast; it updates to the closest weekday

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