• On invoice line-item comments, some special characters no longer display as HTML
• On invoice line-item comments, with a longer comment the comment text box is no longer cut off and Post/Cancel buttons are visible

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• Invoices can be sent for subsequent appeals without requiring new adjustments
• Added additional “Sections” choices for the Custom PDF option within Bulk Email Invoice PDF
• Vendor offices can opt in/out of providing diversity information for timekeepers associated to the office, the opt/in out value is now available in a field of the office app in ELM
• Added messaging regarding currency conversion calculations on Matter and Vendor Assignment to Matter records
• Fields on Invoice records for Budget and Fiscal calculations have been streamlined
• Amount fields on Fiscal apps have been updated with numeric calculations
• The setting for "Exclude Invoice Phases" from calculations has been moved from Budget Settings to ELM settings and applies to all “total” fields across the system
• Vendor Provided Suite for reporting on Budgets and Accruals
• Enabled New Text Editor
• Accruals Collection in BillingPoint
  • See a full overview of the accruals feature here - Vendor Accrual Collaboration via BillingPoint
  • Accrual settings now only consider weekdays
  • Ability to send ad-hoc accrual reminder email via a button
  • Updating the accrual settings while there is an open request for accrual is not permitted
  • Period cadence dates must be unique
  • Removed Timestamp and Timezone on Accrual Name
  • Removed spreadsheet (old) version of accruals
• Budgets Collection in BillingPoint
  • See a full overview of the budgets feature here - Vendor Budget Collaboration via BillingPoint
  • Budget Remaining USD fields on Budget Detail app have been updated to be currency fields
  • Matter Name now displays on Budget Detail records
  • Matter Name updates are now reflected on budget records
  • Matter Manager changes are considered in the Reforecast Budget Process
  • The manual forecast option is hidden on future budgets
  • Budget fields available on Vendor Assignment to Matter records updated
  • Budgeted Invoice Total in Vendor Currency was added to Vendor Assignment to Matter records
  • Non-budget Invoice Total Fields no longer consider the budget include/exclude tax setting
• Tiered Volume Discounts (TVD) 2.0
  • Ability to support n number of active TVD agreements per vendor at any given time
  • Ability to setup the hierarchy order for the system to determine which discount structure should be applied to an invoice
  • Option to apply TVD to invoices based on the bill-to matter’s Areas of Law
  • Option to apply TVD to invoices based on the bill-to matter’s Matter Type
  • Option to apply TVD to invoices based on the bill-to matter’s Fee Arrangement
  • Option to apply TVD to invoices based on the bill-from Vendor Office Location
  • Setting to determine which invoice states are included/excluded in calculation of Total Spend for applying TVD
  • Setting to determine which date TVD application uses; options to utilize Billing Period End Date, Billing Period Start Date, and Invoice Date
  • Applied TVD tier information added to the Invoice New View header
  • TVD iFrame added to the Vendors App for control of vendor discounts
  • Invoice Widget TVD fields updated to display correct information when utilizing TVD 2.0
  • Update TVD Notifications to fetch tier data from BillingPoint to continue previous functionality
  • Supports discount audit history for recorded history of creation/changes

• Document Uploads - Comment field no longer displays an error message and the document name and download link correctly update
• Forecasted Internal Budget Details now display with their expected Currency
• Matter header "External Budgeted Invoice Total” field name now displays, and the value displays as expected
• Monthly Accrual Process "Accrual Period End Date" now displays the correct year
• The Accrual Process now correctly gets triggered when the monthly accrual date is set to the last day of the month
• When a matter which an accrual has been submitted for is closed during an active accrual process, the Pending/Received counts are now correct
• Accrual Admin users can now view/access all Accrual Request records
• Timekeeper and Timekeeper Rate records "Practice Area" field is now read-only on edit

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