Invoice New View column order is now retained for a user when moving from invoice to invoice.
Configuration Required – May Require Services
What's New
Pro-forma Invoice workflow to support foreign tax requirements is now available.
Any invoice designated as a VAT invoice by the vendor during submission will enter the Pro Forma workflow.
New Invoice Phases and a watermark designate an invoice as Pro Forma once submitted.
Pro Forma invoices will undergo billing rule validations like non-VAT invoices for markup/adjustments.
All adjustments will be logged in audit history for tracking and reporting
Once reviewed, the Pro Forma invoice is sent back to vendor for review and updates and government submission as needed, including adding required PDF copy.
The system will validate that the final invoice posted matches the Pro Forma invoice amounts.
Final invoice review by the client can be automatic (if configured that way) or allow for a final manual review. If the invoices do not match, the invoice cannot be submitted by the vendor.
Added a flag on the budget detail for tracking if the budget values have been updated or not, including the updated amounts.
Updated the condition for the manual Request Reforecast button so that if no budgets details are eligible for reforecast then button will be hidden.
Simplified the Fee Arrangement configuration and set up.
Removed fields on Vendor Assignment to Matter related to legacy Tiered Volume Discounts.
Clean-up of fields on Group Preference app.
Updated the Exclude Invoice Phases field in ELM Settings to a multi-select field and now utilize BillingPoint phase names.
Fully implemented cascading list combo in the Matter app.
Removed Tags in the Matter App as they become obsolete when clients implement their own Matter Taxonomy.
Converted Matter Subtype 2 to listcombo field type in the Matter App
Removed unused fields in the Matter app.
Added fields to show Matter Type, Matter Subtype, and Area of Law on Billing Authorizations for vendors.
Resolved Issues
On approval of a Task Code Phase Limit Billing Authorization, the Billing Authorization state in BillingPoint no longer remains 'Pending Approval'.
The Task Code Phase Limit Billing Authorization phase is now retained when a Matter is closed and re-opened.
When an invoice is Disputed and resubmitted to a different matter, the Invoice Count field on the Vendor Assignment to Matter now updates correctly.
Budget Setup Wizard health check issues were corrected for the Automated Digest to run successfully.
View History in the Matter Documents app now uses consistent formatting to match other applications.
Known Product Limitations
Vendor Accrual Processes are not getting created correctly when the multiple cadences are set and triggered on the same day.
Timekeeper Rate rejection comment is not displayed in the notification email sent to the vendor.
The Close Matter form shows “currency code is required” error for settlement type.
For budgets, Period Reforecast doesn't run after the first period.
For cloned Fiscal Year, the 'Fiscal Year' value reflects the previous year from which the recent year is cloned.
Partial Payment notifications are not sent to the vendors.
'Include Previously Submitted Invoices In Budget Remaining Calculations' is not working for internal budgets after the matter is changed on invoice.
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