Pro-forma Invoice workflow to support foreign tax requirements is now available.
This feature must be enabled by the client. Once enabled, 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.
API for vendor office look-up now allows query by office name.
API for client look-up was updated to show client names as displayed in the system UI.
Resolved Issues
Accrual submission batch processes are now continuing after the first batch is completed.
Invoice no longer displays an error when raised against a Billing Authorization with a missing Fee Arrangement.
On the Timekeeper Rate Request form, the required field validation tooltip now displays the correctly missing field when user checks/uncheck lawyer checkbox.
On the Timekeeper Rate Request form, the user can now update the Timekeeper’s rack rate to zero.
When the unit quantity in the uploaded LEDES file is zero, the system no longer defaults it to 1.
The Task Code Phase Limit Billing Authorization phase is now retained when a Matter is closed and re-opened.
When editing the line-item quantity when using the system, the updated value for discount field is now correct when in edit mode.
Invoice Excel Export functionality the spot rate field rounding has been removed.
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