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20.22.18
20.22.18

Summer 2022

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

  • Reports

  • Optimization of the Detailed General Journal

    • Improved generation

  • Optimisation of invoice templates 10 - 15 - 24

    • A blank page was randomly displayed

  • General Invoice

    • New compact model reducing the space between fee activities

  • Work in Progress Reports

    • Filters are now applied in the report results

  • Trust reports

    • Optimisation of the display of multi-file withdrawal

  • Timesheet

    • The permission "Change unit price of disbursements" works correctly in the Timesheet

  • Documents

    • A message is now displayed if the user tries to drag and drop in the "All documents" view stating that this action is only possible through the "Recorded in matters" view.

  • Clients / Suppliers

    • It is possible to define classifications in relation to the client / supplier

      • Applicable through the Preferences tab of the Client type matter or in the supplier file

        • Visible in the filters of the 360 AR window in Clients view

        • Visible in the filters of the 360 WIP window in Clients view

        • Visible in the filters of the 360 AP window in Suppliers view

    • When using tax accounts defined in the integration accounts in a purchase/supplier credit, they no longer disappear and are displayed separately in the generated general ledger entry

  • Grouping of general ledger accounts

    • Accounts in the same grouping are no longer separated in financial reports

Find out more

  • Activities

    • Activities now automatically propose the default minimum time set in the activity code

    • The amount set in relation to the activity code is proposed when creating an activity from a purchase distribution

    • The modification of an activity in the calendar is saved

    • The drop-down menu points to the right time in the activity

    • The user had to click twice on the "Back" arrow in activities

    • The Activities tab of the Person Summary (eye) displays the information correctly

    • The date and time selected in the calendar for creating an activity are now applied

  • The Excel export of the software is no longer blocked by special characters

    • There are no more error messages. The Excel file is generated normally

  • JurisMandat

    • The addresses of the participants who must be confidential are now correctly created in the person file

  • Bank reconciliation

    • The error message when the transaction is modified while the bank reconciliation is being edited has been clarified

    • Date sorting is now functional

  • Billing

    • It is now possible to make a negative provisional invoice

    • Optimisation of the LEDES-Medical-EISV7 electronic invoicing model

  • Corporate

    • The default share categories are those with outstanding shares

  • Matter 360 window

    • A fix has been applied to allow the user to create custom views at any time through the drop-down menu even if there is only one item in the list.

  • Main interface

    • Changing the reference of a payment (clients or supplier) is reflected in the financial summary

    • The tabs pane of the main menu now keeps the last used state (open/closed)

Change of the online help for the JurisEvolut10n Help Centre

Scalable and available directly from your JurisEvolut10n software

  • Videos,

  • Practical exercises,

  • Explanatory articles on the configurations,

  • Explanatory articles on the functionalities,

  • And much more!

✨In the spotlight✨ Trust - Advances authorised to be used

This much-anticipated feature makes it easier to track the amounts in trust used for billing and to manage the withdrawal of these amounts through its dedicated 360 window.

Find out more

1 - Invoices are marked with the amounts held in trust to be used as payment for that invoice

2 - Following invoicing, the 360 window for managing the advances authorised for use allows the user to process the entire amount in a single withdrawal if desired

3 - A confirmation report displays the details of the withdrawal transaction on the targeted invoices

  • Welcome email when adding a user to an entity

    • New users are now notified by email that they can access JurisÉvolution in this new entity when they already have an account created on the platform

  • Statement of account generated by the file - Letter and email created simultaneously

  • A JurisDocument template and a JurisDocument email can be added to the financial template of the statement of account to generate upon acceptance of the statement of account

  • JurisDocument

    • New merge fields for the Corpo module

      • SHT_CreditTotalMnt (Total amount paid vs. total amount that already existed)

      • CRP_AccountantAddress

      • CRP_AuditorAddress

    • Creation of a list of shareholders, allowing the selection of

      • Voters

      • Non-voting

      • Active only

      • All shareholders

    • The name of a legal entity is merged into the language of the matter from which the JurisDocument is produced

    • It is possible to define the date of production of a JurisDocument in a Corporate book type matter

  • Added Location column in property in trust management

  • Added the Reports tab to the Client type matter

    • The user can access, according to his authorisations, the work in progress, the financial summary, the invoiced/recorded activities of all the matters of a client without having to filter the generic window

  • Display of the creation / modification information of the transactions of the trust journal transactions

  • The payment notification sent to suppliers by email in the electronic payment function now displays the payments applied to the invoices.

Find out more

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