Reports:
Employee list - Excel export corrected to make filtering and sorting easier.
There is now one row per profile per employee.
Registered activities - summary per employee is now correctly translated into English.
Empty invoice project - A message is now displayed to the user that the report cannot be generated empty.
JurisMandat:
The JurisMandat report now contains only the selections and answers selected by the requesting client and not all the selections/answers available in the form.
When a mandate is refused, it is returned to the previous step according to its configuration.
Windows 360:
Correction of the column headers which eliminates the overlapping of the elements.
The sorting arrow and the title could overlap.
✨ In the spotlight ✨ Permanent deletion of matters
Tool allowing the permanent deletion of matters in the context of the coming into force of the Act to modernize legislative provisions relating to the protection of personal information, LQ 2021, c 25
This action is irreversible. All files of permanently deleted matters and activities are permanently deleted and irretrievable. Financial and statistical data is anonymized to maintain the integrity of reports using this information. Stakeholders are detached from the deleted matters. The deletion of person records must be done independently since they may be involved in matters that are still active.
✨ In the spotlight ✨ Optimization of activitiy planning
3 open days calendars are now available
Public holidays in Quebec
Non-legal days
Civic days
Global acceptance function for proposed dates.
Repetition of titles between each activity for a better visual.
The date and time fields have been optimized.
It is now possible, in addition to integrating an existing activity into the planning, to create a new activity related to both
the creation of the planning template
the creation of the schedule directly in the matter
the use of a planning template in a matter
Documents
Quick creation of new directories in a matter:
A small "+" has been added to the right of the DIRECTORIES title to create root directories.
A small "+", visible by dragging the mouse, has been added to the right of directories to create sub-directories.
Activities
A link added in the location is now clickable in the activity viewer.
Matters - Office management
In order to correct an error in assigning the wrong office to a matter, it is possible to change the office of a matter even if the billing has started
What was linked to the old office is assigned to the new one, with the exception of accounting assignments (General Ledger). The user is notified of this.
360 window of the matters
In the right pane, an eye has been added at the client level to quickly access the person's summary.
Matter types
It is now possible to disable matter types that are not used by the Cabinet to improve the user experience.
In fact, through the "Manage system classification" tile, a new option has been added - "Available for use".
General journal of accounting and trust
Make multiple entries possible.
Using the Windows keyboard keys, the user can select and print transactions in the 360 window.
Corporate - Company Book
The total amount of the capital increase/decrease transaction is displayed in the 360 Transaction window.
Reports
Financial Summary Journal Client View.
The reports have been renamed and 4 new variations added :
Summary journal by ERC-matter
Summary Journal by ERC-Client
Summary journal by ERD-matter
Summary Journal by tarification
Registration
The Windows keyboard key "CTRL+S" for saving is functional in most of the editing windows of the program.
The CTRL+S has exactly the same behavior as the registration key. It does not replace the green check mark, which is not dependent on the keyboard key.
Know your version
