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20.22.40 (including 20.22.36)
20.22.40 (including 20.22.36)
Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over a year ago
  • Corrected timesheet for the Current date function

  • Some amounts do not balance in the Financial View report

  • Some reports do not display "With or Without data restriction".

  • Electronic payment to supplier - Correction of CAN currency abbreviation in the file

  • Ontario is translated as Alberta in the Jurisdiction drop down menu

  • Some WIP detail reports only show the default description of the activity code

  • Phone number search no longer works - People tab

  • WIP Cancellation - Taxes are now always ignored

  • General Ledger entry - Translation correction of contextual messages


  • Family

  • Report (system)

    • Description (indexed for search)

  • Declensions (versions of the report)

  • Activation / deactivation of a report

  • New 360 CARs window by payer and by payer/matter

  • New summary reports CAR payers

  • New detailed reports CAR payers

  • Breakdown of payment or write-off by payer

  • Optimization of the statements for the payers table

Billing

  • Optimization of billing by invoice project (batch billing)

Activities & Planning

  • An inactive schedule is not accessible (funnel available)

Accounting

  • Unique description to the entry or purchase in edition

  • Ability to add a document in a supplier purchase

  • Management of taxes in a supplier purchase

JurisMandat

  • Hyperlinks in a form

Corpo

  • Enable multiple selection in the transactions tab (Corpo)

  • Modify the wording in the Capital Reduction/Increase transaction (Corpo)

  • Excel export of the corporate report - Outstanding shares

  • Excel export of the corporate report - % of shareholder vote

  • Excel export of the corporate report - Shares by category

  • Allows you to view corporate reports at an earlier or later date

  • The box Save a copy in the corporate book records is unchecked by default

  • Improved selection for importing a share capital

    • The selection window for importing a share capital is the same as the one in the matters (Corporate information view)

Matters

  • Ability to choose to create a "Parent" or "Child" folder type

  • Percentage % field type in the personalized legal section


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