ECMB - Electronic Corporate Minutes Book
New transaction Call for payment of shares (in the Issuing shares family)
Multiple Share Classes - Exchange and conversion transactions.
Allows, in a single operation, to carry out a conversion or exchange
from several share classes to one share class
from one share class to several share classes
Family Conversion - Simultaneous Transactions
It is possible to record transactions on the same date and at the same time
Separate "Transaction Details" fields for cancellations and conversions
Multiple Conversion - Add validation if capital declared TRADED SHARES and ISSUED SHARES debalances
Facilitating the abrogation of share capital
Optimization of the behavior between 2 dates
End date | 30/06/2023 | Available until 30-06-2023 at 23 hours, 59 minutes and 59 seconds |
Start date | 01/07/2023 | Available from 01-07-2023 at 00 hours, 00 minutes and 00 seconds |
Add the district and the fixed number or minimum and maximum range of directors
The stated capital register aggregates the totals of transactions of the same type in the same category for the same day
Time sheet
New CONSULTATION view now available
Timesheet tab / Menu bar icons
The timesheet now has 2 different views
Creation - Standard view
Consultation - Summary view
Billing
Age of Accounts Receivable reports showing invoices by payers
Payer or Payer/Matter views - 5 variations
Accounts receivable details by client grouped by payer
Accounts receivable details by matter grouped by payer
Accounts receivable details by payer
Accounts receivable details by payer grouped by client
Accounts receivable details by payer grouped by matter
Manage the draft invoice template by matter
Persons
Addition of a "non-gendered" / "non-binary" definition - Physical person
Added a "None" title to allow merging without a title in JurisDocument - This new title is automatically linked to the ungendered person and is also available for female and male genders.
Matter
Custom fields - define a drop-down list
Compatible with JurisDocument (update of the complement)
Default file structure
The classifications associated with a directory in the default file structure are now all considered so that directory creation can take place.
Indeed, if several classifications are applied to a directory, they must all be present for the directory to be created on matter.
Reports
Correction of French/English translation in the conflict of interest report
he title of the report was not translated during a shared conflict
Financial View" reports are now unique
Client Journal - Financial View
Supplier Journal - Financial View
Report "List of matters - No active activity" has been standardized
No matter where the report is called from, the result is now uniform
Journal reports - General accounting
Point-in-time descriptions of transactions are now well displayed on the reports
360Windows
New "Invoiced on" date filter in the 360W of registered activities
The excel export of the Invoiced Activities 360W shows all the columns visible on the screen
Colomn Office
Colomn Employee
The "Type" column displays the correct information in the Planning 360W
Filter configuration works in various 360W
Preference management is corrected
Displaying matter closure information in the permanent deletion of matters 360W
Activities / Plannings
Statement - merge the activity description
Merge fields are now considered in the automatically generated activity
Statement - Set email preferences exclusive to the Matter
The matter can now have its own email preferences independent of those of the client
Optimisation of security on access to plannings to which a user does not have access
The planning link is well displayed in the related activities
Matters
The data contained in a repeating custom legal section is retrieved in the Matter Search
JurisDocument
Optimising the merging of HTML templates
The content of the editor is saved in its entirety
Time sheet
Optimisation of the time sheet with the timer
Modification and complete display of the time entry description
Know your version
