New version of our mobile app
Several improvements have been made to person creation and the user experience.
Available on Apple Store and Google Play.
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Creation of legal entities
Creation of persons
Creation of a lawyer (import from the "tableau de l'ordre")
Warning that the object has been modified by another user
The user is now notified if the object being edited has been modified and saved by another user.
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Available in the
the person file,
the matter summary,
the activity,
the planning,
the timesheet (through the viewing pane).
The user receiving the message during registration will have lost his modifications and can refresh the object directly using the icon in the yellow boxed warning.
Reverse invoice
An invoice that has been the subject of a tax report or is part of a closed financial period/year cannot be cancelled (deleted). The addition of the invoice reversal function resolves this situation.
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That's right,
the function icon has been optimized to enable one or other of the following operations ;
Void transaction (deletes invoice and accounting entry),
An -X is added to the existing invoice number.
Reverse transaction (Create a negative transaction on the original invoice as of today's date in the financial summary and accounting).
An -R is added to the new negative transaction using the same number as the original transaction.
JurisEvolution - Web add-in (for Office Suite*)
Creating a version of the same document was only possible by overwriting (drag & drop) a document with the same name in the documents 360 window by selecting the "Create a version" option in the pop-up window. The JurisEvolution - Web add-in has been improved, and the save by creating a version function is now available.
Deposit slips - External payment (JurisFinance module)
In reality, a cheque received for deposit to the bank account is not always linked to a matter. For this reason, it is possible to create an entry outside a matter directly via the deposit slip generation procedure.
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Initiate the deposit slip as usual
Use the "Payment" function icon
the current date is proposed
the reference field is available for annotation
selection of GL account for accounting entry
description of link to payment transaction
payment method
the amount to be deposited
The "External payment" transaction is created in accounting and automatically added to the deposit slip currently being created (the box is checked to include it).
More information (coming soon)
Client payment by type of adjustment (JurisFinance module)
Sometimes, amounts overpaid on payment should not affect the receivable account. It is now possible to create different types of adjustment to target the right account in the chart of accounts.
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Configurable by accounting integration accounts.
More information (coming soon)
Create customized event reminders
In addition to automatically generating activities based on defined criteria, the JurisEvolution database manager can now set up Webhook alerts.
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Webhooks (often referred to as reverse APIs) enable an action to be triggered by an event. They are generally used to enable systems to communicate with each other. It's the easiest way to receive a real-time alert when something happens in another system.
As we are constantly evolving, we are continually improving our various resources.
Do you have specific API requirements? Contact us to discuss.
The 360 Employees window - New filter
You can search by profile in the 360 employee window.
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360 document windows - Object selection (position) is maintained
The document targeted in the list by the user from which he initiated the action remains selected. Continuing to navigate through documents is now more fluid.
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The source is not lost when the window is refreshed on
modifications via the right-hand viewing pane,
the return arrow after consultation of the .pdf by the reader,
download the document,
lock/unlock the document,
copy document to another matter.
Matter creation - The 360 Customer view window is displayed
When creating a matter, step 2 of the creation wizard asks you to select the person who is the customer. From now on, the window proposed is that of the people filtered in the Customer view.
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Customized legal section - Defining a mandatory object
The option of making a custom section field mandatory has been added to the configuration. Simply tick the box in the "*" column. The title of a mandatory field will be followed by a star.
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Google calendar synchronization
A recipient who is removed from a synchronized activity in JurisEvolution is now notified.
360 window - Add person title to detailed Excel export
Improved visual search field on the e-reader
Improved warning message when recording an advance received in trust
If the advance date entered is within a reconciled period, an explicit message is now displayed.
"It is not possible to add or modify a transaction that affects an account for which a bank reconciliation period is closed."
Dark theme visual corrections
Only accounts that are active in the chart of accounts are proposed when the user makes configurations
The directory creation message from the document filters was only in English
Rate limitation prevented disbursements from being entered in the timesheet
JurisMandat undergoes a number of fixes
Duplicated directories
Matter numbering problems
Problems submitting forms under certain conditions
Batch date change with interval did not work for all activities
Create planning template - Correct recipient behavior by role
Interest rate management tile had no return arrow
Timesheet filters refresh at change of day
JurisZone sharing - All types of matters, including personalized matters, are recognized.
Wrong error message displayed when user tried to delete a used classification
Access to matters with many reference persons has been improved (faster opening)
Know your version
