The following changes are included:
Ability for Finance & Admin to edit non electronic transactions (Cash, Check, Wire etc.)
Confido transactions now sync in near real time
- Confido payment refund sync
Deep linking of matters, people, invoices, if not logged in links in email etc. will take user directly to appropriate page after sign-in
Person and Matter Notes Improvements
- Search
- Tagging and filtering
- View (read only)
- Sort newest to oldest
- Can add note when viewing a timecard
Magistrate and Admin/Agency as court types on matter screen
Ability to add Secondary Paralegal as an event watcher
New role (Attorney/Paralegal) allowing users to be assigned as both attorney & paralegal on a matter
Ability to take a payment against a specific invoice if amount due equal to single invoice matter flag set
Matter -> Invoices sort newest to oldest, plus ability to sort on other columns
Fix for Date of Death date
Fix for screen flicker when changing matter status
Maintenance
- Version upgrades to the programming language (Ruby), application framework (Rails), database service (Postgresql) and hosting platform (Heroku) which includes latest security fixes and performance enhancements.