Release 02.05.2024
ExPERT Request System
✨ DMS file upload
When you add a file in the Request from DMS tab, you'll now be prompted to enter specific file properties to help better organize and manage your documents. Don't worry about guessing which properties are important – we've marked required fields with an asterisk (*), so you'll know exactly what's needed.
✨ Self Assign Request is now Live
Now, instead of waiting for managers to assign the next task, users have the autonomy to self-assign requests whenever they have capacity. This ensures that work flows more smoothly and efficiently.
Here’s how it works:
- Automatic Assignment: The system will now automatically assign the next available request to you upon clicking a button "Get New Request", prioritising based on the urgency and the due date of the request.
- Manager Setup: Managers have pre-configured the types of requests each user can take on, ensuring that you receive tasks suited to your expertise and capacity.
For Managers: Updating User Assignments
Managers looking to modify user assignments or update the types of requests a user can handle now have a process for doing so. Here's how:
- Simply navigate to the Requests screen, and you'll find the Manage Request Users button located at the top right-hand corner.
- By clicking this button, managers can easily assign or change the request types for each user, ensuring that the right tasks are matched with the right expertise.
Finance PATCH 4.5
✨ Professional Fee Code(s)
To enhance your experience with managing Professional Fee Codes, we've introduced some valuable updates:
- Edit Descriptions Easily: You now have the flexibility to edit the description of any selected Charge Code. Simply click on the pencil icon, and a popup will allow you to update the details swiftly.
- Organise with Headings (optional): We've added the ability to assign a heading to each code. This feature is designed to help you differentiate between similar codes on an invoice more easily. When a heading is provided, the invoice will display it in bold right above the corresponding code and amount, making it clearer and more organised.
✨ Team column in Tasks Pending Approval
we've introduced a new ‘Team’ column under Tasks > Pending Approval. This addition allows for a clearer overview, especially when you have pending approvals across multiple teams, making it easier to identify and action them.
🪲✅ The issue with comments not being saved in the Debtors report is now fixed.
Additionally, to ensure everyone's up to speed, organisation-wide training sessions will be scheduled for mid-July*.
Stay tuned for further updates!
Open Feedback Channel
If you have any questions or feedback about these modules, we've set up an open channel on Teams named "CasePlan - Finance." Feel free to post your queries or feedback there, and don't hesitate to reach out to us. We're here to help!
Maintenance
✨ Following new placeholders were added into Message Template.
✨ Referral from external law form, 'Other' option is now available.
👇 Check out how you can provide us valuable feedback and report a Bug..
Keep the feedback coming — we so appreciate it,
