Release 08.03.2024
ExPERT Request System
Conversation Tagging
Now, easily keep your Matter Team in the loop! Simply tag them in a conversation, and they'll receive an email notification about the message. Stay connected and ensure important updates don't get missed.
Finance PATCH 2.0
✨ Supplier Payment Screen
To maintain accuracy in financial records, if a disbursement is part of an invoice and linked to a bill, editing of the description, invoice number, and invoice date is now restricted in the supplier payment screen. This ensures consistency between your billing and payment records.
✨ PDF Revision 6 Support
CasePlan has been updated to support PDF Revision 6 documents. If your PDF is encrypted with Revision 6, it can now seamlessly combine those documents into the final invoice.
✨ Bill Approval Bypass
- When a PGL approves as CS/MS, or MS approves on behalf of CS, the system automatically bypasses all subsequent approvals up to the finance level.
- Similarly, if CS/MS/PGL roles are filled by the same person, the system recognises this and skips unnecessary approvals.
- If there’s a pending disbursement approval at any level, the process will pause, ensuring important approvals are not missed.
- Once you've seen and interacted with the sign pop-up for an invoice, rest assured it won't prompt again for the same invoice, making your workflow smoother.
✨ Monthly Billing/Debtors Report
The Monthly Billing and Debtors report has been updated for improved accuracy. Now, it specifically excludes invoices that are in Draft status, have been Deleted, or have been Amended.
✨ LP Invoice
- For users in New South Wales dealing with WC/CTP:
We've introduced a new field PIC Dispute Number, in the Professional Fees step. When this field is filled, the number will be automatically included in your invoice. If it's left empty, no worries – it'll simply be ignored. - We've made an update to ensure the Law Partner's invoice number is now prominently included on the LP Invoice.
- Now, you won't find any empty pages in your LP Invoices, ensuring a cleaner and more professional presentation of your documents.
✨ Balancing
The Apportionment GST field is now editable, allowing you to make adjustments for any minor discrepancies.
✨ VIC Billing
- We've updated our billing process for users outside New South Wales. Selecting disbursements related to stat and damages in billing is now optional, giving you more flexibility in how you manage and submit billing information.
- With the update that Apportionment GST is now editable, you're given flexibility in your billing practices. This means you can accurately adjust your invoices to bill with 0 GST where it's appropriate.
How To?
Missed the organisation-wide training? or need a refresher on the modules Katherine covered, don't worry! You can easily enrol in the following courses to catch up or reinforce your knowledge..
Modules Locked?
How can you tell if this is happening?
You'll see a specific message (screenshot below) when modules are locked for that particular matter, indicating that access is temporarily restricted pending Accounts Team's finalisation of the reconciliation.
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!
Whats Next?
Over the next month, we'll be dedicating our efforts to addressing ongoing issues and feedback to offer immediate support for the modules. Following this period, we plan to retire Locus and transition to Xero, enabling a direct integration of CasePlan with Xero. Excitingly, we're also gearing up to introduce Trust functionality soon.
There's more in store! We're working on other projects, including Performance Dashboard enhancements set for a mid-March release and Task Centralisation—signalling the retirement of the Mick Menu—towards the end of March.
👇 Check out how you can provide us valuable feedback and report a Bug..
Keep the feedback coming — we so appreciate it,
