June 2024 Release Notes

6/24/24 – 6/28/24

Billing

• An option to CC oneself has been added when emailing an individual invoice. This was previously available only for bulk emailing.
• ACH has been added as a built-in payment method for payment records, project fund deposits, and project fund debits.
• The timer now requires at least one “real” character (not just a space) in the description.

Vinesign

• Fixed production bug that allowed non-completed emails to be left as CC'd recipients. 
• Fixed a bug where simultaneous jobs showed individual documents in the report for each signer.
• Converted Send Task Processor to MassTransit

Lead Docket

• Upgraded AG Grid for Payment to include total of payment amounts that included filtered list parameters.
• Updated GET LeadbyID to included Substatus on status dates list.

Permissions

• Performance improvement for Members Access > Teams Tab to allow for faster loading.
• Project Admins can now opt to keep themselves on a project when removing a team that would remove their access.
• Teams will be enabled for Shards E/G/H/I.

6/17/24 – 6/21/24

Billing

• It is now possible to generate an invoice PDF for an archived project! This change will ease a point of confusion.
• Some of the columns in the Project Funds Entries report were causing the report to error; this has been remedied.

6/10/24 – 6/14/24

Billing

• Inside of project funds, when money is present, we now allow a user to create a “Debit” rather than a “Refund.” This makes more sense for firms that pay expenses out of trust or transfer funds to a different project, as well as those who may need to refund funds
• Inside the project billing section, Billing Entries tab, the description will now have a line break only at word breaks! This makes it much easier to read

Fixes

• LEDES files were incorrectly showing an error for expense dates; this has been tidied
• The tooltip explaining the Error status in the project billing section, Billing Entries tab and in Timesheet had been lost; this has been restored
• It used to be possible to write off a negative or $0 balance invoice; we now prevent this
• Public API
  • The quantity for time entries was incorrectly returning the raw value, rather than the incremented quantity (which primarily affected timer-created entries); this has been fixed
  • If a time entry had a $0 rate (vs. having been marked as not chargeable), the field for rate was omitted; this has been fixed
• For Payments-enabled orgs, non-Org-Admins were being bounced out of the Setup | Orgs page; this no longer happens
• In Advanced | Billing Setup | Codes, the “Change Position” button always pointed up, even on the code set in the first position; this has been fixed
• Projects that were mass imported were not being assigned a rate schedule directly, leading to some oddities; this has been addressed

6/3/24 – 6/7/24

Teams

• New Public V2 Teams API Endpoint - Get Team Details (MR)
  • User IDs
  • User Names
  • User Emails
  • User's AccessLevel integer
  • User's Roles
  • InitialSubscribeNewProject boolean
• New Teams Webhooks for Removing/Adding Teams to Projects (MR)
  • Returns: Team ID, Team Name, UserID & Project ID
• Bug Fix: Users with notification set to "Notify when subscribed to Project" were not getting notified when initially added via an Auto-Add Team

Lead Docket

• The new Payments Section has been released to all payment customers. This new section has a greater customization of columns and filters. 
• A manual Payment option is now available in the Payments tab, with options to map to Filevine (Project Funds and Payments).
• Bug Fix: Allowing settlement and fee value to equal zero
• Bug Fix: Fee Prediction showing on Leads Report

Vinesign

• You can now saved custom fields for Vinesign templates and documents. Read more about the Custom Field Library.