Version V 3.16.0

Modified on Tue, 22 Apr at 8:44 PM

Popular Requests, New Features & Enhancements

Category	Summary
QuickBooks Integration	Now you can generate the Invoices directly into QuickBooks. To do this, go to the payments due menu under accounting menu. Click on the plus icon in the top right corner. In the popup, select the client, select the entries you want to create the invoice for and submit. This will create the invoice in the quickbooks. Please follow the guide here on how to integrate with QuickBooks.
KYC Initiation	Now you can initiate KYC for a new lead from existing KYC page itself without needing to create the lead first. Go to the existing KYC page. Click on the plus button in the top right corner. This will open the new KYC popup, fill in the details and submit to initiate the KYC.
KYC Form	Now, you have the option to add multiple directors and UBOs in the KYC Form. The user can click the Add UBO or Add Director button to add the details. This will open the form to add the details.
Excel Export	Now you can export the excel directly from Payment Due, Expenses, Invoices and Matter Agreements. You can click the Excel button from the respective page next to the plus icon.
Department Restriction	If any user has restricted department access, following changes will be applied to that user If the user registers a new case, they will only see the users from their department only in the responsible and supervisor drop downs. They will receive updates related to the cases and matters from their department only even if they have access to receive emails for all cases and matters. Explanation: If for any user, we have selected "Access To Selected Department Only" in the user settings. Now, if this user registers a new case or edits an existing case, he or she can only see the users that have their department set as "Arbitration". Also, if the same user has this setting enabled from user settings, still they will get the mails only for the selected departments only.
Client Module	Two new fields have been added in the client. First is the address which can now be added at the client level. While creating a new client, click create and add more details. This will show the address field. Next is the position title for the contacts. From the contacts tab in the client view, you can select the position title. You can add new position title by clicking the Add New Position Title You can select the existing position titles for the particular contact.
Docusign from Projects	Now the user can initiate the docusign process directly from the Project section. To use this, both Sharepoint and Docusign should be enabled for your portal. From the project view, click the view history icon under the Note label This will open the history popup. Select the Initiate Docusign for the final version. Select the contact email and internal user if needed and submit to initiate docusign.