Introducing: A new external spend dashboard, email filing to SharePoint and more

We’ve made an enhancement when filing emails to SharePoint, zapped a number of bugs that were reported or observed and made further improvements to the user experience. 💪

💖 Outlook email filing to SharePoint enhancement

We've made it easy to find and sort emails when filing emails from Outlook to SharePoint. You can file emails from the Outlook add-in into your SharePoint folder with the following metadata for each email captured:

• Email from
• Email to
• Email date
• Email attachment (Yes/No)
• Email subject line

Read this article to learn how to get it set up.

🚀 NEW: External spend dashboard

Enjoy improved transparency and easily track and monitor spend from external resources with the external spend dashboard! The dashboard allows a user to break down invoice data by invoice date.

You can configure your charts by:

• Firm
• Category/sub-category
• Division/sub-division
• Risk
• Group
• Matter Manager
• Fee type
• Size
• Risk/Priority
• Resource type

You can also filter by invoice component:

• Professional fees
• Disbursements
• Adjustments
• Tax

Take it for a spin now by clicking on Analytics > Dashboards > External (Spend) in the top menu bar.

🌟 Multi-line custom text field

Due to popular demand, we’ve added a multi-line text custom field. The multi-line text field can be used to input larger amounts of text and is useful when capturing lengthy and descriptive data. Click here to learn how to set up custom fields.

🌟 General bug fixes & improvements

Filter options in new reports – alphabetical order

When setting up filters to new reports, options in the meta filter lists are re-ordered in alphabetical order with custom fields at the end.

Adding a task to a matter – additional options added for email reminders

When adding a task to a matter, there are additional options for email reminders:

• 30 days before task is due
• 60 days before task is due

Group by multiple hashtags on the Concise Matter List report

On the Concise Matter List report, hashtag grouping now works for multiple hashtags. This makes it easier to identify matters that have 2 or more hashtags

Unlink a matter from iManage workspace

When a matter is linked to an iManage workspace, an ‘Unlink’ button appears on the iManage slide-out. Clicking on the button unlinks the matter from the workspace. This button will only show if the ‘Link to existing workspace option’ is turned on for the integration in Admin.

‘Colour’ filter in Card View – coloured circles

When using the ‘colour’ filter in Card View, the coloured circles were not appearing when category, division or group were selected. This has now been fixed.

Sticky List View filters

The filters in the Matter List View were not sticky and kept resetting every time a user logged into Xakia. This has now been fixed.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.