New reports released!

💖 NEW: New Matters Report

The New Matters report has now been added to our new reporting engine with some additional enhancements:

• Ability to add charts and pages to the report
• Option to include or exclude current matter status tables
• Include summary tables in the report
• Option to add a new matter list

💖 NEW: Work Log Excel Report

Track worklog entries and get a summarized sheet of worklogs during a specified time period with our new Work Log Excel Report. Additional enhancements with this report include:

• Ability to select matter fields to add to each worklog line
• Option to select a summary field
• Option to restrict or include worklogs in a reporting period
• Ability to redact confidential info

💖 NEW: Invoice Excel Report

The Invoice Excel report has now been added to our new reporting engine with some additional enhancements:

• Can select to use the Upload date or the Invoice date
• Option to filter invoices by status
• Ability to add matter fields to each invoice
• Includes A Summary sheet to summarize the data by selected fields
• Option of invoice cost lines to be separated or totalled into one column

Bug fixes

Having released a number of major features in recent months, our latest release has focussed on fixing a range of minor bugs, inconsistencies and 'quality of life' issues, including:

• a range of minor improvements and fixes to the recently released Spend Management upgrades
• ensuring hashtags work in status notes added via list or card view
• ensuring Automated resourcing options are available when AutoDocs is used
• correcting inconsistent date formats depending on browser used
• Spanish language translation improvements
• fixing an issue where certain users were unable to download custom log templates
• a range of cosmetic issues