In this release:
💖 Autocomplete tasks and silence key dates on matter completion!
Ever completed a matter and wished you could automatically complete all associated Tasks and stop Key Date reminders at the same time? We now you can! Just choose the options you want to apply in the Status Note slide out that appears when you complete your matter.
💖 New quick filters for expenses
For those using Xakia's latest multi-level approval features for approval of invoices in Xakia, we've introduced 3 quick filter buttons in the Expense Log to help you quickly find what you're after:
- the All Pending filter shows you all pending invoices you have access to see, regardless of whether you personally are able to approve them;
- the Awaiting Others filter shows you all pending invoices that you could approve, but which are currently awaiting the approval of others in accordance with the multi-level approval process you have established; and
- the My Pending filter shows you only those pending invoices that are awaiting your approval in accordance with that multi-level approval process.
💖 Ability to create a recurring report on a rolling basis
We've updated how custom date ranges work when setting up a recurring report. Now, the initial custom rate range you select will automatically roll forward for each recurrence interval - so if you choose an initial custom date range of the past 28 days, and a recurrence interval of weekly, then each week you will get a report on the prior 4 week period.