The CaseCloud team has enhanced the application with added support for Lightning Web Security, ensuring improved security and performance within the Lightning experience. This update includes robust protection against potential vulnerabilities and enhanced resource management, providing users with a more secure and efficient environment.

Version 1.23.2

• Resolved an issue where invoice rules logic is no longer applying as a case-sensitive comparison of entities.
• Resolved an issue where the matter invoice total amount was not computing correctly on invoice deletions.

Version 1.23.1

• Resolved an issue with incorrect verbiage of a validation message that prevents updating an invoice status.

CaseCloud has overhauled the Invoice Rules engine by introducing the new Invoice Rules Builder. This enhanced tool supports advanced capabilities such as:

• Building complex criteria with custom logic support.
• Implementing custom actions that can update different records based on the rule outcomes.
• Utilizing predefined logic for evaluating uploaded invoices through Invoice Rule Guidelines.

CaseCloud now includes a field mapping editor, providing full customization capabilities that allow you to map to your custom invoice fields, as well as match and map lookup field values during invoice import. For more details, follow this link.

AdvoLogix now allows you to reconcile your accruals for your matters by accurately tracing them with your invoice line item data. For more details, follow this link.

CaseCloud now includes data dictionary reports for easy access to review the fields and objects of the CaseCloud Spend Management application. The reports provide insights into all fields and objects, complete with detailed information such as names, labels, data types, and more, that are part of the AdvoLogix Spend Management package. The reports can be accessed from the Reports tab.

Version 1.22.11

• Resolved an issue where the user is unable to invoice an import from within a digital experience.

CaseCloud has implemented an automatic notification service for your accruals, sending reminder emails in a timely manner on a per-matter basis. For more details, follow this link.

We have included a new 4-column view for your invoices with the ability to browse through multiple invoices, preview your uploaded invoice attachments, and a concentrated view of your line items with easy access in the single-framed user interface. For more details, follow this link.

CaseCloud has introduced new global API methods that enable partners and customers to easily add, update, or retrieve accruals for their vendors and matters. For more details, follow this link.

Accruals play a crucial role in the financial management of corporate legal departments, providing a reliable mechanism for tracking and estimating legal expenses and obligations. In the context of Spend Management in CaseCloud, accruals enable legal teams to effectively manage their budgets, forecast costs, and maintain accurate financial records. For more details, follow this link.

1.13.0

• Resolved an issue with the Invoice financial computations processing, which, under some rare conditions, was adding more than 100 calls in the Apex Flex Queue for processing and thus generating an error.

1.10.0

• Resolved an issue with the default permissions for outside counsel users, where an outside counsel user would not be able to update actuals-related financial fields data for the matter.

1.9.0

• Resolved an issue with the background transactions maintenance job, causing an error 

Added the ability to pre-fill the account on the Invoice Line Items from the invoice within CaseCloud's Invoice Line Item quick action lightning component and Batch Invoice Lightning component. 

Introducing a brand new way to enter invoices in batches. The new Batch Invoice component and tab provide your outside and in-house counsel with an efficient way to manage invoice line items for a specified period before they can be submitted for approval. For more details, see this link.

AdvoLogix is introducing a new way to generate budget and actuals-based reports. Users can now build reports from a single data object to generate relevant reports that visualize their planned budgets against the actuals logged for matters and firms. For more details, follow this link.

Happy New Year! CaseCloud has a fresh new look, featuring a brand-new logo and website for 2022. The Spend Management package has been updated with the new logo and references, along with background support for better analytics.

CaseCloud Spend Management now supports creating an invoice that may include multiple matter-specific fees and expenses. LEDES invoice file with line items belonging to different matters in a single file is also supported now.

Invoice Rules now include a new type of rule - Budget Rule. This rule allows for running an invoice compliance check against the budget allocated per UTBMS Code for any matter. 

Invoice layout now includes a new quick action - Validate, that when triggered will initiate a compliance check against all invoice line items from the invoice, in one go.

A new Invoice Line Item Quick Actions Lightning Component has been prepared to assist in-house users and outside counsel users who need to add invoices manually. The component presents users with an extensible lightning form that is prefilled with the logged-in user's associated timekeeper, as well as helps pre-fill the default rate from the selected timekeeper and UTBMS Code in the form. For more details, follow this link.

• Resolved an issue with Actual Fees and Actual Expenses totals not evaluating correctly from invoice line items.
• Resolved an issue with LEDES invoice import throwing an error.