Version 1.22
🚀 Introducing New Invoice Rules Builder
AdvoLogix 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.
Key Features:
- Invoice Rule Guidelines: Predefined rules that streamline the evaluation of invoices for compliance.
- Invoice Rule Builder: An intuitive interface to create and manage invoice rules with custom logic for multiple criteria and actions that get applied once criteria are met.
- Export/Import Rule Entries: This feature provides an easy-to-use, built-in capability to migrate rule entries from your sandbox environment to the production environment.
For more details, follow here.
🚀 Introducing LEDES Field Mapping Editor
AdvoLogix now includes a field mapping editor to provide full customization capabilities that allow ability to map to your custom invoice fields along with ability to match and map lookup field values during the invoice import. For more details, follow this article.
🚀 Introducing Accrual Reconciliation
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.
AdvoLogix Data Dictionary for Spend Management
AdvoLogix now includes data dictionary reports for easy access to review the fields and objects of the AdvoLogix Spend Management application. The reports provide insights into all the fields and objects with complete details, such as names, labels, data types, etc., that are part of the AdvoLogix Spend Management package. The reports can be accessed from the Reports tab.
Older Releases
AdvoLogix now provides a dedicated Invoice Explorer app to view your invoices in a more comfortable 4-column invoice layout. For more details, follow this link.
Accrual Reminder Notifications
AdvoLogix has implemented an automatic notification service for your accruals that send out reminder emails in a timely fashion on a per matter basis. For more details, follow this link.
New 4-Column Invoice Layout for Lightning Experience & Digital Experience Users
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 concentrated view of your line items with easy access in the single framed user interface. For more details, follow this link.
Introducing Accruals Global API Service
AdvoLogix has provided new global API methods that can be utilized by partners and customers to add, update or retrieve accruals easily for your vendors and matters. For more details, follow this link.
Introducing Accruals for Spend Management
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 AdvoLogix, accruals enable legal teams to effectively manage their budgets, forecast costs, and maintain accurate financial records. For more details follow this article.
Bug Fixes
1.13.0
- Resolved an issue with the Invoice financial computations processing which were in some rare conditions was adding more than 100 calls in Apex Flex Queue for processing and thus generating an error.
Bug Fixes
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.
Bug Fixes
1.9.0
- Resolved an issue with the background transactions maintenance job causing an error
Account Pre-Fill On Invoice Line Items
Added the ability to pre-fill the account on the Invoice Line Items from the invoice within AdvoLogix's Invoice Line Item quick action lightning component and Batch Invoice lightning component.
New Batch Invoice Component
Introducing a brand new way to enter invoices in batch. The new Batch Invoice component and tab provides your outside and in-house counsel an efficient way to manage invoice line items for a period of time before it can be submitted for approval. For more details, see this article.
Budgets and Actuals Reporting Enhancement
AdvoLogix is introducing a brand new way to generate your budgets and actuals based reports. Users can now build reports from a singular data object to generate relevant reports to visualize your planned budgets against the actuals logged for the matters and firms. For more details follow this article.
AdvoLogix is Rebranded and Background Analytics Added
Happy New Year! AdvoLogix has a fresh new look with 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.
- Resolved an error during the invoice import when the Auto Adjust Threshold option was enabled for Invoice Rules.
- Resolved an issue with the Post Install Script where the default packaged Invoice Rule had an invalid field referenced in it.
Added Support for Multi-Matter Invoices
AdvoLogix Spend Management now supports creating an invoice that may include multiple matter specific fee and expenses. LEDES invoice file with line items belonging to different matters in single file is also supported now.
Budget Specific Invoice Compliance Scanning
Invoice Rules now include a new type of rule - Budget Rule. This rule allows to run an invoice compliance check against budget allocated per UTBMS Code for any matter.
Validate an Invoice
Invoice layout now include a new quick action - Validate, that when triggered will initiate a compliance check against all invoice line items from the invoice, in one go.
Invoice Line Item Quick Actions Lightning Componentâš¡
A new Invoice Line Item Quick Actions Lightning Component has been prepared to assist in-house users and your outside counsel users, who need to add invoices manually. The component presents users an extensible lightning form that is prefilled with logged in user's associated timekeeper as well as also helps pre-fill the default rate from the selected timekeeper and UTBMS Code in the form. For more details see this.
Other Notables
- 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.