AdvoLogix Help

September 2023, Version 1.141.x

Updated on

AdvoLogix Matter Management Release (version number 1.141.x)

AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements as well. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help with upgrading your organization to the latest release of AdvoLogix Matter Management.

In this latest release, we have upgraded your experience while managing the legal fees and expenses. AdvoLogix now includes a dedicated object to manage all of your billings. Using billings, your users will be able to easily manage and generate fees and expenses among your billable parties within a matter. For more details, follow this link.

Split Your Bills Among Your Matter Billing Parties

You can now determine who your billing parties are within a matter and your charged fees can be automatically split among them for any time or expense you add for the matters. For more details, follow this link.

Introducing An Enhanced Billing Preview

AdvoLogix has updated the Billing Preview to a whole new system. Much faster, more robust, and you can now export data to multiple formats with the ability to acknowledge exported status from within the tab.

New Billing Preview Lightning Component

The Billing Preview is now available as a brand new lightning component that can be placed on any lightning app, home, account or matter record page. For more details, follow this link.

Custom Actions For Billing Preview

The Billing Preview now supports your administrators to build custom actions that can extract data from the Billing Preview and process it within there own customizations very easily. AdvoLogix now provides ways to initiate actions that can be traced within any other custom lightning web and aura components as well as users can trace the actions within Salesforce Flows. For more details, follow this link.

Export Billing Preview Data In Multiple Formats

The new Billing Preview introduces more ways to export your data that better suits your external accounting applications. Your users will now be able to export the data to CSV, Excel or even LEDES data files. For more details, follow this link.

Bug Fixes

Version 1.141.3

  • Resolved an issue where (in some rare conditions) Focus Matters would continue displaying a loading signature on the initial user log-in.

Version 1.141.2

  • Resolved an issue where, in some rare conditions, the newly entered time entries description would truncate after 255 characters for customers who have replaced the description field with a custom field.

Version 1.141.1

  • Resolved an issue where users with the Accounting Seed Integration Add-on were unable to generate billings.

Version 1.141.0

  • Resolved an issue with the Batch Time⚡ tab where users were unable to select UTBMS Codes before saving the time entries.
  • Resolved an issue where Activity Plan/Templates were unable to save activities properly with 'Show Time As' field on events.
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