LEXZUR v9.9.0.0 Release Notes

A4L-11145

A4L-11124

The primary goal of this task is to seamlessly incorporate a new "FileNet" tab into the existing document container across all modules within the application. This integration will provide users with direct access to FileNet's document management capabilities within their familiar environment.

Note: It will be a separate integration from the 360 Docs integrations

A4L-10549

Support cost center feature at the in the Expenses module.

-Enable/Disable cost center in money settings.

-Support cost center CRUD in the money settings. (Cost Center Name, Cost Center Items).

-Enable the handling of multiple cost centers within the expense form, allowing users to allocate a percentage of the expense to each cost center.

-Modify the reports to show how expenses are distributed across different cost centers.

A4L-10283

Litigation stages and activities are now visualized in a timeline format, showcasing all associated court and hearing details.

A4L-10014

An updated form has been introduced for adding and editing hearings, featuring an improved and user-friendly UI/UX design for enhanced usability.

A4L-9624

Introducing a new form for adding Expenses, featuring an enhanced and user-friendly UI/UX for improved ease of use.

A4L-9613

The "Forgot My Password" feature is now accessible on the CP login, allowing clients to easily reset their passwords when needed.

A4L-9567

Clients and requesters can now effortlessly apply filters to various matters and contract fields, including status, type, name, etc. Additionally, they have the option to export the results to Excel.

A4L-12376

On the contract page, currency and value fields have been separated. Users are no longer required to fill out one before the other; now, each field can be filled out independently.

A4L-12317

You can now effortlessly extend the custom field list for tasks and conveniently complete the fields directly from the Task Add Form.

A4L-12267

A login history report is now available for users using SSO users.

A4L-12244

Users now can enlarge the judgment box field within the set judgment window, allowing them to expand the text box and include the necessary details.

A4L-12183

Hearing details can now be set hidden by default from the requesters, with the option to make them visible on a per-hearing basis.

In the "Add Hearing" and "Edit Hearing" sections, an option has been introduced to show or hide the hearing in the client portal. For older hearings, they will be made visible if the related matter is set to be visible.

A4L-12166

this invoice language related to time entries should be changed to "User" instead of "Item"

A4L-11994

Improvements have been made to the Reminders Grid, enabling users to expand the summary field for easier viewing of longer summaries. Additionally, clicking on the summary link now provides the option to edit the reminder and navigate to the related item, whether it's a company, contract, matter, etc.

A4L-11944

A new notification, "Add Comment to Contract/Document," has been incorporated into the notification scheme. This will alert the relevant stakeholders when a comment is added to a contract by a Lexzur user.

A4L-11865

A confirmation message will now appear when you attempt to cancel or close the Task Add Form, ensuring that users are prompted before discarding any modifications.

A4L-11791

Updating Exchange Rate in Money Forms

Upon modifying the exchange rate in the bill form, the user is required to save the bill after the rate update.

Expected Behavior 

The system should automatically save the bill when the user updates the rate.

on edit bill and debit note for exchange rate update button will save the bill/debit-note.

for bill, debit note, credit note and invoice on exchange rate edit add checkbox to change only the current record without change the global default exchange rate.

update the invoice template to reflect the invoice exchange rate not the current default system rate

A4L-11772

A4L-11616

New search bar for document types when uploading a contract.

A4L-11595

There is a need to add the requester as approver in some processes at solutions by STC. 

So we need to configure a role for requesters. 

A4L-11577

Delete folder with all the content files inside

A4L-11553

1. support opponent lawyers in report
2. separate related person from client / opponent - to be as a separate line 
3. display role for each related person 

4. separate client & related person or opponent & related person, each field on a separate line as below:

   client

   opponent

   related person/company

   opponent lawyer ( if this person is an opponent lawyer in at least one stage in this case)

A4L-11380

when the client wants to leave the page, an alert or pop-up will appear to ask him if he wants to save changes or not (like the one in iDocs)

A4L-11360

Allow copying template from one entity to another (and clone to same entity).

A4L-11350

we need to replace "Error" by "Data is missing" in the notification message

A4L-11335

A4L-11334

A4L-11144

In request Types configurations (For both matters and contracts), a checkbox is added when you add an attachment field to choose if attachment type and keyword will be displayed in dropzones. (will be hidden by default)

if the checkbox is unchecked for a certain field, cp users can select a type and a keyword for the uploaded documents (you can add new options to the list of types in settings)

A4L-11118

nvoice rounding issue occurs in case of discount amount at the invoice level, the total tax amount is rounded and may differ about 0.01 or 0.02.

HLD:

we will support two approaches for rounding on invoice/credit note/debit note:

• Line item rouding (currently implemented)
• Global rouding

The default setting will be Global rounding.

The User can choose their rounding approach during the creation or editing of an entity.

For Zatca entities, it is mandatory to use Line item rounding.

A4L-11089

When adding a commercial registration number to a company, this number does not reflect on the Zatca invoice.

it will appear as another ID.

A4L-11088

when adding services in English and switching to Arabic, the service name will appear blank.

A4L-11024

when adding a user of type Administrator, the user will be granted to have the override privacy option by default (developed in A4L-8833)

so we need to inform the user who is creating an administrator that the created user will have this option as it is confusing us where the override privacy is granted by default.

The solution is to add to the success msg (after creating a user from setting or from the quick add form), a new sentence to say: This user has been granted the 'Override Privacy' option.

Also, we noticed that it works only on english interface where in other langs the user will not have this option! as we have a hard-coded value for english, so we need to find a solution may be to be solved in other task.

• Solution: we have added a new parameter in settings to define the administrator user group to grant access to override privacy when creating a new admin.

A4L-10889

On the Add Time Entry screen from the Time menu option you have "attachment 1" while on the Time Entry screen from the New+ menu you have" attachment 2". 

I believe the operative word in these situations is “select” because you are selecting from a dropdown list.  One would use “choose” if you are not using a dropdown but instead displaying another screen, for example to choose a file. 

And to simplify it, if the field is labeled “Category”, then it is likely unnecessary to indicate what you are selecting.  So for most or all of these, you could just show “select” with a lowercase ‘s’ to indicate that it is a placeholder for an actual choice, all of which begin with an uppercase letter. 

A4L-10842

• on subject press tab go to body
• to/cc/bcc: if mouse click on subject auto blur to convert email to object

A4L-10645

A4L-10612

A4L-10343

the filter should be similar to the one in Management Dashboard -> Matters per status

A4L-10189

A4L-9792

the filter is being removed on hide/show details in the following Report screens:

Time Entries KPI report

Time Entries Detail By Client Report

Time Entries By Matter Report

Time Entries By Contract/Document Report

A4L-9364

A foreign currency gain (or loss) is realized when a payment is made against an invoice using an exchange rate that is different than when the bill was created.

Automatically we need to calculate the realized gains at the time the payment made.

A4L-12388

A4L-12377

A4L-12364

A4L-12272

A4L-12241

A4L-12223

A4L-12221

A4L-12214

A4L-12208

A4L-12194

A4L-12112

A4L-12084

A4L-12052

A4L-12037

A4L-11972

A4L-11954

A4L-11936

A4L-11885

A4L-11879

A4L-11867

A4L-11832

A4L-11831

A4L-11810

A4L-11803

A4L-11731

A4L-11721

A4L-11696

A4L-11694

A4L-11691

A4L-11686

A4L-11674

A4L-11664

A4L-11656

A4L-11597

A4L-11571

A4L-11563

A4L-11525

A4L-11511

A4L-11501

A4L-11488

A4L-11479

A4L-11471

A4L-11460

A4L-11435

A4L-11403

A4L-11399

A4L-11398

A4L-11397

A4L-11370

A4L-11358

A4L-11343

A4L-11254

A4L-11228

A4L-11112

A4L-11072

A4L-11070

A4L-10925

A4L-10764

A4L-10748

A4L-10685

A4L-10584

A4L-9664

A4L-9630

A4L-9500

A4L-8690

A4L-8689

A4L-8568

A4L-8565

A4L-8479

A4L-8474

A4L-8091