Cash rounding for invoices
Legalsense now supports rounding the invoice total to the nearest whole unit, configurable per currency. The difference is added as amount to the invoice as a separate line, leaving the original amounts intact. This functionality can be edited per invoice. Note: it does not apply to invoices containing only disbursements. For more details, see our knowledge base article: Cash rounding.
Matters, Clients, and Contacts
AML: All choices of the "Level of client risk" now require an explanation.
Conflict check: The search results are extended to include parent-child relations between clients. The results are shown in the 'Related clients' column.
Invoices
-
Update section: The include time entries list is replaced with a multi select widget. This makes it easier to (de)select specific options.
Accounting integrations
-
Emails: The email notification that is sent when the synchronisation has failed, is updated to only contain actionable items.
Reporting
-
WIP overview: The WIP overview now includes a link to the matter’s detail page. In addition, filters for date range and account manager have been added, and the Excel export includes Account Manager, Matter Supervisor, and Billing Supervisor columns.
API
-
DAC6: The
dac6feature has been removed from Legalsense. If your integration uses any DAC6-related fields, please update your implementation accordingly. Removed fields are:Matter:
dac6_enabled
Logline:dac6_arrangement,dac6_reporting_required
SystemSettings:feature_dac6 -
Cash rounding: The field
rounding_precisionis available in the Invoice endpoint in APIv3. -
Matter display: The fields
displayanddisplay_selectare added to the Matter detail endpoint in APIv3.displayreturns the display of a Matter as configured in the model rendering.display_selectreturns the select display of a Matter as configured in the model rendering.
The existing
display_namefield remains unchanged and continues to return thedisplay_selectvalue for backward compatibility.
For more information about our Legalsense features, please visit our knowledge base.
Comments
0 comments
Please sign in to leave a comment.