Release Notes: August 2017
The Bill4Time product team releases new and enhanced features, system improvements, and bug fixes several times per week. Organized by month, the Release Notes blog series will highlight all the changes we’ve implemented, so you can easily stay up-to-date on what’s new. If you have a question, feedback, or an idea – please leave a comment below!
Take a look at what we’ve released this August:
Schedule Report Update – Based on user feedback, we have updated the Schedule Report to reflect ‘All Day’ in the appointment time column for events categorized as such. We’ve also updated the All Day entries to allow them to be marked ‘Completed’.
Custom Template Logo – We have updated the file field so that the name of the current image file being used is displayed after uploading the logo.
LEDES 98bi Client Tax ID – We have created a field within the LEDES File Settings of a client for the “Client_Tax_ID”, which is mapped to the appropriate field within the exported file.
Show Full Names on Invoices – We have updated all of the billing templates to allow for the Full Names of users to be displayed in the Services By column. This setting can be toggled on/off by editing your invoice template.
API Includes LEDES Settings – We have added the LEDES Timekeeper Classification and ID to the Users API.
API includes Contacts – We have exposed Contacts in the API so that users may now pull data on their Bill4Time Contacts.
Client Portal Permissions – We have consolidated the Client Portal permissions into the Firm Settings permission. Any user with the Firm Settings (or Users) permission can access the Client Portal. We’ve also remove this permission from appearing on the the User Permissions report.
Clients Tab Pagination – We’ve resolved an issue where if you navigated away from the Clients tab and then came back, the pagination would reset to page 1. Users will now return to the last page of clients they were viewing when they navigate back to the Clients tab.
Disabling Users – Previously, within a user’s profile there was a button to ‘Delete’ a user. However, because a user does not actually get deleted, they just become inactive – we’ve updated the label for this button to read ‘Disable’ for clarity (no functionality change here, just an update to the label).
Payment Popup – We’ve enlarged the payment popup slightly, no functionality change. However, we are in the midst of redesigning the entire payment process (including both receiving and applying payments) so if you have any input or feedback, please directly submit your ideas by clicking HERE.
External Accounting Batch Invoicing – We’ve resolved a bug affecting a small number of users with the ‘External Accounting’ setting enabled, where Custom ID numbers in a batch were not displaying correctly. This is now resolved for these select users.
Duplicate Client ID Alert – When adding/creating a new client, and choosing an ID number that is already in use, the system will now more clearly alert you to the duplicitous use a specific Client ID number.
Mobile Login Tracking – We’ve enabled login-tracking for mobile app users. Whenever a user makes a login attempt via mobile app, this attempt is recorded under the Login History tab within your account settings.
Internal Time Entry Layout – We have implemented a change to the description box found on Internal Time entries for Internet Explorer users only. This box is now able to be more easily expanded to accommodate larger blocks of text.
Case Closing Settlement Entry – We’ve resolved a minor bug where the system was prompting users for an amount of Labor Time when creating a Case Closing Settlement Entry on a Contingency-billing method project. The field for Labor Time is no longer required when creating this type of entry.
Schedule Page Formatting – We have implemented a fix for a display-only issue affecting Chrome and Firefox users. Previously, when the user had their browser zoom set to less than 100%, the Edit Event popup would open to a 6-day week format. This issue is now resolved for all users on all browsers.
Late Fee Auto-Calculate – We have updated this feature so that the Late Fees are now recalculated every time a payment is applied to an invoice or deleted.
Expense Image Uploads – We’ve resolved an issue affecting a small number of users, when unusually large images (over 700px wide) were uploaded to the system, the file path was not linking back to the entry from the server properly. This issue is now resolved for all users, and we’ve greatly increased the image size threshold for uploading expense attachments.
API Documentation Link – We have added a quick-reference link to the API documentation page to the API tab within your account settings.