Enterprise 3.10 Billing Manager Highlights

Report
ENTERPRISE 3.10 PRODUCT HIGHLIGHTS
ELITE PRODUCT MANAGEMENT
PATTI GOETTEL
OCTOBER 2013
ENTERPRISE 3.10
FINANCIAL MANAGEMENT CONTENT
• 3.10 enhancements determined in large measure
by client votes on existing enhancement requests
• Not all items that received votes are in 3.10, those
with the highest number of votes that could be
completed in the time frame are
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ENTERPRISE 3.10
FINANCIAL MANAGEMENT THEMES
• Voting pattern revealed the themes to be
– Usability
– Inquiry/Reporting
– Integrations
• Cross Functional Enhancements
– Where indicated, applicable Enterprise 3.10
enhancements were implemented across product(s)
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ENTERPRISE 3.10
CONFIGURATION
OPTIONS
ENTERPRISE 3.10
CONFIGURATION OPTIONS
• Current Compatibility
– Windows Server 2008 R2 SP1 with SQL Server 2008 R2
– Windows 7
– WebView w/ IE 9 and IE 10 (compatibility mode required)
on Windows 7
– Windows Server 2012* with SQL Server 2012
• *Requires new version of MKS Toolkit, 9.5
– Requires new version of Search Server, 6.5
• Future planned certification
– Windows 8.1
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ENTERPRISE 3.10
CONFIGURATION OPTIONS
• Upgrade to Enterprise 3.10 does require an
upgrade to WebView 5.5
• Upgrade to WebView 5.5 does not require an
upgrade to Enterprise 3.10
– WebView 5.5 is compatible back to Enterprise 3.9 but
specific enhancements done for 3.10 won’t be available
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ENTERPRISE 3.10
ENHANCEMENTS
BILLING MANAGER 3.10 HIGHLIGHTS
• 47624: Clients / Matters > Exception Rates
– Client/Matter Exception Rate setups now allow Max
Amount and % dev or $ dev or rate code
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BILLING MANAGER 3.10 HIGHLIGHTS
• 44116 and 101219: Matters > Reopen
– Default ‘Open’ status when re-opening a single closed
matter as well as Global Matter Modify> Reopen Matters
tab
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BILLING MANAGER 3.10 HIGHLIGHTS
• 76693: Time Entry / Modify
– Billed Hours for a BNC timecard can be preserved with
new option
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BILLING MANAGER 3.10 HIGHLIGHTS
• 91438: Proforma Edit > Costs
– “Cost Rate Adjust” has been added to Cost Modify
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BILLING MANAGER 3.10 HIGHLIGHTS
• 492058113392464: Proforma Edit > Cost Transfer
– Prompt for "Destination" matter Task/Activity codes where
each matter has different task/activity validation list with
different Task/Activity code values
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BILLING MANAGER 3.10 HIGHLIGHTS
• 54977/51689: Billing Inquiry > Open Invoices &
Ledger History
– Drill down to payment details
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BILLING MANAGER 3.10 HIGHLIGHTS
• 50996: Billing Inquiry > Matter & Group Summary
– Total Payments and Total A/R Write-offs
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BILLING MANAGER 3.10 HIGHLIGHTS
• Billing Inquiry > Matter Summary
– 9 digit Credit Notes invoice number now displays in Open
Invoices and Ledger History
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BILLING MANAGER 3.10 HIGHLIGHTS
• Billing Inquiry > Client Summary
– 9 digit Credit Notes invoice number now displays in Open
Invoices and Ledger History
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BILLING MANAGER 3.10 HIGHLIGHTS
• 51139: Billing Inquiry > Matter Summary
– Matter UDFs in Read-Only mode
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BILLING MANAGER 3.10 HIGHLIGHTS
• Billing Inquiry > Recap of Cost Detail
– Improve user experience when copying to Excel with new
option
• Billing Inquiry > Statistics
– Size of field to enter custom queries has been increased
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BILLING MANAGER 3.10 HIGHLIGHTS
• Precost > Standard load for Westlaw charges
– New standard precost load program for use to download
Quickview+ charges from Westlaw
– Hot-fix available back to 3.6
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BILLING MANAGER 3.10 HIGHLIGHTS
• Precost
– Voucher “Purchase Order” field added to Precost Load
– Precost load program cs_reclod.exe has been enhanced
to default Precost narrative for a cost code in the
language of the matter
– Full voucher comments can be posted to voucher
description with new option
– Enhanced Precost Post to check Unit level Tax Tolerance.
If NULL, Precost Post will use the Tax Tolerance set in
Accounts Payable Control File
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BILLING MANAGER 3.10 HIGHLIGHTS
• Reporting
– Bill Summary Report has been enhanced to provide the
ability to query ledger table data
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BILLING MANAGER 3.10 HIGHLIGHTS
• Reporting > Open Item Ledger Summary, Ledger
Fee Table, Ledger Cost Table
– Increased Invoice column width from 8 to 9 digits
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BILLING MANAGER 3.10 HIGHLIGHTS
• User Access
– New tab added for Extend
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BILLING MANAGER 3.10 HIGHLIGHTS
• 107213: Display name of database in Title Bar
with new option
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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS
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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS
• New ‘DBA’ Designation enhancement applied to:
– Vendor Maintenance
– Vendor Address Maintenance
– Voucher Maintenance
– Recurring Voucher Maintenance
– 1099 Generator and listings
– Laser Check Templates
– Voucher Register
– Check Register
– Vendor Queries
– Vendor Listing
– Vendor Labels
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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS
• Checks > Global Check Batch Reset
– Quickly clear all check preview tables
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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS
• 73972: AP Inquiry
– Check Void Date on spreadsheet in Detail view
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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS
• AP Inquiry
– View Suspended Checks in Detail view
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GENERAL LEDGER 3.10 HIGHLIGHTS
• All AP Reports and Listings
– User specified Report Title prints in header
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GENERAL LEDGER 3.10 HIGHLIGHTS
• General Journal
– Ability to Reverse a General Journal Immediately with
new option
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GENERAL LEDGER 3.10 HIGHLIGHTS
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GENERAL LEDGER 3.10 HIGHLIGHTS
• General Journal
– Insert Row and Insert Data added
– Copy in spreadsheet data from another application
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GENERAL LEDGER 3.10 HIGHLIGHTS
• General Journal
– Select multiple rows on a General Journal
• Import General Journal
– Import General Journal UDFs
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GENERAL LEDGER 3.10 HIGHLIGHTS
• Financial Budgets > Budget Worksheet
– Sort and subtotal on different segments of the GL Account
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GENERAL LEDGER 3.10 HIGHLIGHTS
• Financial Budgets > Budget Worksheet
– Optionally display GL Account Descriptions
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GENERAL LEDGER 3.10 HIGHLIGHTS
• Financial Budgets > Budget Worksheet
– Copy in spreadsheet data from another application (500
rows max)
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GENERAL LEDGER 3.10 HIGHLIGHTS
• 58046: GL Inquiry
– Separate User Access for GL Natural Account Segment
Maintenance
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GENERAL LEDGER 3.10 HIGHLIGHTS
• Reporting > Year End Journal
– Run YE Journal before closing year
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GENERAL LEDGER 3.10 HIGHLIGHTS
• All GL Reports and Listings
– User specified Report Title prints in header
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GENERAL LEDGER 3.10 HIGHLIGHTS
• Reporting > GL Detail and GL Register
– Report Criteria (SQL Statement filters) now prints at end
of reports
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Client status column added to Quick, Prospective
and Intake Search
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Matter Open Date column added to Quick,
Prospective and Intake Search
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 107649: New Data Type ‘Corporate Link
Narrative’ available for indexing
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 107649: New Data Type ‘Corporate Link
Narrative’ available for searching
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 107649: New Data Type ‘Corporate Link
Description’ in results (also added to full list and
full list with corporate tree report (107651)
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’
available for indexing
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’
available for searching
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’
on results
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Vendor DBA detail screen
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Vendor Payee Name & DBA detail screen
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Filter for Ledger description by transaction date
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 46726: Prospective Batch Allows Multiple Links
– Finalize RP’s tab
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 46726: Prospective Batch Allows Multiple Links
– Add/Modify Additional Prospective Links
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 46726: Prospective Batch Allows Multiple Links
– Add Prospective RP Links
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 96589: Enable Links to ALL Matters in One Step
– Prospective Search
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 96589: Enable Links to ALL Matters in One Step
– Intake Search > Edit Related Party Links
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 96589: Enable Links to ALL Matters in One Step
– Related Parties
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Indexing
– Limit data to be indexed by date
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Indexing
– New audit table to store field indexing and filter
modifications as well as track rb_fulcrum runs
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 103213: Related Parties
– New Delete Multiple Related Parties & Links Process
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Related Parties/Prospective/Intake
– Multiple links to same matter, client, case, or vendor
using same relationship code available with new option
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• Related Parties
– Narrative over 100 lines can be revised before
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CONFLICTS MANAGER 3.10 HIGHLIGHTS
• 100527: The Whitehill Report can now be sorted
by Hit Type instead of the standard ‘Search Word’.
• 70484: The Conflict of Interest Report and Conflict
of Interest HTML Report now display the Search
Date instead of the Submitted Date.
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WEBVIEW 5.5 HIGHLIGHTS
• 70885: Time Entry
– Added monthly ‘Unassigned’ time total to Calendar
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WEBVIEW 5.5 HIGHLIGHTS
• 96546: Hide ‘Time Entry Options’ section on Calendar page
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WEBVIEW 5.5 HIGHLIGHTS
• 96546: Hide ‘Time Entry Options’ section on Calendar page
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WEBVIEW 5.5 HIGHLIGHTS
• All WebView time entry methods have been
modified to respect the new Billing ‘Time Entry’
FIRM level option, ‘BNC Timecards Retains
Billed Hours’ which will preserve billed hours as
entered and only adjust the bill rate and bill amount
to zero
– Cross Functional Billing Enhancement 76693
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WEBVIEW 5.5 HIGHLIGHTS
• 46225 (Partial) Time Entry - new ‘Global
Timecards’ feature – query for a list of timecards to
edit on a single page
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WEBVIEW 5.5 HIGHLIGHTS
• 46225 (Partial): Time Entry > Global Timecards
– Edit & update a queried list of timecards on a single page
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WEBVIEW 5.5 HIGHLIGHTS
• New fields available on Matter Detail page
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WEBVIEW 5.5 HIGHLIGHTS
• Total LTD Payments and AR Write-offs added to
Matter and Client Summary pages (Billing 50096)
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WEBVIEW 5.5 HIGHLIGHTS
• Invoice History / Unpaid Invoice Summary pages
enhanced to allow drill-down on Payment rows
– Cross Functional Billing Manager 54977/51689
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WEBVIEW 5.5 HIGHLIGHTS
• Month End
– Deny the ability to generate or edit a proforma with new
option
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WEBVIEW 5.5 HIGHLIGHTS
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WEBVIEW 5.5 HIGHLIGHTS
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WEBVIEW 5.5 HIGHLIGHTS
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WEBVIEW 5.5 HIGHLIGHTS
• Month End
– Deny the ability to generate a final bill with new option
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WEBVIEW 5.5 HIGHLIGHTS
• Month End
– Deny the ability to generate a final bill with new option
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WEBVIEW 5.5 HIGHLIGHTS
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WEBVIEW 5.5 HIGHLIGHTS
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WEBVIEW 5.5 HIGHLIGHTS
• Expense > Month End
– Deny the ability to post expense reports with new option
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WEBVIEW 5.5 HIGHLIGHTS
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WEBVIEW 5.5 HIGHLIGHTS
• WebView Expense
– Respects new AP/GL feature for defaulting the location
field on a voucher from a User or Unit setting
• Cross Functional AP/GL Enhancement 75956
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WEBVIEW 5.5 HIGHLIGHTS
• Enhanced integration with Image Connect
– Inquiry
• Matter Detail page 101103 (Matter Imaging)
• Frequent Matters page 101102 (Matter Imaging)
• Matter List (Ent) page > 121130 (Matter Imaging)
• Client Detail page > 101131 (Client Imaging)
• Frequent Clients page > 101110 (Client Imaging)
• Cost Detail page > 103517 page (Cost Imaging, Voucher
Imaging)
• Cost List by Matter by Cost Code page > 103510 (Cost
Imaging, Voucher Imaging)
• Cost List by Client by Cost Code page > 103513 (Cost
Imaging, Voucher Imaging)
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WEBVIEW 5.5 HIGHLIGHTS
• Enhanced integration with Image Connect
– Inquiry (Cont’d.)
• Cost List by Timekeeper by Cost Code page > 103514 (Cost
Imaging, Voucher Imaging)
• Ledger Detail page > 103511 (Payment Imaging)
• Ledger Detail (Matter) page > 103512 (Payment Imaging)
• Trust Detail page > 103801 (Trust Imaging)
– Proforma
• Modify Cost Card page > 107202 (Cost Imaging, Voucher
Imaging)
• Cost update page > 107118 (Cost Imaging, Voucher
Imaging)
• Ledger Detail page > 107173 (Payment Imaging)
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WEBVIEW 5.5 HIGHLIGHTS
• Requires .NET 4.0
• Upgrades
– 105189: Automated remodeling of pages from the default
WebView group ‘wv_default’
• Pages remodeled are indicated in the data step log
– Changed the logic and description of vboption
‘wv_backend_version’ to be compatible with Enterprise
3.10 release version – MAKE SURE YOU SET IT TO
3100 and not 310.
• Wintertree (Spell check dll)
– Upgraded to version 1.9
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ENTERPRISE 3.10
UPGRADE TIPS &
KB ARTICLES
ENTERPRISE 3.10 UPGRADE TIPS
•Take an inventory of all interfaces in and out of
Enterprise with third party products – costs
recovery, collections, etc.
•Take an inventory of any customizations – custom
reports, VBA, WebView, etc.
•Get the scoping call scheduled with Elite
•Secure resources as early as possible – both for
Elite and for the firm
•Test Test Test – the most important part!
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IMPORTANT KNOWLEDGE BASE
ARTICLES
• Enterprise Product Compatibility Matrix 111593
• Product System Requirements (Enterprise 3.10
PSR) 127511
• Enterprise 3.10 Platform Compatibility Updates
128844
• Enterprise 3.10 Billing Manager Release Notes –
Enhancements 127595
• Enterprise 3.10 Billing Manager Release Notes –
Corrections 127594
• Enterprise 3.10 AP/GL Release Notes Enhancements 127592
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IMPORTANT KNOWLEDGE BASE
ARTICLES
• Enterprise 3.10 AP/GL Release Notes Corrections 127591
• Enterprise 3.10 Conflicts Manager Release Notes Enhancements 127586
• Enterprise 3.10 Conflicts Manager Release Notes Corrections 127587
• WebView 5.5 Enhancement Release Notes 127584
• WebView 5.5 Corrections Release Notes 128914
• Enterprise 3.10 Extend Release Notes Enhancements 127991
•
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IMPORTANT KNOWLEDGE BASE
ARTICLES
• Enterprise 3.10 Extend Release Notes –
Corrections 128260
• Enterprise 3.10 Records Manager Release Notes Enhancements 127588
• Enterprise 3.10 Records Manager Release Notes Corrections 127589
• Enterprise 3.10 Case Manager Release Notes –
Enhancements 127586
• Enterprise 3.10 Case Manager Release Notes –
Corrections 127585
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IMPORTANT KNOWLEDGE BASE
ARTICLES
• Enterprise QuickView+ Integration User Guide
123164
• Enterprise QuickView+ Integration 123162
• Enterprise QuickView+ Integration FAQs 123163
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