ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

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 THOMSON REUTERS ELITE

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) THOMSON REUTERS ELITE

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 THOMSON REUTERS ELITE

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 THOMSON REUTERS ELITE

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 This enhancement will now allow firms to be able to specify % deviation or amount deviation in conjunction with a maximum rate on the same Exception Rate setup row and effective date. This new setup and feature will allow the client/matter exception rates to first calculate the deviated rate (% Dev or Amt Dev) and then if that amount is greater than a maximum rate, the system would cap it at that amount. If the deviation is less than the maximum amount, then the program will use the deviated rate. Previously, the program would allow you to only enter one type of exception rate for an effective date. In the Example shown on this slide, the Timekeeper normally charges an hour but for this client there is a -10% exception with a maximum amount of $ set. This enhancement only applies accessing the Client/Matter master files maintenance for Timekeeper and Title exception rates. There are exclusions to this enhancement as explained in the following program areas: Rate Code exceptions for Matter/Client by Timekeeper/Title will not be included as an option to be used with Max Rate. Matter Exception Rates > Global Modify Client>Global Rates Change Matter/Client Costcode exceptions rates. Note: The Matter Tools Options below do still apply and are in effect if set to TRUE: Matter Max Rate overrides Client Max Rate Matter non-maximum Exception Rates Override Client Maximum Rate THOMSON REUTERS ELITE

44116 and : Matters > Reopen Default ‘Open’ status when re-opening a single closed matter as well as Global Matter Modify> Reopen Matters tab Previously, the “Change To:” status defaults to “OI” and clients had to change the “Change To:” status every time they used the Change Matter Status application. This enhancement lets firm designate the “Change To:” default status on the new Tools Option and reduce the need to change the “Change To:” status every time they use the feature. Also, Matter Global Modify now has a new “Reopen Matters” tab in order to globally Reopen closed matters and also uses the new Firm Level Tools Option to set the “Change To” default reopen status. Note: Audit Modification, if turned ON for Matter, will track the Reopen changes accordingly. Note: If a user uses the new “Reopen Matters” tab in Matter Global Modify to make changes, they cannot make changes on any of the other tabs (General, Multi-Timekeeper, UDFs, Timecard/Cost UDFs) at the same time. Users must use the other tab functions on separate runs. The new tab in Matter Global Modify to Reopen Matters only allows the matters status to be set to a matter Open status. If the user wants to close multiple matters, then they need to use the Global Close application located from the “Matter” menu while in Matter Maintenance, which has multiple options in selecting matters to be closed globally. THOMSON REUTERS ELITE

76693: Time Entry / Modify Billed Hours for a BNC timecard can be preserved with new option A new FIRM-level Time Entry Tools Option has been added in order to preserve Billed Hours for BNC Timecards. If set to True, then BNC status timecards will preserve the billed hours as entered and set only the billed rate and billed amount equal to 0.00 (Enterprise 3.10 only.) The program areas (listed below) that set/change timecard status to/from BNC will set the timecard billed hours equal to worked hours (tbillhrs=tworkhrs) and only the timecard bill rate and bill amount (tbillrt and tbilldol) get set to The history tables will accordingly be updated for BNC timecards allowing for timecard billed hours (tbillhrs) not equal to 0.00. The billed hours (auditt.aubihr) on the standard TM audit records that get created by BNC timecards will be updated accordingly. If set to FALSE (the Default), then BNC status timecards will use the original programming logic that sets the timecard's billed hours, billed rate and billed amount equal to 0.00. The objective is to keep billed hours preserved as entered for BNC status timecards and only set to zero the timecard bill rate and bill amount field. This allows for tracking the hours billed even if there is no charge to the client for those BNC status timecard hours. This new Tools Option applies to Timecards only (not Costs). The Proforma Edit “Divide” and "Combine" functions are not designed to divide BNC timecards. Therefore, no changes have been made to the timecard "Divide" or "Combine" functionality with regard to BNC status timecards. RELATED PRODUCTS IMPACTED BY AND INTEGRATED BY THE NEW TOOLS OPTION: WebView Timecard ADD/MODIFY for BNC status: Front-end/Backend (Issue number for WebView ) Paperless Proforma Timecard ADD/MODIFY for BNC status: Front-end/Backend (Issue number for Paperless Proforma ) Web Services: The change in Timeload takes care of any place this system adds timecards via Web Services. See the release notes for all the areas this impacted in Enterprise. THOMSON REUTERS ELITE

91438: Proforma Edit > Costs “Cost Rate Adjust” has been added to Cost Modify “Rate Adjust” has been added to the Action drop-down in Proforma Edit > Cost Modify in order to provide clients with the ability to revalue Finalized (Unbilled) costs for changes in Cost Code Rates and Exception Rates similar to the Timecard “Rate Adjust” feature now available in Proforma Edit  Time Modify. Cost entries can be queried/selected and revalued to the latest current cost code rates and to any newly updated client/matter cost exception rates that apply (similar to the Timecard “Rate Adjust” feature in Proforma Edit> Time Modify.) Two new Audit codes were added to track this new Cost “Rate Adjust” processing (CRADJ=Cost Rate Adjust billable) AND (CRADJNB=Cost Rate Adjust Non-Billable cards) that have been integrated into Audit Finalize, the Cost Reconciliation and the Cost Code Reconciliation. PREREQUISITE USER ACCESS: The user’s “Billing Manager” User Access row 137 “Proforma - Cost Modify” value must be both > SYS level and >= 25 to allow access to “Rate Adjust” in the Action drop-down in Proforma Edit - Cost Modify. PROACCESS: Proforma-Edit > Utilities > Options/Preferences > select the user’s “Access List” and check/uncheck “6850 Proforma Edit - Cost Modify – Rate Adjust” to include/exclude “Rate Adjust” from the Action drop-down in Proforma Edit > Cost Modify. If Display Mode is checked, then “Cost Rate Adjust” is allowed in the Action drop-down. If Display Mode is unchecked, then “Cost Rate Adjust” is disallowed in the Action drop-down. THOMSON REUTERS ELITE

: 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 Cost Transfer has been enhanced to prompt for "Destination" matter Task/Activity codes for transfer of costs between matters where each matter has different task/activity validation list with different Task/Activity code values (RETROFIT 3.9) In Cost Transfer, Enterprise has added a pop-up box that allows the user to enter the destination matter's task/activity codes, similar to how it works in Timecard Transfer, and also includes the same one-to-many and many-to-one logic involving different task/activity codes for the matters involved. Application areas are: Proforma Edit > Modify > Totals/Master Files > Cost Detail Proforma Edit > Joint Modify > Cost Detail Proforma Edit > Joint Modify > Matters > M Matter/Totals Master Files > Cost Detail Proforma Edit > Cost Modify Previously, in Cost Transfer where the task list on both matters is required but have different task lists, transferring Cost in Proforma Edit resulted in the existing task code on the "From" matter getting moved to the "Destination" matter. This made the task code invalid on the "Destination" matter because the Task Code was not a valid value in the task list for that "Destination" matter. THOMSON REUTERS ELITE

54977/51689: Billing Inquiry > Open Invoices & Ledger History Drill down to payment details Billing Inquiry A new Drill Down on Payments has been added on the Open Invoices & Ledger History form within Billing Inquiry> Invoice Summary/ Matter Summary/ Group Summary. The Payment Detail form selects elements of the Payment ledger records selecting by both criteria: Payment Document Number and Payment date. The payment amounts are summarized by field dimensions displayed: Matter, Client, Currency (matter currency), Invoice (applied to), Amount and Payment Description. This Payment Detail spreadsheet data does not include Direct to GL Payments or multi-payor breakdown By design, this new drilldown on Payments always includes all ledger records with the same Payment Document and Payment Date including reversal ledger records, i.e., ledger records with lzero=R, and paid invoices (lzero=Y). Be aware that in Billing Inquiry OPEN INVOICES and LEDGER HISTORY, the initial server calls, do not include reversals or paid invoices. (Amounts on the Payment Detail drill-down may not match up to OPEN INVOICES and/or ledger history amounts at this point). Users are then required to select the options Include Reversals and Include Paid Invoices, if available, and then click GO, as a second step in order view data that would balance between Payment Detail and Open Invoices/Ledger History. Therefore: In Open Invoices, after the initial Open Invoices form displays, users must select INCLUDE REVERSALS and INCLUDE PAID INVOICES and then click GO to display all amounts including Reversals and Paid Invoices. The user should then drill-down on Payments to be able to see the Open Invoice data applicable to the drill-down Payment detail spreadsheet form. In Ledger History, after the Initial Ledger History form displays, the user must select INCLUDE REVERSALS and then click GO to display all amounts including reversals. The user should then drill-down on Payments to be able to see the Ledger History data applicable to the drill-down Payment Detail spreadsheet form. This same feature has been added to WebView 5.5 THOMSON REUTERS ELITE

50996: Billing Inquiry > Matter & Group Summary Total Payments and Total A/R Write-offs Billing Inquiry Matter Summary and Group Summary have been enhanced to display Total Payments and Total A/R Write-offs The bottom-right area of the screens includes the following items: Unallocated Payments Interim Bills Non-Billable Net Unbilled Fees Total Investments This enhancement adds the following two new calculated fields: Total Payments Total A/R Write-offs These fields were previous displayed in separate fields, but are now displayed in a small spreadsheet style output in order to provide for future enhancements in this area. Added in WebView 5.5. THOMSON REUTERS ELITE

Billing Inquiry > Matter Summary 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History Billing Inquiry>Open Invoices and Ledger History (both matter and client levels) Proforma-Edit - Credit Notes: Ledger table LDOCUMNT field expanded from 8 to 9 characters Previously, the invoice number displayed as an asterisk. when a credit note was processed in Proforma Edit with a credit ledger code, the payment portion of the transaction populated ledger.linvoice with the original invoice and ledger.ldocumnt (max 8) was populated with the Credit Note invoice number (max 9). Now that the ledger.ldocumnt field expanded from 8 to 9 characters, the full 9 digit invoice number can be stored in the 9 character ledger.ldocumnt field and displays properly In Billing Inquiry> Open Invoices. Accordingly, the following reports are enhanced to allow for the display of the 9 character “Document” field. Ledger Summary Report (AD LEDSM) Ledger Table Report (CE LEDGR) Credits Report (AC CRED) This enhancement was done with the sole intent to alleviate the problem described above for Credit Notes created in Proforma Edit, specifically entered when a Ledger Code and Invoice Number are in the 9-digit range. Note: The front-end Credits Application Document field was not expanded to allow 9-character Document entry for Payments/Write-offs. WebView was reviewed to ensure the display of the expanded ledger.ldocumnt field. THOMSON REUTERS ELITE

Billing Inquiry > Client Summary 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History Billing Inquiry>Open Invoices and Ledger History (both matter and client levels) Proforma-Edit - Credit Notes: Ledger table LDOCUMNT field expanded from 8 to 9 characters Previously, the invoice number displayed as an asterisk. when a credit note was processed in Proforma Edit with a credit ledger code, the payment portion of the transaction populated ledger.linvoice with the original invoice and ledger.ldocumnt (max 8) was populated with the Credit Note invoice number (max 9). Now that the ledger.ldocumnt field expanded from 8 to 9 characters, the full 9 digit invoice number can be stored in the 9 character ledger.ldocumnt field and displays properly In Billing Inquiry> Open Invoices. Accordingly, the following reports are enhanced to allow for the display of the 9 character “Document” field. Ledger Summary Report (AD LEDSM) Ledger Table Report (CE LEDGR) Credits Report (AC CRED) This enhancement was done with the sole intent to alleviate the problem described above for Credit Notes created in Proforma Edit, specifically entered when a Ledger Code and Invoice Number are in the 9-digit range. Note: The front-end Credits Application Document field was not expanded to allow 9-character Document entry for Payments/Write-offs. WebView was reviewed to ensure the display of the expanded ledger.ldocumnt field. THOMSON REUTERS ELITE

51139: Billing Inquiry > Matter Summary Matter UDFs in Read-Only mode Billing Inquiry This enhancement provides a new UDF tab in Matter Summary to display Matter User Defined Fields (Matter UDFs), read-only access THOMSON REUTERS ELITE

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 Billing Inquiry ADDED a new FIRM level “Billing Inquiry” Tools Option for Matter Summary > Recap of Cost Detail narratives in order to Remove Carriage Returns and Line Feeds in the Matter Summary “Recap of Cost Detail” Narratives (RETROFIT 3.9, 3.8) The reports produced by clients are done by copying the cost detail to an Excel document and used as exhibits for court filings, as well as provided to clients as documentation. The change would allow proper formatting when these cost records are copied from the Inquiry cost detail screen to an Excel worksheet. Without this formatting being correct, it requires manual correction of the Excel worksheet to allow proper presentation of the information. The process is used by our clients on a daily basis. Timekeeper Statistics and Matter Statistics display User-Defined fields (calculations) that can be modified to accommodate a firm's Month-to-Date and Year-to-Date statistic needs. Timekeeper Statistics and Matter Statistics display User-Defined fields (calculations) that can be modified to accommodate a firm's Month-to-Date and Year-to-Date statistic needs. The size of the field to enter the SQL statement to do the calculation has been increased The inqstatlist.isexpr field expansion from 80 to 255 allows for greater flexibility in modifying/customizing the SQL statements for client’s needs The inqstatlist.isexpr field SQL logic can be updated via back-end update according to your firms needs. Contact TSG or someone with high-level SQL statement skills if your firm needs assistance in refining the isexpr field to your firm’s needs. Inquiry Statistics List table: This inqstatlist.isexpr (table.field) is utilized in Billing Manager > Billing Inquiry > Timekeeper Statistics and Matter Statistics spreadsheets. The Timekeeper Statistics and Matter Statistics spreadsheets display User-Defined fields (calculations) that can be modified to accommodate a firm's Month-to-Date and Year-to-Date statistics for the specified category. See Customizing User-defined Fields for Timekeeper Statistics or Customizing User-Defined Fields for Matter Statistics for instructions on modifying these user-defined fields in the Billing Inquiry Guide, Timekeeper Statistics or Matter Statistics section. THOMSON REUTERS ELITE

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 New standard precost load program for use to download Quickview+ charges from Westlaw. ADDED 8 new accompanying Tools Options (RETROFIT 3.6, 3.7, 3.8, 3.9) QuickView+ is a free Westlaw cost recovery and reporting service that allows designated personnel to track Westlaw usage and charges for a particular account (office), client, Westlaw user, or usage date, for the purposes of billing these costs back to the associated client. With the installation and configuration of this new Westlaw Precost Load program, Elite Enterprise customers can download their QuickView+ data and import it into the Elite Enterprise Billing system to create client cost entries from the Westlaw usage charges and in certain circumstances can create a voucher. See Knowledge Base article : Enterprise QuickView+ Integration (how to get it) See Knowledge Base article : Enterprise QuickView+ Integration FAQs See Knowledge Base article : Enterprise QuickView+ User Guide THOMSON REUTERS ELITE

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 Precost Load (cs_reclod.exe) has been enhanced to allow a new Purchase Order field (pcvoucher.vopo char 16) to be loaded with the voucher. This feature allows clients to load the Voucher’s Purchase Order information with Precost Load and no longer requires users to spend time entering it manually in A/P Voucher maintenance. Precost Modify, Global Modify, POST and the precost Listing have also been enhanced to integrate the new Purchase Order field. Record 3 Format - Voucher Information: Enter up to 16 characters in position 170 – 185 Retrofit to 3.9 Precost load program cs_reclod.exe has been enhanced to default Precost narrative for a cost code in the language of the matter. Retrofit to 3.9 ADDED a New FIRM-level Precost Post Tools Option “Post full voucher comments to voucher description” to Expand Precost Voucher Comment Posting to Voucher Detail Description Table (RETROFIT 3.9, 3.8, 3.7) This is a limited enhancement in that when BOTH the new “Precost Post” Tools Option “Post full voucher comments to voucher description” = ‘True’ AND the Tools Option “Voucher Post GL Detail” = ‘False’, the full voucher comments will be posted to the Voucher Detail Description (apvodes) table. Enhanced Precost Post to check Unit level Tax Tolerance. Otherwise, Precost Post will use the Tax Tolerance set in Accounts Payable Control File. Precost Post has been enhanced to check Tax Tolerance at the unit level (unitoptval.taxtol) for the unit that the user is logged into. (If unitoptval.taxtol is null, then Precost POST will use the Tax Tolerance from the AP Control File (appm.tax_threshold). (RETROFIT 3.9, 3.8) THOMSON REUTERS ELITE

Reporting Bill Summary Report has been enhanced to provide the ability to query ledger table data With this enhancement, the system provides the ability to query against ledger table data for the Bill Summary Report (now being able to query specifically on different ledger codes.) The new query option is like the queries used in other reports, for example the Accounts Receivable Analysis and the Credits Report. This enhancement gives the user the ability to query on the following fields from the ledger table: Matter Number Transaction Date Invoice Number Document Number Ledger Code Amount Batch Number Ledger Index Ledger Period Zero Balance Flag (Y/N) Apply to Index Number THOMSON REUTERS ELITE

Reporting > Open Item Ledger Summary, Ledger Fee Table, Ledger Cost Table Increased Invoice column width from 8 to 9 digits Increased Invoice column width from 8 to 9 digits on 3 Reports: Open Item Ledger Summary, Ledger Fee Table, Ledger Cost Table (RETROFIT 3.9, 3.8, 3.7) If your firm’s Invoice numbers are in the 9 digit range, running the reports now display the 9 digit Invoice Number in the three reports included in this enhancement. Previously, Invoice numbers displayed as ********* in the three reports when Invoice number length was more than 8 characters Screen print of only one of the reports. THOMSON REUTERS ELITE

User Access New tab added for Extend A new tab has been added to User Access for Extend to allow/disallow Extend to implement Add, Modify, Delete & View user access to General Features and Event Type function menus and any specific Extend functions within those menus. Also, the new Extend User Access is flexible enough to provide the ability to restrict users from accessing certain Custom Events, i.e., Database Triggers, Simple Query, Data Warehousing, SQL Select and User Provided Programs that can issue delete and update commands. The enhancement adds a new User Access "Extend" tab with sections for a "General Feature" functions & "Event Type" functions and includes an “Extend Model” feature to model another user's settings. Note: The Extend enhancement that uses this new Extend tab in User Access will be developed at some point in the future (after the 3.10 general release.) Also, the new Extend section has been added at the end of the User Access Listing in Detail Mode (Setups > User Access > top menu > User Access Listing (Detail mode)) The ELBS User Access tab row 129 “Event Driven Reporting” has been changed to “Extend - No Longer Used”. The extmaint.exe upgrade functionality loads the Extend Functions and their options available for this new tab during the Upgrade. (SEE future Extend Release Notes.) Any future Extend functions can be added by the extmain.exe feature managed by Extend Development. The two new tab tables added: ADDED NEW TABLE: extua – Extend User Access (by function) table ADDED NEW TABLE: extuafun – Extend User Access Function table The Extend functions allowed into the product are control by Extend Development using their upgrade program Extmaint.exe. THOMSON REUTERS ELITE

107213: Display name of database in Title Bar with new option New FIRM-level Framework Tools Option called ‘Display Database Name’ THOMSON REUTERS ELITE

ACCOUNTS PAYABLE 3.10 HIGHLIGHTS
The Doing Business As ("DBA") designation and value has been added for a vendor and/or its addressees. You can also search on this field wherever vendor queries are used in Enterprise Accounts Payable The following forms and listings have been modified to accommodate the new DBA field: 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 A new laser check template function, VENDBA, is now available which will print a vendor's DBA on a check. This record must be added to the LCFLIST table prior to implementing on laser check templates. Trust Checks are not included within the scope of this enhancement. Other than the 1099 Listing, Vendor Listing, Vendor Labels, Voucher Register and Check Register, no other AP reports display this data. NOTE: This new field can also be indexed and searched on by Conflicts Manager. The new Vendor DBA (Doing Business As) field will concatenate in with the Vendor Name field for indexing and searches. The new Payee DBA field will concatenate in with the Vendor Payee Name field for indexing and searches. Users will automatically search on the DBA field without modification to the setups. A Conflicts search will now yield results for Vendor DBA in the same field as Vendor Name and for Vendor Payee DBA in the same field as Payee Name. The Vendor, Vendor Narrative and Vendor Payee detail screens as well as the standard Conflicts reports will display the new DBA information. The filter queries for Vendor and Vendor Payee have been modified to allow filtering on the DBA fields. The word DBA will separate the DBA name from the vendor/payee name. For this reason, the word DBA should not be typed in to the name or the DBA fields in Accounts Payable. THOMSON REUTERS ELITE

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 The Doing Business As ("DBA") designation and value has been added for a vendor and/or its addressees. You can also search on this field wherever vendor queries are used in Enterprise Accounts Payable The following forms and listings have been modified to accommodate the new DBA field: 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 A new laser check template function, VENDBA, is now available which will print a vendor's DBA on a check. This record must be added to the LCFLIST table prior to implementing on laser check templates. Trust Checks are not included within the scope of this enhancement. Other than the 1099 Listing, Vendor Listing, Vendor Labels, Voucher Register and Check Register, no other AP reports display this data. NOTE: This new field can also be indexed and searched on by Conflicts Manager. THOMSON REUTERS ELITE

Checks > Global Check Batch Reset Quickly clear all check preview tables This enhancement provides a simple form that allows users to quickly clear all check preview tables. In previous functionality, in order to create new check runs, a user had to go in and manually clear/re-set each previewed check batch one by one in Check Payment Selection. This enhancement gives clients the option to clear all check payment batch selections when they do not know which batch is holding a voucher and disallowing a check batch from being run or vouchers to be selected. Previously, if the client did not know which check batches need to be cleared, they would need to call Elite Support to have support personnel clear all the tables from the backend. This enhancement gives the client the option to perform this operation themselves via the application and without logging a support call. Users will be allowed to clear check batches by Bank ID, which will let global firms allow users to be working in Enterprise on a different bank while the check batch clearing process is run. A new form, Global Check Batch Reset, has been provided under the Checks menu in the Enterprise AP/GL menu: To clear check batches for a bank: Enter the Bank ID in the Bank ID field. Check the “Reset All Check Preview Batches” check box. Note: This extra step has been provided in order to prevent accidental deletion of check batches, if the user then clicks OK in order to close the form. Click OK. The user is warned that all check batches will be reset. Click OK on the warning message. All interim check batches will be reset. It is recommended that users other than the Administrator should not be working in AP/GL Check forms at the time this utility is run; otherwise, they run the risk of their check runs being terminated and/or deleted. Available in Enterprise Versions THOMSON REUTERS ELITE

73972: AP Inquiry Check Void Date on spreadsheet in Detail view AP Inquiry AP Inquiry has been modified to add the check void date to the spreadsheet in Detail view. The column is named "Void Date". By displaying the check void date in AP Inquiry, the user is saved the effort of researching (by drilling down into transaction detail) when the payment was voided. Available in Enterprise Version 3.9 and 3.10 THOMSON REUTERS ELITE

AP Inquiry View Suspended Checks in Detail view AP Inquiry Suspended Checks now display in AP Inquiry Vendor Detail with the Status as "SUSPENDED“. All other checks display the appropriate check status of Open, Voided, Cleared, etc., as in prior functionality. Users are allowed to include or not include suspended checks as part of the Check Status filter (the frame in the Vendor Inquiry Detail header). Available in Enterprise Version 3.9 and 3.10 THOMSON REUTERS ELITE

GENERAL LEDGER 3.10 HIGHLIGHTS
All AP Reports and Listings User specified Report Title prints in header THOMSON REUTERS ELITE

General Journal Ability to Reverse a General Journal Immediately with new option Ability to Reverse a General Journal Immediately This enhancement allows the posting of reversing journals at the same time as the initial creation of the General Journal. It provides the zeroing out of accruals without having to close the period. There is a new Tools Options named "Allow immediate reversing of journals automatically". This option must be set to True. From the General Journal Maintenance and Post Recurring Journal forms, the user should check the Automatic Reversal check box. Upon Save, users have the choice of whether to post the reversing the journal now or later. If the user chooses to reverse the journal now, the journal is immediately reversed instead of waiting until the Close GL Period process is performed. When the user elects to immediately reverse the saved journal, the system saves the initial journal in the current (as defined by the transaction date) period as well as posting the reversing journal in the subsequent (current+1) period THOMSON REUTERS ELITE

Ability to Reverse a General Journal Immediately This enhancement allows the posting of reversing journals at the same time as the initial creation of the General Journal. It provides the zeroing out of accruals without having to close the period. There is a new Tools Options named "Allow immediate reversing of journals automatically". This option must be set to True. From the General Journal Maintenance and Post Recurring Journal forms, the user should check the Automatic Reversal check box. Upon Save, users have the choice of whether to post the reversing the journal now or later. If the user chooses to reverse the journal now, the journal is immediately reversed instead of waiting until the Close GL Period process is performed. THOMSON REUTERS ELITE

General Journal Insert Row and Insert Data added Copy in spreadsheet data from another application This enhancement provides copy, paste and delete functionality in the General Journal Spreadsheet Grid. Users are now allowed to: select multiple records at a time and delete those selected items. copy in spreadsheet data from another application. Data Copy: In order to copy in data, a new row must first be inserted into the Journal spreadsheet entry grid (by right-clicking Insert Row from the pop-up menu), and then the user can click into that empty row and either press Ctrl+V or choose Insert Data to copy in selected data. Multiple Row Deletion: Standard spreadsheet highlighting functionality exists (the use of Shift and Ctrl keys) for selecting multiple rows. The user can then press the delete key or select Delete from the right-click menu. THOMSON REUTERS ELITE

General Journal Select multiple rows on a General Journal Import General Journal Import General Journal UDFs Users are now allowed to select multiple records at a time and delete those selected items. Multiple Row Deletion: Standard spreadsheet highlighting functionality exists (the use of Shift and Ctrl keys) for selecting multiple rows. The user can then press the delete key or select Delete from the right-click menu. This enhancement provides the ability to load UDF values associated with a general journal during the Import General Journal process The final value previously in GJ load files was the Employee ID/Project Code field. This final field is in Columns The UDF fields will start at Column Position 110. GJ UDF values will be placed in new fields Not all 10 UDF fields need to be defined in the load file: if the firm only uses UDFs 1-3, then only those must be defined in the load file. The system currently allows UDFs to be up to 20 characters in length (dependent upon how the UDF is defined in UDF Maintenance). Thus, each UDF field in the load file will need to be 20 characters. Available In Enterprise Versions 3.9 and 3.10 THOMSON REUTERS ELITE

Financial Budgets > Budget Worksheet Sort and subtotal on different segments of the GL Account The AP/GL Budget Worksheet now provides the ability to sort and subtotal on different segments of the GL Account selected. In addition to being able to sort by Account or Department (gl.glrc1 where the Department segment is defined in Account Segment Maintenance), you will be able to pick a primary and secondary sort/subtotal for the report. THOMSON REUTERS ELITE

Financial Budgets > Budget Worksheet Optionally display GL Account Descriptions A check box has been added to the main form allowing users to optionally choose whether to display the GL account description for each GL account selected in the Budget Worksheet. THOMSON REUTERS ELITE

Financial Budgets > Budget Worksheet Copy in spreadsheet data from another application (500 rows max) The "Insert" menu item on the right-click pop-up menu in the Budget Worksheet was renamed to "Insert Row". An additional “Insert Data” menu item was added. To copy in data, the user inserts a new row, then inserts the data that was copied from a spreadsheet program. Excel or other spreadsheet data should be formatted in this order: GL Account, Annual Budget, and then Periods 1-13. They should be able to both copy in, and enter line by line to get to the new 500 row limit. THOMSON REUTERS ELITE

58046: GL Inquiry Separate User Access for GL Natural Account Segment Maintenance There is now separate User Access for the GL Natural Segment Maintenance form apart from the GL Account Maintenance form. Previously, user access for both forms were coupled together. Allowing separate user access enables firms to grant "super users" access to create or modify natural account segments, while allowing standard users to only have access to GL Account Maintenance. The new security settings are available for selection in the User Access screen in the 1.5 series. THOMSON REUTERS ELITE

Reporting > Year End Journal Run YE Journal before closing year Ability to Run the Year End Journal Report Before the Year is Closed This enhancement provides the ability for the Year End Journal Report to be generated prior to the actual closing of the specified year to verify the amounts posted to retained earnings A new check box ‘Pre-Close Year Mode’ has been added to the Year End Journal Report criteria screen. The user should check the new box when the fiscal year is not yet closed. THOMSON REUTERS ELITE

All GL Reports and Listings User specified Report Title prints in header THOMSON REUTERS ELITE

Reporting > GL Detail and GL Register Report Criteria (SQL Statement filters) now prints at end of reports Report Criteria added to GL Detail and GJ Register The GL Detail and GJ Register reports have been modified to now print report criteria information (SQL statement filters) at the end of the reports. This allows the users to see what criteria were used when the report was generated, which assists with reconciling data to the report THOMSON REUTERS ELITE

CONFLICTS MANAGER 3.10 HIGHLIGHTS
Client status column added to Quick, Prospective and Intake Search A ‘Client Status’ option column has been added to Quick, Prospective and Intake Search. It displays the client status description for relevant data types including client level, matter, submatter, folder, insert document, ledger, case, RP link and client UDIs. Steps: Conflicts Manager > Quick, Prospective or Intake Search > Click Options button > In Search Fields and Options screen choose to display ‘Client Status’ in the Columns to Display section. THOMSON REUTERS ELITE

Matter Open Date column added to Quick, Prospective and Intake Search A ‘Matter Open Date’ option column has been added to Quick, Prospective and Intake Search. It displays the Matter open date for relevant data types including matter level, submatter, folder, insert document, ledger, case, and RP link Steps: Conflicts Manager > Quick, Prospective or Intake Search > Click Options button > In Search Fields and Options screen choose to display ‘ Matter Open Date’ in the Columns to Display section. THOMSON REUTERS ELITE

107649: New Data Type ‘Corporate Link Narrative’ available for indexing A new standard full text indexed field ‘Corporate Link Narrative’ has been added. It can be set to index and searched automatically. A filter has been made available for this data type and the drill down for the Corporate Link Narrative hits display the whole Corporate tree. Additionally, the Related Party type hits drilldown now displays the Corporate tree if exists. Choose whether to index Corporate Link Narrative: Steps: Conflicts Manager > Setup > Full Text Indexed Fields > Once saved, rb_fulcrum will need to be run to get all existing Corp Link data indexed. THOMSON REUTERS ELITE

107649: New Data Type ‘Corporate Link Narrative’ available for searching ‘Corporate Link Narrative’ available for searching Then choose whether to search Corporate Link Narrative and choose if to set a filter: Steps: Conflicts Manager > Quick, Prospective or Intake Search > Click Options button > In Search Fields and Options screen add a checkmark to search on Corp Link Narrative. Also auto filter is available here. THOMSON REUTERS ELITE

107649: New Data Type ‘Corporate Link Description’ in results (also added to full list and full list with corporate tree report (107651) A new standard full text indexed field ‘Corporate Link Description’ has been added. It can be set to index and searched automatically. A filter has been made available for this data type and the drill down for the Corporate Link Narrative hits display the whole Corporate tree. Additionally, the Related Party type hits drilldown now displays the Corporate tree if exists. Choose whether to index Corporate Link Narrative: Steps: Conflicts Manager > Setup > Full Text Indexed Fields > Once saved, rb_fulcrum will need to be run to get all existing Corp Link data indexed. Then choose whether to search Corporate Link Narrative and choose if to set a filter: Steps: Conflicts Manager > Quick, Prospective or Intake Search > Click Options button > In Search Fields and Options screen add a checkmark to search on Corp Link Narrative. Also auto filter is available here. THOMSON REUTERS ELITE

New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for indexing The new Vendor DBA (Doing Business As) field will concatenate in with the Vendor Name field for indexing and searches. The new Payee DBA field will concatenate in with the Vendor Payee Name field for indexing and searches. Users will automatically search on the DBA field without modification to the setups. The Vendor, Vendor Narrative and Vendor Payee detail screens as well as the standard Conflicts reports will display the new DBA information. The filter queries for Vendor and Vendor Payee have been modified to allow filtering on the DBA fields. A Conflicts search will now yield result for Vendor DBA in the same field as Vendor Name and for Vendor Payee DBA in the same field as Payee Name. The word DBA will separate the DBA name from the vendor/payee name. The word DBA should not be typed in to the name or the DBA fields in Accounts Payable. THOMSON REUTERS ELITE

New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for searching THOMSON REUTERS ELITE

New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ on results Sample screen showing a hit on both a Vendor DBA and a Vendor Payee. The new Vendor DBA (Doing Business As) field will concatenate in with the Vendor Name field for indexing and searches. The new Payee DBA field will concatenate in with the Vendor Payee Name field THOMSON REUTERS ELITE

Vendor DBA detail screen Sample screen showing a hit on both a Vendor DBA and a Vendor Payee. The new Vendor DBA (Doing Business As) field will concatenate in with the Vendor Name field for indexing and searches. The new Payee DBA field will concatenate in with the Vendor Payee Name field THOMSON REUTERS ELITE

Vendor Payee Name & DBA detail screen Sample screen showing a hit on both a Vendor DBA and a Vendor Payee. The new Vendor DBA (Doing Business As) field will concatenate in with the Vendor Name field for indexing and searches. The new Payee DBA field will concatenate in with the Vendor Payee Name field THOMSON REUTERS ELITE

Filter for Ledger description by transaction date The Ledger Description data type filter has been enhanced to allow filtering by transaction date thus allowing users to limit Ledger data and remove (filter out) old irrelevant data. Set the Ledger Description filter with the added multi-query. Steps: Conflicts Manager > Quick, Prospective or Intake Search > Click Options button > Scroll down to row 17, Ledger Table Desc, in Full Text Indexed Fields section > Click on Filter column, then <Add New/Edit> > Choose the Ledger Query Filter and add a greater than operand and a date to start with. NOTE: Adding such a filter to searches on ledger narratives will increase the amount of time for the search to be executed and results returned to the screen. The specific performance impact will be dictated by the amount of data in the ledger and ledger narrative tables. The ledger table can contain millions of rows of data. THOMSON REUTERS ELITE

46726: Prospective Batch Allows Multiple Links Finalize RP’s tab Added the ability to create multiple links within Prospective Search during the Finalize RPs stage. Previously, Intake allowed you to create multiple links for the names in the search, but Prospective Search did not. In the Finalize RPs tab, a new ‘Multiple Links’ button has been added that opens the new Add/Modify Additional Prospective Links window where additional links can be added before completing the finalization process for the RPs selected. Steps: Conflicts Manager > Prospective Search > New/Edit batch > Finalize RP’s tab > add an initial Client or Matter link using Client or Matter buttons > click new Multiple Links button > In Add/Modify Additional Prospective Links choose Add or modify > new Add Prospective RP Links window opens where additional linking is available. Steps: Conflicts Manager > Setup > General > ensure ‘Allow Multiple Links? [Y/N]:’ is Y or the button will not display. THOMSON REUTERS ELITE

46726: Prospective Batch Allows Multiple Links Add/Modify Additional Prospective Links This is the screen displayed after you click the new Multiple Links button In Add/Modify Additional Prospective Links choose Add or modify > new Add Prospective RP Links window opens where additional linking is available. THOMSON REUTERS ELITE

46726: Prospective Batch Allows Multiple Links Add Prospective RP Links This is the new Add Prospective RP Links screen displayed after you click add/modify from the Additional Prospective links screen --- window opens where additional linking is available. THOMSON REUTERS ELITE

96589: Enable Links to ALL Matters in One Step Prospective Search A new ‘All Matters’ button has been added that allows all matters for a client to be added as links at once. The user queries for a client, then, selects which matters the client should be linked to. All matter links will use the same details including Role Status, Relationship, Deposition Date, Additional Description and Link Narrative. Prospective Search: Steps: Conflicts Manager > Prospective Search > enter a batch > add names > when finalizing, add client or matter > use new Multiple Links (EH 46726) button > In Add/Modify Additional Prospective Links choose Add button > In Add Prospective RP Links enter a Matter or Client or leave blank > choose All Matters button > New Add Links to Matters for a Specified Client window will display. It will be pre-filled if a Matter or a Client was previously specified > Enter client # or query and Go! Button > All matters will be pre-selected > choose if to add all or some of the matters. THOMSON REUTERS ELITE

96589: Enable Links to ALL Matters in One Step Intake Search > Edit Related Party Links A new ‘All Matters’ button was added to allow all matters for a client to be added as links at once. Query for a client, then, select which matters for that client should be linked to. All matter links will use the same details including Role Status, Relationship, Deposition Date, Additional Description and Link Narrative. Intake Search: Steps: Conflicts Manager > Intake > enter a batch > add names > links button > In Intake – Add/Modify Prospective Links choose Add button > In edit Related Party Links enter a Matter or Client or leave blank > choose All Matters button > New Add Links to Matters for a Specified Client window will display. It will be pre-filled if a Matter or a Client was previously specified > Enter client # or query and Go! Button > All matters will be pre-selected > choose if to add all or some of the matters. THOMSON REUTERS ELITE

96589: Enable Links to ALL Matters in One Step Related Parties A new ‘All Matters’ button was added to allow all matters for a client to be added as links at once. Query for a client, then, select which matters for that client should be linked to. All matter links will use the same details including Role Status, Relationship, Deposition Date, Additional Description and Link Narrative. Related Parties: Steps: Conflicts Manager > Related Parties > enter an RP > Links tab > Add or Modify > In Add/Edit Related Party Links enter a Matter or Client or leave blank > choose All Matters button > New Add Links to Matters for a Specified Client window will display. It will be pre-filled if a Matter or a Client was previously specified > Enter client # or query and Go! Button > All matters will be pre-selected > choose if to add all or some of the matters. THOMSON REUTERS ELITE

Indexing Limit data to be indexed by date Ability to Limit Data Being Indexed by rb_fulcrum Based on Date Added date filter options for indexed fields in order to limit data being indexed. This allows the firm to maintain a search database of relevant data and eliminate data chosen as old and obsolete. Requires you run rb_fulcrum if you make any changes to this screen. Indexing less data should cause rb_fulcrum indexing to take a shorter amount of time. However, it may take longer if a compound join is needed to filter out data. Overall, less obsolete data being indexed helps keep searches more relevant. This filter is for initial indexing only (rb_fulcrum). If ‘older’, filtered out, data is modified within Enterprise; it will then be indexed as current, relevant, data through the idxpost process. THOMSON REUTERS ELITE

Indexing New audit table to store field indexing and filter modifications as well as track rb_fulcrum runs Added an audit table to store field indexing and filter modifications as well as track rb_fulcrum runs. THOMSON REUTERS ELITE

103213: Related Parties New Delete Multiple Related Parties & Links Process Ability to Delete Multiple Related Parties and All of Their Links in One Process Instead of Individually You can now choose multiple RPs and go through a process that confirms deletion of the Related Party and its attached links, narrative, corporate links, udfs and notes. The new interface offers you three different types of queries to compile a list of Related Parties to delete. A simple Company/Last name search similar to the Locate RP feature Advanced Query allows to query any Related Party field (crlparty table) Link Query allows a multi query on Related Party AND RP link combined. A link must be present for a Related Party result to return Note that Prospective Related Parties can only be deleted through their search batch Add user’s access above SYS level to new user access setting RP - Delete Multiple RPs. Conflicts Manager > Related Parties > Related Parties top bar menu choose Delete RPs This feature has been made available in 3.9 as well. THOMSON REUTERS ELITE

Related Parties/Prospective/Intake Multiple links to same matter, client, case, or vendor using same relationship code available with new option Multiple links to same matter, client, case, or vendor using same relationship code available with new option. Previously logic presented a problem for clients depending on their process for handling declined searches. Some clients will create an administrative matter for declined searches and link all parties for all declined searches to that matter. This aids in future cleanup of such names. If the same party is involved in multiple declined searches, the party cannot be finalized as it cannot be linked to that same matter more than one time. This enhancement will address this issue and allow these clients to create such “duplicate” links. To enable multiple links using the same Relationship code: Steps: Conflicts Manager > Setup > General > ensure ‘Allow Multiple Links? [Y/N]:’ is Y > change ‘Allow Multiple Links w/Same Rel Code?:’ is set to Y. In Related Party, Prospective and Intake, users will be able to enter additional links to the same Matter/Client/Case/Vendor using the same Relationship code. Current related party link logic does not allow the same related party to be linked to the same client or matter multiple times with the same relationship code. This is true regardless of the “Allow Multiple Links?” setting (confmisc.cmmultlink). THOMSON REUTERS ELITE

Related Parties Narrative over 100 lines can be revised before When saving Related Party data (this includes RPs, RP Link Narrative and Corp Link Narrative.), you will now be notified if the narrative is over 100 lines. The pop-up will display the number of lines over the 100 line limit. The user will have the option to go back and make the data more concise and upon save, the application will recheck for this limit and notify the user again if need be. Popup 22displays how many Related Party narrative lines exist over the 100 line limit and allows the user to modify the narrative to fit the 100 line limit before losing the excess data. THOMSON REUTERS ELITE

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. When saving Related Party data (this includes RPs, RP Link Narrative and Corp Link Narrative.), you will now be notified if the narrative is over 100 lines. The pop-up will display the number of lines over the 100 line limit. The user will have the option to go back and make the data more concise and upon save, the application will recheck for this limit and notify the user again if need be. Popup 22displays how many Related Party narrative lines exist over the 100 line limit and allows the user to modify the narrative to fit the 100 line limit before losing the excess data. THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS 70885: Time Entry
Added monthly ‘Unassigned’ time total to Calendar For firms using WebView’s unassigned time feature, you can now display the total of unassigned time for the month for the current timekeeper on the Calendar page. Access > Time Entry > Calendar Page THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS 96546: Hide ‘Time Entry Options’ section on Calendar page Added a new inline design option named ‘Disable Show/Hide option’ to the calendar design page to control the visibility of ‘Show/hide option’ section. THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS 96546: Hide ‘Time Entry Options’ section on Calendar page Example of the calendar screen with the Options section hidden. THOMSON REUTERS ELITE

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 THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS 46225 (Partial) Time Entry - new ‘Global Timecards’ feature – query for a list of timecards to edit on a single page THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS 46225 (Partial): Time Entry > Global Timecards Edit & update a queried list of timecards on a single page Users search and the results list a set of timecards in a grid where they update the values in the editable field for multiple timecards and click on ‘Update’ to save them. The Design Page is a combination of editable and read only fields. The fields which are editable are as follows. Matter Number Date Activity Code Ledger Code Hours UDF1 through UDF5 Narrative Quantity Amount Rate However, these fields may become non-editable according to the status of the timecards and user vboption setups. Also, the design page on this screen has some fields that display in runtime that are not designable. Activity code, Hours, Date, Amount, Rate will display in runtime as the last set of fields in the row. This is because these are the fields required to determine the correct rate/amount for a timecard. THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS New fields available on Matter Detail page
Additional fields have been added to the Matter Detail page: • Fixed Fee Amount • Billing Fee Frequency • Billing Cost Frequency • Follow up Template • Phone • Bill template • Client telephone • Matter Fee Markup • Matter Cost Markup THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Total LTD Payments and AR Write-offs added to Matter and Client Summary pages (Billing 50096) Added total life to date payments and AR write-offs to both the Matter Summary and Client Summary pages. Cross Reference: Billing enhancement 50996 THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Invoice History / Unpaid Invoice Summary pages enhanced to allow drill-down on Payment rows Cross Functional Billing Manager 54977/51689 Drill down on payments from Invoice History and Unpaid Invoice Summary pages (both at the Client & Matter levels) New payment details payment You will now be able to drill down on a payment to a new payment detail page from the following pages in WebView: • Invoice History (103501) • Invoice History (Client) (103506) • Unpaid Invoice Summary (103809) • Unpaid Invoice Summary (Client) (103505) Cross Reference: Billing enhancement 51689 THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Month End
Deny the ability to generate or edit a proforma with new option Proformas A new vboption on VBOptions Prebill tab called ‘wv_disable_proforma’. Description reads as ‘Allow users to ONLY generate Info-Only proformas? (Y or N, blank value = Y). When set to ‘Y’, the ability to generate final bills is also excluded. THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS When set to ‘Y’, users can ONLY generate an Info-only proforma. They are not allowed to generate or modify an existing proforma. The following pages are affected: Disabled Generate, Generate Only, Generate Multiple, Modify buttons on Generate/Modify Proforma (107101) Disabled Generate button on Matters-No Current Proformas (107186) Disabled Generate button on Joint Groups-No Current Proformas (107184) The Proforma icon in the matter centric icon list (100126) – currently, when clicked, if a proforma exists, the Proforma Modification page displays. If no existing proforma exists, the Proforma Generation page is displayed. Because the matter-centric icon can’t be dynamically disabled, when ‘wv_disable_proforma’=Y and the user clicks on it, the Proforma Generation page will be displayed, but the user won’t be able to generate or modify because the buttons are disabled. The same is true for the following buttons on the following pages: Proforma icon in the Matter List page (101102) Proforma icon in the Joint-Current Proforma page (107183) Disable or hide Process Bill button on Matter Overview page (103930) Disabled Request Billing Guide button on Matter Overview page (103930) THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Disabled Generate button on Matters-No Current Proformas (107186) Disabled Generate button on Joint Groups-No Current Proformas (107184) THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Disabled Process Bill and Request Billing Guide buttons on Matter Overview page (103930) THOMSON REUTERS ELITE

Deny the ability to generate a final bill with new option Design>Setup>Prebill New vboption on Prebill tab called ‘wv_allow_finalbill’. This separate option was added to allow you to control bills separately from proformas. Description reads as “Allow users to generate bills (Y or N, blank value = Y). THOMSON REUTERS ELITE

Deny the ability to generate a final bill with new option When set to ‘N’, Disabled Final Bill on Print Options page (107105) Disabled Final Bill on Print Options (Joint) page (107140) THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS THOMSON REUTERS ELITE When set to ‘N’,
Disabled Process Final Bill on the Joint Groups-Current Proforma page (107183) Disabled Process Bill on Matter Overview page (103930) NOTE: When ‘wv_disable_proforma’ = Y, the ability to generate bills is also excluded. THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS THOMSON REUTERS ELITE When set to ‘N’,
Disable Reverse button on Bill Reversal page (107213) NOTE: When ‘wv_disable_proforma’ = Y, the ability to generate bills is also excluded. THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Expense > Month End
Deny the ability to post expense reports with new option Design>Setup>Expense New vboption on Expense tab called ‘wv_expense_postcurrent’. When set to ‘N’, the post button is disabled on the Expense Report Summary page (106123) and on the Expense Calendar page (106122) Description reads as “Allow users to post expense reports in the current and future months?” (Y or N, blank value = Y). THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS When set to ‘N’, the post button is disabled on the Expense Report Summary page (106123) and on the Expense Calendar page (106122) When set to ‘Y’ (or blank, the default) it allows user to post expense reports in the current & future months. NOTE: When this vboption is set to ‘Y’ (or blank) and the period is closed for the current period based on the current date, the post button is also disabled. For example, current date = 06/02/ If periodt.pe=0612 and periodt.pecost=’CL’, the button is disabled. THOMSON REUTERS ELITE

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 THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Enhanced integration with Image Connect Inquiry
Matter Detail page (Matter Imaging) Frequent Matters page (Matter Imaging) Matter List (Ent) page > (Matter Imaging) Client Detail page > (Client Imaging) Frequent Clients page > (Client Imaging) Cost Detail page > page (Cost Imaging, Voucher Imaging) Cost List by Matter by Cost Code page > (Cost Imaging, Voucher Imaging) Cost List by Client by Cost Code page > (Cost Imaging, Voucher Imaging) As of Release 5.4, the image connect integration is available on the following pages only. Proforma > Amend Cost Detail (107119), Proforma > Amend Cost Detail (Joint) (107161), Financial > Voucher Approval (128106) & Financial > Check Approval (128101) In Release 5.5, the integration with Image Connect has been enhanced to view images from the additional pages listed. Inquiry Matter Detail page (Matter Imaging) Frequent Matters page (Matter Imaging) Matter List (Ent) page > (Matter Imaging) Client Detail page > (Client Imaging) Frequent Clients page > (Client Imaging) Cost Detail page > page (Cost Imaging, Voucher Imaging) Cost List by Matter by Cost Code page > (Cost Imaging, Voucher Imaging) Cost List by Client by Cost Code page > (Cost Imaging, Voucher Imaging) Cost List by Timekeeper by Cost Code page > (Cost Imaging, Voucher Imaging) Ledger Detail page > (Payment Imaging) Ledger Detail (Matter) page > (Payment Imaging) Trust Detail page > (Trust Imaging) Proforma Modify Cost Card page > (Cost Imaging, Voucher Imaging) Cost update page > (Cost Imaging, Voucher Imaging) Ledger Detail page > (Payment Imaging) Imaging icons displayed on grids will be displayed only when the images are available for the respective items. Imaging hyperlinks are displayed always and when clicked will bring the list of images in the page. If no images exist – a timeout is displayed? THOMSON REUTERS ELITE

WEBVIEW 5.5 HIGHLIGHTS Enhanced integration with Image Connect
Inquiry (Cont’d.) Cost List by Timekeeper by Cost Code page > (Cost Imaging, Voucher Imaging) Ledger Detail page > (Payment Imaging) Ledger Detail (Matter) page > (Payment Imaging) Trust Detail page > (Trust Imaging) Proforma Modify Cost Card page > (Cost Imaging, Voucher Imaging) Cost update page > (Cost Imaging, Voucher Imaging) Ledger Detail page > (Payment Imaging) THOMSON REUTERS ELITE

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 There is no screen change with respect to this enhancement. However, WebView 5.5 is upgraded and tested for compatibility with .NET framework The application pool ‘.Net 4.0 App Pool’ will get automatically created and pointed to .NET framework 4.0 at the time installation. Automated remodeling of pages under various WebView groups for the new changes from the default WebView group ‘wv_default’ Previously, when a new field is added to a WebView page, the change is only reflected in the default WebView group ‘wv_default’ during installation. User had to manually design the page to incorporate the change to his/her WebView group. Now we do the import of new controls added to wv_default group to each group. That means, the existing customizations (field placements) for each group will stay unaltered and the new items will get added to the shown area at the exact location where they are on wv_default (display in red). Pages remodeled are indicated in the data step log There is an exception -- when there is a change to the existing control in a WebView page, for example, the type of the field changed from drop down to text, it is not automatically remodeled during data step. Users still need to remodel their pages manually to reflect the changes. However, these types of changes are very rare and will be indicated as such in the release notes as they have been previously. Changed the logic and description of vboption wv_backend_version to be compatible with Enterprise 3.10 release version The value for the previous Enterprise version remains same. For 3.10 it should read as 3100. THOMSON REUTERS ELITE

UPGRADE TIPS & KB ARTICLES
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! THOMSON REUTERS ELITE

IMPORTANT KNOWLEDGE BASE ARTICLES
Enterprise Product Compatibility Matrix Product System Requirements (Enterprise 3.10 PSR) Enterprise 3.10 Platform Compatibility Updates Enterprise 3.10 Billing Manager Release Notes – Enhancements Enterprise 3.10 Billing Manager Release Notes – Corrections Enterprise 3.10 AP/GL Release Notes - Enhancements THOMSON REUTERS ELITE

Enterprise 3.10 AP/GL Release Notes - Corrections Enterprise 3.10 Conflicts Manager Release Notes - Enhancements Enterprise 3.10 Conflicts Manager Release Notes - Corrections WebView 5.5 Enhancement Release Notes WebView 5.5 Corrections Release Notes Enterprise 3.10 Extend Release Notes - Enhancements THOMSON REUTERS ELITE

Enterprise 3.10 Extend Release Notes – Corrections Enterprise 3.10 Records Manager Release Notes - Enhancements Enterprise 3.10 Records Manager Release Notes - Corrections Enterprise 3.10 Case Manager Release Notes – Enhancements Enterprise 3.10 Case Manager Release Notes – Corrections THOMSON REUTERS ELITE

Enterprise QuickView+ Integration User Guide Enterprise QuickView+ Integration Enterprise QuickView+ Integration FAQs THOMSON REUTERS ELITE

ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

Similar presentations

Presentation on theme: "ENTERPRISE 3.10 PRODUCT HIGHLIGHTS"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

Similar presentations

Presentation on theme: "ENTERPRISE 3.10 PRODUCT HIGHLIGHTS"— Presentation transcript:

Similar presentations

About project

Feedback