Enhancements/Improvements

Enhancement: Warning message for Firm Admins/Users when restricted from submitting invoices in Collaborati.
Description: When Firm Admins or Users are restricted from creating or uploading invoices in Collaborati, a warning message will be displayed on the main menu page for the entire session. The warning message will read as follows:

• You may not be able to submit invoices through Collaborati. Contact Mitratech for more information.

Tracking Code: COLL-16351

Enhancement: Invoice deletion and data clean up improvements.
Description: The following updates have been made to the Collaborati invoice deletion job and data cleanup process:

• Invoices associated with both active and inactive offices will now be deleted according to the firm's settings for clients with payment sharing disabled.
• Invoices in Approved or Appealed status with pending payments for more than 12 months will be deleted, irrespective of office status, for clients with payment sharing enabled.
• A new parameter named Batch Size has been added to the Collaborati System Options screen. This parameter allows users to set the number of invoices that can be deleted in one day. The default value is set to 10,000 invoices.

Tracking Code: COLL-24768

Idea Portal 

The following feature ideas are taken from Idea portal or direct client feedback.

Enhancement: Update the Timekeeper endpoints on Collaborati to synchronize the data with respect to Bulk Timekeeper rejection on CSM.
Description: Collaborati Timekeeper endpoints have been enhanced to synchronize data with the Bulk Timekeeper rejection feature on CSM. The updates include support for pagination, page size, page number, and search filters in the CSM Timekeeper Authorization Wizard. The available search filters are:

• Timekeeper Name
• Phone
• City
• State
• Country

Tracking Code: COLL-25468

Enhancement: Add a new field "Invoice Submitted By" to invoices for both REST and Remote APIs.
Description: Whenever users create an invoice, the "Invoice Submitted By" field, along with other fields, is populated in both the REST API and Remote API. This "Invoice Submitted By" field will be synced to CSM and store the user's email address in Collaborati.
Tracking Code: COLL-25469

Enhancement: Add a new field "Rate Request Submitted By" to Rate Requests for both REST and Remote APIs.
Description: Whenever users create a Rate Request, the "Rate Request Submitted By" field, along with other fields, is populated in both the REST API and Remote API. This "Rate Request Submitted By" field will be synced to CSM and stores the user's email address in Collaborati.
Tracking Code: COLL-25470

Enhancement: Collaborati should alphabetize the client list on the Timekeepers with Rates and Rate Request pages.
Description: The client field dropdown list has been updated to display the list of timekeepers in alphabetical order. This change is applied on the following pages:

• Timekeepers with Rates
• Upload Timekeeper Rates
• Upload Timekeeper with Rates
• During the Manual Rate Request creation

Tracking Code: COLL-25333

Fixed Issues

Issue: An error occurred during the LEDES XML 2.0 and LEDES XML 2.1 invoice upload if there are more than 4 decimal places in the Tax Rate field. The Collaborati invoice Tax Rate can now handle up to 10 decimal places.
Tracking Code: COLL-25375

Issue: While uploading LEDES 98 BI V2 file with an Invalid character users getting an error message as File error (Nothing found to display).
Tracking Code: COLL-22168

Issue: Rate requests are being submitted for Matters that do not have any associated firm.
Tracking Code: COLL-26294

Issue: For timekeepers with multiple offices, bad data in Collaborati is disrupting the sync process and preventing updates to the timekeeper's information.
Tracking Code: COLL-26320