Non-LEDES PDF Invoice Upload

Enhancement: User Interface changes performed on Collaborati Client Settings page.
Description: A new setting named 'PDF Invoice Upload - On/Off' has been added to the Collaborati Client settings page. By default, this setting is disabled. Only M-Admins can edit this setting, while M-Support and F-Admin users will be able to view it.
Tracking Code: COLL-24647

Enhancement: New User Interface page added to PDF invoice upload landing page.
Description: A new user interface page named 'Upload PDF Invoices' has been created. It features three drop-down fields for Client, Invoice type, and Matter, along with two text fields for Bill Invoice form and PDF file upload. Additionally, an action button titled 'Upload file' is provided. Access to this 'Upload PDF Invoices' page is restricted to Firm Admins and Firm Users.
Tracking Code: COLL-24650, COLL-24732

Enhancement: User Interface updates to the Invoice tab on Collaborati Global Navigation.
Description: The Invoices tab on the Collaborati global navigation has been updated to enhance the user interface and to provide access to PDF invoice uploads. The following changes have been made:

• The existing "Upload Invoices" option has been renamed to "Upload LEDES Invoices."
• A new tab named "Upload PDF Invoices" has been added to the Invoices tab.
• If a client has the "Client Setting PDF Invoice Upload" enabled, the "Upload PDF Invoices" option will be displayed in the Invoices tab otherwise, it will not be displayed.
• When users click on "Upload PDF Invoice," they will be navigated to the "Upload PDF Invoice" landing page.

Tracking Code: COLL-24649, COLL-24657

Enhancement: Validations for the Upload File Button and actions on the Upload PDF Invoices screen.
Description: The following validations will be performed when users upload a PDF on the Upload PDF Invoices screen:

• If the "Upload PDF" button is clicked without selecting a file, the following error message will be displayed:
  • "Please enter a valid file name."
• If the selected file type is not a PDF, the following error message will be displayed:
  • "Invoice upload file contains invalid format."
• If the PDF size exceeds 20MB, the following error message will be displayed:
  • "(File Name) exceeds the 20MB limit."
• If any required fields such as Client, Billing Invoice Form, or Matter are empty when attempting to upload a PDF, the following error message will be displayed:
  • "Missing required field for file upload."
• When users click on the Upload file button the file will be validated as PDF and it will populate and capture all the information provided by the user.
• Once a user successfully uploads the PDF file, the following notification message will be displayed on the screen:
  • “File upload successfully sent for Invoice Processing. Depending on the size and complexity of the PDF invoice file, the process may take some time. Check back for updated File Status”

Tracking Code: COLL-24651, COLL-24707

Enhancement: User interface updates performed on Upload PDF Invoices page.
Description: The Upload PDF Invoices page has been updated with two new sections: Search Filters and Results Display, located below the invoice PDF upload fields. Users have the ability to sort the Invoice Number column. The new sections provide the following fields:

Search Filters:

• Select Office
• File Name
• Upload Date
• File Status
• Invoice Number

Results Display:

• File Name
• Invoice Number
• Date Uploaded
• Billed From
• Created By
• File Status
• Actions

Tracking Code: COLL-24652, COLL-25474, COLL-25635, COLL-25630

Enhancement: Include PDF Invoices in Invoice Deletion Job.
Description: The Invoice Deletion Job has been enhanced to include PDF associated invoices. Updates were made to both the Soft Deletion and Hard Deletion processes. These deletion processes will only apply to invoices with the following statuses: Approved, Paid, Rejected, or Appealed.
Tracking Code: COLL-24733

Enhancement: Deletion of Invoice Records Associated with PDF Uploads.
Description: The following actions will be performed when users delete an invoice record:

• From the Track Invoices Page: When a user clicks "Delete" for an invoice record on the Track Invoices page, the system deletes both the invoice record and the associated PDF upload invoice record if the invoice is associated with a PDF file upload.
• From the Invoice Record User Interface: If an invoice has not been submitted, when a user clicks "Delete" for that invoice, the system deletes both the invoice record and the associated PDF upload record if the invoice is associated to a PDF Invoice record. However, if the invoice has been submitted, only the invoice record will be deleted, while the batch PDF record will remain.

Tracking Code: COLL-24765, COLL-25714

Enhancement: Ability to save the uploaded invoice by mapping fields from AI to Collaborati with default values for PDF invoices.
Description: An invoice record is created when an invoice batch with "Invoice Format" set to PDF is successfully processed by the AI system, and the JSON invoice data model is populated without a File Error. While creating the Invoice record Collaborati the below fields with default values and the original PDF will be attached to invoice record upon creation.

• Fee Arrangement = Standard
• Tax Type = US
• Invoice Currency = U.S. Dollar
• Values for Bill Invoice As, Bill Invoice To, Invoice Type, and Line Item Matter are taken from the PDF Upload UI selection.

Tracking Code: COLL-25355

Enhancement: Ability to Save Incomplete Invoice Records
Description: Users can now save an incomplete invoice record associated with a batch where the field "PDF Invoice" is set to TRUE, even if mandatory fields are not populated. The following mandatory fields can be left empty when saving:

• Timekeeper
• Date
• Fee Code
• Expense Code
• Rate/Price
• Hours/Units

Tracking Code: COLL-25356

Enhancement: Restrict Deletion of the Original PDF Invoice File in Collaborati.
Description: When an invoice record is associated with an Invoice Batch Record where the Invoice Format field is set to PDF, the original PDF invoice file uploaded will be retained as an attachment on the Collaborati invoice record. The following validations and restrictions will apply:

• Ensure the filename of the original PDF invoice file is validated to prevent deletion.
• The delete option for the original PDF invoice file attachment will be disabled. Collaborati users will not be able to delete this specific attachment.
• Collaborati users will retain the ability to delete any other attachments associated with the Collaborati invoice record, except for the original PDF invoice file.

Tracking Code: COLL-25357

Enhancement: Restriction on Editing Key fields and Matter field on Upload PDF Invoices screen.
Description: For invoice records associated with a batch record where "PDF Invoice" is set to TRUE, the key fields will be non-editable. Additionally, the Matter field will be set to a default value based on the selection made during the PDF invoice upload. Users will not be able to edit the Matter field when adding or updating line items. The restricted key fields are:

• Bill Invoice As
• Bill Invoice To
• Tax Type
• Invoice Number

Tracking Code: COLL-25358

Enhancement: Validation of Incomplete Invoice records with missing fields.
Description: For PDF invoices with missing fields that are associated with an invoice batch where the PDF Invoice setting is set to True, the following validations will be performed:

• If any required fields are missing in the related line items of the PDF invoice, an error message will be displayed at the top of all invoice pages. Users can navigate between pages, and the error message will remain visible for reference.
• Collaborati users can update the missing field information directly in the line items. The error messages will dynamically update as users correct the missing fields.
• For PDF invoices with the status Ready for Review (Missing Fields):
  • The Submit to Client button will be inactive until all errors are resolved.
  • The Save for Later and Submit Later buttons will remain active, allowing users to save progress or defer submission.
• Once users update the missing information in the line items and save the changes, the invoice status will automatically update from Ready for Review (Missing Fields) to Ready for Review.
• When the user clicks on the Invoice number link, it will be redirected to the Preview and Submit (step 5) screen to review the missing information on the PDF Invoice.

Tracking Code: COLL-25359,COLL-25719

Enhancement: Mapping of Invoice Fields from AI System to Collaborati.
Description: A new Invoice object has been created to map invoice fields from the AI system to Collaborati, similar to Remote and Rest APIs. A new transform method has been built to transfer the JSON file to this new Invoice object.
Tracking Code: COLL-25387

Enhancement: New User interface block added on Upload PDF Invoices page.
Description: A new block named Status has been added to the Upload PDF Invoices page. This block includes an information text and visually represents the PDF invoice status workflow. It also provides definitions for the file status at each level.
Tracking Code: COLL-25473, COLL-26324, COLL-25382

Enhancement: User interface updates performed on Client profile settings page.
Description: The following user interface updates have been performed on the Client Profile Settings page related to PDF invoices:

• A new block named Default Value Setup for PDF Invoice has been added at the bottom of the Client Settings page, along with an information icon.
• A checkbox field named Populate missing fields from PDF invoice with the below default values has been added, with options set to either "True" or "False".
• New fields named Default Task Code, Default Expense Code, and Default Timekeeper have been added to the new block.
• These settings will only be displayed when the PDF Invoice Settings option is set to "True" and will be hidden if set to "False." By default, these settings are displayed as blank.
• When the Populate missing fields from PDF Invoice with the below default values is enabled the default value provided by the users will be populated on the respective fields and if the setting is disabled then an error message will be displayed.
• All these fields are editable for users with F-Admin privileges and these fields are read-only for M-Support and M-Admin users.

Tracking Code: COLL-25475, COLL-25982, COLL-25482

Enhancement: Automatic Population of Current Date for Invoice Date When Missing in JSON Mapping
Description: For PDF Batch Invoice creation, if the invoice date is not mapped or provided in the JSON data, the system will automatically populate the current date as the invoice date. Additionally, the following note will be displayed in the extracted PDF invoice:

• The Invoice Date was populated with the current date because the field was either missing or could not be mapped.

Tracking Code: COLL-25479

Enhancement: Addition of PDF Invoice Extraction Notes for Missing Billing Start and End Dates.
Description: During PDF Batch Invoice creation, if the Billing Start Date or Billing End Date is missing in the JSON Mapping, Collaborati will automatically populate these dates based on the line item dates and display the following PDF extraction notes:

• For Missing Billing Start Date :“The Billing Start Date was populated with the earliest line item date because the field was missing or could not be mapped.”
• For Missing Billing End Date: “The Billing End Date was populated with the latest line item date because the field was missing or could not be mapped.”

Tracking Code: COLL-25480

Enhancement: Validation of Duplicate Invoice Numbers and Creation of File Error Page.
Description:When users upload a PDF Invoice with the same Invoice Number and Invoice Type, associated with the same Office and Client, and the invoice status is Rejected, the system will display File Error as the status. The File Error status is clickable, allowing users to view error details. Upon clicking the link, a File Error Page will be displayed with the following error message

• Error: Invoice (Invoice Number) is a duplicate of an existing invoice record with the same Invoice Number and Type. Please make the appropriate changes to the PDF Invoice before uploading it again.

Tracking Code: COLL-25481, COLL-26299

Enhancement: Validation of Incomplete Invoice on the tracking invoice page.
Description: When users uploaded a PDF Invoice without the required fields where “PDF Invoice” is set to TRUE, the following validations will be performed:

• Users will not be able to submit an invoice record if it is associated with a batch invoice record type that is in the status "Ready for Review (Missing Fields)."
• If a user tries to submit an invoice with associated batch record status "Ready for Review (Missing Fields)" or if there are missing required fields on the line item, a pop-up error message will appear with the following text:
  • Error: "Invoice is missing required fields and cannot be submitted. Please click on the invoice record to see details. Required fields must be populated before the invoice can be submitted to the client."

Tracking Code: COLL-25483

Enhancement: Addition of PDF Invoice Extraction Notes Section on the Invoice Record Preview & Submit Page.
Description: For invoices created from PDF Invoice Batch Records, a new section titled PDF Invoice Extraction Notes has been added to the Preview & Submit page of the invoice record. This section will only appear for invoices associated with a batch invoice type set to PDF and when the invoice is created using the PDF to JSON model, provided there are one or more notes to display. If the notes exceed three lines, they will be minimized, and a See more link will be displayed. Users can click the See more link to expand and view the complete message.
Tracking Code: COLL-25486

Enhancement: Matching and Mapping Timekeepers after Collaborati sends Timekeeper name and ID
Description: Based on the selected Client and Office Collaborati will send the list of all authorized Timekeepers. The system will attempt to find an exact match for the timekeeper's name and ID received from Collaborati in the following order:

• Full Name Match: Match First Name, Middle Name, and Last Name.
• Partial Middle Name Match: Match First Name, First Letter of the Middle Name, and Last Name.
• Name Match Without Middle Name: Match First Name and Last Name only.
• ID Match: Match Timekeeper ID.

If no match is found, the Timekeeper field will be left blank.

If the firm has provided a default timekeeper, will use the default value instead.

Tracking Code: COLL-25715, COLL-25517

Enhancement: Ability to Match Task Code and Expense Code on Line Items
Description: When users upload a PDF invoice containing line items, Collaborati will now verify the Task Code and Expense Code on each line item to ensure they match the corresponding codes provided in the AI-generated JSON.

• If the firm submits a default code: Collaborati will use the provided value.
• If no codes are provided: The corresponding fields will remain blank.

Tracking Code: COLL-25716, COLL-25518, COLL-25718

Enhancement: AI System Authentication for PDF Invoice Batch and M-Admin Interface Update.
Description: A new section named Non-LEDES OCR has been added to the Collaborati System Options page. This section includes a text field labeled Non-LEDES OCR Password. The field is visible only to users with M-Admin rights. To authenticate with the AI system, users must enter the correct password in the Non-LEDES OCR Password field. If the provided password does not match, the system will display the following error message:

• Last try was unsuccessful. Please contact support for assistance.

Tracking Code: COLL-25773, COLL-25513, COLL-26896

Enhancement: Build a Scheduler Action to API Endpoint for Checking PDF Invoice Processing Status.
Description: A new setting named Non-LEDES OCR Invoice Fetch Frequency (in minutes) has been added to the System Options page. This setting allows a Scheduler job to run at intervals based on the frequency defined in this configuration. By default, the frequency is set to 60 minutes. When uploaded invoices complete processing:

• If the process is successful: Collaborati will fetch the invoice JSON, create the corresponding invoice in Collaborati, and update the status of the batch invoice records.
• If the process fails: Collaborati will fetch error reports or logs and update the status of the batch invoice records accordingly.

Tracking Code: COLL-25512

Enhancement: Display error message for invoices with US taxes having different tax rates for Fee and Expense codes.
Description: When creating an invoice with US taxes, if the AI system assigns different tax rates to Fee and Expense items, an error message will be displayed. This ensures that invoices comply with the requirement of having a single tax rate. The error message will appear on the PDF invoice record error page.

• Error Message: “Invoices with US Taxes cannot have more than one tax rate.”

Tracking Code: COLL-26322

Enhancement: Error Message for PDF Upload Failures Due to Unexpected Issues
Description: When uploading a PDF record, if an unexpected issue occurs that causes the PDF processing to fail, users will see the following error message on the file error page:

• Last try was unsuccessful. Please try uploading the PDF again.

Tracking Code: COLL-26325

Enhancement: Auto-Refresh PDF List Table to Display Updated Status Without Reloading the page
Description: An auto-refresh feature has been added to the Upload PDF Invoice page to automatically update the status of batch records in the PDF list table without requiring a page reload. The status will update from Processing to Ready for Review, Ready for Review (Missing Fields), or Error every 15 seconds.
The status change from Processing to Ready for Review will be displayed based on the time interval set in the Non-LEDES OCR invoice fetch frequency (in minutes) within the system options.
Tracking Code: COLL-26326

Enhancement: Creation of a dedicated Logger Level Setting for the Non-LEDES OCR Integration.
Description: A new setting has been added to the Logs page under the Admin tab for controlling OCR Integration logging with a dedicated logger. The setting includes a drop-down with options: FATAL, WARN, INFO, and DEBUG, similar to other loggers. Only M-Admins can update and save this setting. Collaborati logs activities based on the selected OCR logger level.
Tracking Code: COLL-26756

Enhancement: Firm Office PDF Invoice Upload Setting in Collaborati.
Description: A new "Firm Office PDF Invoice Upload" block is added to the Client Settings page and is visible only if the PDF Upload Invoice setting is enabled by the firm.

• The block includes a searchable "Firm Office" field at the top for locating specific offices.
• This block includes an action link to export to excel with text Firm Office PDF Invoice Upload clicking in this link will export all of the Clients associated Offices and their corresponding value for Office PDF Invoice Upload.
• A table within the block has two columns:
  • Office: Displays all client-associated firm offices with clickable links to office records.
  • Office PDF Invoice Upload: Shows "Yes" or "No" for each office.
• The block is editable by M-Admins but read-only for M-Support users.
• Both M-Admins and M-Support users can enter text in the "Firm Office" search field.

Tracking Code: COLL-26757, COLL-27248

Enhancement: Bulk Edit functionality on Line Items Screen (Step 2)  of Upload PDF Invoices.
Description:

• The Bulk Edit functionality has been added to the Line Items screen in the Upload PDF Invoices module to streamline the editing process for invoices with the statuses Ready for Review and Ready for Review (Missing Fields).
• Users can click the Bulk Edit button to access the Bulk Edit Invoice [Invoice Number] page. At the top of the page, error messages for line items with missing required fields are displayed.
• Editable fields are shown below the title, followed by a grid listing all line items in the invoice.
• Based on the displayed error messages, users can update line items and click the Update button to save changes.
• Upon saving, a success message confirms the updates. This enhancement ensures efficient and error-focused editing of invoice line items.

Tracking Code: COLL-26330, COLL-26329, COLL-26328, COLL-26919

Enhancement: Navigation to File Error Page from PDF File Link.
Description: Users clicking on a PDF file link on the Upload PDF Invoices page will be navigated to the File Error page if the associated invoice has been deleted. An error message will be displayed: "This invoice record is no longer in the system."
Tracking Code: COLL-26721

Enhancement: User Interface Updates on Preview and Submit Page of PDF Invoice Record
Description: Two user interface updates have been implemented on the Preview and Submit page for the PDF Invoice record.

• A radio button field titled "Were there issues with the data extracted from the PDF invoice?" with options "Yes" or "No". By default, this field is set to "Null".
• A memo text field titled "Details of data extraction issues", with a character limit of 2000. By default, this field is also set to "Null".

M-Support PDF Invoice review users will be able to review and edit these fields. Invoices that have not been submitted to clients can be edited. However, invoices with the following statuses cannot be edited: Pending Client Approval, Waiting for Client to Accept, Approved, Rejected, or Paid. Firm Admin users and other users can only view these fields and will not be able to edit them.
Tracking Code: COLL-26854

Enhancement: Addition of a new field on User Creation and User Profile screens for M-Support users.
Description:A new checkbox field, PDF Invoice Review, has been added to the User Creation and User Profile screens for M-Support users. This field is editable only by users with M-Admin rights.
Tracking Code: COLL-26856

Enhancement: Limit security rights for M-Support users with PDF Invoice Review enabled.
Description: M-Support users with the PDF Invoice Review checkbox enabled will have restricted access within Collaborati. These users will not be able to access the following tabs:

• Firm Records
• Office Records
• Timekeepers
• Users
• Clients

However, on the Homepage, they can access the View Invoices link in the Quick Links section, which redirects them to the Invoice landing page. Additionally, M-Support review users will have access to the Invoices and Admin tabs.
Tracking Code: COLL-26857

Enhancement: Ability to Search and Access PDF Invoice Records for M-Support PDF Invoice Review Users
Description:

• A new search filter named QA PDF Invoice Review has been added to the Invoice page.
• The QA PDF Invoice Review filter is non-editable for users with PDF Invoice Review settings enabled.
• The Invoice page automatically displays results filtered by the QA PDF Invoice Review status to PDF Invoice Review Users.
• The Invoice Number is a clickable link that redirects users to the Preview & Submit page for the selected invoice record.
• A new column filter, Date Created, has been added to sort invoices in ascending or descending order.

Tracking Code: COLL-26858, COLL-27116

Enhancement: New Invoice Status: "QA PDF Invoice Review".
Description: The "QA PDF Invoice Review" status has been introduced for invoice records with the Batch Invoice Type: PDF.

• Firm users will see this status after Processing but cannot view the invoice until it reaches Ready for Review.
• Invoices successfully created in Collaborati by the AI tool will be automatically assigned this status.
• M-Support and M-Admin users can view invoices with this status in the Invoice tab using search filters, including users with the PDF Invoice Review checkbox enabled.
• The Invoice Status search filter now includes "QA PDF Invoice Review".

Tracking Code: COLL-26859

Enhancement: PDF Invoice View and Edit Rights for M-Support PDF Invoice Review User.
Description:

• M-Support PDF Invoice Review users now have similar rights as Firm Admins and Firm Users for invoice records, with the following exceptions:
  • Can review and update invoices and save changes but cannot send invoices to the client.
  • Clicking Save will store updates without changing the invoice status.
  • Clicking Send to Firm will update the invoice status.
• After clicking Save, Cancel, or Send to Firm, the user is redirected to the Invoices page.

Note: Rights also include access to error messages and bulk line item functionality.
Tracking Code: COLL-26860

Enhancement: Date Format Field on PDF Invoice Upload Page.
Description: A new field, Date Format, has been added to the PDF Invoice Upload page. This is a dropdown field that allows users to select between two date formats:

• International (DD/MM/YYYY)
• US (MM/DD/YYYY)

By default, the US (MM/DD/YYYY) format is selected. The selected date format must match the format used in the invoice. If there is a mismatch between the selected date format and the date format on the invoice, the AI system will trigger an error.
Tracking Code: COLL-26885

Enhancement: Terms and Conditions on PDF upload page.
Description:

• Firm Users can access the Upload PDF Invoice screen only after the Firm Admin accepts the Collaborati AI Terms and Conditions.
• If the Firm Admin has not accepted the Terms and Conditions, the Upload PDF Invoice page will not be accessible to Firm Users.
• For Firm Admins:
  • The Upload PDF Invoices option will still appear in the navigation menu and Quick Links section.
  • Navigating to this screen will trigger a popup displaying the Terms and Conditions.
  • The Save button in the popup will remain disabled until the Terms and Conditions are accepted.
• Once the Firm Admin accepts the Terms and Conditions:
  • The Upload PDF Invoice screen becomes accessible to Firm Users via the Global Navigation menu and Quick Links section.
• Only Firm Admins have the ability to accept the Terms and Conditions.

Tracking Code: COLL-26886

Enhancement: User Interface Update and Email Notification for PDF Invoice Processing.
Description: A new section, PDF Invoice Upload, has been introduced on the User Notifications screen, along with a checkbox labeled Notify on Processed Invoices. This checkbox is enabled by default. When the checkbox is enabled, users who upload PDF invoices in Collaborati will receive an email notification upon the completion of invoice processing. Notifications will be triggered when the PDF status is one of the following:

• File Error
• Ready for Review
• Ready for Review (Missing Fields)

Note: Notifications will not be sent for invoices with the status QA PDF Invoice Review.
Tracking Code: COLL-26887

Enhancement: Uploaded PDF Invoice display status as Processing when it is in QA review.
Description: With the introduction of the new QA PDF Invoice Review status, the following updates have been implemented for better status visibility:

• For Firm Users:
  • When a PDF invoice is under review by an M-Support PDF Review user, the status will be displayed as Processing.
• For M-Admin and M-Support users:
  • The status will be displayed as QA PDF Invoice Review, indicating that the invoice is in the QA review stage.

Tracking Code: COLL-26888

Enhancement: New Line Item Field - Data File Notes Visible in UI on PDF Invoices.
Description:

• A new line-item field named Data File Notes has been added to the Line Items, Preview and Submit, and Bulk Line Item Edit screens for invoices that are not yet submitted.
• The Data File Notes field is displayed below the Description field in bold font on the Line Items page.
• On the Preview and Submit and Bulk Line Item Edit pages, the Data File Notes field is displayed below the Description field in bold font, but only if notes are populated.
• For submitted invoices with only one line item, the Data File Notes field is displayed below the Description field in bold font, but only if notes are populated.

Tracking Code: COLL-27093

Enhancement: Upload PDF Invoice Instructions and Requirements block on Upload PDF Invoices screen.
Description: A new block named Upload PDF Invoice Instructions and Requirements has been added below the Status block on the Upload PDF Invoices screen. This block provides all the instructions and requirements related to uploading PDF invoices. A download link is included within the block, allowing users to download sample templates for uploading PDF invoices. The Status block has been enhanced with an expand/collapse functionality, which can be toggled using an arrow button.
Tracking Code: COLL-27115

Enhancement: Addition of Export All Invoice Details action link on Invoices page.
Description: A new action link, Export All Invoice Details, has been added to the top of the Invoices page for users with M-Support PDF Invoice Review access. This feature allows users to export all invoice details into a CSV file, providing an efficient way to review and analyze invoice data.
The functionality of this link mirrors the existing export feature available on the Track Invoices page. When the link is clicked, it generates a CSV file containing the following information of all 36 fields currently available on the Track Invoices page. Two additional fields, specifically added for this enhancement:

• Data Extraction Issues?
• Details of the Issues

Tracking Code: COLL-27117

Enhancement: Addition of a New Section to Firm Office PDF Invoice Upload Settings
Description: A new section named Bulk Update Client Settings for “Office PDF Invoice Upload” has been added to facilitate bulk updates to the PDF Invoice Upload settings across all associated Firm Offices. This section includes the following action buttons:

• Choose File: Allows users to select the file for upload. The text File to Upload is displayed next to this button.
• Upload File: Enables users to upload the selected file.

Tracking Code: COLL-27141

Enhancement: Bulk edit feature on Firm Office PDF Invoice Upload section of Client settings page.
Description: The Bulk Edit feature has been introduced in the Firm Office PDF Invoice Upload section of the Client Settings page to streamline the process of updating settings via file uploads. Users can now perform the following actions during file upload processing:

• When users click on the Upload File button without selecting a file or selecting a file with an unsupported format (extensions other than .txt or .csv), an error message will be displayed, prompting users to upload a valid file.
• If the uploaded file contains incorrect or invalid information, an error message will appear, specifying the issue.
• If users upload a file that contains no changes (i.e., the data matches the current settings) and the file passes validation without errors, the process will complete without making any changes.
• Upon successfully updating the settings, a success banner message will be displayed, confirming that the changes were applied.

Tracking Code: COLL-27247

Enhancement: Removed 'QA PDF Invoice Review' option from 'File Status' drop down on 'Upload PDF Invoice' page as Firm-Admin & Firm Users do not access this.
Tracking Code: COLL-27678

Enhancement: New section on System Feature Settings screen related to PDF Upload Invoice.
Description: M-Admins can now enable or disable PDF Upload Invoice functionality for Firm Admins via a new checkbox field on the System Feature Settings screen. This setting is enabled by default. When enabled, Firm Admins can access the PDF Upload Invoice page; when disabled, the file upload section is hidden from Firm Admins on the PDF Upload page, and an error banner is displayed.
Tracking Code: COLL-28118

Unified Branding

Enhancement: Collaborati user interface has been rebranded in accordance with Mitratech’s design system guidelines.
Description: To improve the Collaborati application user experience and ensure alignment with other Mitratech products, the Collaborati user interface has been rebranded following Mitratech’s design system guidelines. The updates include the following changes:

1. Login Page Updates:

• New image, logo, and login buttons.
• Redesigned error handling and "Forgot Password" screens.

2. Page Backgrounds:

• Updated all application page backgrounds to Cool Gray 100.

3. Typography Updates:

• Changed fonts from Roboto to Poppins.
• Updated headings and paragraph text to Cool Gray 800.

4. User Interface Components:

• Redesigned UI elements to reflect the new design system, including:
• Global navigation, buttons, notification blocks, dropdowns, div boxes, tables, checkboxes, icons, filters, side navigation, and breadcrumbs.

5. Miscellaneous Page Updates:

• Updated the Logout, Maintenance, and Page Not Found pages with new designs.        

Tracking Codes: COLL-25977, COLL-26201

Idea Portal

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

Enhancement: User Interface updates to the Collaborati Client Settings. 
Description: On the Collaborati Client Settings page, a new field named "Share Timekeeper DEI fields with Client?" has been added at the top of the page, accompanied by an information icon. This setting is defaulted to "Yes" and is an editable drop-down for Firm admins. Additionally, two new buttons, "Save" and "Cancel," have been added to the client profile record from the settings page. For M-Admins and M-Support, this field is displayed on the assigned timekeeper page but is not editable. When users hover over the information icon, the following text is displayed:

• Timekeeper DEI fields include: Gender, Race, LGBTQ, Disability, and Veteran. If there is data populated on these fields for a Timekeeper, they will be shared with the Client if this setting is YES.

Tracking Code: COLL-24766

Enhancement: Actions on updating the Client Setting "Share Timekeeper DEI Fields with Client?."
Description: The following actions will be performed when a Firm Admin user updates the "Share Timekeeper DEI Fields with Client?" setting:

• If the setting is changed and "Cancel" is clicked, the field will revert to its previous value. If "Save" is clicked, the new value will be saved.
• When set to "YES" or changed from "NO" to "YES," Timekeeper DEI field values will sync to the client's TeamConnect CSM data during the next sync. If a client's CSM setting disables DEI field syncs, the values will not sync even if the setting is "YES."
• When the setting is changed from "YES" to "NO," Timekeeper DEI field values will not sync to CSM; instead, all DEI field values will be synced as "Prefer Not to Disclose."
• During the Timekeeper Sync process, the system will check the vendor-level CSM setting to determine whether to sync Timekeeper DEI data. This check occurs before sending either the actual Timekeeper DEI field values or "Prefer Not to Disclose," based on the client's settings.

Tracking Code: COLL-22265