Collaborati 5.1 Release Notes

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This page details the list of enhancements/improvements and Known Issues in the Collaborati 5.1 Release.

Enhancements/Improvements

Enhancement: User Interface updates to Client Timekeeper Profile page.
Description: The Client Timekeeper Profile page for Firm Admins has been updated with new user interface improvements. The two action buttons at the bottom of the page have been renamed and updated for better clarity:

Assign Selected is now Assign/Unassign for Selected Office
Unassign Selected is now Assign/Unassign for All Offices

Additionally, if the firm has only one office, only the "Assign/Unassign for All Offices" button will be displayed on the page.
Tracking Code: COLL-26105

Enhancement: User Interface actions on Client Timekeeper page for assigning a Timekeeper to a Selected Offices or All Offices.
Description: On the Client Timekeepers page for Firm Admin Users, when user selects one or more timekeepers and click on Assign/Unassign for Selected Office and the selected has some Authorization settings the below changes will be applied:

A popup window will display with a message to Add Rates for the required Timekeepers before assigning to the selected office.
On this if users clicks the Cancel button, no action will be performed and users will return to Client Timekeeper page, if users clicks on the Add Rates button will be redirected to Add Rates where users have to add rates.
On the Add Rates page, all the Client and office information will get pre-populated. Users have to add rates to the Timekeepers and Click on Next. If users did not add rates any of the Timekeepers and click on Next button an error message will be displayed on the screen.
After adding rates, users will be redirected to Review and Submit screen, where users will be able to review and submit the Timekeepers with Rates
Timekeepers with pending rate requests or invoices will be unassigned if there is no pending rate requests or invoices for that selected office with both rate setting enabled as well not enabled.

Tracking Code: COLL-25454, COLL-28520

Enhancement: User Interface actions for Client TimeKeeper page to Assign Timekeepers for All Offices - Rates required for authorization or submission.
Description: On the Client Timekeepers page, when Firm Admin users select one or more timekeepers and click Assign/Unassign for All Offices, the following behavior will occur based on the client's rate requirement settings

If one or more of the selected offices has "Rates Required for Submission" enabled and the selected timekeeper is being assigned, a pop-up window will display the following message:
- Cannot assign Timekeepers to All Offices as the Client requires Timekeeper Rates for Submission. Please navigate to the Timekeepers with Rates tab and use the Timekeeper with Rates bulk upload tool.
If one or more of the selected offices has "Approved Rate Required for Timekeeper Authorization" enabled, and the selected timekeeper is being assigned, a pop-up window will display the following message:
- <Client Name> requires an approved Timekeeper rate for authorizing a new timekeeper. The assigned Timekeepers have been sent to the client, but submitted Timekeepers will be in a pending status until a Timekeeper rate is approved.

These pop-up messages will have an OK button only. Clicking this button will not update or make any changes to the selected timekeepers. The pop-up serves solely to prevent the assignment action for any timekeepers affected by these conditions.
Tracking Code: COLL-28050

Enhancement: User Interface actions for Client Timekeeper profile page to Assign/Unassign Timekeepers to the Selected Office or All Offices with no Timekeeper rate requirements.
Description:
Assign/Unassign for Selected Office:
When users select one or more timekeepers and click Assign/Unassign for Selected Office, and the selected office does not require rate approval for timekeeper authorization or rate submission, the following behavior will apply:

No confirmation popup will be displayed if all selected timekeepers are being unassigned.
For timekeepers with the status Authorized or Pending Client Authorization, the system will unassign the timekeeper from the selected office.
For timekeepers with the status Unauthorized, the system will assign the timekeeper to the selected office only.
Validation rules will be applied based on the Timekeeper Requirements for the selected office.
- If the selected office does not require a Practice Area, but another office does, and the Practice Area field is not populated, an error message will be displayed.

Assign/Unassign for All Offices:
When users select one or more timekeepers and click Assign/Unassign for All Offices, and none of the associated offices require rate approval or submission for timekeeper authorization, the following behavior will apply:

A confirmation popup will appear with the message: “Please confirm before proceeding as performing this action will assign or unassign a timekeeper for the client, and it will affect all offices that the timekeeper is directly associated with.”
The popup will contain OK and Cancel buttons:
- Clicking Cancel will abort the action with no changes made.
- Clicking OK will apply the following:
  - For timekeepers with the status Authorized or Pending Client Authorization, the system will unassign them from all offices (based on their status in the currently selected office).
  - For timekeepers with the status Unauthorized, the system will assign them to all offices.
Validation rules will be enforced based on Timekeeper Requirements across all firm offices.

On successful execution, a confirmation banner will be displayed: “Selected Timekeepers have been assigned/unassigned successfully.”
Tracking Code: COLL-15671

Enhancement: Update M-Admin Client Settings for Export and Bulk Update Settings for PDF Invoice.
Description: On the Client Settings page, under the Bulk Update Client Settings for Office PDF Invoice Upload section, the table has been updated to include a new column titled Client/Office Setup Status, positioned to the right of the second column. This column displays the current authorization status for the specific Client/Office. The values in this field are read-only and cannot be edited by M-Admin or M-Support users.
When users export the PDF Invoice Upload Settings, the export file will now include the following three columns:

Office
Office PDF Invoice Upload
Client/Office Setup Status

Note: During the bulk upload process, only the first two columns will be processed. Any data in the third column or beyond will be ignored. The presence of the third column in the export file will not impact the ability of M-Admin users to perform bulk update actions via file upload.
Tracking Code: COLL-28504

Enhancement: Add TimeKeeper Full Name Column to Timekeeper Rate Assignment Table.
Description: On the New Timekeeper Rates page, the Timekeeper Rate Assignment Table has been updated to replace the Item No column with a Timekeeper Name column. This new column displays the full name of the timekeeper in the format Last Name, First Name, ensuring consistency across all pages of the Rate Assignment Wizard.
Tracking Code: COLL-28700

Fixed Issues

Issue: Users encounter an error when submitting invoices if the INVOICE_TAX_CURRENCY is different from the INVOICE_CURRENCY in the LEDES 1998BI v2 format.
Tracking Code: COLL-19652

Issue: Users are unable to create a PDF invoice by clicking Printable View for Approved or Rejected invoices that have a large number of attachments, resulting in an internal error.
Tracking Code: COLL-27483

Issue: Firm users encounter an internal error when manually adding a Timekeeper with a Rate for a Client.
Tracking Code: COLL-27107

Issue: Sorting by Start Date and End Date on the Rates page under Clients does not order months and years correctly.
Tracking Code: COLL-28462