Load all Line items on the Invoice Details

Introduced in TCE 7.0.

When the user loads the specific invoice page, all of the line items are loaded on the same page. So instead of fixing the height of the grid, all the line items on the grid will automatically load.

Regardless of how many line items are required, it will automatically load and there will be only one level of scrolling on the page vertically/horizontally, which is called page level scrolling and there will be no secondary or tertiary level scroll within the page (no grid-level scrolling).

Additionally, starting with TCE 7.0 PB2 onwards, when the user loads a large list of invoices on the Invoice page, an on-screen notification stating "Large invoices will take longer to load" appears. 

Auto size line item detail view to fit all content without any scrolls

Introduced in TCE 7.0.

Introduced below update related to the detail view of the invoice page:

• The height of the detail view will now be automatically adjusted based on the content.
• Inside the detail view, no scrolling would be required.

Default and Optional Columns

To analyze the details of a required line item, the user can apply filter options with different values provided in each column of the invoice.

The Line Items grid divided into two types of columns:

• Default Columns
• Optional Columns

Default Columns

• Date
• Type
• Category
• Activity
• Timekeeper
• Tax Type
• Rate
• Quantity
• Discount
• Total
• Project

Optional Columns

• Original Rate
• Original Quantity
• Original Discount
• Original Total
• Adjustment Total
• Has Warnings
• Taxable

Default Fixed Columns

• Checkbox
• Item
• Flag
• Reviewed
• Has Adjustment

NOTE: The above functions will only work if the invoice is posted into active workflow, and the user is the current approver.

Interactive widgets roll-up critical spend data and act as filters for the line items of the invoice as described below. 

• Total Spend by Type: Breaks down spend between Expense and Fee in the invoice.  Hovering on the Fee or Expense slice, shows the total spend and the percentage of the total spend by that type. The invoice line items can be filtered by either spend type by clicking on a pie slice.
• Total Spend by Timekeeper: Displays the total spend and percentage of spend for the top 5 highest spend timekeepers on the invoice. All of the remaining timekeeper spend is captured under “Other”. Hovering on the slice, displays the Timekeeper Name, Percentage of amount spent and the total sum spent (Rate x Quantity) by the timekeeper.  The invoice line items can be filtered by each timekeeper by clicking on a pie slice.
• Total Spend by Task Code: Displays the total spend and percentage of spend for the top 5 highest spend task categories on the invoice. All of the remaining task category spend is captured under “Other”. The Task Code widget corresponds to the Category column in the line item table. The invoice line items can be filtered by each task code category by clicking on a pie slice.

To clear the applied filters that are in the columns, click Clear All Filters button.

Sticky Horizontal Scroll Bar 

Introduced in TCE 7.0.

Introduced Sticky horizontal scroll which displays:

• Users have the option to resize the column width in the invoice page.
• If any column is manually re-sized and all the columns fail to display in the overall grid width, then a sticky horizontal scroll is visible at the Invoice page level. 
• If the adjusted width of the combined columns is greater than the width of the grid, the floating horizontal scroll bar is displayed which stays with the user as they scroll vertically over the grid.

Column Width persistence

In TCE 7.0 PB7 and above version, when a user modifies a column width, whether it is default or optional, the column width setting is saved to the user's preference and the value is saved in the database.

• If the user changes the value, their preferences will override the default configuration and will always load with the preferred configuration. The selected view will be retained even after the user uses the filters, freeze/unfreeze, clear, rearrange column, add and remove optional column and even if the user logs out.
• If the user chooses to extend the column width beyond the grid space, the horizontal scroll will be available on every load.
• When a column is disabled in the column options, the remaining columns will still apply the user preference and will not auto-fit the grid.

Note: When the grid is not auto-fit, a white space emerges, as per the user preference described above. If the user reduces the total column width to less than the grid width, white space appears which is configured by the user.

• When a column that has not been defined by the user is enabled via user preferences, it is loaded with a default value of 200 pixels.
• The "Reset Columns" button will restore the column configuration to the default grid settings, i.e., the user preferences will be restored to auto-fit columns.

Autofit Columns

(Introduced in TCE v7.2)

The Autofit Columns feature allows users to automatically adjust the width of the Interactive Grid (IG) to fit within the available page space, without affecting their grid preferences or settings. This functionality ensures that users can quickly optimize the grid's appearance without losing any preferences they have made to column widths or layout.

Note: For the Autofit Columns Icon to display, users will need to update their locale manager file.

How to configure Invoice detail view section and the grid columns?

The user can add or remove the columns from the grid to specific invoice detail view section.

1. Go to TeamConnect setup.
2. Click the above "Go To.." dropdown and select "Object Definitions".
3. In "Object Definitions", under "Invoice", click the dropdown button and select the "Line Item" option.
4. Now, select the "Search Views" tab.
5. Inside "Search Views", select  "Interactive All Line Items" or the specific search view in which the invoice has been created.
6. Under "General" tab, uncheck the "Interactive" checkbox option under "Used for" section.
7. Select the "Result Display" tab above.
8. In result display window, check the Column Name which the user want to make it appear in the invoice detail view section.
9. In this case, check the "Project" checkbox and select the below option to edit.
10. In edit mode, under "Span?" column, check the checkbox and press "Ok". The user can see as "YES".

Note: In non-edit mode, under "Span?" column, the user can see initially "NO", as Project is part of grid column. To add it in invoice detail view section, the user should make sure it should display as "YES" under "Span?" column.

11. Now go back to "General" tab, and make sure to check the "Interactive" checkbox option under "Used for" section. Click Save. Now in Invoice page, make sure to refresh the page so that changes is displayed.

Note: To add any column in grid or from invoice detail view, the user should follow the above steps and make sure to uncheck the checkbox under "Span?" Column and and click "Ok" to display as "NO.

Important:

1. The user should make sure that under "General" tab, uncheck the "Interactive" checkbox option under "Used for" section so that the "Span?" column is displayed in "Result Display" tab. After making changes in the "Result Display tab," the user should recheck the "Interactive" checkbox.

2. Do not add the "Description" field as a span column or it will appear twice in detail view.

For the above detailed explanation, please see the below animation.

Removing Line Items

To remove a line item:

1. Ensure an invoice is in the approval workflow either in create or edit mode.
2. Select the check box of the line item to be removed. The selected line item is highlighted. See the below image.

3. Click Remove.

Adjustment History

Displays the modified or adjusted values made to Original values.  The number of values is provided by hyperlink.  

NOTE: When an adjustment is made to an Interactive line item the user must manually refresh to reflect/update the adjusted amount in the invoice summary block.

The user from the Approval list can edit/adjust the invoice. To view the adjustment history of the values, the user should:

1. Click on the hyperlink of the value.
2. A pop-up window appears which displays Line Item Adjustment History.

3. Select New Amount from the drop-down list and enter the new value.
4. Select Reason for Adjustment from the drop-down list.
5. The new Adjusted values are displayed in Adjusted Row.
6. Click Save.
7. To cancel, click Cancel.

When a Non-assigned user or reviewer clicks on the value hyperlink, displays the adjustment history as shown below:

The user is restricted to edit the original value.

The update is introduced in TCE 7.0.

When the user clicks on the icon in the "Has Adjustment" column, a pop-up window appears, displaying all of the adjustment history made on the specific line item.

Revert Line Items

In adjustment history, the selected adjusted line item(s) are reverted to the previous state when a line item is Reverted. 

To Revert the line items(s):

1. Click on the Revert button in the Adjustment History.

2. A Line Item Adjustment pop-up window appears.

3. Modify the Adjustments and click Save.
4. Updated changes appear in the Adjustment History.
5. To cancel the changes, click Cancel.

The update is introduced in TCE 7.0.

The Invoices procedures are of two types:

• workflow process
• non-workflow process

Printable View

Displays the selected blocks of the Interactive Line Items that appear in the printable view render a page. 

1. Click on Printable View icon.
   A Sections pop-up window appears.

2. Select check-boxes of the required Interactive line-items.
3. The Interactive grid accommodates as many as columns but in the legacy Printable view, the excess columns at the end of the page are cut in either layout.
4. The selected Interactive line-items appears in the printable view page in tabular format.
5. Click OK.

The update is introduced in TCE 7.0.

Search Functionality in different Columns

Date Search

To view the invoices, select the Date Picker Calendar in date column. When a user clicks on the date column, the system displays a calendar.

• Select the start date and end date in the calendar to view the invoices ranging on the selected date.
• Double click on the same date for Start Date and End Date to view the records of a particular date.

Item Type

To view the Item Types:

1. Select the required Item type ALL, Expenses or Fees from the drop-down list.
2. Selected items types appears in the grid.
3. The same is reflected in the Total Spend by Type pie chart widget.

Flag Column

NOTE: This function will only work if the invoice is posted into active workflow, and the user is the current approver.

Introduced Flag column in the interactive grid with the following options:

• Red - Actively Flagged
• Grey - Resolved / Formerly flagged
• White - Default state

The functionality of the flag is to sort the capabilities, sorting all line items with a flag to the top on the first click, by line item number descending. Then by all line items without a flag, in line item number descending.

HasAdjustment 

The update is introduced in TCE 7.0.

To view the columns that are adjusted:

1. Select the value "All Line Items", "All Adjustments", "No Adjustments", "Manual", "Auto", "Auto & Manual" or "Rejected" from drop-down list.
2. Displays the selected value line items in the grid.  The values are provided with hyperlink.
3. When user clicks on the hyperlink, Adjustment History Modal pop-up window with the Adjusted history details appears.

To search for a Timekeeper

1. Enter first two characters of a person in the filter box.
2. The filter is enabled with smart search.
3. The matching name of the timekeepers appears on the list.
4. Select the required Timekeeper from the list.
5. The line items of the Timekeeper appears in the grid.
6. The users have an option to select single or multiple invoices.

Column Filtering (Number)

To view the rows with required number/value,

1. Enter the required value in the number filter column.
2. Select the required line item to perform the functionality.

NOTE:

Activity Column

To review the large invoices with many line items: 

1. Enter the Activity details in the filter box of the column.
2. All the line items pertaining to a specific matter displays in the grid.
3. This helps the user to focus on the specific groups of line items.

Project

Displays the line items with Matter name that are billed/linked against the Matter in the grid of the Invoice.  The column is provided with ascending and descending options with display name.

Interactive Search views

To view the user preference/customized columns through Interactive Search views for the Invoice to view in the Interactive grid, a user can configure the default or optional columns based on their preference from the Setup menu.