pryme Matters

• 1: Client Engagement
• 2: Invoice Creation
• 3: Prepaid Fee
• 4: Batch Close Matters
• 5: Matter Archiving
• 6: Update WIP (TM) %
• 7: Invoicing Instructions
• 8: Prorated price adjustment
• 9: Client Responsible
• 10: Client Funds
• 11: Batch Copy Matters
• 12: Post from Timesheet
• 13: pryme Matters Release Notes

1 - Client Engagement

The Client Engagement Report presents a processed summary of all incurred time and expenses, in relation to the work done in projects by the resources. It gives a full picture of the entire engagement for the specified client, project or resources. The grouping is done by client, project & resource.

It is possible to filter the report in order to get the required information. Choose the 🔎 icon, enter Client Engagement Report, and then choose the related link. When the report opens, fill the desired filters to get the required results:

• Client Filter - sets a filter on the client for which you want to retrieve the entries across projects and invoices.
• Client Responsible Filter - sets a filter on all the clients, and then all the projects connected to these clients.
• Project Filter - sets a filter on the projects you want to retrieve data for.
• Project Responsible Filter - sets a filter on all the clients, and then all the projects connected to these clients.
• Resource Filter - sets a filter on the resource and retrieves all the entries across all projects.
• Date Filter - sets a filter on the Posting Date.
• Write-off Qty. Filter - sets a filter on the write-off qty, if you want to include entries with write-offs.

The other settings of the request page are related to the report layout, and how the data are represented:

• Hide Details - if selected, the detailed entries will be hidden and only the summary Matrix will be shown.
• Include Summary Matrix - a summary matrix will be shown at the end of the report, including all matters/clients.
• Include Unposted Time/Exp. Entries - if selected, all entries in open timesheets and time/expense journal will be shown.
• Truncate Description - only the first 50 characters of the description will be shown. This is used for long descriptions.

After the report is run, it displays information which is retrieved across all projects such as:

• No. - displays the Resource No.
• Open - shows if an entry is open or it has been fully invoiced.
• Non-Chr. Usage Qty./Chr. Usage Qty. - shows the non-chargeable and chargeable quantity.
• Accr. Sales Amount - shows the accrued sales amount.
• Inv. Sales Amount - shows the invoiced amount.
• Price Adjustment Amt. (LCY) - shows the price adjustment amount on that entry.
• Write-off Qty. - shows the quantity that is a write off.
• Remaining Qty. to Invoice - shows the quantity that is yet to be invoiced.

2 - Invoice Creation

Watch our short demo how to use the Invoice createion in pryme Matters.

To start time tracking

Invoice Creation List (for Projects)

Invoice lines are usually reviewed on the Invoice Creation List page. You can review the Invoice Creation page for all projects at the top-level Projects menu:

1. Navigate to the Role Center > Processing > Billing Invoice Suggestion List.

2. You can also access Invoice Suggestions in each individual project. To access Invoice Suggestions from a specific project:

   • Navigate to the Projects List and select the desired project.
   • Navigate to Billing >Invoice Suggestion List
   • Transactions are listed in this page if the Open box is selected, the Chargeable box is selected and there is a value in Remaining Balance.

Each transaction has an Approved check box. Project managers can approve the transactions lines individually in the Invoice Suggestion Lines FastTab. Project Managers can also designate the entire Invoice as approved by setting the Approved value to on/true in the General Fast Tab.

Invoice Creation - General FastTab

The General FastTab in Invoice Creation provides general information about the project being viewed:

• Sell-to Name: Specifies the name of the customer who you are selling the product.
• Invoicing Responsible: Specifies the resource which is responsible for the invoicing.
• Invoicing Status: Specifies at what point the status of invoicing the project is.
• Amount on Sales Doc. (LCY): Specifies the amount on open sales documents, in local currency.
• Amount Inv. Sugg. (LCY): Specifies the amount to be invoiced, excluding lines already on open sales documents. The amount is shown in local currency.
• Total Amount (LCY): Specifies the total amount to be invoiced, including lines already on open sales documents. The amount is shown in local currency.

For more information regarding the Invoice Suggestion Lines FastTab, please consult the following link.

Resource Hours FactBox

Resource Hours FactBox provides a detailed summary of the hours worked on a project, categorized by each resource. The Total line at the top displays the cumulative hours worked by all resources on the project. The columns include the following details:

• Resource No.: identifies the resource that has performed the hours.
• Hours to Invoice and Amount to Invoice: indicate respectively the total remaining hours and amount, pending for invoicing for the specified resource.
• Hours and Amount: show the remaining hours and corresponding amount for the specified resource.

Invoice Creation Contract List

When multiple matters are combined into a contract, it is desirable to review entries from all the matters in one place before creating the invoice.

The new Invoice Creation Contract List can be used to find all contracts and show the invoicing data similar to Invoice Creation, but with combined details for all matters on the contract.

Invoice Creation List can be accessed from the Role Center, under Invoice Creation part, or the Invoice Creation - Contract from the Contracts -> Billing -> Invoice Creation.

Invoice Creation - Contract

The General FastTab in Invoice Creation - Contract provides general information such as the one in Invoice Creation, but at a contract level.

Invoicing Status is updated on creation, deletion and posting of invoices from contracts. The individual matters are updated just as before.

For more information regarding the Invoice Suggestion Lines FastTab, please consult the following link.

Invoicing Instructions

Invoice Instructions are now extended to cover contracts too, and they are accessible from the below pages:

• Invoice Creation - Contract
• Contract Card
• Contract Plan

Invoicing Status and Invoicing Responsible

Invoicing Status and Invoicing Responsible are now on the contract level too, which makes it possible to manage the invoice creation process from the following pages:

• Invoice Creation - Contract
• Contract Card
• Contract Plan

3 - Prepaid Fee

Setting up prepaid fees

Enable to use of prepaid fees

Open the Matter Setup page and enable the Prepaid Fee in Use setting in the Invoicing fasttab.

Set up prepaid fee templates

You can design templates for different kinds of fee. In most cases a single template will be enough.

• Choose the 🔎 icon, enter Prepaid Fee Template and open the page.
• Create a new fee template, complete the Fee Code and Description.
• Ending Date has three options:
  • Formula: A date formula specifies how the ending date for the fee validity period is calculated. Example: 1M as Ending Date Formula would mean that a fee starting Jan 1st 2025 would cover until and including Feb 1st 202.
  • No End Date: Fee will be valid forever. This option should only be used for one-off fees.
  • Subscr. Period End: The date will be set from the subscription period. Example: 1M as Next Date Formula on a subscription order would mean that a fee starting Jan 1st 2025 would cover until and including Jan 31st 2025.

Define standard fee templates for items

You must select a fee template for each item that will be used as a prepaid fee.

• Open the Items list.
• In the Prices and Sales fasttab select the appropriate template in the Default Fee Template Code field.

Using Prepaid Fees

To use a prepaid fee a matter ledger entry for the fee must be created. Matter ledger entries for prepaid fee can be created from subscription orders or a journal.

Prepaid fees in subscription orders

In a subscription order any line with an item that has a Default Prepaid Fee Template defined will automatically be treated as a prepaid fee. The matter ledger entry created when posting the subscription order will contain information about the fee and its validity period.

The validity period always starts on the first day of the subscription period. If the prepaid fee template has Ending Date set to Subscr. Period End then the validity period will end with the end of the subscription period. This is the most common case.

Prepaid fees in journals

In a matter journal any line with an item that has a Default Prepaid Fee Template defined will automatically be treated as a prepaid fee. The matter ledger entry created when posting the journal will contain information about the fee and its validity period.

The validity period always starts on the posting date set in the journal. If the prepaid fee template has Ending Date set to Formula then the validity period will end based on the End Date Formula defined in the Prepaid Fee Template. This is the most common case.

Invoicing with prepaid fees

Matter invoices can include prepaid fees in two different ways. For the client to pay and affecting the how/if time on the invoice is billed.

If the matter ledger entry for the prepaid fee is marked as chargeable it can be included on the invoice as a line item to pay. When or if it is invoiced does not affect the validity period of the fee. A fee could be invoiced in November but be valid for February through March.

For each task covered by the invoice the period of resource usage is calculated. Any fee for each task that has a validity period that covers the period of resource usage will then be used to reduce the billing of the resource usage.

Reviewing and updating prepaid fee deductions / excess

The calculation of the prepaid fee deductions / excess can be reviewed using the Prepaid Service Fees action the in Actions menu on the Sales Invoice.

If manual changes are made to the resource usage on the invoice, the prepaid fee deductions /excess must be recalculated by opening and closing the Prepaid Fee Calculation page, this is done with the Prepaid Service Fees action the in Actions menu on the Sales Invoice.

4 - Batch Close Matters

When matters are to be closed, it is hard to find what matters can be closed and which should be closed be using the normal matter list. The Bulk Complete Matters processing page, makes it easy to find a set of matters to review for closing. The page will show data relevant to make a decision on whether to complete the matter, or if it can be completed.

Bulk Complete Matters

• Choose the 🔎 icon, enter Bulk Complete Matters and open the page.
• The Filtering options are divided into Filtering List and Filtering Totals.
• The filtering list options, filter the matters list, where all the non-empty filters apply together, each one reducing the number of matters found.
• When Include Unfinished is selected, you can select between the options, to include matters that cannot be completed, due to these options still remaining pending.

Search action

• When the Search action is chosen, matters matching the filters will be shown in the list.
• To take a complete look at the list, select Hide Filters to hide the filters fasttab.
• The Can be Completed indicates with a checkbox of Yes/No if the matter can be completed.
• The search would list only matters that are not completed.

Complete Selected action

• It is possible to select multiple matters to be completed. Matters with Can be Completed to false, cannot be closed, if the conditions for matter completion are not all satisfied.
• When the Complete Selected action is chosen, all selected matters that allow completing must be set as complete.
• The Status column is updated to indicate the new status. The list is not updated to remove the completed matters - a new search would do that.

5 - Matter Archiving

When a matter is no longer active, it is possible to archive it. Only closed matters can be archived, if the matter is non-closed, an error will be triggered.

Matter Archiving

Setup No. Series for Matter Archiving

Complete the No. Series for Matter Archiving on Project Setup.

• Choose the 🔎 icon, enter Project Setup and open the page.
• In Number Series fasttab, create and select a no. series for the field Matter Archiving Nos..

Matter Archivist

For a user to be able to archive a matter, he has to be a Matter Archivist. Only users with Matter Archivist set, can archive matters.

• Choose the 🔎 icon, enter Resources and open the list.
• Open the Resource Card for the user needed to be assigned as a matter archivist.
• Under General fasttab set Matter Archivist to true.

Archiving Matters

After a matter has been completed, it can be archived.

• On the Project List go to Actions -> Archive Matter.
• Select Yes to archive the matter. If not confirmed, the action is aborted.
• A new window will open that will require to fill information for the archiving process such as Archive Date, Archive No. and Archive Notes.
• When the matter is archived, information related to the archiving details will be shown under the Archiving fasttab on Project Card.

De-Archive Matters

It is possible to de-archive an archived matter. Only a Mater Archivist is able to de-archive a matter.

• On the Project List go to Actions -> De-Archive Matter.
• Select Yes to de-archive the matter. If not confirmed, the action is aborted.
• Some of the information under Archiving fasttab is cleared from this process.

6 - Update WIP (TM) %

It is important to update the WIP % for time and material across matters. The page WIP and Revenue Recognition has many options to update WIP related settings across matters, which you can consult in the following link.

To update the WIP (TM) % on the matters, follow the steps below:

• Choose the 🔎 icon, enter WIP and Revenue Recognition and open the page.
• From the page, select multiple matters that you want to update the WIP (TM) % for.
• Go to Actions -> WIP -> Update WIP (TM) %.
• On WIP (TM) % set the % of the time and material WIP you want to update the selected matters.
• Selected Update WIP Checked if you want to update this field on the matters.
• Press OK and the report will run and update the WIP % for time and material on all the selected matters.

7 - Invoicing Instructions

When creating and adjusting invoices, there can be instructions about how the invoice should be created. Such as: what to include, discounts and pricing and other special instructions. The instructions can be short or quite long (half a page). The instructions can be either general to all matters related to a client or they can be specific to a matter. Some instructions will be permanent and apply to all invoice, others will only apply to the next invoice.

Invoicing Instructions can be created from Matter List/Matter Card, Customer List/Customer Card, Invoice Creation and Sales Documents. Instructions created from the project or client, are marked as such. New instructions created directly on the invoicing suggestion page are marked as being created for the projects, not the client. Each invoicing instruction is marked with information about whether it is a one off instruction, or is it a permanent instruction. One off instructions are to be deleted when the invoice they are used on is posted.

Invoicing Instructions on Invoice Creation

• Choose the 🔎 icon, enter Invoice Creation List and open the page.
• Go to Actions -> Related Information -> Invoicing Instructions.
• You can view invoicing instructions created from the matter or the client.
• If you want the instructions to be permanent, mark Keep.
• It is possible to add as many instructions as needed.

The process to access and create Invoicing instructions is the same from all the mentioned pages

Invoicing Instructions Factbox

With a factbox, it is easily to see if there are any invoicing instructions. The factbox is available in Invoice Creation, Sales Invoice and Sales Credit Memo pages. The full list of the instructions, including details can be opened from the factbox.

8 - Prorated price adjustment

When you need to adjust the pricing on a matter invoice prorated per resource, you can use the Prorated Price Adjustment feature. This feature allows you to adjust the price of a resource on a matter invoice as a certain percentage per resource or for all resources.

Using prorated price adjustments

On a sales invoice for a matter, choose the Adjust prices prorated action in the Actions menu. The Prorated Price Adjustment page opens.

The price adjustment is calculated as a percentage of the original price. The percentage can be set for all resources or for a specific resource.

You can use either the percentage field or the amount field to set the adjustment. The amount field will calculate the percentage based on the original price of the resource, or vice versa.

The adjustment will be applied when the page is closed.

9 - Client Responsible

Client Responsible describes the designated individual within the matter team who acts as the primary point of contact and advocate for the client’s interests throughout the matter lifecycle. This role encompasses responsibilities such as facilitating communication, gathering and managing client requirements, addressing feedback and concerns, ensuring deliverables meet quality standards, and nurturing positive client relationships. The Client Responsible plays a crucial role in aligning project outcomes with client expectations and fostering long-term satisfaction and collaboration.

Client Responsible

• Choose the 🔎 icon, enter Customers and open the page. Open a Customer Card.
• Select Client Responsible in the General fasttab. The Client Responsible Name will automatically be filled in, upon selection.
• The Client Responsible Name will also be shown on Matter Card, for matters related to that client.

10 - Client Funds

To be able to use Client Funds related to a matter, first it is needed to specify in Matter Setup which global dimension will be used for job identity. There are three options for the Job Dimension field, under Create Project fasttab:

• None
• Global Dimension 1
• Global Dimension 2

On the Bank Account card page, you can select whether a bank account is a Client funds account by setting this field to true.

On the Matter Card the Client Funds Account specifies the bank account that holds the client funds. Only accounts that are client funds accounts can be selected. Client Funds Balance shows the current balance on the selected client funds account. Based on the selection of Job Dimension on the Matter Setup the following filters apply to the dimensions:

• Client Funds Dim. 1 Filter - Specifies a filter on the client funds account, based on global dimension 1. There must be a relation to global dimension 1 values.
• Client Funds Dim. 2 Filter - Specifies a filter on the client funds account, based on global dimension 2. There must be a relation to global dimension 2 values.

Client Funds Balance Factbox

Client Funds Balance factbox on Invoice Creation page, contains information for the sums of the client funds balance, in different currencies.n For each currency, it displays the balance, and by drilling down, you can access the related bank account ledger entries. You also have the Client Funds Balace (LCY) on the Invoice Creation, General fasttab, to show the amounts in LCY.

Bank Statement Client Funds report

The Bank Statement Client Funds report provides a statement for the bank accounts, with the transactions of the client funds. The report filters on the bank accounts that are client funds accounts, and you can get a completed view by adding other filtering options. Some of the most important filters on the report are:

• New Page per Bank Account - to be selected if each bank account details need to be printed in a separate page
• Exclude Bank Accs. That Have a Balance only - mark it, if you do not want the report to include entries for bank accounts that have a balance but do not have a net change during the selected time period.
• Include Reversed Entries - select it in case there is needed a detailed view of the transactions, and reversed entries need to be shown too.

The other filtering include the Bank Account No., Bank Acc. Posting Group etc.

Client Funds per Client Responsible report

This report shows which client funds had a balance or transaction that amounts to or exceeds a price base amount (in LCY).

The report is primarily intended to be used as a working basis in the annual routine when there is to report client funds that their clients have had outstanding during the calendar year.

The report can be charged per client-responsible, for each client who had more than one price base amount outstanding in any part of the current year. Apart from the client responsible, it is possible to select the amount and period.

It is important that if the total outstanding amount at any time during the year has been at least a price base amount, then it should be reported. Doesn’t matter if it’s divided into several smaller payments or if the balance is 0.- at year-end. On the request page, you can filer on:

• Client Responsible
• Date Filter
• Limit Amount
• Client Funds Account (default =Yes)

11 - Batch Copy Matters

When similar work needs to be performed year over year, significant time can be saved by copying the previous year’s matter and updating it for the current year.

The Batch Copy Matters action on the matter list allows you to copy on or more matters to new matters. Filters can be set to define which matters will be copied. The data copied from the matters are the Matter, Tasks, Permissions, Default Dimensions and Task Dimensions, Budget Entries (if “Copy Budget” is selected), and Actuals to Budget if selected.

From the Matter List go to Actions -> Batch Copy Matters.

• Select whether to Copy Budget.
• Adjust Dates with - modify current matter and budget dates using the selected formula for the year in which the work will be performed.
• Copy Budget Version - choose the budget to which you want to copy the data. If left empty, the old matter’s budget will be active for the new matter as well.
• Keep Original Prices - select if you want to copy the original expense, resource and GL prices to the new matter.

12 - Post from Timesheet

In some cases, you may need to post certain timesheet entries before the end of the timesheet period. With the Post from Timesheet option active on the Resource Card, this is now possible for allowed resources.

Requirements:

Modern Timesheets must be activated in the Project Setup for this functionality to work.

How It Works:

• Post Specific Entries: You can select specific timesheet entries and post them immediately using the Post Now action.
• No Edits on Posted Entries: Once an entry is posted, it cannot be edited. However, you can continue adding time for the remaining period.
• Reopening a Timesheet: If you need to make changes to already posted entries, the timesheet must be submitted and then reopened.

13 - pryme Matters Release Notes

5.3 (October 2024)

Application enhancements

Post selected time entries directly from the timesheet.

This new feature allows authorized users to post time entries directly from the timesheet, bypassing multiple steps when needed. You can still add new entries to the timesheet even after some have been posted. Learn more here

Filter Client Engagement Report on Write Off’s

A new filter for write-offs is now available on the request page of the Client Engagement report, allowing you to refine the data displayed in the report.

5.2 (August 2024)

Fixes and minor adjustments

• #172 Error message when using only split billing and different currencies

5.1 (July 2024)

Application enhancements

Batch Copy Matter

The new Batch Copy Matters enhancement allows you to quickly duplicate one or more matters from the previous year, saving time on repetitive tasks. With filters to define which matters are copied, the action duplicates data including tasks, permissions, dimensions, and budgets if selected. Users can adjust dates, choose which budget version to copy, and retain original prices if needed. This feature simplifies the process, ensuring only the desired matters are copied without duplicating all data.

Fixes and minor adjustments

• #154 Amount to Invoice not updated properly on Resource Hours FacBox

5.0 (June 2024)

Application enhancements

Added new columns in Resource Hours FactBox

New columns have been added to the Resource Hours FactBox on Invoice Creation page. These columns display the total hours and amount selected for invoicing for each resource in the project. The purpose is to exclude closed entries from consideration for invoicing.

4.6.3 (June 2024)

Fixes and minor adjustments

• #135 Updated prepaid fee & pro-rated price adjustment when using enhanced invoicing

4.6.2 (May 2024)

Fixes and minor adjustments

• #128 Updated Upgrade code to support recent changes of BC24 for Client Engagement Report

4.6.1 (May 2024)

Fixes and minor adjustments

• #121 Added Upgrade code to support recent changes of BC24 for Client Engagement Report

4.6 (May 2024)

Application enhancements

Invoice Creation for Contracts

When multiple matters are combined into a contract, it is desirable to review entries from all the matters in one place before creating the invoice. The new Invoice Creation - Contracts page, similar to Invoice Creation per matter, displays invoicing data for all contracts and combines details for all matters on the contract.

Invoice Instructions now apply to contracts and can be accessed on the Invoice Creation - Contract, Contract Card, and Contract Plan pages. Similarly, Invoicing Status and Invoicing Responsible apply to contracts and are accessible on the same pages.

4.5 (April 2024)

Application enhancements

Bulk Complete Matters Enhancements

• Added Confirmation dialog for completing matters
• Extended possibility to include internal matters in the search

Fixes and minor adjustments

• #105 Invoicing Status does not update when a sales invoice is deleted
• #108 Invoices created from Invoice Creation always uses old invoice process
• #109 The value Securities Returned is not displayed correctly in Bulk Complete Matters
• #113 Matter is not completed from “Bulk Complete Matters” when Sales Credit Memos exist

4.4 (February 2024)

Application enhancements

Bulk Complete Matters

When it comes to wrapping up matters, distinguishing between those ready for closure and those requiring further attention can be challenging using the standard matter list. However, a dedicated Bulk Complete Matters page enhances this process by presenting a curated set of matters for review. This page furnishes pertinent data to facilitate decisions regarding matter completion. Thanks to its filtering functionality, users can easily identify matters ready for closure, showing which processes need fulfillment before finalizing the matter’s status.

Excess Fee Lines Enhancements

A new field allowing users to Disable Excess Fee Lines has been incorporated into the Matter Ledger Entries. This enhancement offers greater flexibility in accommodating various scenarios and enables customized utilization of the Prepaid Fee feature to align with your company’s specific requirements.

Showing Totals on Resource Hours FactBox

Now, there’s no need for scrolling in the Resource Hours factbox to count the totals for each resource. The factbox now features a Total line at the beginning, which dynamically updates after every modification made to the Invoice Suggestion Lines.

Fixes and minor adjustments

• #92 Factbox is not updated in Invoice creation when putting an date filter.

4.3 (January 2024)

Fixes and minor adjustments

• #75 Resolved layout issue: Resource Specification shows layout for Client Engagement Report
• #83 Projects cannot be completed when connected to a contract

4.2.1 (October 2023)

Fixes and minor adjustments

• #79 Added Job Commission in Tell Me

4.1.3 (September 2023)

Fixes and minor adjustments

• #72 Upgrade code for agreement groups and dimension

4.1.2 (September 2023)

Fixes and minor adjustments

• #66 Agreement Groups missing in the Job Ledger Entries

4.1.1 (August 2023)

Fixes and minor adjustments

• #63 Fields in the Resource table aren’t updated on migration of Resource Analysis

4.1 (August 2023)

Fixes and minor adjustments

• #52 Move transaction in Create Invoice does not update the page directly without the moved lines
• #57 Unselect chargeable in Create invoice without choosing a line, opens all the lines

4.0.1 (July 2023)

Fixes and minor adjustments

• #54 Upgrade code fix - FlowField in DataTransfer

4.0 (June 2023)

Application enhancements

Resource Analysis moved to pryme Time

The Resource Analysis functionality is moved from the pryme Matters app to the pryme Time app. Resource Expected Achievement, Resource Amount Analysis, Resource Time Analysis and Departments are moved out. This does not cause any change to users.

3.2 (May 2023)

Fixes and minor adjustments

• #1202 Field “Amount Inv. Sugg” in Invoice Creation Card, should be updated accordingly when changes are applied in the lines
• #1205 Closing a matter/project does not trigger an error when there are unpaid invoices, invoiced from contracts

3.1 (March 2023)

Application enhancements

Invoicing Instructions sort order

The invoicing instructions in lists and fact boxes are sorted by modification date, with latest modified first. This makes it easier to see recent changes and additions.

Extended description moved to pryme Time

The Extended description functionality is moved from the pryme Matters app to the pryme Time app. This does not cause any change to users.

Fixes and minor adjustments

• #1112 Error message about client funds when completing matter/project but there is no client funds on the matter/project (balance is zero)
• #1129 Change shortcut from “Account Schedule” to “Financial Reports” in Partner Liquidity Analysis

Related changes in pryme Time 1.5.

3.0 (February 2023)

Application enhancements

pryme Time tool dependency

Accurately tracking the time spent on various tasks throughout the day is essential for billing purposes and for monitoring of productivity. pryme Time allows you to keep track of multiple tasks simultaneously. You can start timers, add details, archive, use them in the timesheets, and send email notifications for each unsubmitted timesheet from the past.

Extended Description on Time Matrix and Time Approval views

Extended Description footer and options have been added on Time Matrix and Time Approval pages.

Client Funds per Client Responsible Report

The report is primarily intended to be used as a working basis in the annual routine when lawyers are to report client funds that their clients have had outstanding during the calendar year.

Fixes and minor adjustments

• #1094 Invoicing instructions minor adjustments
• #1087 Extended Description is empty when not active
• #1062 Client Funds Factbox slows down opening the Invoice Creation card

2.3 (January 2023)

Application enhancements

Better extended description integration

The extended descriptions on time entries and time journal lines have been moved from separate tables into the time entry and time journal line tables.
This makes extracting the extended description to BI or other reporting easier. It also makes it easy to import data from external systems.

Fixes and minor adjustments

• #1057 Client Funds Statement Factbox is not showing the correct balance when you have more than one transaction on the bank account
• #1058 Timesheet issue in pryme Matters using standard texts

2.2 (December 2022)

Application enhancements

Invoice Creation performance and view

Improved performance of the Invoice Creation page when Optimized Permissions is selected in project setup. Multiple new views for seeing matters where you are the client responsible or the matter manager.

Optimized conflict of interest checks

The conflict of interest check has been optimized for better performance with large datasets. Additional settings to control the COI process can be found in compliance setup.
Information about last modification and last time entry are added to the client lines.
The Matter Client No. and Matter Client Name are added to matter lines.

Invoicing instructions

Reviewing invoicing instruction has been made easier by a new factbox on invoice creation page, the sales invoice page and credit memo page. The factbox lists the headlines of invoicing instructions. The full list of the instructions including details can be opened from the factbox. Invoicing instruction on sales documents are now editable. When new instructions are added, they will be associated with the sell-to customer (the matter client).

Fixes and minor adjustments

• #989 Error message that you can’t change a completed project when completing a project

2.1.2 (November 2022)

Fixes and minor adjustments

• #999 Timesheet Entries have Entry No=0, when inserted extended description

2.1.1 (October 2022)

Fixes and minor adjustments

• #988 Engagement Report: Fixed Remaining Amt on Open Entries
• #992 Client Engagement report - Total - error in customer filter when setting filter on resource and date in report page

2.1 (October 2022)

Application enhancements

Improved telemetry

Additional telemetry on prapaid fee invoicing for easier troubleshooting.

Fixes and minor adjustments

• #988 Engagement Report - fix Adjusted Amounts and Accr. Sales Discount

2.0 (August 2022)

Application enhancements

Matter Archiving

Matters can be archived using a “Archive Matter” action on the matter card. Only Matter Archivists (defined on the resource card) can archive and de-archive. Completed matters are blocked from changes, except archiving.

Additional layouts for the Client Engagement report

The report now has three different layouts, the regular, invoiced-only and not-invoiced.

Invoice Creation enhancement

The sell-to customer is shown in Invoice Creation.

Fixes and minor adjustments

• #886 Bug: The Client Engagement Report shows incorrect amounts for price adjusted entries
• #913 Bug: Bank Account is excluded from Bank Stat. Client Funds when running report without filter on No.

1.8.2 (July 2022)

Fixes and minor adjustments

• #880 “Exclude Bank Accs. That Have a Balance Only” only if field is set to false on Request Page
• #883 Client Engagement Report crashed when setting filter on “Project Responsible Filter”
• #884 Client Engagement Reports displays the same entry twice, from timesheet and journal
• #885 Creating a Sales invoice for a client which includes the PrePaid fee service fails

1.8.2 (June 2022)

Application enhancements

Client Engagement Report

Line Discount is included (for all usage types) on Invoiced Amount (LCY) and Remaining Amount to Invoice (LCY). Open (time/expense) entries includes any entries on Time and Expense Journal/Batch defined in the Matter Setup.

Liquidity Analysis

A list of historic agreement groups has been added to resources. Liquidity by resource is now calculated using the agreement group at the point in time. This requires historic agreement groups to be manually added.

Fixes and minor adjustments

• #874 The option “True” in ”Exclude Bank Accs. That Have a Balance Only” shows bank accounts with revaluation transactions. The summarization of currency is not correct if there is transactions missing for the currency when you set a date filter. The total summary of “Balance” in LCY is wrong as it summarizes all balance rows in the report
• #876 Reserved Liquidity Amount doesn’t respect date filter when drill-down.
• #877 When YTD filter is missing on resource analysis, fields “Usage Hrs. not Inv Year End”/ “Usage Amt. not Inv Year End” are showing correct amount, but the entries shown are only for the fiscal year.
• #878 When pressing the amount in the “Client Funds Balance (CLY) on the Matter Plan you get a strange error “The filter expression applied to the field Bank Account No. in the Bank Account Ledger Entry table results in more than one range.”
• #879 Client Engagement Report: When filtering om Resource and Include Summary Matrix, a

1.8.1 (May 2022)

Fixes and minor adjustments

• #865 Report Bank Stat. Client Funds shows wrong summary and shows zero amount (exchange rate adjustments)
• #866 Commission Analysis Filter total by “Performer Agreement Group Filter” should be “Acquirer Agreement Group filter”
• #870 Resource Analysis: Actuals Client Hours YTD showing incorrect values if YTD Filter is not set. “Invoiced Client Hours YTD” need to show entries for fiscal year only. Net Change YTD is calculated incorrectly.
• #871 Client Engagement Report: Open entries should be included in the “Remaining Amount to Invoice” and “Remaining Quantity to Invoice”. Open entries should be shown if filtering on the resource (they show when filtering on client &project, but not when filtering on the resource).

1.8 (May 2022)

Application enhancements

Commission Analysis - Filtering options

The Commission analysis can now be filtered by Performer Agreement Group. Filtering is split into filters for what lines to show and filters that control what goes into the totals.

Resource Time/Amount Analysis - Improvements

The fields for usage not invoiced at the end of the period Filtering is split into filters for what lines to show and filters that control what goes into the totals.

Client Engagement report improvements

The report now has setting to control how data is presented. The options include: Hiding details to only show totals. Showing a grand total summary matrix. Including unposted time entries. Truncating long descriptions.

Fixes and minor adjustments

• #861 Creating contract invoices does not set invoicing status to “Invoice Created” on projects covered by the invoice.
• #864 Resource Agreement Group: Action Dimensions/single raises error

1.7 (April 2022)

Application enhancements

Agreement Group on Matter Ledger Entries

The Resource Agreement is now added to all matter ledger entries for better statistics.

New Invoicing Status Option for Invoice Creation

A new invoicing status: “Await Processing” has been added. After invoices for a matter is posted the status will automatically reset to “Await Processing”.

Inv. creation actions on matters and contracts

The list, card and plan pages for matters and contracts now has actions for direct access to invoice creation.

Fixes and minor adjustments

• #843 Missing filters in Bank Stat. Client Funds and filter on “Matter” and “Client Funds” = Yes shows all bank accounts
• #845 Aquirer Commission is not updated correctly on transaction when using function “Move Entries” in “Matter Ledger Entries”
• #846 Move entries function doesnt move the extended descirption
• #852 Possible to remove filters in Resource and Commission Analysis views

1.6 (March 2022)

Application enhancements

Prepaid fees with excess invoicing

You can now set up prepaid fees for services to be rendered. Time spent on the tasks covered by the fee will only be invoiced proportionally for the part that exceeds the time included in the fee.

Separate absence from other internal time

You can now designate tasks as “Absence” and absence time will be reported separately from other internal time in the resource time analysis.

Invoice creation improvements

The invoice creation page has been restructured to be faster and easier to use.

General performance improvement

A number of optimizations has been made to improve the overall response time of pages and reports.

Timesheet standard text improvements

New standard text can now be created directly from the standard text lookup in timesheets. Standard texts now create a continuous description text intelligently, line breaks are only inserted on empty lines or lines ending with a period.

Time entry description rules improvements

Rules can now allow words to be part of another word. Example “admin” could also trigger “administration”. The highlight coloring is now lighter and more colorful to improve legibility.

Fixes and minor adjustments

• #828 Liquidity Analysis showing reversed sign for CM in the field “Unpaid AR-Fee Renumeration”

1.5 (January 2022)

Application enhancements

Invoicing instructions

You can create instructions on both clients and matters. The instructions will be available from invoice creation and on invoices. Any instruction not marked as one to be kept for the future will be removed when the invoice is posted.

Define Work Type per task on the matter and default on time entry

You can set a default work type on each task. If set, it will automatically be the default on time entries for that task.

Hide inactive resources from resource analysis

Resources marked as blocked are now excluded from resource analysis views. But you chose to explicitly show then if needed.

Separate accounts for client fund from general bank accounts

To be able to manage exchange rates changes on bank accounts used for client funds, bank account can be set to be specifically for client funds.

View Client Funds Balance by currency

The client funds balances are shown by currency in invoice suggestion. A new report “Bank Statement Client Funds” shows client funds entries and balances.

Improved Client Engagement report

The Client Engagement report now has the applied filters printed in the header.

Acquirer split on matter defined by company

You can define in commission setup if there should be a page shown to specify acquirers.

Fixes and minor adjustments

• #810 Some combinations of filters on the Client Engagement report do not work correctly
• #814 Resource Hours FactBox on Invoice Creation is not updated correctly when toggling projects with “Next” and “Previous” record buttons.
• #827 Client Engagement report is slow, can take more than an hour to complete.

1.4.2 (November 2021)

Fixes and minor adjustments

• #787 Add extended description on PM Detail Posted Invc Spec.
• #800 Filter field"Act. Inv. Amount YTD (LCY)" on Commission Analysis for type Sale
• #801 Resource Analysis Views are slow due to WIP columns

1.4.1 (November 2021)

Application enhancements

Improvements on Resource Analysis Views

• Improved YTD filtering

Fixes and minor adjustments

• #790 Incorrect error message text when there are no entries for entered filters on Client engagement report
• #793 Adjust prices prorated calculates the Line Amount Excl VAT wrong when there is a Line Discount
• #795 Allows Liquidity Analysis allows incorrect date filter
• #796 Client engagement report filters on person responsible, not project manager

1.4 (November 2021)

Application enhancements

Client Engagement report

New report detailing all usage with details in how much is invoiced, written off, and remaining. The report is grouped by client and matter with detailed summaries for each subtotal.

Due Compliance search validation

Searching for a legal id that is not numeric will now abort the search and inform the user that only fully numeric ids are allowed.

Improvements on Resource Analysis Views

New fields on Resource time & amount

• Usage Amt / Hrs Not Inv. (LCY) Year Start”
• Usage Amt / Hrs Not Inv. (LCY) Year End”
• Adjustments (LCY) YTD

Fixes and minor adjustments

• #772 Fixed extended desc for Proj Time Journal.
• #758 WIP in resource analysis views do not respect the true closing date.
• #769 Added extended description for res inv spec

1.3 (October 2021)

Application enhancements

Restrict access to resource analysis views

Only resource administrator can see all resources in the resource analysis views “Liquidity Analysis”, “Commission Analysis”, “Resource Amount Analysis” and “Resource Time Analysis”.

Confirm changes to customer from external system

A confirmation page is shown when change the Legal Id. On a customer triggers an update of address information. The page shows the current and proposed address with changes highlighted.

Search for VAT no. in Conflict-of-Interest

VAT No. is added as a search term in the Conflict-of-interest search pages. A column with the VAT No. is shown for clients and contacts found in Conflict-of-interest search pages.

Fixes and minor adjustments

• #422 “Adjust prices prorated” sometimes give incorrect (decimal) rounding on total invoice
• #742 Outlook Addin with Ext. Desc.
• #757 In Invoice Creation Card, FactBox, Resource Hours should show (remaining qty) open usage entries
• #759 Wrong assignment of Document No. when cancelling the dialog in report Post Commission to G/L
• #756 Commission Ledger Entries missing date in G/L Posting Date
• #750 Customize Error on page with Ext. Desc.