May ZenCase Update

• New Improvement: Bulk Apply Invoice Discounts. Pre-Billed list page now supports a bulk action to apply invoice discounts as a percentage of the total fees or a fixed amount discount.
• New Report: Client Ledger Entries Report. Go to the Reports page from the left navigation bar. Under the “All” tab, you will now see a new report for Client Ledger Entries report. Click the “View Report” button to view all ledger entries for a specific client. You can filter or export the report with available filter options.
• New Feature: OpenAI Chat GPT Integration. ZenCase now offers a new assistant to help you with every day tasks, such as drafting documents, emails, and much more. From the right sidebar, click on the robot icon. At the bottom of the screen, send the assistant your message for a quick reply.
• New Improvement: Member Level Abbreviations. Firm members can now define a set of abbreviations specifically for their account that will be private to them. In the top right corner, click on your name, click Your Account. Click on the “Settings” tab. In the left sidebar navigation, click “Abbreviations” to view table. Click “Add Abbreviation” to add new private member specific abbreviations. When you add or edit a time entry, fixed fee, or expense, start typing in the description field and you will see your abbreviation appear.
• New Improvement: Conflict Check Report Support Email and Calendar Events. Performing a conflict check report now supports two new options when integrated with Microsoft 365 in ZenCase: Emails and Calendar Events. Go to the Reports > Conflict Check > Run report page and you should see two new checkbox options for Emails and Calendars, then click “Run Report”.
• Firm Settings > Vendors table and importer now supports website and note field for each vendor.
• Timer in the right sidebar panel now has an option to add Matter while timer is still running.
• Timer improvements for when you stop a timer you will now have three new options to: Create Time Entry From Timer, Delete Timer, Or Resume Timer.
• Matter Ledger now has a Payment Date column available in the table.
• Task Blueprints now support bulk actions to update properties for multiple tasks at once.
• Task bulk actions now supports a checkbox option to “Ignore Deadlines” when editing the start date or due date for multiple tasks.
• Time & Expenses list page you can now view payments for an individual charge item. In the Actions column, click the “…” three dots icon. Click “View Payments”. Note: If the “View Payments” button is disabled, there are no payments for the charge. A right sidebar panel should open and display the list of payments that have been allocated to the charge.
• Zen KM Quick Add Button now has a Client select dropdown for filtering Matters in the Matter select dropdown. In the top right click on the “+” icon, and then click “Add Zen KM Item”. Choose a type, such as Subject, and then you will see a new Client dropdown which will help to filter Matters in the Matter dropdown.
• Zen KM all the list pages now support “Settings” button in the top right of the tables so you can turn on and off certain columns to display.
• Pre-Bill and Invoice PDFs now have a slightly wider content area to allow more space for charge numbers on pre-bills.
• Partner Dashboard is now cached with hours graph and hour bubbles both cached hourly, while the remaning report totals, such as A/R and collections, will be updated approximately every 4 hours for improved performance.
• Attorney Dashboard, the hours graph is now cached and will be updated every hour for improved performance.
• All Audit pages now have a “Load More” button at the bottom of the table so you can load more audits as you scroll to the bottom of the page for improved performance.
• Unbilled list pages for Matter and Client has a new action in the Action column for “View Charges” so you can view all of the charges that will consist of the pre-bill once generated.
• On the Calendar page, viewing or editing an existing event, the location field now has a link icon to go to the website page.
• Import Task Blueprints into a Matter now supports importing blueprints with a start date or due date. Selecting a start date will populate task blueprints after the start date. Selecting a due date will populate task blueprints before the due date.
• Pre-Bill and Invoice PDFs will now display the Address 2 on a new line.
• Importing contact and matter connections now support the billing contact boolean column in the import CSV file.
• Pre-Billed list page supports a new filter for invoice date and due at date range.
• Viewing a specific pre-bill, when you delete a pre-bill, then the next pre-bill in the right sidebar pre-bills list will populate as the next pre-bill after the page reloads.
• Editing an individual pre-bill, you now have the option to apply an invoice discount to the fees as a percentage or a fixed amount.
• Tasks lists page is now filterable by “Assigned By”, the person who assigned the task.
• Trust Transactions now supports the ability to Void a trust transaction that was entered mistakenly or a bill/payment was voided.
• On the My Calendar page, clicking any date on the calendar will bring up a Add New Event pop up window so you can easily add new events for a specific day. When viewing in the Daily view, you can click on a certain time and create a new event for that specific date and time.
• On the My Calendar page, editing an existing event now has a new option next to the Save button for “Save As Time Entry” option which will pop up the time entry form with the event details.
• In the right sidebar panel, viewing Matter bookmarks, you will now see a new clock icon button where you can quickly add a new time entry for a bookmarked matter.
• Zen KM lists page supports the Number column for all Zen KM item tables.
• Tasks list page supports bulk deletion of multiple tasks.
• Viewing a specific Tasks Blueprint, the individual tasks will be sorted by last updated at date by default.
• Most list pages and reports with filter for “Tag” supports a new option to filter by “No Tag” to view items where no tag exists on the item.
• Most list pages and reports with an export option supports a new option to export as CSV or PDF. Selecting the columns to view will also save your last selection options for next time.
• Firm Settings importers were updated to support more attributes for Jurisdictions, Billing Types, Member Types, Soft Costs, and Tags.