[LCSIL-701] — Personal Injury (Portal) Module. A new module has been created to allow clients to interact with the Ministry of Justice's Portal to log and progress claims via the portal. Currently, this module deals with the Claimant only. For those users with experience of using the PI Portal direct, the data pages have been set up to replicate the PI Portal pages. To avoid duplication of effort and to make the process as efficient as possible, where appropriate, existing data is pulled through from PMS, such as the Claimant's and Claimant Representative's details. Checks are made on the data to ensure it matches the portal's requirements with warning signs where this is not the case. To simplify the data pages, there are a number of conditional fields and pages that display only depending on previous choices. For example, the MIB Claims section in the navigation panel is only available when the Insurer type on the Defendant's Details page is set to MIB.
This feature is chargeable and if you would like to take advantage of it, please contact your account manager or call our Sales Team on 0844 815 5575.
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[LCSIL-2064]/[LCSIL-2103] — VAT Figures in the All, Office and Disbursement Ledgers. In Accounts Enquiry, there are new columns for the VAT figures under the All, Office and Disbs tabs. These figures are also included when you take the Export To Excel option from the Report menu.
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[LCSIL-1704] — Cancel Billing Disbursement. Where an unbilled disbursement has been missed during the bill payment allocation, there is new item in the Posting / Office menu named "Cancel Billing Disbursement" menu item which allows you to cancel the disbursement. Permission to cancel billing disbursement will need to be given to relevant users in User Features.
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[LCSIL-2148] — Disbursement Transfers. There is a new posting from the Office postings menu named Disbursement Transfer. This displays any unbilled disbursements for the current matter and allows you to select another matter (from a different client if necessary), select one or more disbursements and then transfer them.
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[LCSIL-1551] — Unallocate Bill Payments. You are now able to unallocate bill payments where an allocation has been made by mistake or cheque bounces. From the View Allocation shortcut menu, you can now select the allocation and select Undo Allocation from its shortcut menu.
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[LCSIL-1767]/[LCSIL-1768] — Reverse Office Bill Payment Transaction. You are now able to reverse Office Bill Payment transactions. Achieved by using the right-click shortcut menu Reverse Posting. Where the payment has been allocated, a warning message displays to advise the user, but they are still able to proceed.
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[LCSIL-2055] — Allocate Office Receipt from Client to Unbilled Disbursements. You are now able to allocate an office receipt from the client to unbilled disbursements (non-VATable disbursements only, those with VAT must be billed). On the Office Bill Payment screen, there is a new tab, Disbursements, which allows the users to select relevant disbursements for allocation.
Note: The Client to Disbursement transfer is now for non-VATable postings only because the Input VAT would be adjusted rather than the Outputs. Outputs can only be affected during a Bill Posting, therefore any VATable disbursement should be billed for receipting.
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[LCSIL-2054] — Allocate Disbursement to Disbursement. You are now able to allocate disbursement to disbursement. From the Allocation menu, select Disbursement to Disbursement Allocations. This displays any credit disbursements and enables these to be allocated to available debit disbursements.
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[LCSIL-2317] — Payment Allocation Tab in Audit Batch Window. There is a new tab on the batch window that shows all of the payment allocations made in the batch. All allocation details and changes are displayed, including Date, Client/Matter Ref, Debit, Credit, Type, Bill Number/Payment Ref, Transaction Description and Audit Note.
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[LCSIL-2447] — User ID Displayed in Bill Allocation History Window. There is a new column in the Bill Allocation History window for the user ID so it is now possible to identify which user made changes to any allocation.
— Accounts
[LCSIL-682]/[LCSIL-683] — IHT 406 and 411 Improvements. Where the forms hold lists of items, e.g. bank account details (406) and stocks and shares (411) the merge process will now produce a second and subsequent copies of the forms where the number of items exceed the lines available on the page of a form. The result is a 'bundle' of forms and when viewed, there is a new Forms in File toolbar to enable you to switch between the pages.
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[LCSIL-681] — IHT404 Laserform. The Probate module coding for the IHT404 Laserform has been improved so that the data pulled through goes into the correct fields. There are still some limitations concerning the data that can be pulled through to the form which are that we cannot (a) link a liability to an asset, (b) mark an asset as passing to a charity and (c) mark property as freehold or leasehold. These are to be resolved in a future version.
— Module
[LCSIL-679] — Probate Assets and Liabilities Summary Report. From the Probate module, Reports menu, there is a new Assets and Liabilities Summary report.
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[LCSIL-6302] — Reversing Time. Users are now able to reverse time entries using the short-cut menu. A reversal time entry is created which can be filtered out from both the ledger and any reports. Users need to be given permission to access this feature, which is via the Features tab.
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[LCSIL-6304] — Splitting Time. Users are now able to split time entries using the short-cut menu. When split, the original time entry is reversed and two new time entries are created which add up to the original entry. Time entries can also be split when posting a bill. Users need to be given permission to access this feature, which is via the Features tab.
— Accounts | Read more
[LCSIL-5959] — Extended Relaxed Nominal Postings. The period allowed, when the Relaxed Nominal Year End Posting is set to YES in System Parameters, has been extended from six to twelve months.
— Accounts
[LCSIL-6306] — New filters in the Bill Posting Time tab. On those matters where there are a large number of time entries, there are now two filters which enable you to filter the entries by fee earner and/or Time Type. This allows for efficient location of those items to be billed.
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