Enterprise 3.10 Billing Manager Highlights

ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

ELITE PRODUCT MANAGEMENT

PATTI GOETTEL

OCTOBER 2013

ENTERPRISE 3.10

FINANCIAL MANAGEMENT CONTENT

• 3.10 enhancements determined in large measure by client votes on existing enhancement requests

• Not all items that received votes are in 3.10, those with the highest number of votes that could be completed in the time frame are

THOMSON REUTERS ELITE 2

ENTERPRISE 3.10

FINANCIAL MANAGEMENT THEMES

• Voting pattern revealed the themes to be

– Usability

– Inquiry/Reporting

– Integrations

• Cross Functional Enhancements

– Where indicated, applicable Enterprise 3.10 enhancements were implemented across product(s)


ENTERPRISE 3.10

CONFIGURATION

OPTIONS

ENTERPRISE 3.10

CONFIGURATION OPTIONS

• Current Compatibility

– Windows Server 2008 R2 SP1 with SQL Server 2008 R2

– Windows 7

– WebView w/ IE 9 and IE 10 (compatibility mode required) on Windows 7

– Windows Server 2012* with SQL Server 2012

• *Requires new version of MKS Toolkit, 9.5

– Requires new version of Search Server, 6.5

• Future planned certification

– Windows 8.1


ENTERPRISE 3.10

CONFIGURATION OPTIONS

• Upgrade to Enterprise 3.10

does

require an upgrade to WebView 5.5

• Upgrade to WebView 5.5

does not

require an upgrade to Enterprise 3.10

– WebView 5.5 is compatible back to Enterprise 3.9 but specific enhancements done for 3.10 won’t be available


ENTERPRISE 3.10

ENHANCEMENTS

BILLING MANAGER 3.10 HIGHLIGHTS

• 47624: Clients / Matters > Exception Rates

– Client/Matter Exception Rate setups now allow Max

Amount and % dev or $ dev or rate code



• 44116 and 101219: Matters > Reopen

– Default ‘Open’ status when re-opening a single closed matter as well as Global Matter Modify> Reopen Matters tab



• 76693: Time Entry / Modify

– Billed Hours for a BNC timecard can be preserved with new option



• 91438: Proforma Edit > Costs

– “Cost Rate Adjust” has been added to Cost Modify



• 492058113392464: Proforma Edit > Cost Transfer

– Prompt for "Destination" matter Task/Activity codes where each matter has different task/activity validation list with different Task/Activity code values



• 54977/51689: Billing Inquiry > Open Invoices &

Ledger History

– Drill down to payment details



• 50996: Billing Inquiry > Matter & Group Summary

– Total Payments and Total A/R Write-offs



• Billing Inquiry > Matter Summary

– 9 digit Credit Notes invoice number now displays in Open

Invoices and Ledger History



• Billing Inquiry > Client Summary

– 9 digit Credit Notes invoice number now displays in Open

Invoices and Ledger History



• 51139: Billing Inquiry > Matter Summary

– Matter UDFs in Read-Only mode



• Billing Inquiry > Recap of Cost Detail

– Improve user experience when copying to Excel with new option

• Billing Inquiry > Statistics

– Size of field to enter custom queries has been increased



• Precost > Standard load for Westlaw charges

– New standard precost load program for use to download

Quickview+ charges from Westlaw

– Hot-fix available back to 3.6



• Precost

– Voucher “Purchase Order” field added to Precost Load

– Precost load program cs_reclod.exe has been enhanced to default Precost narrative for a cost code in the language of the matter

– Full voucher comments can be posted to voucher description with new option

– Enhanced Precost Post to check Unit level Tax Tolerance.

If NULL, Precost Post will use the Tax Tolerance set in

Accounts Payable Control File



• Reporting

– Bill Summary Report has been enhanced to provide the ability to query ledger table data



• Reporting > Open Item Ledger Summary, Ledger

Fee Table, Ledger Cost Table

– Increased Invoice column width from 8 to 9 digits



• User Access

– New tab added for Extend



• 107213: Display name of database in Title Bar with new option


ACCOUNTS PAYABLE 3.10 HIGHLIGHTS



• New ‘DBA’ Designation enhancement applied to:

– Vendor Maintenance

– Vendor Address Maintenance

– Voucher Maintenance

– Recurring Voucher Maintenance

– 1099 Generator and listings

– Laser Check Templates

– Voucher Register

– Check Register

– Vendor Queries

– Vendor Listing

– Vendor Labels



• Checks > Global Check Batch Reset

– Quickly clear all check preview tables



• 73972: AP Inquiry

– Check Void Date on spreadsheet in Detail view



• AP Inquiry

– View Suspended Checks in Detail view


GENERAL LEDGER 3.10 HIGHLIGHTS

• All AP Reports and Listings

– User specified Report Title prints in header



• General Journal

– Ability to Reverse a General Journal Immediately with new option





• General Journal

– Insert Row and Insert Data added

– Copy in spreadsheet data from another application



• General Journal

– Select multiple rows on a General Journal

• Import General Journal

– Import General Journal UDFs



• Financial Budgets > Budget Worksheet

– Sort and subtotal on different segments of the GL Account




– Optionally display GL Account Descriptions




– Copy in spreadsheet data from another application (500 rows max)



• 58046: GL Inquiry

– Separate User Access for GL Natural Account Segment

Maintenance



• Reporting > Year End Journal

– Run YE Journal before closing year



• All GL Reports and Listings

– User specified Report Title prints in header



• Reporting > GL Detail and GL Register

– Report Criteria (SQL Statement filters) now prints at end of reports


CONFLICTS MANAGER 3.10 HIGHLIGHTS

• Client status column added to Quick, Prospective and Intake Search



• Matter Open Date column added to Quick,

Prospective and Intake Search



• 107649: New Data Type ‘Corporate Link

Narrative’ available for indexing




Narrative’ available for searching




Description’ in results (also added to full list and full list with corporate tree report (107651)



• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for indexing



• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for searching



• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ on results



• Vendor DBA detail screen



• Vendor Payee Name & DBA detail screen



• Filter for Ledger description by transaction date



• 46726: Prospective Batch Allows Multiple Links

– Finalize RP’s tab




– Add/Modify Additional Prospective Links




– Add Prospective RP Links



• 96589: Enable Links to ALL Matters in One Step

– Prospective Search




– Intake Search > Edit Related Party Links




– Related Parties



• Indexing

– Limit data to be indexed by date



• Indexing

– New audit table to store field indexing and filter modifications as well as track rb_fulcrum runs



• 103213: Related Parties

– New Delete Multiple Related Parties & Links Process



• Related Parties/Prospective/Intake

– Multiple links to same matter, client, case, or vendor using same relationship code available with new option



• Related Parties

– Narrative over 100 lines can be revised before



• 100527: The Whitehill Report can now be sorted by Hit Type instead of the standard ‘Search Word’.

• 70484: The Conflict of Interest Report and Conflict of Interest HTML Report now display the Search

Date instead of the Submitted Date.


WEBVIEW 5.5 HIGHLIGHTS

• 70885: Time Entry

– Added monthly ‘Unassigned’ time total to Calendar



• 96546: Hide ‘Time Entry Options’ section on Calendar page



• 96546: Hide ‘Time Entry Options’ section on Calendar page



• All WebView time entry methods have been modified to respect the new Billing ‘Time Entry’

FIRM level option, ‘ BNC Timecards Retains

Billed Hours ’ which will preserve billed hours as entered and only adjust the bill rate and bill amount to zero

– Cross Functional Billing Enhancement 76693



• 46225 (Partial) Time Entry new ‘Global

Timecards’ feature – query for a list of timecards to edit on a single page



• 46225 (Partial): Time Entry > Global Timecards

– Edit & update a queried list of timecards on a single page



• New fields available on Matter Detail page



• Total LTD Payments and AR Write-offs added to

Matter and Client Summary pages (Billing 50096)



• Invoice History / Unpaid Invoice Summary pages enhanced to allow drill-down on Payment rows

– Cross Functional Billing Manager 54977/51689



• Month End

– Deny the ability to generate or edit a proforma with new option









• Month End

– Deny the ability to generate a final bill with new option



• Month End

– Deny the ability to generate a final bill with new option







• Expense > Month End

– Deny the ability to post expense reports with new option





• WebView Expense

– Respects new AP/GL feature for defaulting the location field on a voucher from a User or Unit setting

• Cross Functional AP/GL Enhancement 75956



• Enhanced integration with Image Connect

– Inquiry

• Matter Detail page 101103 (Matter Imaging)

• Frequent Matters page 101102 (Matter Imaging)

• Matter List (Ent) page > 121130 (Matter Imaging)

• Client Detail page > 101131 (Client Imaging)

• Frequent Clients page > 101110 (Client Imaging)

• Cost Detail page > 103517 page (Cost Imaging, Voucher

Imaging)

•

Cost List by Matter by Cost Code page > 103510 (Cost

Imaging, Voucher Imaging)

• Cost List by Client by Cost Code page > 103513 (Cost




• Enhanced integration with Image Connect

– Inquiry (Cont’d.)

• Cost List by Timekeeper by Cost Code page > 103514 (Cost


• Ledger Detail page > 103511 (Payment Imaging)

• Ledger Detail (Matter) page > 103512 (Payment Imaging)

• Trust Detail page > 103801 (Trust Imaging)

– Proforma

• Modify Cost Card page > 107202 (Cost Imaging, Voucher

Imaging)

• Cost update page > 107118 (Cost Imaging, Voucher

Imaging)

• Ledger Detail page > 107173 (Payment Imaging)



• Requires .NET 4.0

• Upgrades

– 105189: Automated remodeling of pages from the default

WebView group ‘wv_default’

• Pages remodeled are indicated in the data step log

– Changed the logic and description of vboption

‘wv_backend_version’ to be compatible with Enterprise

3.10 release version – MAKE SURE YOU SET IT TO

3100 and not 310.

• Wintertree (Spell check dll)

– Upgraded to version 1.9


ENTERPRISE 3.10

UPGRADE TIPS &

KB ARTICLES

ENTERPRISE 3.10 UPGRADE TIPS

• Take an inventory of all interfaces in and out of

Enterprise with third party products – costs recovery, collections, etc.

• Take an inventory of any customizations – custom reports, VBA, WebView, etc.

• Get the scoping call scheduled with Elite

• Secure resources as early as possible – both for

Elite and for the firm

• Test Test Test – the most important part!


IMPORTANT KNOWLEDGE BASE

ARTICLES

• Enterprise Product Compatibility Matrix 111593

• Product System Requirements (Enterprise 3.10

PSR) 127511

• Enterprise 3.10 Platform Compatibility Updates

128844

• Enterprise 3.10 Billing Manager Release Notes –

Enhancements 127595

• Enterprise 3.10 Billing Manager Release Notes –

Corrections 127594

• Enterprise 3.10 AP/GL Release Notes -

Enhancements 127592



ARTICLES

• Enterprise 3.10 AP/GL Release Notes -

Corrections 127591

• Enterprise 3.10 Conflicts Manager Release Notes -

Enhancements 127586

• Enterprise 3.10 Conflicts Manager Release Notes -

Corrections 127587

• WebView 5.5 Enhancement Release Notes 127584

•

• WebView 5.5 Corrections Release Notes 128914

• Enterprise 3.10 Extend Release Notes -

Enhancements 127991



ARTICLES

• Enterprise 3.10 Extend Release Notes –

Corrections 128260

• Enterprise 3.10 Records Manager Release Notes -

Enhancements 127588

• Enterprise 3.10 Records Manager Release Notes -

Corrections 127589

• Enterprise 3.10 Case Manager Release Notes –

Enhancements 127586

• Enterprise 3.10 Case Manager Release Notes –

Corrections 127585



ARTICLES

• Enterprise QuickView+ Integration User Guide

123164

• Enterprise QuickView+ Integration 123162

• Enterprise QuickView+ Integration FAQs 123163


Enterprise 3.10 Billing Manager Highlights

ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

ENTERPRISE 3.10

CONFIGURATION

OPTIONS

does

does not

ENTERPRISE 3.10

ENHANCEMENTS

ENTERPRISE 3.10

UPGRADE TIPS &

KB ARTICLES

Related documents

Products

Support

Enterprise 3.10 Billing Manager Highlights

ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

ENTERPRISE 3.10

CONFIGURATION

OPTIONS

does

does not

ENTERPRISE 3.10

ENHANCEMENTS

ENTERPRISE 3.10

UPGRADE TIPS &

KB ARTICLES

Related documents

Add this document to collection(s)

Add this document to saved

Suggest us how to improve StudyLib