ENTERPRISE 3.10 PRODUCT HIGHLIGHTS - PowerPoint Presentation

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ENTERPRISE 3.10 PRODUCT HIGHLIGHTS - PPT Presentation

ELITE PRODUCT MANAGEMENT PATTI GOETTEL OCTOBER 2013 ENTERPRISE 310 FINANCIAL MANAGEMENT CONTENT 310 enhancements determined in large measure by client votes on existing enhancement requests Not all items that received votes are in 310 those with the highest number of votes that could be c ID: 273466

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Slide1

ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

ELITE PRODUCT MANAGEMENT

PATTI GOETTEL

OCTOBER 2013Slide2

ENTERPRISE 3.10FINANCIAL 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

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2Slide3

ENTERPRISE 3.10FINANCIAL MANAGEMENT THEMES

Voting pattern revealed the themes to be

Usability

Inquiry/Reporting

IntegrationsCross Functional Enhancements Where indicated, applicable Enterprise 3.10 enhancements were implemented across product(s)

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3Slide4

ENTERPRISE 3.10 CONFIGURATION

OPTIONSSlide5

ENTERPRISE 3.10CONFIGURATION OPTIONS

Current Compatibility

Windows Server 2008 R2 SP1 with SQL Server 2008 R2

Windows 7WebView 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, 9.5Requires new version of Search Server, 6.5Future

planned certification

Windows 8.1

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5Slide6

ENTERPRISE 3.10CONFIGURATION OPTIONS

Upgrade to Enterprise 3.10

does

require an upgrade to WebView 5.5Upgrade 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

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6Slide7

ENTERPRISE 3.10 ENHANCEMENTSSlide8

BILLING MANAGER 3.10 HIGHLIGHTS47624: Clients / Matters > Exception RatesClient/Matter Exception Rate setups now allow Max Amount and % dev or $ dev or rate code

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BILLING MANAGER 3.10 HIGHLIGHTS44116 and 101219: Matters > ReopenDefault ‘Open’ status when re-opening a single closed matter as well as Global Matter Modify> Reopen Matters tab

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BILLING MANAGER 3.10 HIGHLIGHTS76693: Time Entry / ModifyBilled Hours for a BNC timecard can be preserved with new option

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BILLING MANAGER 3.10 HIGHLIGHTS91438: Proforma Edit > Costs“Cost Rate Adjust” has been added to Cost Modify

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BILLING MANAGER 3.10 HIGHLIGHTS492058113392464: 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

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BILLING MANAGER 3.10 HIGHLIGHTS54977/51689: Billing Inquiry > Open Invoices & Ledger History

Drill down

to payment details

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BILLING MANAGER 3.10 HIGHLIGHTS50996: Billing Inquiry > Matter & Group Summary

Total Payments and Total A/R Write-offs

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BILLING MANAGER 3.10 HIGHLIGHTSBilling Inquiry > Matter Summary9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History

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BILLING MANAGER 3.10 HIGHLIGHTSBilling Inquiry > Client Summary9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History

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BILLING MANAGER 3.10 HIGHLIGHTS51139: Billing Inquiry > Matter Summary

Matter UDFs in Read-Only mode

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BILLING MANAGER 3.10 HIGHLIGHTSBilling 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

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BILLING MANAGER 3.10 HIGHLIGHTSPrecost > Standard load for Westlaw chargesNew standard precost load program for use to download Quickview+ charges from Westlaw

Hot-fix available back to 3.6

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BILLING MANAGER 3.10 HIGHLIGHTSPrecostVoucher “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

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BILLING MANAGER 3.10 HIGHLIGHTSReportingBill Summary Report has been enhanced to provide the ability to query ledger table data

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BILLING MANAGER 3.10 HIGHLIGHTSReporting > Open Item Ledger Summary, Ledger Fee Table, Ledger Cost Table

Increased Invoice column width from 8 to 9 digits

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BILLING MANAGER 3.10 HIGHLIGHTSUser AccessNew tab added for Extend

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BILLING MANAGER 3.10 HIGHLIGHTS107213: Display name of database in Title Bar with new option

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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS25

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ACCOUNTS PAYABLE 3.10 HIGHLIGHTSNew ‘DBA’ Designation enhancement applied to:

Vendor Maintenance

Vendor Address Maintenance

Voucher MaintenanceRecurring Voucher Maintenance

1099 Generator and listingsLaser Check TemplatesVoucher Register

Check Register

Vendor Queries

Vendor Listing

Vendor Labels

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ACCOUNTS PAYABLE 3.10 HIGHLIGHTSChecks > Global Check Batch ResetQuickly clear all check preview tables

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ACCOUNTS PAYABLE 3.10 HIGHLIGHTS73972: AP InquiryCheck Void Date on spreadsheet in Detail view

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ACCOUNTS PAYABLE 3.10 HIGHLIGHTSAP InquiryView Suspended Checks in Detail view

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GENERAL LEDGER 3.10 HIGHLIGHTSAll AP Reports and ListingsUser specified Report Title prints in header

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GENERAL LEDGER 3.10 HIGHLIGHTSGeneral JournalAbility to Reverse a General Journal Immediately with new option

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GENERAL LEDGER 3.10 HIGHLIGHTS32

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GENERAL LEDGER 3.10 HIGHLIGHTSGeneral JournalInsert Row and Insert Data added

Copy in spreadsheet data from another application

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GENERAL LEDGER 3.10 HIGHLIGHTSGeneral Journal

Select multiple rows on a General Journal

Import General Journal

Import General Journal UDFs34

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GENERAL LEDGER 3.10 HIGHLIGHTSFinancial Budgets > Budget WorksheetSort and subtotal on different segments of the GL Account

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GENERAL LEDGER 3.10 HIGHLIGHTS36

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Financial Budgets > Budget Worksheet

Optionally display GL Account Descriptions Slide37

GENERAL LEDGER 3.10 HIGHLIGHTS37

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Financial Budgets > Budget Worksheet

Copy in spreadsheet data from another application (500 rows max)Slide38

GENERAL LEDGER 3.10 HIGHLIGHTS58046: GL Inquiry Separate User Access for GL Natural Account Segment Maintenance

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GENERAL LEDGER 3.10 HIGHLIGHTSReporting > Year End Journal

Run YE Journal before closing year

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GENERAL LEDGER 3.10 HIGHLIGHTSAll GL Reports and ListingsUser specified Report Title prints in header

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GENERAL LEDGER 3.10 HIGHLIGHTSReporting > GL Detail and GL Register

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

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CONFLICTS MANAGER 3.10 HIGHLIGHTSClient status column added to Quick, Prospective and Intake Search

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CONFLICTS MANAGER 3.10 HIGHLIGHTSMatter Open Date column added to Quick, Prospective and Intake Search

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CONFLICTS MANAGER 3.10 HIGHLIGHTS107649: New Data Type ‘Corporate Link Narrative’ available for indexing

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CONFLICTS MANAGER 3.10 HIGHLIGHTS107649: New Data Type ‘Corporate Link Narrative’ available for searching

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CONFLICTS MANAGER 3.10 HIGHLIGHTS107649: New Data Type ‘Corporate Link Description’ in results (also added to full list and full list with corporate tree report (107651)

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CONFLICTS MANAGER 3.10 HIGHLIGHTSNew Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for indexing

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CONFLICTS MANAGER 3.10 HIGHLIGHTSNew Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for searching

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CONFLICTS MANAGER 3.10 HIGHLIGHTSNew Data Types ‘Vendor DBA ’ and ‘Payee DBA’ on results

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CONFLICTS MANAGER 3.10 HIGHLIGHTSVendor DBA detail screen

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CONFLICTS MANAGER 3.10 HIGHLIGHTSVendor Payee Name & DBA detail screen

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CONFLICTS MANAGER 3.10 HIGHLIGHTSFilter for Ledger description by transaction date

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CONFLICTS MANAGER 3.10 HIGHLIGHTS46726: Prospective Batch Allows Multiple LinksFinalize RP’s tab

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CONFLICTS MANAGER 3.10 HIGHLIGHTS46726: Prospective Batch Allows Multiple LinksAdd/Modify Additional Prospective Links

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CONFLICTS MANAGER 3.10 HIGHLIGHTS46726: Prospective Batch Allows Multiple LinksAdd Prospective RP Links

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CONFLICTS MANAGER 3.10 HIGHLIGHTS96589: Enable Links to ALL Matters in One Step

Prospective Search

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CONFLICTS MANAGER 3.10 HIGHLIGHTS96589: Enable Links to ALL Matters in One Step

Intake Search > Edit Related Party Links

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CONFLICTS MANAGER 3.10 HIGHLIGHTS96589: Enable Links to ALL Matters in One Step

Related Parties

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CONFLICTS MANAGER 3.10 HIGHLIGHTSIndexingLimit data to be indexed by date

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CONFLICTS MANAGER 3.10 HIGHLIGHTSIndexingNew audit table to store field indexing and filter modifications as well as track

rb_fulcrum

runs

60THOMSON REUTERS ELITE Slide61

CONFLICTS MANAGER 3.10 HIGHLIGHTS103213: Related Parties

New Delete Multiple Related Parties & Links Process

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CONFLICTS MANAGER 3.10 HIGHLIGHTSRelated Parties/Prospective/IntakeMultiple links to same matter, client, case, or vendor using same relationship code available with new option

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CONFLICTS MANAGER 3.10 HIGHLIGHTSRelated PartiesNarrative over 100 lines can be revised before

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CONFLICTS MANAGER 3.10 HIGHLIGHTS100527: 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.

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WEBVIEW 5.5 HIGHLIGHTS70885: Time EntryAdded monthly ‘Unassigned’ time total to Calendar

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WEBVIEW 5.5 HIGHLIGHTS

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

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WEBVIEW 5.5 HIGHLIGHTS

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

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WEBVIEW 5.5 HIGHLIGHTSAll 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

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WEBVIEW 5.5 HIGHLIGHTS46225 (Partial) Time Entry - new ‘Global Timecards’ feature – query for a list of timecards to edit on a single page

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WEBVIEW 5.5 HIGHLIGHTS46225 (Partial): Time Entry > Global Timecards

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

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WEBVIEW 5.5 HIGHLIGHTSNew fields available on Matter Detail page

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WEBVIEW 5.5 HIGHLIGHTSTotal LTD Payments and AR Write-offs added to Matter and Client Summary pages (Billing 50096)

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WEBVIEW 5.5 HIGHLIGHTSInvoice History / Unpaid Invoice Summary pages enhanced to allow drill-down on Payment rowsCross Functional Billing Manager 54977/51689

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WEBVIEW 5.5 HIGHLIGHTSMonth EndDeny the ability to generate or edit a proforma with new option

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WEBVIEW 5.5 HIGHLIGHTS75

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WEBVIEW 5.5 HIGHLIGHTS76

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WEBVIEW 5.5 HIGHLIGHTS77

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WEBVIEW 5.5 HIGHLIGHTSMonth EndDeny the ability to generate a final bill with new option

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WEBVIEW 5.5 HIGHLIGHTSMonth EndDeny the ability to generate a final bill with new option

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WEBVIEW 5.5 HIGHLIGHTS

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WEBVIEW 5.5 HIGHLIGHTS

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WEBVIEW 5.5 HIGHLIGHTSExpense > Month EndDeny the ability to post expense reports with new option

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WEBVIEW 5.5 HIGHLIGHTS

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WEBVIEW 5.5 HIGHLIGHTSWebView 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

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WEBVIEW 5.5 HIGHLIGHTSEnhanced 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 Imaging, Voucher Imaging)

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WEBVIEW 5.5 HIGHLIGHTSEnhanced integration with Image Connect

Inquiry

(Cont’d.)

Cost List by Timekeeper by Cost Code page > 103514 (Cost Imaging, Voucher Imaging)

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)

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WEBVIEW 5.5 HIGHLIGHTSRequires .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

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ENTERPRISE 3.10 UPGRADE TIPS & KB ARTICLESSlide89

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

– the most important part!

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IMPORTANT KNOWLEDGE BASE ARTICLESEnterprise 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

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IMPORTANT KNOWLEDGE BASE ARTICLESEnterprise 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

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IMPORTANT KNOWLEDGE BASE ARTICLESEnterprise 3.10 Extend Release Notes – Corrections 128260Enterprise 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

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IMPORTANT KNOWLEDGE BASE ARTICLESEnterprise QuickView+ Integration User Guide 123164Enterprise QuickView+ Integration 123162

Enterprise QuickView+ Integration FAQs 123163

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