Time Matters and Billing Matters 12 SP2. Release Notes. What's new in this release. Obtaining the software. Before you install. Time Matters 12 SP2

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1 Time Matters and Billing Matters 12 SP2 Obtaining the software Time Matters is available via the download link that appears in your product key . For assistance, please visit the Time Matters Support Center, contact your LexisNexis CIC (Certified Independent Consultant), or call LexisNexis Technical Support at Before you install Be sure to do the following before installing version 12. Perform a complete backup of your Time Matters data files and documents. Close Time Matters and all open applications on your computer. What's new in this release Time Matters 12 SP2 The following features and enhancements are new in Time Matters 12 SP2: Microsoft Windows 8 Time Matters now supports Windows 8. Microsoft Office 2013 and Office bit Time Matters now supports Office 2013 and the 64-bit version of Office Microsoft Exchange 2013 Time Matters now supports synchronization with Exchange Intuit QuickBooks 2013 Time Matters now supports QuickBooks Adobe XI Time Matters now supports Adobe Acrobat and Adobe Reader XI. Important Integration with the following software is discontinued with Service Pack 2: Microsoft Office 2003, Microsoft Outlook 2003, and Microsoft Exchange If you need to continue integrating any of these products with Time Matters, do not install this Service Pack. 1 of 10

2 Time Matters 12 SP1 The following features and enhancements are new in Time Matters 12 SP1: Time Matters for Microsoft Outlook - Add Contact You can now quickly add Time Matters Contact records for persons on the Outlook or appointment that you are viewing. Billing Matters Standard Report A new standard report has been added for Billing Matters. The Fund Activity with Running Balance report can be found on the Transactions tab of the Standard Reports screen. Timeslips 2013 Support You can now integrate Time Matters with Timeslips 2013 for billing functions. Time Matters 12 The following features and enhancements are new in Time Matters 12: Time Entry Advisor A single location for viewing work that has not been billed and determining its status. Time Matters for Microsoft Outlook Access your Time Matters Contacts and Matters while working in Microsoft Outlook. You can save Microsoft Outlook as *.msg or Document records, and save attachments as Document records. TM Save A TM Save can be performed automatically whenever you save a document normally in Microsoft Word, Excel, or PowerPoint. Enhanced PCLaw link Use PCLaw software as your billing solution alongside Time Matters with greater ease. Other enhancements Improved Time Matters integration with word processors and other office software Improved installation and upgrade experience Billing Matters corrected to calculate simple interest instead of compound interest. 2 of 10

3 Issues addressed Time Matters 12 SP2 The following issues have been addressed in Service Pack 2 for Time Matters 12: Basic Billing (Time Matters Billing) Billing Items whose status is set to No Charge display the proper quantity and balance when previewed or printed. Billing Matters Flat rates can be set for Billing Items whose Matters are set to use the Staff's default billing rate. Split payments remain linked and allocated correctly after saving and closing the payment and Matter forms. Calendar/Scheduler/Docketing When you add a formal Staff group to an existing Event record, clicking the Staff/Group button to change the state to "Group" will create an Event record for each member of the group after the record is saved and closed Changing the Client field of an record will change the address in the To field if the record is new, but not in a previously created record. Exchange Sync Contact records created in Time Matters appear in the Outlook address book without additional steps performed in Outlook. Exchange synchronization data from Time Matters 11.0 can be imported into the current version. Forms Changes made to a Contact will update linked fields in other Contact records. Installation When performing a Time Matters upgrade on Windows XP, installation of the CAPI component does not interrupt the upgrade process. Lexis On the Lexis tab of a Matter, clicking "Open Lexis.com" on the sublist toolbar opens lexis.com successfully in Internet Explorer 9. Lists With a record list maximized, pressing the ALT+TAB keys to switch to another application window works correctly. 3 of 10

4 Process Menus When Billing records are created from the Process menu, rate levels set in the billing preferences are applied to all tagged Matters. Rates/Rate Tables When a Staff's hourly billing rate is changed, existing Billing records for that Staff's Matters are not updated with the new rate. Scanning Running the program TMProfileMaker.exe creates a profile for the current Time Matters version even if older versions are present on the computer. Security Exchange synchronization includes Private records when the user's security profile permits access to Private records assigned to the user's Staff. TM Connect File names containing semicolons can be added as attachments when using TM Connect. TM Save In WordPerfect X6, the Time Matters toolbar appears in all open document windows. Workstation Level Setup Supported versions of Adobe software shown in Workstation Level Setup are current. Time Matters 12 SP1 The following issues have been addressed in Service Pack 1 for Time Matters 12: Basic billing Changing the status of a Basic Billing Item does not affect its duration. Calendar/Scheduler/Docketing Calendar reports include hours in the preview Custom header fonts do not truncate the display of hours on the Calendar Date calculator properly adjusts records that fall on dates excluded by user settings, such as weekends. Check Express Checks marked as "to be printed" show all text in a PDF saved from the preview. Database Creation The installation wizard does not permit you to proceed when a specified database cannot be found. 4 of 10

5 During database setup, a TCP port may be specified for the SQL Server by entering a comma and the port number after the server name: servername,portnumber Datalink The TMDataLink library for Time Matters 12 is recognized after being added to a project. Electronic Billing LEDES output includes the Line Item Expense Code header. Exchange Sync Events and ToDo's marked Private in Exchange are also marked Private when synchronized to Time Matters Zip code in Area 2 of the Contact form synchronizes properly after an update is made in Exchange Events created via Time Matters Mobility are synchronized normally with Exchange. Hotdocs The current version of Time Matters is recognized as the answer source when Hotdocs integration is enabled. Installation Exchange Synchronization installer sets the Time Matters SQL database name correctly. Juris Billing Item records marked as Billable remain billable after being sent to Juris. PCLaw Link Synchronizing a Matter from Time Matters to PCLaw does not update client records related to the Matter if there are no changes to the client Matters are sent to PCLaw correctly when Responsible Lawyer is lowercase When converting to Time Matters 12 from a previous version that was linked to PCLaw, the PCLaw "Type of Law" code matching is also converted. Dates in date fields on customized form styles are preserved after sending the record to PCLaw. Process Menus When Rate Basis is set to "Staff", process-changing a record's Staff preserves the record's billing rate. Record Review User defined records marked for review appear on the Record Review section of the Personal Journal. Searches/Filters Custom date fields on form styles are respected when using Advanced Search. 5 of 10

6 Standard Reports Payments are properly allocated to interest and the GL report shows a correct balance. TM Connect When non-administrative users are locked out, TM Connect in Microsoft Outlook does not permit database access. TM Save The Time Matters Messenger operates normally while Microsoft Word remains open after using TM Save When using TM Save to save an existing WordPerfect document as a new version, you are not prompted to confirm overwriting the existing file. Creating a Document record via TM Save works normally when a Monitor is set to display a message upon adding a Matter to the Regarding line of a Document. When the Record Review wizard is disabled, creating a document using TM Save opens the record review window normally. Corrected typographical error in advisory message stating that admin privileges are required to enable or disable Automatic TM Save. Time Matters 12 The following issues have been addressed in Time Matters 12: Auto Entry forms Auto Name check box remains after saving an Auto Entry form for Documents A Custom form created by an Auto Entry form will include a scroll bar Duration and end time are preserved after saving and closing an Event record created by an Auto Entry form. Basic billing Process Change can be used to change the Hold status of Billing Items Bill message appears on invoices when using basic billing in Time Matters. Bill layouts User Defined field names in the bill layout designer match those on the Firm tab of Program Level Setup The Billing tab on Matter forms represents time and expense totals separately When the bill layout designer is opened via the Navigator link, drop-down lists are populated correctly. 6 of 10

7 Billing arrangements New payments can be applied to an invoice after a reverse payment is entered Profitability report shows correct amount in Gross column. Calendar/Schedule/Docketing After clicking a date on the reference calendar, the up and down arrow keys move focus to the previous and next dates on the calendar The Event form recognizes partially entered month names OCT and SEPT When selecting a Staff for a new Event or ToDo added to the calendar, typing the Staff's first initial causes focus to move to the matching entry on the Staff list. If multiple Staff are displayed on the Scheduler, all those Staff appear in the Staff box when you add a record The up arrow on the date calculator increments the To Date value correctly. Customize field If the To field on an form is linked to a customized field on a Matter, selecting that Matter on the MatterRef line will populate the To field. DMS links TM Open and TM Save buttons appear in all WordPerfect X6 document windows. Document automation/creation/management When saving a folder with multiple files to a Matter, the Create Document Profile window opens even when there is a period in the folder name When the Matter Number field on the form is set as required, the requirement is enforced The Attachments tab on the form displays the number of attachments When the option "Mark read after previewing for _ seconds" is unchecked, previewed messages remain "unread" until opened. Formattable clipboard Clipboard templates evaluate Date fields correctly in true/false comparisons Clipboard templates allow the selection of tagged User Defined Records. Installation Microsoft Visual C Redistributable Package ATL Security Update is included in the Time Matters installation. Juris link Matter updates complete normally when the Practice Class or Timekeeper ID code has a value less than of 10

8 Lists Process change on the Staff field does not append extraneous characters The Add Record button functions normally when accessed via the double-arrow menu on a list resized to be too narrow for the full toolbar to fit. Lookup lists QuickPick works normally on the Staff drop-down list whether it is sorted by full name or Staff initials. Merge Toolbar buttons (Insert Field, Insert Merge Code, Merge, Go to Data, and Options) are present when creating merge templates from existing documents in WordPerfect X5/X6. Messenger Tagging and then opening a message with a related record does not tag all records in the Messenger. Microsoft Exchange synchronization Memory usage during synchronization remains stable Configuration of Exchange synchronization includes form styles created in Time Matters during field mapping. Import and conversion of Exchange synchronization data from a previous version completes successfully Business address zip code fields synchronize properly Adding a parenthesis in an Exchange appointment does not produce an error when keyword indexing is on. Notes Printed reports do not truncate the date when date format is set to mmm.dd.yy A Note with a blank memo can be sent to Outlook recipients. PayFlow Manager Onscreen text defines PayFlow Collections as Vendors grouped to manage payments. PCLaw link Client change on a linked Matter must occur in the PCLaw software The explanation code lookup button on a Billing Item form remains available when the Matching area of the form is hidden. Phone list The User selection in a list filter is preserved when printing a report on the list. Pre-bill Invoice Charges total is displayed correctly on prebills. 8 of 10

9 Process menus When replacing entire text fields with values from a lookup, the drop-down list of values is populated correctly Changing the Markup DISC on tagged records to a negative number creates a markdown Changing the Markup OVR field on Billing Items from 0 to 1 will recalculate the record to apply the markup/markdown Process change templates retain all their rules when re-used You can change the client number via selection from a lookup. Reports The History Bill standard report displays total time and expenses in full. Scanning A Time Matters profile for the Fujitsu ScanSnap scanner is successfully created. Searches/filters Searching for the name of a record to use as a specified relation works normally Search filters clear on appropriate context changes, freeing use of the search feature for the new context. Matter numbers in uncommon formats are evaluated correctly in "greater than" and "less than" comparisons Custom date fields in any date format are filtered correctly Secondary/non-default Time Matters databases are included in conflict searches. Staff and users Quickpick selection functions normally when there is a large number of Staff in the list Deleting a subordinate Event record does not leave extraneous commas in the Staff field of the master Event record. Task panel Filters included on the Task Panel are not affected by running an Advanced Search. Timeslips Clients synchronize correctly when the Nickname field contains a large number of characters. Tutorial data The Tutor database is created properly when registering the Business or Accounting series. User defined records (UDR) User Defined Records appear in the Personal Journals of both primary and secondary Staff. 9 of 10

10 Plans for the future The following issues will be considered for inclusion in a future release. Time Matters for Microsoft Office When Time Matters is installed in a custom (non-default) folder, Time Matters for Microsoft Outlook will not function. CaseMap Synchronization Time Matters 12 cannot be loaded when opening a linked record from within CaseMap 10. Import While importing data from previous versions into Time Matters 12, custom property files are not imported. Scanning In some situations, scanning a document into Time Matters results in a blank file with a file size of zero. Security When non-administrative users are locked out of Time Matters for database management, those users can still access the database by using Time Matters for Microsoft Outlook. In some cases, using Time Matters for Microsoft Outlook during the database management process may result in data corruption. Time Entry Advisor Time Entry Advisor only handles records marked Billable. Microsoft Exchange Synchronization When changing field matching for Contacts, Events, and ToDo's, the Exchange Synchronization service must be manually restarted. Staff and Users During installation and initial setup, when selecting a rate table for a new Staff, Time Matters may crash. LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. PCLaw is a registered trademark of LexisNexis Practice Management Systems Inc. Microsoft, Outlook, and Windows are registered trademarks of Microsoft Corporation. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright 2013 LexisNexis. All rights reserved. 10 of 10