Time Matters and Billing Matters 15.0. Release Notes. Obtaining the Software. Before You Install. LexisNexis Time Matters and Billing Matters 15.



Similar documents
Time Matters and Billing Matters Release Notes. Obtaining the Software. Before You Install. LexisNexis Time Matters and Billing Matters 15.

Time Matters and Billing Matters Release Notes. What's New in this Release. Obtaining the Software. Before you Install.

Additional values have been added to the Billing List Reports to allow for additional fields to be displayed on the report.

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

Define who can access the file only the contact(s) associated with the matter, anyone with the same domain as the contact(s) or everyone

PCLaw is available either via download or on CD*. A download link appears in your product key . To obtain a CD, call Sales at

Time Matters and Billing Matters User Guide

PCLaw Administration Guide

Time Matters and Billing Matters 13 New Features & Enhancements

PCLaw Billing and Accounting Software. Keep your firm s matters and finances organized and in control with PCLaw software. 60-DAY MONEY-BACK GUARANTEE

Juris Installation / Upgrade Guide

Juris Suite Installation Guide

Install Guide for Time Matters and Billing Matters 11.0

Sync your schedule and work orders with SME & Microsoft Outlook

Time Matters and Billing Matters Administration Guide

Microsoft Business Contact Manager Complete

Results CRM 2012 User Manual

Moving PCLaw Data to Another Location (For LexisNexis PCLaw TM version 8.20 and higher)

PCLaw is available either via download or on CD. A download link appears in your product key . To obtain a CD, call Sales at

Upgrading a computer to Windows 10 with PetLinx

Supplemental Guide for Time Matters 9.0 and Billing Matters 9.0. Includes features for: SR-3

New Features & Enhancements Overview

Clean Up Rules Quick Steps Search Tools Change Views Export Data Convert to tasks Contact Groups. Outlook Functions

PCLaw Billing and Accounting Software

PCLaw Administration Guide. Version 13.0

Adding Outlook to a Blackberry, Downloading, Installing and Configuring Blackberry Desktop Manager

The QuickStudy Guide for Sage ACT! 2013

Frequently Asked Questions

REQUEST A FREE TRIAL Go to to request a limited 30-day free trial of PCLaw billing and accounting software.

Cloud. Hosted Exchange Administration Manual

Vector HelpDesk - Administrator s Guide

Flexbox (Zimbra) 5.09 Connector for Outlook BACKUP BEFORE YOU BEGIN TO UPGRADE!

Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7. Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7

Exporting Client Information

Outlook Web Access End User Guide

TIGERPAW EXCHANGE INTEGRATOR SETUP GUIDE V3.6.0 August 26, 2015

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly.

How to Copy A SQL Database SQL Server Express (Making a History Company)

twitter.com/appldev facebook.com/appldev Upgrading Dynamo to CRM 2015

PRODUCT BULLETIN: Amicus Attorney Premium Edition Amicus Premium Billing 2012

ediscovery 6.0 Release Notes

Fax and SMS Quickguide

CONTACTS SYNCHRONIZER FOR IPAD USER GUIDE

Sage ERP MAS 90 Sage ERP MAS 200 Sage ERP MAS 200 SQL. Installation and System Administrator's Guide 4MASIN450-08

Drake Hosted User Guide

Install SQL Server 2014 Express Edition

Time Tracking Software For Personal or Business Use

Planning and Managing Projects with Microsoft Project Professional 2013

User Guide for the VersaMail Application

Webmail Instruction Guide

How to Prepare for the Upgrade to Microsoft Dynamics CRM 2013 (On-premises)

Exporting Contact Information

New Features in Outlook Web Access


Time Matters for Microsoft Outlook. Technology Preview User Guide

Exchange Mailbox Protection

Using SQL Reporting Services with Amicus

Sage CRM 7.3 SP2. Release Notes. Revision: SYS-REA-ENG-7.3SP2-1.0 Updated: April 2016

1-Step Appraisals Jewelry Appraisal Software

Software Information Bulletin # 52 What s New in Needles 4.7

AssetWise Performance Management. APM Remote Upgrade Guide

ProSystem fx Document (On-Premise)

SMALL BUSINESS ACCOUNTING. Installation and Setup Guide

Amicus Link Guide: Outlook/Exchange

VERITAS Backup Exec TM 10.0 for Windows Servers

Jet Data Manager 2012 User Guide

LexisNexis Publisher Quick Reference Guide

User Management Tool 1.6

Time & Expense Entry WalkThrough

O UTLOOK 2003 HELP SHEET MAIL. Opening the program. Mail

User s Guide. Table of Contents

Configuration Guide. Installation and. BlackBerry Enterprise Server Resource Kit. Version: 5.0 Service Pack: 4

Workshare Professional Secure Document Compliance for Microsoft Office 4.5. Workshare Professional Release Notes

Exchange 2003 Mailboxes

Virto Password Reset Web Part for SharePoint. Release Installation and User Guide

GP REPORTS VIEWER USER GUIDE

VERSION 8.0 RELEASE NOTES

ORACLE USER PRODUCTIVITY KIT USAGE TRACKING ADMINISTRATION & REPORTING RELEASE 3.6 PART NO. E

Events Forensic Tools for Microsoft Windows

Archiving Your Mail in Outlook 2007

Zimbra Connector for Outlook Administrator Guide

What s New List for Version 16 of Tabs3, PracticeMaster, and Tabs3 Financial Software

Turnitin Blackboard 9.0 Integration Instructor User Manual

Zimbra Connector for Outlook User Guide. Release 6.0

NetSuite OpenAir Mobile for Android User Guide Version 1.3

Juris Installation & Upgrade Guide. Version 2.6.1

Personal Folders Backup

SharePoint AD Information Sync Installation Instruction

Exchange Mailbox Protection Whitepaper

Vodafone Plus. User Guide for Windows Mobile

Microsoft Outlook And- Outlook Web App (OWA) Using Office 365

To determine the fields in a table decide what you need to know about the subject. Here are a few tips:

Polar Help Desk 4.1. User s Guide

Last Revised: 2/16/2010. Microsoft Office SharePoint 2007 User Guide

To install ZCO. Once you have the above information and the ZCO.msi installation file, use the following instructions to install ZCO.

Upgrading from MSDE to SQL Server 2005 Express Edition with Advanced Services SP2

ProperSync 1.3 User Manual. Rev 1.2

M i m o s a A r c h i v e S o f t w a r e ~ S e a r c h i n g f o r m e s s a g e s. Outline. Introduction to Mimosa Archive

How to Back Up and Restore an ACT! Database Answer ID 19211

Migrating From WVWC Mail to Google Apps

Transcription:

Time Matters and Billing Matters 15.0 Obtaining the Software Time Matters is available via the download link that appears in your product key email. For assistance, please visit the Time Matters Support Center, contact your LexisNexis CIC (Certified Partner), or call LexisNexis Technical Support at 800-387-9785. Before You Install Be sure to do the following before installing version 15.0. Important Note If upgrading from Time Matters 11 or higher, we strongly advise that you do a backup of your database, as you will not be able to revert back to the Time Matters 11 or higher database after the in-place upgrade to Time Matters 15. The only way in which you will be able to revert back (if necessary) to the Time Matters 11 or higher database will be to replace the upgraded Time Matters 15 database with the Time Matters 11 or higher database backup copy. Perform a complete backup of your Time Matters data files and documents. Close Time Matters and all open applications on your computer. If you or your firm are using Juris Mobility along with Time Matters Mobility, you may experience a loss in functionality with Time Matters Mobility after installing Time Matters 15.0. To avoid this issue, first uninstall Juris Mobility and then install Time Matters 15.0. Once you have successfully created your Time Matters 15.0 database, re-install Juris Mobility. If you install Time Matters 15.0 over Time Matters 10 without first uninstalling Time Matters 10, do not attempt to uninstall Time Matters 10 after the install, as doing so will remove your Time Matters 15.0 installation. If you intend to use the Juris Link features in Time Matters, you must have both Juris and Juris Suite 2.6.1 or higher installed. If you do not have Juris and Juris Suite 2.6.1 or higher installed, you will need to install them prior to installing Time Matters 15.0. If you are upgrading from Time Matters 7 through 12 and also have Billing Matters, please note that the accounting feature has been removed. The advanced billing feature however is still included in Time Matters 15.0. 1 of 7

What's New in This Release The following features and enhancements are new in Time Matters 15.0: Adjustable Font Sizes With Time Matters 15, users can now increase the text font size used in certain high usage areas of the product from a single location in User Level Setup. Each user can choose whether the default font size will be Regular (current 8 pt. font) or Large (12 pt. font). This setting alleviates the need to change the font size in multiple areas. This option applies to: Main and supporting record type forms and lists, including the User Defined record types Calendar Personal Inbox Transaction form and list Note Any existing font customizations (i.e., calendar and quick tabs) will still apply when the default font size is "Large." Usability Improvements To ease the setup time when creating settings similar to existing ones, a Copy button has been added to the setup for security profiles, power views and quick tabs. Using this button copies the settings for the current item into a new item with a definable name. With quick tabs, a Program Level quick tab can be copied to create a User Level quick tab. Performance Improvements Time Matters 15 no longer uses DDE to create merge documents or display alarms. This change in technology improves the stability and reliability of these features. Improvements were also made to increase the speed when saving new contacts and matters and updating existing ones with many related records. LexisNexis Gateway Time Matters 15 brings the capability to easily connect with a growing portfolio of Time Matters partners with LexisNexis Gateway. The LexisNexis Gateway connector is installed separately, at no cost, and is currently available for all US customers who have Billing Matters or who have Time Matters Basic Billing enabled in their software. Through these partners, the capabilities of time and matter management can expand all integrated with Time Matters 15. LexisNexis Gateway brings access to popular applications and third-party software options to expand the functionality of Time Matters. 2 of 7

Support for External Applications The following external applications are now supported: Windows 10 Microsoft Office 2016 Microsoft Exchange Server 2016 Timeslips 2016 Note This does not include support for Timeslips Premium. 3 of 7

Issues addressed The following issues have been addressed in Time Matters 15.0: Alarms 5417883 Freezing and compatibility issues due to DDE with Alarms and other software programs have been resolved. Backup/ Restore 5984464 Backing up the database when upgrading from Time Matters 11 no longer results in a SQL error. Billing Matters 4975115 5021698 5673592 6001111 6121964 When the Billing Form Duration is exported to Excel, the exported value and the value displayed on the form are now the same. Timesheet and Quick Item Entry now round up time entries according to the billing preferences of each matter. An error during Transaction creation asking the user to select an account when the account has already been selected no longer appears. Phase codes can now be entered when creating a time entry from the Timesheet or the Navigator, and the selected matter uses phase codes. Calendar/ Scheduler/ Docketing 5291409 5831327 5673609 5713505 5890450 Events properly add, update or delete themselves as needed when staff is changed. Events and Todos with a long memo now display in strikethrough text in all calendar views when marked Done. When adding an Event from the Calendar and an Auto Entry form is selected, the Event now autofills its duration from the Auto Entry form's duration. 6037525 HTML code no longer appears in the Todo description when the record is marked Done. Document Forms 3520559 Time Matters no longer prompts for a file location when creating a PDF from the Document list. 5316569 When saving email attachments as Document records related to the Email, you no longer have to select the Existing tab first to properly save the attachment. Email 5339968 5397917 5990385 Time Matters now properly warns when MAPI emails are not sent due to attachments exceeding the size limit. Email threads are now maintained in their entirety even when they contain both text and HTMLformatted messages. Emails now preview and print correctly when printing an email from the Email sublist using the Standard Email format. Exchange Synchronization 4 of 7

4685893 5364141 Entered passwords are now properly validated via the Test button when saving a new Exchange password from within Time Matters. When the Contact first and last name fields are updated in Time Matters, the Display As and Display Name values for the Contact card and address book in Outlook now correctly update during the Exchange synchronization. Forms 5686293 When selecting multiple classification codes from the codes lookup, the selected codes now display in the Codes field immediately. Juris Link 6135177 When linking a Matter with Juris, the date fields are no longer changed. Lists 4223939 4941964 When exporting list data to Excel, the column headers are now the classification code/ form style selected by the user or those of the records exported. Sorting a search results list by a text field no longer blanks out the list when the search filter is on a customized date field and that field is also a text field for other records. Notes 5411892 Clicking the Print button from a Notes form now displays the Report Specifications screen before printing. 5579570 Printing a Note record now prints both the header and memo information. Outlook Synchronization 5972097 When choosing a staff to synchronize Events with Outlook, the selected staff is automatically saved and the related Events are synced. PCLaw Link 5405939 5713386 Staff information is no longer removed from the Time Matters Contact when the PCLaw Client is updated from Time Matters. Updates to the client or alternate address on the Matter PCLaw tab no longer overwrite the data for the second matter billing address in PCLaw. Reports 4525288 Typing in a page number in the Report Preview GoTo field now displays that page number. Standard Reports (Billing Matters) 4340657 The Receipts by Fee Allocation Report now displays accurate totals when payments are received from multiple sources. TimeLine/ TimeChart 5121765 The adjusted column widths for the Timeline sublist are now retained when the contact or matter record is closed. 5471385 The Timeline sublist now stays on the selected record when that record is opened and saved. 5 of 7

Timeslips Link 4210831 The Status field on the Billing form now retains the selected option. TM Connect 4946634 All email attachments are now automatically saved to Time Matters when the folder and file path names are longer than 157 characters. 5196371 Saving an email to Time Matters no longer locks up Outlook. 5392019 5396150 6197951 Saving an email as a Document now properly saves the email and includes the.msg file extension in the file path. Email attachments are now saved to the correct directory when Autonaming is enabled and a directory other than the files directory is used. When saving multiple email attachments to Time Matters, the Autonaming feature is now available during the Document form preview. TM Save 5257895 5365963 PDF files are now saved to Time Matters when the file is an email attachment and opened from Outlook. The TM Save functionality is now available even when multiple instances of WordPerfect are open. Trigger 4347506 A Billing form is now properly created with the specified Auto Entry form when the Billing form is initiated from a Trigger. 6 of 7

Known issues To see the most current list of known issues for the Time Matters and Billing Matters software, visit the Time Matters Known Issues List. LexisNexis, 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. Microsoft, Outlook, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Other products and services may be trademarks or registered trademarks of their respective companies. 2014 LexisNexis. All rights reserved. 7 of 7