{"id":6337,"date":"2024-09-24T12:10:32","date_gmt":"2024-09-24T12:10:32","guid":{"rendered":"https:\/\/extra.csihelsinki.fi\/?p=6337"},"modified":"2024-09-24T12:10:32","modified_gmt":"2024-09-24T12:10:32","slug":"csi-lawyer-12-1-has-been-published","status":"publish","type":"post","link":"https:\/\/extra.csihelsinki.fi\/en\/csi-news\/csi-lawyer-12-1-has-been-published\/","title":{"rendered":"CSI LAWYER 12.1 HAS BEEN PUBLISHED"},"content":{"rendered":"\n<p>CSI Lawyer version 12.1 has just been published. It is now available for customers downloading their software updates from the web. For customers having a company-specific update package, we\u2019ll start deliveries in the coming weeks.<\/p>\n\n\n\n<p>The new features and changes are described in the \u201c<strong>CSI Lawyer version 12.1 \u2013 Change document<\/strong>\u201d, available on the Instructions.<\/p>\n\n\n\n<!--more-->\n\n\n\n<p>Among the new features are the following:<\/p>\n\n\n\n<p><strong>General software usability<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Selecting rows with the Ctrl+A key combination works faster\u00a0and the tab key can be used to move to the search results in the Look up Records windows<\/li>\n\n\n\n<li>All lists show the number of retrieved or filtered rows<\/li>\n\n\n\n<li>Important notes are better displayed in lists<\/li>\n\n\n\n<li>Green CSI theme is available for green color lovers<\/li>\n<\/ul>\n\n\n\n<p><strong>Customer<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Matter status and identification review date have been added to the lists of customer identifications<\/li>\n\n\n\n<li>The software reminds users of the shared folder and SharePoint integration of the need to transfer documents when merging customers<\/li>\n<\/ul>\n\n\n\n<p><strong>Matter<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The payer shares can be specified with four decimals<\/li>\n\n\n\n<li>The closing date of the reactivated matter is hidden<\/li>\n<\/ul>\n\n\n\n<p><strong>Pricing<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The source of the transaction\u2019s hour price is displayed at a more detailed level<\/li>\n\n\n\n<li>The hour price changes of users can be specified in the software in advance<\/li>\n\n\n\n<li>Information about the role price list in use is displayed in the Role prices folder of the customer and the matter<\/li>\n\n\n\n<li>The discount can be applied to the general expense even when the payer is not the matter principal<\/li>\n\n\n\n<li>Exchange rates can be updated also by normal users<\/li>\n<\/ul>\n\n\n\n<p><strong>Entries &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It is possible to predefine activity type specific status options<\/li>\n\n\n\n<li>Users can close only a single timer and leave the remaining timers active in the software<\/li>\n\n\n\n<li>Power users can close old transaction posting periods for all users at once<\/li>\n<\/ul>\n\n\n\n<p><strong>Preliminary invoice <a><\/a><a><\/a><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Preliminary invoices can be previewed quickly without opening the printing parameter window<\/li>\n\n\n\n<li>The next reviewers review turn can be skipped for multiple preliminary invoices at once<\/li>\n<\/ul>\n\n\n\n<p><strong>Invoices<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Unnecessary proof invoices can be deleted from the software after creating the legal aid claim<\/li>\n\n\n\n<li>The VAT handling of cost-forward expenses according to the payer taxability has been corrected<\/li>\n\n\n\n<li>The invoicing e-mail address of the business unit can be displayed on invoices<\/li>\n\n\n\n<li>Invoices from all business units with the user&#8217;s home country can be included in the summary invoice<\/li>\n\n\n\n<li>Invoices with the status Paid can be sent as e-invoices to Maventa<\/li>\n\n\n\n<li>Information about the related matter is saved to the invoice rows of credit invoices<\/li>\n\n\n\n<li>The specification page of the original invoice can be omitted from the payment reminder<\/li>\n<\/ul>\n\n\n\n<p><strong>Reporting<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The name of the report pdf saved through the report preview window is in the same language as the report is displayed in the software<\/li>\n\n\n\n<li>Importing a new report version into the software also enables importing its language translations<\/li>\n<\/ul>\n\n\n\n<p><strong>Settings&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The creation and editing rights of the customer and the matter have been specified<\/li>\n\n\n\n<li>The rights to create and edit notes related to different information have been unified<\/li>\n\n\n\n<li>The list of reports displays possible user group limitations of the reports<\/li>\n\n\n\n<li>In the invoice view, it is possible to add a column displaying the customer responsible<\/li>\n\n\n\n<li>In the expense and subscription views, it is possible add columns to display the matter owner and responsible<\/li>\n\n\n\n<li>Outlining the invoice printing parameters has been made easier with a new grouping<\/li>\n\n\n\n<li>To improve software performance, attachments of old notes can be archived in a directory path outside the software<\/li>\n<\/ul>\n\n\n\n<p><strong>Integrations and plugins<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Checking the DOKS identification status is possible for several identification events at one time<\/li>\n\n\n\n<li>DOKS integration can be used to check whether new risk assessments have been created for customers in DOKS after the CSI identification event has been marked as done<\/li>\n\n\n\n<li>Bookkeeping integrations no longer try to transfer an invoice whose invoice number is already found in the bookkeeping system<\/li>\n\n\n\n<li>The Fortnox integration of cloud customers are automatically updated when the CSI version is updated<\/li>\n\n\n\n<li>When merging customers, the NetDocuments integration transfers the source customer&#8217;s documents to the target customer<\/li>\n\n\n\n<li>The Documents folder has been returned in CSI Lawyer for customers using NetDocuments or SharePoint365 for document management<\/li>\n\n\n\n<li>The iManage document management system can be integrated to CSI Lawyer<\/li>\n\n\n\n<li>Customers using the LEDES add-on can edit user-specific LEDES Timekeeper ratings<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"CSI Lawyer version 12.1 has just been published. It is now available for customers downloading their software updates from the web. For customers having a company-specific update package, we\u2019ll start deliveries in the coming weeks. The new features and changes are described in the \u201cCSI Lawyer version 12.1 \u2013 Change document\u201d, available on the Instructions.","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[48,52],"tags":[],"class_list":["post-6337","post","type-post","status-publish","format-standard","hentry","category-csi-news","category-version-updates","cat-48-id","cat-52-id"],"acf":[],"_links":{"self":[{"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/posts\/6337","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/comments?post=6337"}],"version-history":[{"count":1,"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/posts\/6337\/revisions"}],"predecessor-version":[{"id":6338,"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/posts\/6337\/revisions\/6338"}],"wp:attachment":[{"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/media?parent=6337"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/categories?post=6337"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/extra.csihelsinki.fi\/en\/wp-json\/wp\/v2\/tags?post=6337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}