enterprise 3.10 product highlights

ENTERPRISE 3.10 PRODUCT HIGHLIGHTSELITE PRODUCT MANAGEMENT

PATTI GOETTELOCTOBER 2013

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

THOMSON REUTERS ELITE 2

ENTERPRISE 3.10FINANCIAL 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 3.10CONFIGURATION 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 3.10CONFIGURATION 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

8THOMSON REUTERS ELITE

BILLING MANAGER 3.10 HIGHLIGHTS• 44116 and 101219: Matters > Reopen

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


BILLING MANAGER 3.10 HIGHLIGHTS• 76693: Time Entry / Modify

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


BILLING MANAGER 3.10 HIGHLIGHTS• 91438: Proforma Edit > Costs

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


BILLING MANAGER 3.10 HIGHLIGHTS• 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


BILLING MANAGER 3.10 HIGHLIGHTS• 54977/51689: Billing Inquiry > Open Invoices &

Ledger History– Drill down to payment details


BILLING MANAGER 3.10 HIGHLIGHTS• 50996: Billing Inquiry > Matter & Group Summary

– Total Payments and Total A/R Write-offs


BILLING MANAGER 3.10 HIGHLIGHTS• Billing Inquiry > Matter Summary

– 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History


BILLING MANAGER 3.10 HIGHLIGHTS• Billing Inquiry > Client Summary

– 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History


BILLING MANAGER 3.10 HIGHLIGHTS• 51139: Billing Inquiry > Matter Summary

– Matter UDFs in Read-Only mode


BILLING MANAGER 3.10 HIGHLIGHTS• 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


BILLING MANAGER 3.10 HIGHLIGHTS• 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


BILLING MANAGER 3.10 HIGHLIGHTS• 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


BILLING MANAGER 3.10 HIGHLIGHTS• Reporting

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


BILLING MANAGER 3.10 HIGHLIGHTS• Reporting > Open Item Ledger Summary, Ledger

Fee Table, Ledger Cost Table– Increased Invoice column width from 8 to 9 digits


BILLING MANAGER 3.10 HIGHLIGHTS• User Access

– New tab added for Extend


BILLING MANAGER 3.10 HIGHLIGHTS• 107213: Display name of database in Title Bar with

new option


ACCOUNTS PAYABLE 3.10 HIGHLIGHTS


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


ACCOUNTS PAYABLE 3.10 HIGHLIGHTS• Checks > Global Check Batch Reset

– Quickly clear all check preview tables


ACCOUNTS PAYABLE 3.10 HIGHLIGHTS• 73972: AP Inquiry

– Check Void Date on spreadsheet in Detail view


ACCOUNTS PAYABLE 3.10 HIGHLIGHTS• 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 LEDGER 3.10 HIGHLIGHTS• General Journal

– Ability to Reverse a General Journal Immediately with new option


GENERAL LEDGER 3.10 HIGHLIGHTS



– Insert Row and Insert Data added– Copy in spreadsheet data from another application



– Select multiple rows on a General Journal

• Import General Journal– Import General Journal UDFs


GENERAL LEDGER 3.10 HIGHLIGHTS• Financial Budgets > Budget Worksheet

– Sort and subtotal on different segments of the GL Account




• Financial Budgets > Budget Worksheet– Optionally display GL Account Descriptions



• Financial Budgets > Budget Worksheet– Copy in spreadsheet data from another application (500

rows max)

GENERAL LEDGER 3.10 HIGHLIGHTS• 58046: GL Inquiry

– Separate User Access for GL Natural Account Segment Maintenance


GENERAL LEDGER 3.10 HIGHLIGHTS• Reporting > Year End Journal

– Run YE Journal before closing year


GENERAL LEDGER 3.10 HIGHLIGHTS• All GL Reports and Listings

– User specified Report Title prints in header


GENERAL LEDGER 3.10 HIGHLIGHTS• 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


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Matter Open Date column added to Quick,

Prospective and Intake Search


CONFLICTS MANAGER 3.10 HIGHLIGHTS• 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)


CONFLICTS MANAGER 3.10 HIGHLIGHTS• New Data Types ‘Vendor DBA ’ and ‘Payee DBA’

available for indexing



available for searching



on results


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Vendor DBA detail screen


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Vendor Payee Name & DBA detail screen


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Filter for Ledger description by transaction date


CONFLICTS MANAGER 3.10 HIGHLIGHTS• 46726: Prospective Batch Allows Multiple Links

– Finalize RP’s tab



– Add/Modify Additional Prospective Links



– Add Prospective RP Links


CONFLICTS MANAGER 3.10 HIGHLIGHTS• 96589: Enable Links to ALL Matters in One Step

– Prospective Search



– Intake Search > Edit Related Party Links



– Related Parties


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Indexing

– Limit data to be indexed by date


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Indexing

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


CONFLICTS MANAGER 3.10 HIGHLIGHTS• 103213: Related Parties

– New Delete Multiple Related Parties & Links Process


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Related Parties/Prospective/Intake

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


CONFLICTS MANAGER 3.10 HIGHLIGHTS• Related Parties

– Narrative over 100 lines can be revised before


CONFLICTS MANAGER 3.10 HIGHLIGHTS• 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


WEBVIEW 5.5 HIGHLIGHTS• 96546: Hide ‘Time Entry Options’ section on Calendar page


WEBVIEW 5.5 HIGHLIGHTS• 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


WEBVIEW 5.5 HIGHLIGHTS• 46225 (Partial) Time Entry - new ‘Global Timecards’

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


WEBVIEW 5.5 HIGHLIGHTS• 46225 (Partial): Time Entry > Global Timecards

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


WEBVIEW 5.5 HIGHLIGHTS• New fields available on Matter Detail page


WEBVIEW 5.5 HIGHLIGHTS• Total LTD Payments and AR Write-offs added to

Matter and Client Summary pages (Billing 50096)


WEBVIEW 5.5 HIGHLIGHTS• Invoice History / Unpaid Invoice Summary pages

enhanced to allow drill-down on Payment rows– Cross Functional Billing Manager 54977/51689


WEBVIEW 5.5 HIGHLIGHTS• Month End

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


WEBVIEW 5.5 HIGHLIGHTS



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


WEBVIEW 5.5 HIGHLIGHTS• Expense > Month End

– Deny the ability to post expense reports with new option


WEBVIEW 5.5 HIGHLIGHTS• 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


WEBVIEW 5.5 HIGHLIGHTS• 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

Imaging, Voucher Imaging)


WEBVIEW 5.5 HIGHLIGHTS• Enhanced 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)


WEBVIEW 5.5 HIGHLIGHTS• 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 90THOMSON REUTERS ELITE

IMPORTANT KNOWLEDGE BASE 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 •


IMPORTANT KNOWLEDGE BASE 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


IMPORTANT KNOWLEDGE BASE ARTICLES• Enterprise QuickView+ Integration User Guide

123164• Enterprise QuickView+ Integration 123162 • Enterprise QuickView+ Integration FAQs 123163


enterprise 3.10 product highlights

Documents

client maximum rate

type of exception rate

deviated rate

applicable enterprise

exception rate setup

clientmatter exception

matter exception rates

title exception rates