Jarvis - March 2022 news
New functionalities
• Duplication of tasks
in Jarvis Legalthe tasksallow you to assign tasks to other members of Cabinet or to yourself. You can nowduplicate an existing taskwhatever its status: the information of the duplicated task (name, recipients, details, etc.) will be taken back in the new task.
Improvements
• Adding columns and filters to the Regulations Tracking page
Monitoring of Regulations is one of the tables in themenu Invoicing. A new column “Statutâ€" with colour labels has been incorporated to allow you to better visualize the status of different regulations:
- Affected entity: 100% of the amount of the regulation was allocated to one or more invoices;
- Partially affected: Only part of the amount of the regulation was affected;
- Unaffected: The registered regulations have not yet been assigned to an invoice;
- Cancelled: The regulations have been cancelled.
You also have the possibility to filter regulations according to these statuses via the “Filtrer' button on the page.
• Redesign of Account Preference form
La section “Mon Cabinet†dans les Paramà ̈tres, accessibles pour les utilisateurs ayant un Profil de type Administrateur, a été renommé en “Société†. A new sub-section “Information & Preferences' now allows you to fill in your company's information such as name, address, legal form, etc.
• Action “See regulations†for invoices in status “A pay“A
Until now, only fee invoices in status “Soldé“See regulations“ Now this action is also possible for invoices in status “A pay“A that have received partial regulation.
• Modal Modal Billing
Thebilling by lot, accessible via the page “Clients to chargeâ€Billing menu, allows you to manage multiple invoices in a few clicks. Until now, the invoice date has been the validation date. Now you can choose this date yourself.
• Modification of a provisional and document management
It is now possible, when youchange the proformaa provision invoice, to generate a new document. In addition to the “Save and Close†button, available on the proforma edit page, you now have the “Save and Editâ€" buttons (to remain in proforma status and regulate a document) and “Save and validate†(to regain a document and validate the invoice).
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