Major Update – Migration Manager

 In News

The October update for Migration Manager and the Portal is now being rolled out to all users. Its one of our biggest updates yet.

This 8.8.1.8 update contains hundreds of new features, fixes and improvements – many of which have come as a result of feedback and suggestions provided by our users. We recommend having a close read of everything that is included to see if something you have been wanting us to add has made it in to this update (or quite possibly there’s a feature added/changed that you didn’t know the program could even do). A big thank you to all of the Beta testers who provided feedback over recent months to help us refine this update.

Some of the major changes which you will see in this update are:

A Revamped Progress Item system and changes to the Portal

We have been keen to make this enhancement for a long time – we have radically overhauled the Progress/Workflow system including:

  • A complete change to the way you create Progress Item templates. If you go to Schedules > Progress Items > Configure Progress Items you will find a brand new window that should make it much easier to create and edit your checklists/workflows. In the past the system was one giant grid of documents/tasks associated with different matters – in this update we have completely delinked the concept of Progress Lists from Matter types (though you can still have specific lists for your different type of matters) and each list has its own independent list of documents and activities to give you near complete freedom to create and customise your own lists. For instructions on how to create your own new Progress Lists, check out: How to Create your own Checklists
  • The Progress tab on each matter has been completely revamped and now includes drag and drop reordering, sorting and search functionality as well as a new Portal Side Panel giving you the ability to record many more comments than was possible under the old system. Note that because you can now record a lot more comments we have had to take the comments column out of the main window.
  • The Progress Item insert functionality has been revamped to make it easier to find and select the Progress Template you want to use. For instructions on how to add Progress Items to the Progress tab please see: How to Add a Document and Task Checklist to a matter
  • We have moved a lot of the Portal functionality from the Portal pop up window directly on to the Progress Tab. These functions can be accessed via either the right click menu options or the new Portal Side Panel.
  • The Portal Side-Panel has the ability for you to link and see all of the documents your client has uploaded via the Portal. You can preview, edit and reject Portal documents from the Side-Panel. For details on how to use the Side-Panel and its Documents tab see: How to use the Side-Panel
  • The Portal Side Panel details button lets you set and modify information such as the type of Progress Item, the Group and which person it is required from. For details on how to see more information on the Side Panel see: The Side Panel Controls
  • The Portal Side-Panel also has a new Portal Instructions tab that lets you set instructions that will appear on the Portal next to each document request. We have also changed the way you reject documents which have been uploaded by your client to use this new instructions tab – allowing you to record more information to help your client understand what they have done wrong.
  • For Web Questionnaires, the Progress Side Panel will show you a detailed history of what has happened with the WCIQ and what its progress status is.
  • You can now set a Status for each Progress Item as well as assign multiple users to be responsible for trask. You can also create your own Status Items now. See: How to Create your Own Status items
  • Due dates now have the ability to be auto calculated based on the commencement, due or completion dates of other Progress Items on a matter.
  • Under the More button on the Progress tab, we have added the ability to export a Progress List in to a new Progress List Template so that you can reuse lists that you have created on a matter.
  • The Portal itself has been modified to allow users to upload additional documents that haven’t been specifically requested. This is done via an Add Item option that now appears on the bottom of the Portal.
  • When sending a Portal Message or performing other Portal actions its now possible to also send an SMS notifying the client – this is in addition to the previous ability to send an email.

New Email Capture features

Email capture is one of our most heavily used features and is a favourite of people who like to have all of their emails filed in the one location. To make this process easier we have added the following functionality:

  • An Always Match option: when manually matching an email to a matter, you will have the option when clicking Match to choose to always match a particular email address to a matter. Very useful for those clients who keep ‘forgetting’ to put their matter number in the subject line. And when it comes time to track down which email addresses have been added to which matter, go to the top menu and click on Schedules > Auto Email Matches to view and edit the list.
  • An email address search function: sometimes when you are trying to manually match an email, you might not remember which file it relates. On the match window we have added an email address search button which will allow you to perform a search across all matters to see if the email address of the email in question has previously been recorded on a matter.

Changes to the Open Window

Its a window that we all use every day in Migration Manager and it to has had some improvements and changes made, including:

  • The three tabs have been reduced to two and features that were only available on the Advanced tab have now been rolled into the Matter Search tab (the first tab). If you could previously do it on the Advanced Search tab you can now do it on the Matter Search tab. We have also added an Advanced button to the Matter tab under which you will find a number of new filters (including various date filters) for helping you search for your clients/matters.
  • If you have permission to delete a matter, you can now do so by right clicking on the Matters tab or by going to top menu of the program and clicking on Tools > Matter Management > Delete Matter (this is where you will also find the option for changing the Matter ID).
  • The Documents Search tab on the Open window now has additional options added as well as faster document preview functionality.
  • A new user options button in the top right hand corner will let each user control their defaults including the default Also Search For field (this previously used to be a firm wide setting).

New Archive Tool

We have now added the ability to archive files and transfer them out of your Client folder. If it’s time to clean things up, go to the top Menu and click on Tools > Archive > Archive Matter to see the new function. Note that we’ve also added a new Matter Status called File Closed – To Be Archived so that you can transition matters in readiness for the archive process.

eLodge Changes

This update sees a number of changes and new additions to eLodge:

  • New Skills Assessment application types have been added to eLodge including ACS, Engineers Australia,  CPA and Institute of Public Accountants
  • New Visa application types have been added including Medical Treatment, Working Holiday, BVB and there are others in the pipeline.
  • We have changed the eLodge Smart Filler and Logon windows. You can now update/edit logon details directly from the logon panel without having to create a new logon identity. Changes have also been made to the System Preferences to add a eLodge password tab so that it’s now possible to control who has access to the different logons you might have.

New/Changed Schedules

The Schedules menu is where you find all of the lists in the program that you can edit. A lot of changes have been made here including:

  • A new Item Statuses schedule which lets you create your own statuses for Documents, File Notes and Progress Items.
  • We have completely revamped the UI for the Matter Type, Visa Type, Legal Basis and Users schedules.
  • A new Staff Positions list schedule along with applicable letter merge fields.

New ‘User’ functions and control

  • The Users window (Schedules > Users) has been completely overhauled to give you the ability to edit the information, permissions and options of an individual user without having to go through each of the tab of the Permissions and Preferences system.
  • It is now possible to set a security and permission ‘level’ for each user to speed up the setting up of new users so that you no longer need to go through and tick/untick all the relevant permissions. There are separate levels for System Permissions and Report Permissions.
  • We have added a new Staff Billing Target function. This allows management to set billing targets for each staff member which are included in a new Accounts Report.

Preferences

There have been a lot of changes made to the Preferences window. Some of the major changes include:

  • Putting all of the tabs in alphabetical order so that it is more intuitive for new users.
  • Moving and consolidating the Letter Merge controls in to a single tab in Preferences.
  • Adding an option to the Letter Merge preferences for creating a unique identifying reference for each merged document (called a Merge ID).
  • Adding an option under the Portal tab for Webleads to redirect to a website of your choosing after submission.
  • Adding the ability to auto create the default Xero GL Codes.
  • Adding a tab under Accounts for the firm wide setting of Staff Billing Budgets.
  • Adding a new eLodge tab for controlling all of the different accounts for different types of eLodge applications (Immi and non-Immi) and which staff member has access to what.

Accounts Changes

We have made a number of changes to Accounts including:

  • Added the ability to export and import a list of Department Fees in to the Matter Fees schedule via CSV/Excel
  • We have revamped Invoices to give you more control over what columns appear on the invoice, how tax is displayed, whether subtotals appears etc.  Note that in order to add all the new functionality this has required that we publish new Invoice templates which will override any existing accounts templates.
  • We have made it possible to directly edit Fees, Costs and Disbursements on the Invoice itself instead of having to remove them first (only whilst the invoice is in draft).
  • We have added additional options on to the Invoice itself such as the ability to write off and adjust via the More button.
  • Its now possible to email/message an Invoice or Receipt at the time of generation as well as later on.
  • We have modified all of the Accounts templates to remove the grid border layouts. This will result in new templates being downloaded when you next generate an accounts document. These changes are to align with the changes to the invoice template.
  • Added a Where is My Transaction button to the reconciliation window to make it easier to find an item that for some reason isn’t showing up in the reconciliation. The search results will display the reconciliation status of a transaction which should help you identify why the item isn’t appearing.

Reports

A number of new reports have been added or modified including:

  • A new Reports search function so that you can quickly find the report you are looking for.
  • The Aged Debtors report has been modified to give users the ability to view individual invoices.
  • Added a Combined Ledger Report which shows both the Trust/Client Account activity/balance as well as the Office Account activity/balance of a matter.
  • Added a Firm Performance FYTD report that shows for each month the number of new Prospects, new Matters, total Trust/Client Account balance, total Aged Debtors, total Fees Invoiced, total Fees Collected and a comparison to the previous year.
  • Adding a User Billing Target report which shows for each month the fees recorded versus the target fees (this is part of the new Staff Billing Target functionality).
  • Added reports for Client/Trust to Office Transfer Detailed history and summary.
  • Added the ability under Preferences > Accounts to set up default Email/Message text for when sending EOFY Trust Statements to clients from the Trust Statement Report.
  • Modified the Billing Receipts by Matter report to show more columns including referral source.

 

Note that the above is just a sample of what is included in this update. A full list of everything includes is set out below.

THE FULL UPDATE DETAILS (Versions 8.8.1.2 to 8.8.1.8)

What is in the Update

This update includes the following:

  • Accounts
    • Accounts Setup – Fixed an issue where the setup window was not updating to indicate a section had been completed
    • Accounts Setup – Modified to allow the ability to enter a negative opening amount for Statutory Accounts
    • Bank Reconciliation – Added a Where is my Transaction button which will enable the user to perform a search in Migration Manager for a transaction. The results will display an information button that explain why a transaction is not showing in the reconciliation.
    • Bank Reconciliation – Fixed an issue where certain QIF files with certain date formats were causing the import of the bank statement to fail.
    • Bank Reconciliations – Modified the behaviour of reconciliations so that any transaction which has been reconciled can no longer be reversed unless the reconciliations is first reversed.
    • Client Payments – Fixed an error received when making a Client Payment if the user had restrictions on their user profile preventing access to sponsor files. The user will now no longer be able to select a file to which they don’t have access to when specifying the entity from which payment is being made.
    • Client to Office Transfer – Fixed an issue that occurred when trying to transfer funds against an invoice which had been partially paid and adjusted.
    • Client Receipt – Fixed an issue where ticking Protect Funds didn’t do anything
    • Client Receipt – Modified the layout to avoid long file references creating two lines
    • Deposit Request – Fixed an issue with the text alignment on the deposit request template.
    • Deposit Requests – Added the ability to email/message deposit requests at the time of finalisation.
    • Disbursements – Added the ability to set a Disbursement as ‘Billable Later Invoice’ by default.
    • End of Month Procedure – Add an option to exclude matters with a $0 balance
    • Export to Xero – Fixed an issue where an error could be received when exporting to Xero where an invoice had received multiple payments and adjustments.
    • Export to Xero – Added a notification window when doing the first export if there are any starting balance transactions in the list of items to be exported
    • Fee – Made visible the start time on the fee window for time entries
    • Invoice – Added an option under the More > Options button for displaying Billed By on a Fee Description
    • Invoice – Added an option under the More > Options button for displaying the Item Code column on all sections
    • Invoice – Added an option under the More > Options button for displaying the Subtotal of each section
    • Invoice – Added an option under the More > Options button for displaying the Supplier name on a Disbursement description
    • Invoice – Added an option under the More > Options button for displaying the Tax column as a value or a percent
    • Invoice – Added an option under the More > Options button for displaying the Tax column in all sections
    • Invoice – Added an option under the More > Options button for each section to show the Qty and Unit Price columns
    • Invoice – Added an option under the More > Options button for the Amount column to include Tax
    • Invoice – Added an option under the More > Options button for the Unit Price column to include Tax
    • Invoice – Added Write Off and Adjust to the More button on the Invoice. Note that these options only function for Finalised invoices
    • Invoice – Move the invoice template selector to the Invoice Options pop up available under the More button.
    • Invoice – The Invoice template has been changed to align with the new Invoice options
    • Invoice Templates – The template has been updated to remove the grid borders
    • Invoices – Added options under the More button for sending an invoice by email or by Portal Message
    • Invoices – Added the ability when finalising an Invoice to send it by email or by Portal Message.
    • Invoices – Changes made to the invoice templates to standardise the font sizing
    • Invoices – Remove the column displaying the matter ID as it wasn’t needed
    • Matter Fees – Added the ability to export/import a CSV of the Department and Professional block fees.
    • Permissions – Added a user permission to allow a user to view other user’s timesheets
    • Preferences – Accounts > Documents – option added for displaying subtotals for each section of an invoice
    • Preferences – Accounts > Trust Accounting – added options for setting the default text of message and emails when sent from the Trust Statement report window
    • Preferences – Added a tab to the Accounts preferences for Staff Targets that lets an approved user set the targets for all users
    • Preferences – Added a user permission for editing Staff Targets
    • Preferences – Added all of the new invoice options to the Accounts > Documents tab for setting the invoice option defaults
    • Preferences – Default Tax Codes – Added the ability to change the default tax code for Department disbursements
    • Preferences – Payment Options – Added the ability to specify the category of a payment option to control the options displayed on receipts
    • Preferences > Accounts – Added an option to set the firm’s financial year end date
    • Preferences > Trust Accounting – Added options for creating template emails and portal messages for including with the EOFY Trust Statement reports which are generated from the Trust Statement Report window.
    • Preferences – Added an option to set the colour of the table headers in the accounts templates
    • Receipts – Modified the functionality of adding surcharge payments so that it is possible to add a surcharge for all payment options
    • Reconciliation – 2 month restriction added. To prevent issues with how many entries the system can display, bank reconciliations are capped at 2 months’ worth of data.
    • Reports – Added a Combined Ledger report which provides details for each matter of the total deposits, withdrawals and balances for both the Office and Client/Trust Account. Clicking on the preview report option will then provide a detailed breakdown for the individual matter of each of the transactions which have resulted in the total.
    • Reports – Added an Accounts report for Fee Earner Fee Target Performance FYTD
    • Reports – Aged Debtors report changed to a dynamic report that allows the user to view individual invoices
    • Reports – Fixed an issue with the WIP Report which resulted in a deleted time entry showing as still being work in progress.
    • Reports – Speed improvements made to the generation of the Trust Trial Balance Report
    • Reports – Trust Statement Report – Added settings to the preferences for setting up template email/message content that automatically added when generating and sending the report
    • Reports – Modify a number of reports to remove the inclusion of Office Account credits that have not yet been applied.
    • Reports – Firm Performance Report – Added additional wording to the headings to make it clear what information is provided for the relevant time period.
    • Reversing Disbursements – If a disbursement has been invoiced it will no longer be able to be reversed until the invoice is reversed.
    • Schedules – Bank Account option wording changed to cover Trust/Client
    • Templates – Remove grid borders from Client Receipts, Invoices Office Receipts, Deposit Requests, Client Account Statement, Statement of Services, Matter Statement, Debtors Statement
    • Templates – Updated to match the style of the invoice changes
    • Timesheet – Added a dropdown to the timesheet which give sthe ability for authorised users to view another user’s timesheet
    • Users – Added a tab to the User profile for setting billing targets for each staff member
  • Client Detail
    • Asmt Tab – Add an option for recording logon details for an online Skills Assessment where there does not exist an agent logon function
    • Addresses tab – Fixed an issue where some fields were not positioning properly.
    • Business – Added a new UI for entering financial information for a business
    • Business – Added Ceased Involvement and Date Ceased fields to the Businesses tab
    • Business – Added an Intentions tab for proposed investments/transfers.
    • Business and Investment Skills – New question added for years of experience
    • Business – Add Currency field to the Assets and Liabilities Page.
    • Business – Modified the UI of the Businesses sub tab to now show a pop up screen for the adding/reviewing of information about the migrant’s business history
    • Character – modify the wording of the s245 breach question
    • Education tab – The qualifications grid has been modified to remove the direct data entry fields and instead move these to a side panel.
    • Health and Character – increased the length of information which can be provided in the details section
    • Matter Types – Added stream options for the 888 visa.
    • More button on Cover Page – UI change to add more spacing and change background colour as well as adding date fields for File Closed, File Archived, Intended Destruction and Destroyed Date
    • New Matter – Fixed an issue where when using office prefixes the matter number was not incrementing
    • Occupation Registration – Modified the UI to move the data entry fields on to a side panel.
    • Primary Applicant Change tool – Fixed an error received if the birth suburb/city was longer than 50 characters
    • Quick Bio – UI change to add more spacing and change background colour
    • Nominee Tab – Employee ID field added
    • Relations tab – Clicking refresh or adding additional information will now no longer cause the selected row to revert back to the top row
    • Referral source pop up changed to the new schedule
    • Visa Details tab – Add a visa status option of Not Active
  • Documents
    • Active Client Photo – The tool to add an active client image has been set to automatically open with the cropping tool active set to the correct ratio/dimensions
    • Documents – Fixed an issue where moving a document to another matter could in certain circumstances still leave it attached to the progress tab of the original matter
    • Documents – Images can now be converted to PDF via the right click menu option
    • Document Preview – Change the system used for preview Word, Excel, Email and Image documents to improve speed of loading. The first time it is used after opening MM it takes a few seconds to load up but after that it should show the documents very quickly.
    • Document Search – Added icons for VEVO searches, csv files and for documents ending in .PDF
    • Documents Tab – Fixed an issue where the icons appears to show an error during slow loading.
    • Documents Tab – the layout of the preview window has been modified when in edit mode (cosmetic change only)
    • Documents Tab – Fixed an issue where moving a document would sometimes also create an additional folder.
    • Documents Tab – Fixed an issue where dragging and dropping documents on the right hand panel causes MM to freeze
    • Documents Tab – Fixed an issue where renaming a document caused MM to hang
    • Inbox – Fixed an issue where sending an item to another user where the item was marked as complete or rejected was not showing for the other user
    • Letter Merge – Fixed an issue where merging a letter sometimes appears as unreconciled
    • Letter Merge – Added fields for Sponsor mobile numbers
    • Letters – Added the ability to have a template copied directly to a matter without it performing any merge function. For this to occur, set the keywords (either in the template or at the time of merge) to be NMFCO
    • Merge – Date fields in the format dd MMMM yyyy have been changed to be  d MMMM yyyy format
    • Merge – Added the Merge ID code as a merge field. Note that if you want the Merge ID to appear in the footer of a document you must add it to the letterhead template.
    • Merge – Added merge fields for RMA Position, Manager Position, Clerk Position Username, User Surname, User Given Names, User Preferred Name, User Prefix. User RMA Number, User Initials, User Office, User Internal Email, User External Email, User Full Telephone, User Mobile
    • Merge Settings – All of the merge settings have been consolidated into the Preferences window
    • Preferences – Added an option in the Letters preference for generating a Merge ID code. This code will be saved in to the Key Words/Tag of a document and can be used to search for a document.
    • Reconciliation – Add additional information to error message that occurs when performing a reconciliation having documents whose file names are too long. This helps with identify which document is causing the problem.
    • Settings – The Accounts Template merge settings have been consolidated in to the preferences window
  • Emails and Email Capture
    • Email Capture – Fixed an error received in very limited circumstances if the progress window opened and closed too quickly.
    • Email Capture – Modified the capture window interface such that it is no longer possible to select everything by clicking on a heading. This should prevent users accidentally selecting everything when they are blocking or matching.
    • Email Capture – New Matter window labels have been moved to sit above the relevant fields (cosmetic change only)
    • Email Capture – Added a dropdown option to the Match window which lets the user specify that the email address of the email being matched should always be matched to a particular matter (this function is to be known as Auto Email Match)
    • Email Capture – Email address search button added to the Match window. This has been added to help users identify which matters an email address may have previously been recorded against
    • Email Capture – The closing of the email capture window has been sped up.
    • Email sending – Modify the email sending function to improve reliability for a small number of users who receive an error when trying to generate an email from Migration Manager when also sending a portal message.
    • Schedule – Added an Auto Email Match option. This schedule lets you add/edit and view all of the email matching rules that have been created by all users
    • SMS – When clicking the SMS button, the list of options that are displayed will now only be mobile phone number options. When clicking an email button, SMS will be hidden
    • SMS Notifications – Added the ability to generate an SMS notification when sending portal messages and Web Questionnaires.
  • File Notes
    • File Notes – Extended the height of the Status dropdown so that all options are visible all the time.
    • File Notes tab – Add new title search and sort options for the File Notes tab on each matter
    • Fixed an issue where changing the font style/colour multiple times could cause an error
    • Hyperlinks – The user interface for adding hyperlinks to a file note has been changed to make it easier to link documents from within the matter and from outside. Links will no longer display as the url but instead will display as a text title which when hovered over by a mouse will then display the full url.
    • Modified the File Notes tab to show the Processing window when first opening.
  • eLodge and Forms
    • eLodge Password control – The UI and UX of the eLodge logon system has been completely revamped to give firms more control over who has access to which eLodge accounts. In preferences it is now possible to control individual user permission to each account.
    • eLodge – When using the eLodge logon window, it is now possible to edit passwords and set default account through the new eLodge window
  • PDF Questionnaires
    • CIQ Menu – Clicking the import option on the CIQ dropdown menu will prompt the user to perform the PDF import via the Documents tab.
    • PDF Questionnaire Merges – Fixed an issue resulting in an error message when trying to merge a PDF Questionnaire
    • BSQ Import – Fixed an issue with the Import Data option on the BSQ dropdown not working
    • BSQ Import – Fixed an issue where the import was not allowing the ability to link a migrant matter in limited circumstances.
  • Portal and Progress Items
    • Added an option to export selected progress items to a new Progress List template.
    • Messaging – in the Portal window (accessed via the Portal button Progress or Documents), the send messages attachment icon will now display a tool tip showing the expiry date of the attachments.
    • Messaging – Fixed an error received if you tried to clear the portal signature and did not replace it with another signature
    • Messages – Change the UX for creating new document requests and activity completions from the Portal Message window
    • Messages – Modified the UX of the inbound and sent messages to use the Details/Simple buttons along the top of the message to show/hide message details such as sent date and attachments
    • Messages – Changes made to the message sending system to reduce the incidence of slowdowns or system hangs when also sending an email notification at the same time.
    • Messages – Fixed an issue where for a small number of users a message would display no content in Migration Manager
    • Notifications Bar – The bottom of the screen notification bar has been modified to show all new inbox items since the user last opened the Inbox.
    • Portal – Added the ability for the portal user to upload other non-listed items via an Add Item button on the bottom of the Portal
    • Portal – Added the ability to Open/Preview/Edit documents from the Portal interaction window (accessed via the Portal button in the Progress window).
    • Portal – The Portal has been modified to display the Required From details against the document required details.
    • Portal Emails – Fixed an issue where URLs added in the template would appear twice in the email
    • Portal Form – Moved a lot of the functionality from the Portal Form to the Progress tab right click menu options. The Portal Form is primarily now used for managing the Portal account for the client as well as being able to see what has been added to the Portal.
    • Portal Notifications – When selecting to notify the client by email when performing a portal action (such as sending messages, activation etc) the Email To window will now appear – allowing the user to choose which email address to send the notification to
    • Progress (tab) on the client file has been completely reworked with new UI and UX including a new side panel for recording comments, attaching documents and adding Portal instructions
    • Progress (tab) – Added a Most Recent Comment to the grid which is visible when you maximise the screen
    • Progress (tab) – A rejected document will no longer have its status changed to complete if the Progress Item is marked as complete
    • Progress (tab) – Added a right click menu option for Setting Responsibility.
    • Progress (tab) – Added a right click option for Set Required From which opens the side panel in Details view and sets focus on the Required From field
    • Progress (tab) – Fixed an issue where the comment icon was not refreshing in certain circumstances
    • Progress (tab) – Modified the Add options so that you can choose between adding a quick entry with just a few details or adding and opening the full Progress item (called Detailed).
    • Progress (tab)- Fix an issue where Migration Manager would hang if you tried to select all progress items from all categories.
    • Progress (tab) – Marking a Progress Item as complete will add a comment about completion
    • Progress (tab) – Modified the insert behaviour to add selected items below the currently selected item
    • Progress (tab) – Added a warning when trying to scan an item with a file name that contains an invalid character
    • Progress (tab) – Added a warning if a due date has been calculated based on an item which has now been deleted
    • Progress (tab) – Modified to allows users to set the Required From for Activities
    • Progress (tab) – Modified the UX of using the right click menu to add items to Portal. Now if your selection includes items which have already been added the system will notify you of the existing items on the Portal and proceed to upload the remainder
    • Progress (tab) – Added an option under the Advanced dropdown to display all columns
    • Progress (tab) – Added a user preference for Always Show All Progress Columns when Minimised
    • Progress Insert – Modified the UX of the insert window such that clicking a row will tick or untick without the need to specifically click the tick box. Also works for Ctrl and Shift functions
    • Progress (tab) – Modified the UI of the ability to set the responsibility via the right click menu.
    • Progress (tab) – Added the ability to set Required From via the right click menu
    • Progress (tab) – Added the ability to open a side panel when in maximised mode
    • Progress (tab) – Fixed an error message received if an item has been marked as complete by an admin.
    • Progress (tab) – Fixed an issue where an exclamation mark was showing for calculated due dates if the precondition date was blank. The exclamation mark will only show if the whole precondition is deleted.
    • Progress (tab) – Fixed an issue where it was not possible to select and add just one item from a Progress Item template.
    • Progress (tab) – Modified the UI so that if you manually tick a document item as done that has been added to the Portal, the yellow ball icon will disappear.
    • Progress (tab) – Modified the behaviour of the progress tab to prevent users from deleting a progress item that has a linked WCIQ. Users will now be required to remove the WCIQ first from the Portal before the progress item can be deleted.
    • Progress Side-Panel – When adding a One Off – Detailed Progress item, if you cancel before saving the system will ask whether you want to save or delete
    • Progress Side-Panel – Fixed an issue where updating the status of a document was not refreshing the status of the document in the side panel
    • Progress Side Panel – Fixed an issue where rejecting a document was no immediately refreshing and updating the Portal Instructions on the Side Panel
    • Progress Side-Panel – On the Documents sub panel added an option under More and the right click for “Rename Document to Default” which will rename the document to the same name as the Progress Item
    • Progress Insert – Fixed an issue where the Append with Name could not be disabled
    • Progress Lists (previously called Matter Associations) – Significant UI and UX changes have been made to the way in which users can now create and edit progress list templates. We have done away with the old (very large and very slow) giant grid of items that were cross referenced to different matter types. The window/system has been completely redesigned. The progress lists now sit separatly to the concept of matters in that you no longer need to create a matter to have a progress list available. All of the items and documents are now individual to each progress list and can be edited and reordered independent of other lists. Users are now able to create as many lists as they wish.
    • Progress Items Schedule – Added the ability to set default Progress Item portal instructions on the progress item templates.
    • Progress List Schedule – Added the ability to set default responsibility at the Progress Item template level
    • Progress Side-Panel – Added WCIQ history to the Portal tab of the Progress Item side panel
    • Progress Side-Panel – Added QuickParts as an option to the Portal Instructions window
    • Progress Side-Panel – Added the ability to preview, download and reject portal documents from the Progress Item side panel
    • Progress Side-Panel – Modified the linking window to allow the linking of multiple documents at the same time
    • Progress Side Panel – Added a Portal tab to the Progress Side-Panel allowing users to add items to the portal and to upload instructions for document requests
    • Progress Side Panel Portal Tab – Added the ability to activate the portal when clicking update on a side panel if the portal has not yet been activated and a document is set to be visible on the portal
    • Progress Side Panel Portal Tab – Details of the WCIQ history along with buttons for checking progress, reviewing the WCIQ etc have been added to the Portal tab of the Side Panel.
    • Progress Side-Panel – Fixed an issue with Portal Instructions not saving if there was not status set
    • Progress Side-Panel – Modified the Required From dropdown to show a list of recommendations
    • Progress Side-Panel – The help button now directs to a specific user manual page on how to use the Side-Panel
    • Progress Tab – The add progress items form template window has been completely reworked to have a more user friendly UI.
    • Progress Tab – Add right click menu options for various functions such as Adding to Portal, setting due dates and responsibility etc.
    • Progress Tab – Added right click and side panel options for Add to Portal and Remove from Portal.
    • Progress Tab – Added the ability to expand the window full screen
    • Progress Tab – Added the ability to drag and drop to re-order the Progress item
    • Progress Tab – Added new search, sort and filter options to the top of the window including an Advanced tab with additional options such as status filtering
    • Progress Tab – Added options for duplicating progress items
    • Progress – Reports – Add/edit progress fields to support changed Progress items system
    • WCIQ Messages – Fixed an issue where in limited circumstances, when clicking Send Back, the message window would appear behind other windows.
    • Windows Notifications – A user option has been added to the Inbox for a Windows notification to appear for new Portal Messages being received (works with the Windows 10 notification system)
    • Windows Notifications – A user option has been added to the Inbox for a Windows notification to appear for new WCIQs being received (works with the Windows 10 notification system)
    • Windows Notifications – A user option has been added to the Inbox for a Windows notification to appear for new Documents being received via the Portal
    • Windows Notifications – A user option has been added to the Inbox for a Windows notification to appear for new items of any kind being received in to the Inbox
  • Preferences
    • Changed the tab order in preferences to be alphabetical
    • Firm Tab – Added the ability to set a firm email address
    • eLodge Permissions – Added the ability to add a logon for Engineers Australia
    • Email Capture Settings – Details have been added to show the order/priority in which the capture process works its way through the various parameters by which it tries to perform a match.
    • Files Preferences – Add an option to automatically include the Stream in the matter description
    • Fixed an error received when trying to change positions if the firm address was recorded as a null
    • General Ledger Codes tab – Add a button to set the GL codes to the default.
    • Misc Preferences – Added an option for the Progress tab so that if you tick complete it adds a comment. Disabling this option will result in a comment not being recorded when it is marked as complete.
    • Open File – Remove the global default secondary filter preference (replaced by the user preference)
    • Report Permissions – A User Level permission control has been added to report permissions that allows someone with admin level privileges to quickly set the security level of a user when accessing reports.
    • User Permissions – Added an option to allow a user to change the Primary Applicant (previously this could only be done by the administrator)
    • User Permissions – Added the ability to set an overall user security level. The different levels will automatically tick/untick various permissions.
    • User Permissions – Added users permissions to edit standard directories and matter status items.
    • Webleads – Added the ability to set a url to redirect to after someone has submitted a weblead
    • Webleads – When setting a url for the webleads to redirect to after submission, the system will prompt you to ensure that you have entered a http or https at the beginning
  • Reports
    • Accounts Reports – Changed the Matter dropdowns on all reports to allow you to type and search.
    • Accounts Reports – Added a Combined Ledger report which provides details for each matter of the total deposits, withdrawals and balances for both the Office and Client/Trust Account. Clicking on the preview report option will then provide a detailed breakdown for the individual matter of each of the transactions which have resulted in the total.
    • Accounts Reports – Aged Debtors report changed to a dynamic report that allows the user to view individual invoices
    • Accounts Reports – Fixed an issue with the WIP Report which resulted in a deleted time entry showing as still being work in progress.
    • Accounts Reports – Speed improvements made to the generation of the Trust Trial Balance Report
    • Accounts Reports – Added a Firm Performance (FYTD) report that provides an overview of number of new prospects, new/total matters, billings, debtors, client/trust funds etc for each month
    • Accounts Reports – Added a Fee Earner Billing Target Report
    • Accounts Reports – Billing Receipts by Matter Report – Added an option to include/exclude tax from the results
    • Accounts Reports – Added a Client/Trust to Office Transfer Summary report
    • Accounts Reports – Added a Client/Trust to Office Transfer Detailed history
    • Accounts Reports – Billing Receipts Report: added a dynamic filter at the bottom of the report to allow users to filter data live including ability to differentiate between funds received via office receipt versus client to office transfers
    • Export to Excel – Added a retry open event for dealing with situations where the folder storage system may not have yet registered the existence of the generated file.
    • Trust Statement Report – A column has been added to show the date a statement was last sent for the matter.
    • User Defined Report – Intended Study fields are now visible under User-defined reports.
    • User Defined Reports – Added a category and report fields for Travel History
    • User Defined Reports – Added a report field for Visa Grant Number
  • Schedules
    • Custom Merge field – UI change to match other schedules
    • Edit Client Status Items – change to be called ‘Matter Status Items’ and UI updated
    • Edit Referral Source Entries – change to be called ‘Referral Sources’ and UI updated
    • Standard Directories – UI updated with a menu option for Detect/Fix directories added
    • Edit Users – Added Default Hourly rate to the main page of the Edit User window
    • Edit Users – The edit users window now has tabs for editing preferences, permissions (only visible if you have permission to edit these), reports permissions and elodge permissions
    • Matter Statuses – Added File Closed, File Closed – To Be Archived and File Closed – Archived as system matter status items.
    • Matter Statuses – When editing a matter status in the schedule, these changes will be applied to all matters that currently have this status.
    • Matter Types – Added an option for 482 Subsequent Entrant
    • Matter Types – Added additional streams for the Subclass 600 visa
    • Matter Types  – Completely overhauled the matter type creator interface to give users the ability to create new matter categories, types and streams.
    • Matter Types – The Matter Type creator has been changed to a three column schedule that allows users to create new matter categories, types and streams.
    • Matter Types – Changed the wording of the Visa Subclass category to now read “Visa Application”
    • Matter Types – Added matter types for 191, 491 and 494
    • Menu – The schedules menu has been put into alphabetical order
    • Progress Groups – Modified the UI of the Progress Groups window to improve the UX and standardise with other schedules windows
    • Progress Items – Added an option under the Progress List More button to export a Progress List to an Excel spreadsheet. This is to allow the sharing of Progress Item lists
    • Progress Items – Added an option under the Progress Item More button > Import window to import an Excel spreadsheet containing Progress Items
    • Progress Items  – On the Bulk Edit window, when sorting by category, it is now possible to right click and choose Tick or Untick all in this section
    • Progress Lists – Added a Bulk Edit option that allows the user to edit a progress item across multiple progress lists
    • Progress Lists – Added the ability to retire a progress list. Retiring a list hides it from view but does not delete it.
    • Progress Lists – Retire a number of unused Progress Item templates for visa types which have not been active for awhile
    • Progress Lists – Added a Favourite category
    • Progress Lists – Bulk Edit window modified so that clicking a row ticks/unticks that row
    • Progress Lists – Bulk Edit: modified the grid to refresh after making any changes when you click Update
    • Progress Lists – Added a category column to the bulk edit window
    • Progress Lists – Added a Delete option under the More button of the Bulk Edit tool. This will allow you to select and delete a progress item across multiple lists.
    • Referral Sources – When updating the referral source schedule, if you edit an existing item you will be prompted to update these details across all matters on which it has been used.
    • Streams – Fixed a spelling mistake with the 188 Entrepreneur stream
    • Users – Added a schedule under Users for Position types. This is used for creating positions within the firm which can be assigned to users
    • User Transfers – Removed the Administrator as an option for who matters can be transferred to
    • Users – Added access level settings to the Users edit window for Permissions and Reports. Note that this will only be accessible to those who have permission to edit users.
    • Users – Consolidate the various buttons under a More button
    • Visas – Modified the UI of the Visa Type window. Note also that Visas and Matters have now been completely separated in the Database
    • Visas – Changed the wording of the Subclass 500 to remove the word Visa at the end.
    • Visas – Add visa options for 191, 491, 494
  • Tasks/Snapshot
    • File Notes tab – added new sorting and search options. The date filters have been moved under the Advanced button.
    • File Notes – Added an option in the File Note Inbox to select and right click multiple file notes at the same time.
    • Inbox – Fixed an issue where the Open Matter menu option was hidden in certain circumstances.
    • Inbox – Fixed an error received when double clicking a Questionnaire in the inbox
    • Inbox – Fix an error that was received when trying to reply from a portal message in the inbox
    • Inbox – Fixed an issue where documents reappeared in the document inbox due to an issue with the daylight savings change over
    • Messages – Fixed an issue where in a very limited number cases, when you read a message in the Inbox and then change from one message to another and then click reply, who the message was being replied from showed as the previous message.
    • Progress – Added a refresh button to the Progress tab in the Task Inbox window.
    • Progress – Hide Completed set to Yes by default
    • Snapshot – Additional options added to the date selector on Snapshot
    • Snapshot – Added an option to the team filter for Unassigned which will show the number of items which don’t have someone assigned as being responsible
    • Snapshot – the old snapshot view has now been decommissioned. All users have been converted to using the simple snapshot.
    • Tasks – filter and search options on Inbox, Progress Items, File Notes and Expiries has been changed to unify the UI and UX across all of the tabs
  • Tools
    • Archive – Added a function under the Tools menu to allow authorised users to archive and unarchive matters. The archive function moves the matter folder out of the Clients folder and in to Z-Archive.
    • Archiving – If the portal has not been closed for a matter before archiving it will be closed when archiving is commenced.
    • Delete function – Modify the dropdown to list both the Matter ID and the Matter name.
    • Firm and User Setup Guides – Added these tools to help new users of Migration Manager quickly access the key parts of the program setup.
    • Fixed an issue where it was possible to delete a matter that still had a client detail window open.
    • Matter Management – Added a menu option for Matter Management and added an option for Delete and moved the Change Matter ID under this option
    • Tool Menu – has been changed to alphabetical order so it is easier for users to find what they are looking for
  • Webleads
    • Fixed an error received if you attempted to select and delete multiple webleads at the one time.
    • Modified the UI/UX of webleads to make it possible to view all of the tabs/fields of a weblead in one screen by clicking on the top most heading on the navigation panel.
  • Web Questionnaires
    • WCIQ – Added a demo Skilled WCIQ
    • WCIQ – Added a Business Skills Visa WCIQ
  • Other
    • Administrator Tool – Add options for User Permissions and Report Permissions
    • Administrator Warnings – if you log in as Administrator, if you attempt to perform an action that should be done by a regular user, the system will prompt you to login as a normal user.
    • Firm Name is now displayed at the top of Migration Manager
    • Fixed an issue which was causing Migration Manager to show an out of memory error when changing tabs.
    • Help Menu – Added an option to download a Migration Manager installer for installing the program on to other computers
    • Log a Support Call – A Yes/No slider has been added to the log a support call window to grant permission to access data.
    • Log a Support Call – Fixed an issue where missing user information prevented the support window from opening.
    • Log a Support Call – improved handling of attachments which might already be open on the users system.
    • Logon Speed Improvements – changes have been made to significantly speed up the time in which Migration Manager becomes operational after the splash screen has disappeared.
    • Matter Deletion – Fixed an issue where it was not possible to delete a file with a deposit request.
    • Open Window – Added an Advanced button that gives the user the ability to control filters and perform date range searches
    • Open Window – Moved the show closed files option in to the Advanced pop up
    • Open Window – Moved the date options from the secondary dropdown filter to the advanced pop up and added the ability to search by date ranges
    • Open window – Fixed an issue where the passport details being displayed could be a secondary applicant if their passport was the most recent issued
    • Open Window – the default secondary search filter has now been made a user option.
    • Open Window – added a user options button to the top right where the user can set their default opening window properties such as default secondary search filter
    • Open window – We have removed the Advanced Search tab and added the remaining functionality to the Quick Search tab (renamed to Matters).
    • Open window – Added a Delete Matter option to the Quick Search tab (renamed Matters). The Delete option now requires that the user confirm that deletion is to occur by typing the word DELETE
    • Settings – A Test Connection button has been added to the settings window. Changes to the DB connection require a test to be successfully completed.

Full details on what is included in this and previous Portal and Web Questionnaire updates can be found on our release notes: Release Notes – Portal

 

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