CSI Lawyer 8.0
Changes in the user interface:
- Old icons have been replaced with new ones
- The default theme of the version 8.0 is the CSI theme (can be changed)
- Some of the links now work with one click only
- Activities, transactions or work time entries can be added using the Quick Jump menu available in the Windows toolbar
New and changed functionalities cover the following:
- Improved critical task functionality, e.g. synchronization to Exchange calendar events
- Possibility to merge private customers
- Assignment type based sales account
- Temporary service restriction for customer or assignment
- Possibility to use invoice date as invoice entry date
- Proof invoice rows in the same order as in the assignment
- E-mail address of invoice / payment reminder recipient saved in the notes
- Invoice specification sending to Maventa
- E-invoicing or bookkeeping material in Finvoice 2.0 format
- Changes in creation of invoice material
- Payment lists offering information of the invoices with adjustment
- Possibility to convert ”hanging” excess payments to advance payments
- Payment adjustment primarily to reminder fee and delay interest
- Party-based legal aid claim decision type (Romeo/FI)
All changes in the version are listed in the CSI Lawyer Change Document. We warmly recommend getting familiar with it before updating the version 8.0