sa.global
sa.global product release notes — evergreen legal
  • evergreen bc
  • empower BI
  • empower apps
  • evergreen prose
  • evergreen legal
  • evergreen PrjOp
  • evergreen hcm
  • evergreen sales
Table of Contents
sa.global
  • sa.global product release notes — evergreen legal
    • sa.global product release notes — evergreen bc
    • sa.global product release notes — empower BI
    • sa.global product release notes — empower apps
    • sa.global product release notes — evergreen prose
    • sa.global product release notes — evergreen legal
    • sa.global product release notes — evergreen PrjOp
    • sa.global product release notes — evergreen hcm
    • sa.global product release notes — evergreen sales
GrabGrab
GrabGrab
  • Introduction to evergreen legal
  • Key links evergreen / empower products and release calendar
  • Important sa.global documentation
  • Released evergreen legal
    • 10.0.43
      • Enhancements
        • Enhanced fixed compensation tracking: Persistent Last increase amount and percentage
        • Upfront details on the number of records to be updated after reapplying headline rate
        • Option to include submatter balances in the matter inquiry screen
        • Billing and payment summary report – Separate column for credit note settlement
        • Removal of dependency between credit note related features
        • Global view of provision of doubtful debt balances by client
        • Enhanced undertaking views
        • Undertaking flag in client account journals (PFC)
        • Enable manual change of client requisition date after approval
        • Client level control for client accounting transactions
        • Rebranding of empower related elements
      • Issues
        • evergreen 10.0.43 data settings
    • 10.0.42
      • Features
        • Risk assessment level
        • Allow bulk produced invoice proposals to be (optionally) be grouped by matter
        • Automatically settle credit note with the original invoice
        • Diversity declaration for vendors
        • Future changes to positions
      • Enhancements
        • Auto publish WBS using work classification
        • Retrieve headline rate once discounted rate (sales price) is ended
        • Billing guide for matter hierarchy
        • Performance enhancement for simple adjustments grouped by invoice proposal dimensions
        • Add VAT related information to Payers
        • Add office details to vendors
        • Enhancements to provision of doubtful debt
        • Bank reconciliation – Comments added to bank transactions sections
        • Client interest journals – Enable multi-selection for posting and deletion
        • Client account interest journals – Exclude accounts without transactions
        • Additional balances in client account transactions form
        • Future changes to employment – Employee financial dimensions
        • Add leave request type to Employee Self Service leave management
      • Issues
    • 10.0.41
      • Important information evergreen license solution enhancements
      • Features
        • Provision of Doubtful Debt
        • Matter invoice adjustments report
        • Future Changes to Employment
        • Approval required for reversing journals
        • Auto submission of timesheets
      • Enhancements
        • Ability to assign custom dimension to client to allow correct IC time postings
        • Additional field required for vendor for payment priority
        • Additional field – Customer Reporting Group
        • Additional field – Vendor Reporting Group
        • Add phase and task codes to Timesheet line inquiry
        • empower finance – Refactor empower roles
        • Global Discounts invoice discounts centralised screen
        • Add FTE adjusted rate to Manager Self Service compensation tile
      • Issues
        • evergreen 10.0.41 data settings
  • Microsoft Releases Feature Management
    • 10.0.43
    • 10.0.42
      • Resolved Microsoft Issues 10.0.42
    • 10.0.41
      • Resolved Microsoft Issues 10.0.41
    • 10.0.40
      • Resolved issues 10.0.40
    • 10.0.39
      • Resolved Issues 10.0.39
    • 10.0.38
      • Resolved Issues 10.0.38
    • 10.0.37
      • Resolved Issues 10.0.37
    • 10.0.36
  • Historic evergreen legal versions
    • 10.0.40
      • evergreen License – Important information for all customers
      • Enhancements
        • Grouping Write up/down dimensions based on resource dimensions
        • Ability to generate ISO20022 payment file from client account journals
        • Enable Participant ‘Project/Matter Provider’ for timesheet approval workflows
        • Add phase/task code in hours transaction inquiries
        • Enable “Use for payroll” by default when adding bank details from the ESS
        • Added data entity “Payers V2” to data management
        • Grouped write up/write down for matter
        • Enable use of “Project/Matter email” when Docentric emails are used in combination with evergreen invoice templates
        • Original worked hours field added to the invoice DDSP file
        • Enable Docentric placeholders fields on Invoice template configuration
        • Copy Financial Dimensions from Primary Positions to Employee
        • Undertakings – Ability to access All undertakings and My undertakings from the menu
      • Bug Fixes
    • 10.0.39
      • Features
        • E-billing-Disable print buttons for project/matter invoice
        • Procurement categories – Display by legal entity
        • Undertakings Enhancements
      • Enhancements
        • Enable front-end access to free-text invoice footer configuration
        • Bank reconciliation comments
        • Extended timesheet narrative Enable extended narrative in timesheet endpoints
        • Export risk assessment answers via data entity
        • BEE Status Information requires status with decimal figures
        • Apply global discounts to fee allocation transactions
        • Control Client Accounting UI elements with feature management
      • Issues
    • 10.0.38
      • Features
        • Payroll export – Time and Attendance – Leave Transactions
        • Payroll export – Time and Attendance – Leave Enrollments
        • Payroll export – Time and Attendance – New Starters
      • Enhancements
        • Automatically load HR number sequences when feature “(evergreen) Number sequence for Job ID” is enabled
        • Invoice templates – Ability to show or hide quantity and rate at the invoice detail section
        • Original sales price field available on the invoice DDSP file (Docentric)
        • Office Requisition Invoice Description Length Increase
        • Enable View-Only Access to Pending Vendor Invoice Detail for Team Member License Users
        • Enable manual creation and edit of phase and task codes
        • empower Finance – Enabling Synapse Link for D365 FSCM Export
        • Add additional fields to manage changes on the position record
        • FTE Adjusted compensation displayed in ‘My fixed Compensation’ Screen
        • Invoice templates – Ability to choose whether the logo is
        • Add description to the category values within the extended main accounts customisation used within the BI
        • Client account report – Transactions not being filtered by date
        • Enable setting matter/project responsibilities with an effective date
        • Enable customer risk assessment and AML data to Team member license users
        • Enable matter/project risk assessment to Team member license users
        • Enable simplified matter budgeting to Team member license users
        • Enhancements to global discounts
        • Enhancements to extended timesheet narratives
      • Bug Fixes
    • 10.0.37
      • Features
        • Auto populate resources in supplier invoices
        • Undertakings
      • Enhancements
        • Enable BI Ageing table for standalone empower finance
        • LNPayerIsPayer field in the invoice proposal should not be editable from the front-end
        • empower Finance – Enabling Synapse Link for FSCM Export (Priority tables)
        • CreatedDateTime added to data entity EVGNBIWorkflowTrackingStatusTableEntity
        • Global discount – Multipayer invoice layout
        • Update “Originals printed” counter when matter invoice is printed
        • Enable “Use print destination” button for posted matter invoices
        • Prevent client journals for pending matters
      • Bug Fixes
    • 10.0.36
      • Features
        • Global discounts
        • Customer / Project Inquiries – Unbilled fees
        • Enable print management for invoices
      • Enhancements
        • Mandatory credit note reason code
        • Grouped write up/down – filtering by fee-earner
        • Relabel the “Hour special rate allowed” parameter
        • HR – working patterns to allow non-integer values
        • Expand extended categories in “Category assignment overview” screen
        • Parameter for billing guide naming convention
      • Bug Fixes
    • 10.0.35
      • Features
        • Original invoice reference on credit notes
        • Renaming financial dimensions
      • Enhancements
        • Phase/Task visibility
        • Aged WIP report by Matter
        • Diversity declaration – gender question changes
        • Import into SAGIlluminateSICCodeMain data entity
      • Preview features/enhancements
        • External narrative extension on timesheets
      • Bug fixes
    • 10.0.34
      • Features
        • Work classification and WBS
        • Grade based cost prices
      • Enhancements
        • Invoice payment/sales tax line level parameters
        • Client Requisitions: Vendor banking details
        • Adding CTR to client requisition
        • Client journal template change
        • Client/Payer VAT number on invoices
        • On-account transactions on invoice templates
        • Inquiry screen – unpaid bills improvements
        • Enable mandatory fields for clients
      • Bug fixes
        • Bug resolution impact
    • 10.0.33
      • Features
        • Employee Self-Service – Payroll set up
        • Diversity declaration – Employee record
      • Enhancements
        • HCM: Useful links
        • Show Budget Used % on the Matter list
        • Mandatory setup fields on a Matter
        • Simplified Billing Guide
        • Auto-populate Client bank account details for a PFC
      • Bug fixes
    • 10.0.32
      • New Features
        • Payroll exports
        • Diversity declarations
        • Parameter to identify leave and absence types
        • Vendor Automation linking
        • FTE adjusted compensation
      • New Enhancements
        • Financial lookup form
        • Renaming Client and Project/Matter Inquiry
        • End date display within Headline Rates
        • Project/Matter inquiry performance improvements
        • Mandatory setup of responsibility fields
        • On-account type transactions added to budget tracking
        • Hide GL fields supporting multi-payer feature
        • Improve change tracking on leave entities
        • Default dimension rules – filter behaviour in the “Borrowing legal entity” field
        • Project contract (invoice proposal)
      • Deprecated features
      • Bug Fixes
    • 10.0.31
      • New Features
        • HCM | Working patterns | Calculated FTE
        • HCM | Payroll Bank Accounts
        • HCM | Payroll exports Changes
        • South Africa – Black Empowerment statistics on Vendors
      • New Enhancements
        • Matter Numbering Enhancement
        • HCM | Parameterise the Diversity Monitoring fields per legal entity
        • Matter/Client inquiry – Enable on-demand calculation of WIP and debt ageing
        • Retainer fee journal populate Worker dimensions
        • DM – Payer Entity
        • HCM | Improving leave data entities change tracking
      • Bug Fixes
    • 10.0.30
      • New Features
        • HCM – Payroll exports for Leavers
      • New enhancements
        • Labels
        • Data Entity – Pending vendor invoice including details about matter
        • Data Entity – Workflow tracking status and Workflow work item table
        • Clients on hold form to be added to the Matter Management and Accounting Module
        • Ability to store end date display only current rates on the sales price hour
      • Bug Fixes
    • 10.0.29
      • New features
        • HR – Payroll exports for New Starters
        • HR – Working patterns
        • HR – Extension to My Diversity Declaration monitoring
      • New enhancements
        • Error messages for missing configuration for LEDES
        • Unit billing: Missing link between timesheet and generated fee journal
        • PWP Report enhancement
        • User defined matter status changes
        • Supplier Bank details changes – approvals
        • Reapply headline rate button warning message
      • Bug fixes
    • 10.0.28
      • Preview features
        • Invoice management workspace – phase 1
        • Missing timesheets
      • New features
        • HR enhancements
        • My Diversity Declaration Form via the Employee Self Service
      • Bug fixes
    • 10.0.27
      • Preview features
      • New features
        • Fixed price tasks – full version
        • BI – deprecation impact
      • Bug fixes
    • 10.0.25
      • New features
        • Fee management – Fixed Price Tasks
        • Invoicing – Simplified adjustments
          • Simplified expense adjustment
          • Simplified time adjustment
        • Default dimension rules – enhancements
        • Default dimension rules – project creation
        • Timesheet line approval
        • Diversity Declaration form
      • Bug fixes
    • 10.0.24
      • New features
        • Billing approver at a contract level
        • Deprecation: HR Plus
      • Bug fixes
    • 10.0.23
      • New features
        • Simplified adjustments
        • Dimension default rules
        • Invoice grouping
      • Bug fixes
    • 10.0.22
      • New features
        • Fixed fee unit billing
        • Paperless billing guide
      • Bug fixes
    • 10.0.21
      • New features
        • Sales Price
        • BI utilization performance
        • Invoice and billing guide report
        • eBilling
      • Bug fixes
    • 10.0.19
      • New features
        • Unit Billing
        • Paperless Billing Guide
        • Quantity discounts
        • Evergreen Hub – enhancements
        • Matter summary enhancement
        • Billing format versions
      • Bug fixes
    • 10.0.17
      • New features
        • Hub enhancements
        • ebilling formats
      • Bug fixes
    • 10.0.16
      • New features
        • Sales prices
        • Invoicing – simplified adjustments
          • Re-apply sales prices
          • Invoice modification history
      • Bug fixes
    • 10.0.15
      • New features
        • Retainer fees
        • Fee allocation enhancements
        • Matter closure
        • Matter closure workspace
        • Automatic write off transactions
        • Hub
        • Grouped adjustments
        • Anticipated disbursements breakdown report
      • Bug fixes
    • 10.0.13
      • New features
        • Matter closure
        • Fee Allocation
        • Hub
        • Billing and payment summary report
        • eBilling updates
        • Ethical walls
      • Bug fixes
    • 10.0.11
      • New features
        • Fee allocation
        • Hub workspace
        • Matter management workspace
      • Bug fixes
    • 10.0.09
      • New features
        • Simple matter budgeting
        • Long term record storage management
        • Client accounting enhancements
        • Billing guide for anticipated disbursements
        • Multi Payer
        • Cross company workers
    • 10.0.07
      • New features
        • Anticipated disbursements
        • Multi Payer – payments
        • Security considerations
      • Bug fixes
    • 10.0.05
      • New features
        • Enabling New features
        • Cash Basis Accounting
        • Financial dimension inheritance
        • Mobile timesheet app
        • Fixed and agreed fees on T&M matters
        • Consolidated VAT report
      • Bug fixes

New enhancements

HR – Extension to My Diversity Declaration monitoring
Error messages for missing configuration for LEDES

10.0.29 contains a number of minor enhancements:

  • Error messages for missing configuration for LEDES
  • Missing link between TS and generated fee journal/transaction for unit billing project
  • PWP Report enhancement
  • Refactor Matter stages to include Pending for other standard project types and allow On hold for T&M types
  • Supplier Bank details changes – approvals
  • Reapply headline rate button warning message
HR – Extension to My Diversity Declaration monitoring
Error messages for missing configuration for LEDES

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