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ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

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ENTERPRISE 3.10 PRODUCT HIGHLIGHTS

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  1. ENTERPRISE 3.10 PRODUCT HIGHLIGHTS ELITE PRODUCT MANAGEMENT PATTI GOETTEL OCTOBER 2013

  2. 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

  3. 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) THOMSON REUTERS ELITE

  4. ENTERPRISE 3.10 CONFIGURATION OPTIONS

  5. 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 THOMSON REUTERS ELITE

  6. ENTERPRISE 3.10CONFIGURATION OPTIONS • Upgrade to Enterprise 3.10 does require an upgrade to WebView 5.5 • Upgrade to WebView 5.5 does notrequire 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 THOMSON REUTERS ELITE

  7. ENTERPRISE 3.10 ENHANCEMENTS

  8. 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 THOMSON REUTERS ELITE

  9. 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 THOMSON REUTERS ELITE

  10. BILLING MANAGER 3.10 HIGHLIGHTS • 76693: Time Entry / Modify • Billed Hours for a BNC timecard can be preserved with new option THOMSON REUTERS ELITE

  11. BILLING MANAGER 3.10 HIGHLIGHTS • 91438: Proforma Edit > Costs • “Cost Rate Adjust” has been added to Cost Modify THOMSON REUTERS ELITE

  12. 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 THOMSON REUTERS ELITE

  13. BILLING MANAGER 3.10 HIGHLIGHTS • 54977/51689: Billing Inquiry > Open Invoices & Ledger History • Drill down to payment details THOMSON REUTERS ELITE

  14. BILLING MANAGER 3.10 HIGHLIGHTS • 50996: Billing Inquiry > Matter & Group Summary • Total Payments and Total A/R Write-offs THOMSON REUTERS ELITE

  15. BILLING MANAGER 3.10 HIGHLIGHTS • Billing Inquiry > Matter Summary • 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History THOMSON REUTERS ELITE

  16. BILLING MANAGER 3.10 HIGHLIGHTS • Billing Inquiry > Client Summary • 9 digit Credit Notes invoice number now displays in Open Invoices and Ledger History THOMSON REUTERS ELITE

  17. BILLING MANAGER 3.10 HIGHLIGHTS • 51139: Billing Inquiry > Matter Summary • Matter UDFs in Read-Only mode THOMSON REUTERS ELITE

  18. 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 THOMSON REUTERS ELITE

  19. 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 THOMSON REUTERS ELITE

  20. 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 THOMSON REUTERS ELITE

  21. BILLING MANAGER 3.10 HIGHLIGHTS • Reporting • Bill Summary Report has been enhanced to provide the ability to query ledger table data THOMSON REUTERS ELITE

  22. 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 THOMSON REUTERS ELITE

  23. BILLING MANAGER 3.10 HIGHLIGHTS • User Access • New tab added for Extend THOMSON REUTERS ELITE

  24. BILLING MANAGER 3.10 HIGHLIGHTS 107213: Display name of database in Title Bar with new option THOMSON REUTERS ELITE

  25. ACCOUNTS PAYABLE 3.10 HIGHLIGHTS THOMSON REUTERS ELITE

  26. 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 THOMSON REUTERS ELITE

  27. ACCOUNTS PAYABLE 3.10 HIGHLIGHTS • Checks > Global Check Batch Reset • Quickly clear all check preview tables THOMSON REUTERS ELITE

  28. ACCOUNTS PAYABLE 3.10 HIGHLIGHTS • 73972: AP Inquiry • Check Void Date on spreadsheet in Detail view THOMSON REUTERS ELITE

  29. ACCOUNTS PAYABLE 3.10 HIGHLIGHTS • AP Inquiry • View Suspended Checks in Detail view THOMSON REUTERS ELITE

  30. GENERAL LEDGER 3.10 HIGHLIGHTS • All AP Reports and Listings • User specified Report Title prints in header THOMSON REUTERS ELITE

  31. GENERAL LEDGER 3.10 HIGHLIGHTS • General Journal • Ability to Reverse a General Journal Immediately with new option THOMSON REUTERS ELITE

  32. GENERAL LEDGER 3.10 HIGHLIGHTS THOMSON REUTERS ELITE

  33. GENERAL LEDGER 3.10 HIGHLIGHTS • General Journal • Insert Row and Insert Data added • Copy in spreadsheet data from another application THOMSON REUTERS ELITE

  34. GENERAL LEDGER 3.10 HIGHLIGHTS • General Journal • Select multiple rows on a General Journal • Import General Journal • Import General Journal UDFs THOMSON REUTERS ELITE

  35. GENERAL LEDGER 3.10 HIGHLIGHTS • Financial Budgets > Budget Worksheet • Sort and subtotal on different segments of the GL Account THOMSON REUTERS ELITE

  36. GENERAL LEDGER 3.10 HIGHLIGHTS THOMSON REUTERS ELITE • Financial Budgets > Budget Worksheet • Optionally display GL Account Descriptions

  37. GENERAL LEDGER 3.10 HIGHLIGHTS THOMSON REUTERS ELITE • Financial Budgets > Budget Worksheet • Copy in spreadsheet data from another application (500 rows max)

  38. GENERAL LEDGER 3.10 HIGHLIGHTS • 58046: GL Inquiry • Separate User Access for GL Natural Account Segment Maintenance THOMSON REUTERS ELITE

  39. GENERAL LEDGER 3.10 HIGHLIGHTS • Reporting > Year End Journal • Run YE Journal before closing year THOMSON REUTERS ELITE

  40. GENERAL LEDGER 3.10 HIGHLIGHTS • All GL Reports and Listings • User specified Report Title prints in header THOMSON REUTERS ELITE

  41. GENERAL LEDGER 3.10 HIGHLIGHTS • Reporting > GL Detail and GL Register • Report Criteria (SQL Statement filters) now prints at end of reports THOMSON REUTERS ELITE

  42. CONFLICTS MANAGER 3.10 HIGHLIGHTS Client status column added to Quick, Prospective and Intake Search THOMSON REUTERS ELITE

  43. CONFLICTS MANAGER 3.10 HIGHLIGHTS Matter Open Date column added to Quick, Prospective and Intake Search THOMSON REUTERS ELITE

  44. CONFLICTS MANAGER 3.10 HIGHLIGHTS 107649: New Data Type ‘Corporate Link Narrative’ available for indexing THOMSON REUTERS ELITE

  45. CONFLICTS MANAGER 3.10 HIGHLIGHTS 107649: New Data Type ‘Corporate Link Narrative’ available for searching THOMSON REUTERS ELITE

  46. CONFLICTS MANAGER 3.10 HIGHLIGHTS 107649: New Data Type ‘Corporate Link Description’ in results (also added to full list and full list with corporate tree report (107651) THOMSON REUTERS ELITE

  47. CONFLICTS MANAGER 3.10 HIGHLIGHTS New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for indexing THOMSON REUTERS ELITE

  48. CONFLICTS MANAGER 3.10 HIGHLIGHTS New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ available for searching THOMSON REUTERS ELITE

  49. CONFLICTS MANAGER 3.10 HIGHLIGHTS New Data Types ‘Vendor DBA ’ and ‘Payee DBA’ on results THOMSON REUTERS ELITE

  50. CONFLICTS MANAGER 3.10 HIGHLIGHTS Vendor DBA detail screen THOMSON REUTERS ELITE