My Portfolio
My Portfolio is a brand new page modeled on the old “My Matters” page.
It includes the following:
4 cards showing basic information about the matters the user is working on
A list of all matters to which they are assigned in any participant capacity.
We have rejigged the navigation layer of this page to move away from participant role and instead are focusing on simplifying the view to present a single list of open matters.
Unrealised Cashflow page
The Unrealised Cashflow page has undergone some changes.
We have moved all the filters to the top of the page and included them under an expandable menu concept with a ‘show/hide’ filters function.
We have altered the UX of the multi-select filters to make them more usable.
The filters will now affect the cards, no matter the filter.
We have also included a button to switch the chart into a table view, for those that prefer numbers.
Emailed Report
We have made some changes to the emailed report.
The area where we had the ‘stagnant matters’ has now been changed. The new logic will show any WIP or Disbursement that has remained uninvoiced for a long period, arranged by length of time since last timesheet/disbursment on the matter.
The aim of this change is to highlight matters that could probably be closed and to provide an insight into lingering, outstanding monies to allow the user to dig into why those amounts may be outstanding.
We have also made a change in the ‘notification’ settings to allow the user to decide the basis on which we include matters in the email. Where previously this defaulted to ‘assigned to’ for each matter, we now allow the user to select the relavent participant type to which they are assigned on each matter.
Known Issues
Slower Page Load on Unrealsed Cashflow: In introducing the filters to affect the totals at the top we have inadvertently increased the response time of the page. This means the page will not load as fast. We are working on this and will have a fix out soon.
Tom