Summary
- Department dimension is now set automatically on the matter based on the responsible employee's department (3686)
- Invoice recipient split is now calculated correctly when a fixed invoice recipient is transferred automatically to the matter (3618)
- Matter archiving is now blocked if the matter still has a balance other than zero (3582)
- New field to mark translations as intentionally blank in the dictionary (3613)
- Time specification now follows the company's language instead of the user's, when the document's language code is empty (3685)
New Features
Fixed invoice recipient on the client caused an incorrect fee and disbursement split on automatic transfer to matters (3618)+
When a client had a fixed Invoice Recipient set under Relations, and this was automatically transferred to new matters created for the client, the Fee Split % and Disbursement Split % were copied directly from the client to the matter. This meant that both Client and Invoice Recipient ended up at 100% in both fields on the matter.
This has now been fixed, so the Fee Split % and Disbursement Split % from the client are no longer transferred to the matter. Instead, the split on the matter is recalculated the same way as when invoice recipients are inserted manually: the Invoice Recipient gets 100%, while the Client is set to 0%.
The matter's department dimension can now be set automatically based on the responsible employee's department (3686)+
In Abakion Legal Setup you can now choose which relation should control the matter's department. The Relation Type - Department field specifies which relation type (e.g. Responsible Lawyer) should trigger the update, while Department Dimension specifies which dimension your office uses as the department code. The feature is switched off as long as either of the two fields is empty.
When the selected relation type is assigned, changed, or removed on a matter — both on the matter card and via Client/Matter Creation in CMI — the system automatically looks up the employee's department and updates the matter's department dimension. The lookup follows a hierarchy: first the employee's department history is checked for the most recent assignment on or before today's date. If no history exists, the employee's own default dimension for the selected dimension code on the resource card is used instead. If neither exists, or the relation is removed from the matter, the matter's department dimension is cleared.
Note: if the department history contains several department assignments that overlap in the same period, the system automatically picks one of them (the one with the most recently registered start date) — no notice is given if there are several overlapping assignments.
The change only affects new assignments going forward. Existing matters are not migrated, and their department dimension remains unchanged until the relation is changed.
"Archive Matter" and "Reopen Matter" on the matter card were always clickable regardless of the matter's status (3692)+
On the matter card, the actions "Archive Matter" and "Reopen Matter" could previously always be clicked, regardless of whether the matter was already archived or not. This meant you could attempt to archive a matter that was already archived, which produced the error message "Only active matters can be archived".
This has now been fixed, so "Archive Matter" is only shown on active matters, and "Reopen Matter" is only shown on archived matters. This avoids the error message during normal use of the matter card.
Bug Fixes
Case Work
A matter could in certain cases be archived with a balance other than zero (3582)+
It could happen that a matter was fully archived even though the matter subsequently had a balance other than zero. This typically happened if write-off of open time entries or automatic realignment of customer entries in currency generated an exchange loss or gain, which itself created new postings in connection with the archiving.
The matter's balance is now checked again immediately after write-off and realignment, and just before the matter is actually marked as archived. If the balance is still not zero at that point, the user is asked to confirm whether the matter should instead be registered as a partial archiving. If the user selects no, the archiving is cancelled without an archiving log being created.
Note: Postings from write-off or realignment cannot be undone, even if the archiving itself is cancelled.
Invoicing
Time specification used the wrong language when the document's language code was empty (3685)+
When a document's Language Code was empty, the time specification was previously printed in the language set on the user who ran the report – instead of the company's language. This could cause inconsistency between the invoice itself and the associated time specification, if the person generating the report had a different language on their user than the company default.
The Time Spec. IC Draft and Time Specification IC reports now look up the company's primary language if the document's language code is empty, before falling back to the user's own language as a last resort. This makes the language selection follow the same pattern as on the regular invoice.
Setup Tools
New "Translate to Blank" field in the dictionary, as an alternative to typing a space (3613)+
When a text intentionally needs to be translated to nothing, this could previously only be achieved by typing a single space in the Translation field. This was hard to see, and was easily lost when using configuration packages.
A new field, Translate to Blank, has now been added, both in the "Dictionary Update" window (which appears when a translation is missing) and as a column on the Dictionary Translations list. Turning the switch on makes it clear that the translation is intentionally blank — instead of an invisible space that could easily look like a mistake.
The previous method of typing a space still works unchanged, so existing setups and integrations are not affected. The new field is simply a better and more visible alternative going forward.