NEW FEATURES

• On-Demand Sync Option for Search Orders
• Deactivating Update Matter Plan Task Owner flow from Source
• Multi-party / Split Billing
• Longer Bank Description field for CMA
• Search Manager Status Alerts
• View and Update Matter Stages During Time Entry
• Ability to put an invoice on hold
• Verification of Identity (VOI) Fields

IMPROVEMENTS TO EXISTING FEATURES

• Running Total on Bulk EFT
• Persistent TARDIS Columns
• Renamed Invoice Debtor Field
• Aged Debtor Reporting to Exclude Invoices On Hold

BUG FIXES

• Billing Rounding Rules
• Trial Balance Run for More than 2,000 Matters
• Matter Escalation Trigger Bug
• Invoice Reversals for Closed Dates
• Reversals of Reconciled Transactions
• Unity Search Documents Sync

NEW FEATURES

On-Demand Sync Option for Search Orders

Who can benefit from this feature: Search customers

What’s new

• On-Demand Sync Button
  Lawyers using Unity PM AU can now refresh their Orders from the Orders page (formerly “Search Orders”) using a new Sync button. This triggers an on‑demand sync with Unity Search so that order data is up to date without waiting for the scheduled automatic sync. The page also shows “Last updated” status messaging, and users receive clear confirmation when a sync completes or a meaningful error message with a prompt to retry if it fails.
  

Who is impacted

• Unity Search Customers

How it works

• The Orders page now displays:

  • A Sync button above the Orders table

  • Last updated messaging (e.g. “Last updated: 2 minutes ago / yesterday / today at [time]”)

• Clicking Sync:

  • Triggers a sync with Unity Search

  • Refreshes the Orders list with the latest data

  • Shows a success message on completion (e.g. “Sync complete”)

  • On failure, shows a clear error with an explanation and instruction to try again

For Administrators:  Add the Search Manual Sync component to your Matter Lightning Page (How-to) No new permissions introduced Go to ‘Setup' > ‘Edit Page’ Find the new “Search Manual Sync” component and drag it onto the Search Orders page.

Deactivating Update Matter Plan Task Owner flow from Source

Who can benefit from this feature: ALL Customers

What’s new

• Automation Bypass Control
  A new automation bypass control has been introduced for the Update Matter Plan Task Owner Flow. This enhancement allows administrators to disable the automation from Custom Settings when required, preventing the flow from executing during specific updates or deployments.

How it works

• The packaged Update Matter Plan Task Owner flow checks for the automation bypass control before proceeding with reassigning tasks whenever a matter’s owner changes. The automation skips the reassignment operation altogether if the bypass is enabled
   

For Administrators:  Ensure that the latest version Update Matter Plan Task Owner flow is activated to use this feature (How-to) Go to ‘Setup' > ‘Process Automation’ > 'Flows’ Find the ‘Update Matter Plan Task Owner' flow and make sure it’s activated   Update the Automation Bypass custom setting if the bypass needs to be enabled, otherwise can be left to its default disabled state (How-to) Go to ‘Setup' > ‘Custom Settings Find “Automation Bypass” and click “Manage” Tick “Update Matter Plan Task Owner Flow" Save your changes

Multi-party / Split Billing

Who can benefit from this feature: Billing Users

(Internal Split Billing Run Example: Split Billing Run Example )

You can now bill a matter to multiple debtors in a controlled, transparent way, while keeping your existing single‑invoice structure.

What’s new

• Matter‑level split defaults
  Define who should pay a bill and in what proportions directly on the matter (e.g. Party A 60%, Party B 40%). These defaults flow through automatically when you create a Pre‑Bill.

• Flexible Pre‑Bill overrides
  At Pre‑Bill time you can:

  • Add or remove debtor participants.

  • Adjust each participant’s percentage allocation.
    The system ensures:

  • Each participant’s share is greater than 0%.

  • All debtor percentages always add up to exactly 100%.

• One invoice per debtor, logically grouped
  When you finalise billing:

  • The system generates one invoice per debtor, based on their allocation.

  • All related invoices are linked together as one “grouped bill”, so you can review them as a single billing event while each debtor still receives their own invoice.

• Clear balances and reporting

  • Each debtor’s share and outstanding balance can be tracked separately.

  • Grouped invoice information (total amount, number of participants, source matter and Pre‑Bill) is available to support clear reporting and reconciliation.

How it behaves for existing billing

• Matters without split definitions continue to behave exactly as they do today.

• Firms not using multi‑party splits can keep billing with a single debtor per invoice, unchanged.

Safeguards & quality

• The system validates that every split has valid debtor details and correct percentages before an invoice is created.

• Calculations use consistent rounding rules to ensure the total of all debtor invoices always matches the original bill amount.

• The feature is permission‑controlled so it can be rolled out to selected users first, without impacting others.

For Administrators: OPTIONAL ADOPTION If using custom precedents, a review of your templates is needed before enabling this feature, as this will affect bill generation. Current functionality of the Split invoicing does not currently support itemised line items. Because this feature is 'Header' aware, it only splits the total dollar amount between your contacts based on percentages. It cannot split individual time entries or disbursements. A future update will allow you to separate specific line items for each contact. Firms that want to adopt Split Billing feature need to assign the Split Billing Foundations permission set to their current Permission Set groups or individual users who are involved in the billing cycle (How to: Assign Permission Sets to Users) If custom Pre-Bill Lightning Record Pages are used, the Pre-Bill Split Editor component will need to be added to the Pre-Bill Lightning Record Page that’s in use. If the Matter Level Split Defaults need to be defined, the page layouts need to be updated to display the Matter Billing Split Definitions related list (How-to) Go to “Setup” → “Edit Page"  Add a new “Related List – Single” component and drag it onto the Financials page Set the Parent Record field to “Use This Matter” Select “Matter Billing Split Definitions” from the Related List dropdown Add the following fields to the component: Status Version Number Save your changes

Longer Bank Description field for CMA

Who can benefit from this feature: Customers Using CMA

This feature improves the Controlled Money Accounts Monthly Reconciliation by adding a bank account description for each bank account within the reconciliation details. This allows users to store the full account name, since the standard Account Name field has a character limit that can result in truncated names when displayed.

What’s new

• Bank Account Description Field
  There is a new field for Bank Account Description that can be added to the page layouts for Controlled Money Account bank accounts

How it works

• When the name of the Controlled Money Account exceeds the allowed 80 characters for the Bank Account Name, the Bank Account Description field can be used as an overflow in order to have a complete and accurate details appearing on the Controlled Money Movements report (max 255 characaters).

• The Bank Account Description field is displayed in the Controlled Money Movements and Controlled Money Listing reports.

Search Manager Status Alerts

Who Can benefit from this feature: Unity Search Customers

Lawyers using Unity Search inside Unity PM AU will now see real‑time system status alerts (such as delays or outages) directly within the embedded search experience.

What’s new

• In‑app system status banner in embedded Search

  • The existing Unity Search system warning banner (used for delays/outages) is now also displayed when Search is opened inside Unity PM AU (embedded iFrame context).

  • The banner remains visible and functional in the embedded view, consistent with the full Unity Search experience.

• Clear visibility of incidents affecting workflow

  • Users are notified of known issues (e.g. degraded performance, outages) without needing to leave Unity PM or navigate to the standalone Unity Search homepage.

  • This helps lawyers understand when search behaviour is impacted by a broader system incident rather than a matter‑specific problem.

How it works

• Whenever Unity Search has an active system status alert, the same warning banner is surfaced inside Unity PM AU wherever Unity Search is embedded.

• The banner behaviour (message content, links, and dismissal/interaction where applicable) matches the standard Unity Search implementation.

For Administrators:  Users will need to be part of the Search Manager Permission group. (How to: Assign Permission Sets to Users)

View and Update Matter Stages During Time Entry

Who Can benefit from this feature: All Customers

What’s new

• Display Matter Stage on Time Entries custom setting
  There is a new field under the NebuLAW General Settings custom setting called Display Matter Stage on Time Entries which enables/disables the display of the Matter Stage field on the time entry components

• Matter Stage field on Time Entry
  View / Update the Matter Stage assigned to a Time Entry during recording
  

• Matter Stage field on TARDIS Time Entry
  View / Update the Matter Stage assigned to a Time Entry during recording via the TARDIS
  

For Administrators:  Go to ‘Setup' > ‘Custom Settings’ > 'NebuLAW General Settings' Find “Display Matter Stage on Time Entries” and tick the checkbox to enable it Save your changes

Ability to Put an Invoice On Hold

Who Can benefit from this feature: All Customers

Implementation/Configuration required: Permissions update & Page Layout update

A new Invoice On Hold feature has been introduced, allowing customers to tag disputed invoices without reversing them.

Invoices marked as On Hold are still included in the Unpaid Invoices figure on Matters.
 

VOI Fields

Who Can benefit from this feature: All Customers

Implementation/Configuration required: Permissions update & Page Layout update

New fields have been added to the Contact object to capture Verification of Identity related data. This allows customers to have a central place to track verification progress and know when a verification expires.

For Administrators:  Permissions Update  Users who already have the 'Nebulaw' permission set assigned will automatically be granted with read and edit access to the new VOI fields Customers using custom permission sets will need to update the relevant permission set/s to grant users access to the new VOI fields. The new fields sit under the Contact Object (How to: Set New Field Permissions on Custom Permission Sets & Assign Permission Sets to Users) Page Layout Update - Customers may need to make the new VOI fields visible on their page layouts. You can update this under the Contact Object (How to: Adding New Fields to a Page Layout)   OBJECT FIELD ACCESS LEVEL WHERE IS IT USED? Contact VOI Status Read / Edit To record the VOI status of an individual Contact VOI Expiry Date Read / Edit To record the expiry date of a VOI status of an individual Contact Other Data Read / Edit To record other data relevant to the VOI of an individual

IMPROVEMENTS TO EXISTING FEATURES

Running Total on Bulk EFT

Who Can benefit from this feature: All Customers

The bulk EFT page now features a footer. On the right, it displays the Total (the total transfer amount) for all selected invoices. The Process Invoices button has also moved to the footer. On the left, a message indicates whether to select invoices or how many are selected.

Persistent TARDIS Columns

Who Can benefit from this feature: All Customers

We’ve improved the TARDIS experience by allowing users to persist their preferred column widths.

Previously, whenever users refreshed or reopened the TARDIS page, any manual column width adjustments were lost and the table reverted to its default layout. This required users to repeatedly reconfigure columns, impacting efficiency.

With this release:

• Per‑user column width preferences are now retained

  • When you resize columns in TARDIS, your preferred widths are stored and automatically reapplied the next time you open or refresh the page

  • These preferences are scoped to you as a user and are not shared with or imposed on other users

• Other users’ views remain unaffected

  • Column adjustments you make will not change what other users see

  • Each user can maintain their own layout that best fits their workflow

Business Impact

• Reduces repetitive manual configuration of TARDIS tables

• Improves efficiency for users who regularly work with time entries, matters, and related records in TARDIS

Notes & Limitations

• Saved column widths are associated with your user context/browser.

• Accessing TARDIS from a different browser or device where your preferences haven’t been stored yet may result in default column widths until you adjust them again on that environment.

Renamed Invoice Debtor Field

Who Can benefit from this feature: All Customers

The Primary Contact field on Invoice has been renamed to Debtor for clarity that third parties can be allocated as Debtors on created invoices.

Aged Debtor Reporting to Exclude Invoices On Hold

Who Can benefit from this feature: All Customers

Implementation/Configuration needed: Permissions Update

Invoices marked as On Hold are excluded from the Debtors Aging (Aged Trial Balance) report while remaining financially intact. This ensures valid but disputed invoices are not incorrectly chased, improving operational efficiency for Finance and Collections teams.

BUG FIXES

Billing Rounding Rules

The rounding rules used for invoicing has now been explicitly set to use half up rounding mode to be in line with external ledger calculations.

Trial Balance Run for More than 2,000 Matters

An issue has been fixed where runtime limits were hit when generating a Trial Balance Statement for a Bank Account with more than 2,000 Matters on it.

Matter Escalation Trigger Bug

An issue was identified in the Matter Escalation Trigger where the trigger occasionally failed to execute correctly. This failure resulted in incorrect calculation of the Unresolved Escalation Count, which could cause ambiguity in escalation tracking and impact related business processes.

The fix ensures that when a Matter has any unresolved escalation, it cannot be moved to a Complete status.

Invoice Reversals for Closed Dates

Unity PM users can now reverse an invoice even if the original invoice falls within a closed accounting period. This enables correction of historical invoices without reopening or temporarily disabling closed period settings, while ensuring that all financial adjustments are recorded in the current period.

Reversals of Reconciled Transactions

A system validation rule prevented any updates to reconciled records, which caused reversal processes to fail. This blocked users from correcting errors, as reversing a transaction requires updating certain fields (such as cancellation details) on the original record.

With this update, the system now permits necessary updates to reconciled records, specifically during the reversal process. Users can successfully create reversal transactions without compromising historical data integrity or existing reconciliation controls.

Unity Search Documents Sync

We’ve fixed the issue where documents from Unity Search are failing to sync back to Unity PM.