Month-end fixes, and screens that show each role only what it can use
Through Monday: a time entry takes the rate of the matter it is logged to, QuickBooks exports take a date range and include credit memos, and email to clients shows the firm's name, with replies going back to the firm. Staff no longer see buttons or links their role would only be refused at, and new staff get initials that do not clash with a colleague's. New firms now send email through a dedicated sending service, with each firm's own name on the From line and SPF, DKIM and DMARC passing. The testers kept working through the calendar, tasks, discovery and time entry in detail.
Written through October 26.
- A time entry takes the matter's rate unless one is typed
- QuickBooks exports by date range, with credit memos
- Client email from the firm's name, replies to the firm
- Each role sees only the buttons and links it can use
- Firm email through a dedicated sending service
- 2 commits
- 2 changes to the code
- 7 issues fixed
- 657 QA cases
- 1,736 tests at week's end
Most work went to Calendar, dates and deadlinesFirm settings and security