What's new

General

• The application's colours and action bar layout have been updated to match the other modern CSI applications. List screens (Entries, Matters, Tasks, Worktime, etc.) use a light grey background in light mode, and a dark background in dark mode, so cards stand out more clearly. When a user hovers over a calendar date, it is highlighted with the selected accent color of the app instead of a fixed grey.
• The appearance of input fields has been standardized. Empty and filled fields use a grey border. Labels of disabled fields are shown faded, and any value entered in them is displayed in muted grey.
• All lists use clear, consistent default sorting, and the app enables changing the sort option. The Calendar views sort transactions, tasks, critical tasks, and work time by date (cannot be changed). In Matters & Matter Requests, latest are the first, with options to sort by Subject, Matter Number, or Principal. Customers are sorted by Name (A–Z) and can also be sorted by customer number. Preliminary Invoices are sorted by entry date (oldest first). The Notes list can be sorted by Modified On, choosing either Oldest or Newest first (the Created On field has been replaced with Modified On). Other lists (Conflict Checks, Billable Matters, Customer Identifications, Skills, Matter Phases) are sorted either by date or name. Transaction types are now sorted within the application, as the API does not currently support this type of sorting.
• While loading the content, Dashboard, Matters list and screen, Customers list and screen, and Transactions list show skeleton placeholders shaped like the content. Once the data has loaded, the skeleton is replaced by the real content.
• The tablet app has been redesigned to properly support both portrait and landscape orientation.

Matter/Matter request

• A new matter request can now be created directly from the Quick actions menu, in the same way as creating a new transaction, task, critical task, or work time entry. The feature is available when using CSI Lawyer with the matter request functionality enabled.
• The Matter list can be filtered by Invoiceable Type (Billable, Internal, or Non-Billable) and/or by Matter Type (configured for the organization).
• When a selected matter has warning-level restrictions (overdue invoices, incomplete customer identification, or service restriction), the warnings appear as an inline message instead of a pop-up. Information about the matter being internal, non-billable, or in a different language than the interface, is shown below the warnings.

Transaction

• When entering a new transaction, the matter search opens right away, and recent and frequently used matters are listed below the search field.
• When a new transaction is created, user's skill (if any) is automatically fetched from the matter's team member, customer's team member or from the user information.
• When using an existing transaction as a template, an info banner appears at the top of the screen explaining that a new transaction will be created. This helps avoid confusing the Use as template screen with the Edit screen and accidentally overwriting an existing entry.
• When a user attempts to switch organizations while a timer is running, a confirmation dialog is shown indicating the name of the target organization and informing that switching organizations will stop the timer and save the current entry as a draft. The dialog includes a summary of the entry: description, running status, start time, and a duration that updates in real time. The user can choose "Cancel", in which case the timer continues running, or "Stop and Switch", in which case the timer is stopped, the entry is saved as a draft, and the organization is switched.

Settings

• In Profile settings, users can define whether the app lists all matters and customers or favorites only. By default, the matter and customer lists show only favorites. Users can still switch to "all" on the list screen. The permanent change to the default value needs to be done in the Profile settings.
• In the Profile screen, when no profile photo is set, user's initials (the first letter of the first and last name) are shown in a teal circle.
• The "About" screen (opened from Profile) is now a dedicated page with a back arrow in the top bar.

Other

• If the app cannot get connection to the notification service, a user is shown a clear message informing that new notifications cannot be loaded.
• Access errors are now classified based on their underlying cause, and the error message clearly indicates whether access is denied due to application permissions, user permissions, or another reason.

Bug fixes

General

• The app could unexpectedly close on iOS devices while in use if the user navigated away from the current view or switched to another view.
• If an iOS device was locked, the app in certain situations failed to read stored sign-in credentials when it woke up in the background e.g. due to a new notification. After the fix, credentials remain readable in this situation.
• If a user's session expired, the app didn't sign the user out nor show a session-expired message enabling the user to sign back right away.
• When scrolling in date-grouped lists (such as Transactions, Timesheet, Tasks, and Critical tasks) visual separation between days was not clear enough.

Matter/Matter request

• When a new matter request was created from a customer's detail screen, the Customer field in the matter request was not prefilled.
• On a customer's card, the lists of Matters and Matter Requests lists lacked sorting options. The Matters list can now be sorted by Opening date, Subject, or Matter number. The Matter Requests list can be sorted by Created on or Subject.
• When clicking the fixed price icon of a matter the tooltip did not show the fixed price set for the matter.

Transaction

• On Android devices (12 and later), a running timer could, in certain situations, stop tracking time without warning if the app remained in the background for an extended period. After the fix, time tracking continues even when the app is not actively in use.
• The floating timer stop button could no longer be dragged on the Dashboard after the user had navigated to Profile via the More menu while a timer was running and then returned to the Dashboard.
• Although the parameter "Transaction alert check level" was set to "No alert" (default), a matter with overdue invoices could not be selected for a new transaction entry.
• A transaction could not be saved if it was created with the "Use as template" function from a transaction which had been added in the CSI software's Transactions list (Workplace area) in a situation where the transaction type was not in use but a default transaction type had still been set in the business unit parameters. The app showed a validation error "Unit price could not be updated" followed by a generic error "Something went wrong".
• When a transaction was on a locked posting period and only the subject was editable, attempts to edit other fields showed an unclear generic error message.
• Editing a transaction's subject failed if the transaction was on a locked posting period and had a transaction type that was defined with a standard price.
• When the application was used in Finnish or Swedish and a date was selected from the calendar for a new transaction, the weekday abbreviations and the dates displayed below them did not match.
• If a matter (billable or internal) had matter-specific transaction types defined, and a user cleared the matter-specific transaction type filter when adding a new transaction to the matter, the Billable/Internal filter was not auto-applied.
• In a foreign currency transaction, the hour price currency was shown as an abbreviation instead of a currency code in the field label.

Invoicing

• The preliminary invoice status shown in the app did not match CSI software (e.g. Open vs. Reviewed), and the price adjustment made did not properly update the status.