A new update for CSI MyMobile/Tablet has been released.

What's new

General

• The View button on cards tells what it opens, for example "View matter", "View customer", "View matter request", "View transaction" or "View task". This applies to the cards on transaction, task, work time entry, conflict check, matter, billable matter, preliminary invoice, matter request and customer views, and the label is shown in the user's language.
• On the Dashboard, the hours chart can be hidden or shown using the button next to it. Hiding the chart frees up space for the transaction list and clears the date filter. The setting applies to both Dashboard tabs, and the application remembers the user's selection.
• Selection screens that list values, such as matters, customers, skills, transaction types or users, can be filtered by typing in a search field. Clearing the search shows the full list again. Matters can be searched by matter number, subject or customer name. If nothing matches the search, a no-results message is shown instead of an empty list.
• In the transaction, work time entry, timer, task, note, matter request and conflict check screens, the "Save" button stays visible at the bottom of the screen, so it can be saved without scrolling to the end.
• The quick action menu shows its options in groups: "Tasks" (new task or critical task), "Time and invoicing" (new work time or transaction) and "Matters" (new matter request). Only the options that are enabled for the user and organization are shown. A group with no available actions is hidden.
• The dashboard chart for billable hours over the last 7 days has a toggle. By default it is set to "Last 7 days". Switching the toggle to "Current week" shows Monday to Sunday of the current week. The future days show zero hours. The setting is remembered, and the toggle appears once the updated version is in use.

Matter/Matter request

• When creating a matter request, the matter owner and the matter responsible (both recommended) and the business area can be chosen. The owner and responsible are prefilled with the current user, and the business area is empty by default.
• When editing a matter request, the Owner and Responsible fields can be changed by power users and by the Owner, Responsible, Assistant and Invoicing Contact of the matter request. In insider matter requests only power users, the Owner, the Responsible and the Assistant (when the organisation's settings allow it) can change them. All other fields can be edited as before.
• The matter requests list can be filtered by Owner. When the list is opened, the default selection is "My Own" showing matter requests where the user is the Owner, Responsible, Assistant or Invoicing Contact. Selecting "All" shows all matter requests. In matter request lists shown e.g. under a customer, the filter is off by default. For restricted users, "My Own" is always on and cannot be changed.
• A restricted user only sees the matter request functions that the settings allow. If creating matter requests is not allowed, the add buttons are hidden. If editing is allowed, a restricted user can edit only matter requests where they are the Owner, Responsible, Invoicing Contact, Assistant or a team member. If editing is not allowed, matter requests can only be viewed.
• The matter, matter request and customer lists can be filtered with the "My own" option, which shows only records where a user has a responsibility role (matter owner, responsible, invoicing contact, assistant or customer responsible). In a customer's matter and matter request lists, all records are shown by default until the filter is enabled.

Transaction

• In the transaction details, "Billable hours" is shown before "Hour price", consistent with the CSI software.
• When choosing a transaction type, the types can be filtered by category with the Category filter, which also has a "No category" option. The types are grouped under their category names. The filter and grouping are shown only when the transaction types use at least two different category values, and the filter works together with the Invoicing filter and search.
• In the dashboard as well as on the transaction, expense, task, critical task, and work time entry lists, day and week groups can be collapsed and expanded. A collapsed group shows only its header with the total hours. All groups are expanded by default. The state of each group is kept when the list is refreshed, when switching between the lists, and after the app is restarted.
• In the transaction and matter detail views, related fields are shown next to each other. For a transaction the author is next to the worked hours and the skill is under the transaction type. For a matter the owner is next to the responsible person and the last entry date and conflict check have swapped places. Hours in the list cards and detail views are shown both as decimal hours and time in brackets, for example 0,5 h (00:30).
• In transaction create and edit screens, the clear (X) button is no longer shown on fields set as required, such as Transaction type and Skill fields. A required value is changed by choosing a new value from the list. Optional fields can still be cleared with the X button.
• When adding a transaction, the text of each transaction type is shown in at most two rows. If the text is longer, a "More" button appears and displays the full text of that type.
• A new transaction for the same matter can be added directly from a transaction card or from the transaction detail view with the "New to same matter" action. The new transaction form opens with the matter already selected and all other fields empty, unlike "Use as template", which copies also the other transaction's details.

Invoicing

• When creating a preliminary invoice, you can choose between "Periodical invoice" and "Until selected date". "Periodical invoice" creates a preliminary invoice according to the invoicing period set in parameters. If no invoicing period is in use, "Periodical invoice" shows a "No period" message and only "Until selected date" can be used. With "Until selected date", you can set the end date and the entry date, both defaulting to the current date.

Settings

• When first onboarding, and later under Profile settings, Users can choose which feature the app opens to. The default selection is Dashboard, which will be restored if the user's chosen feature is later switched off. The Transactions feature is always enabled, like Dashboard and Timer, and it cannot be switched off.

Bugs fixed

General

• Security fixes have been applied to the application.

Matter/Matter request

• Saving a matter request, task, transaction, note or work time entry failed with a version error if the record had been changed elsewhere meanwhile, for example from the CSI software. After the fix, the app says the record was changed and keeps the typed values, which lets the next save succeed. If the record is deleted or inaccessible the app gives a message.
• When opening a customer's Matters tab from the conflict search, the app crashed if another customer view had already been opened. After the fix, a customer's details are opened normally in their own tabs.

Transaction

• When creating a transaction, the transaction type list did not follow the regional setting of the user account. After the fix, the list follows the account's regional setting, and the price field labels show the currency code, for example "(EUR)".

Timer

• When the subject of a running timer was edited and saved, the time in the timer made a jump, and the "+/- 5 min" action showed a success message but did not change the time. After the fix, the timer keeps counting the actual time after the subject is edited, and "+/- 5 min" works minutes.