A new update for CSI MyOutlook 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.
• The app can be used with the keyboard only. Tab moves through all buttons, fields, cards and lists, and cards open with Enter or Space. In the Billable hours, Worked hours and Hour price fields the up and down arrow keys change the value. Dates can be typed and the calendar used with the keyboard, lists can be searched and selected with the arrow keys and Enter, Esc closes only the topmost view, and a transaction can be saved with the keyboard.
• Form dialogs for Transactions, Tasks, Work Time Entries, Notes, Matter Requests, and the Timer can be resized by dragging the handle in the bottom-right corner of the dialog. This provides more space for fields and lists. Dialogs cannot be resized smaller than their default size or larger than the app window, and they always open at their default size. Confirmation and message dialogs remain fixed in their size.
• 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.
• Selection views for linked fields, such as Matter, Language, Transaction Type, Customer, Skill, and Country, have a search field and a refresh icon. The lists are filtered as the user types in the search field, and matters can be searched by matter number, subject, or customer name. If no matching results are found, a message is shown. Filtering and selection can also be performed using the keyboard only.
• 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.
• 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.
• 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.
• 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.
• Keyboard entry is now faster. When a feature (e.g. Transactions) opens, the cursor is in the search box, and adding a transaction moves the focus to the next field to fill. The Tab key moves through Matter, Transaction type, Subject, Date, Billable hours, Skill and Matter phase, skipping "Worked hours" and "Hour price". Within the Date field, the Up and Down arrows add or subtract one day while the calendar is closed.

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

• In Profile, Appearance, a new "Display size" setting makes text, spacing and controls in the app smaller or larger. Choose Small, Normal or Large from the preview options; the app resizes without saving, and the choice is remembered on the device.
• 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

• Reauthorizing a mailbox from the reauthorization banner failed at the first attempt: the sign-in popup stayed blank. After the fix, reauthorization completes at the first attempt.

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.

Transaction

• When a transaction was used as a template, the form stopped scrolling before the "Add transaction" button while the template banner was open, so the transaction could not be saved until the banner was closed. After the fix, the button can be reached and the transaction saved with the banner open.
• 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

• Opening a running timer for editing left it running, and the "Hours" field showed only the previously saved time, which was lower than the time shown at the timer card. Saving could also leave the timer running. After the fix, the timer is paused as editing starts, the "Hours" field shows the full time and the timer stays paused after saving.

Work time entries

• Although a default work time type was set in the CSI software, e.g. on the business unit level, it was not used for new work time entries in the app but a user had to select it manually.