Yao Support

May 19

Sprint 87 (4/5 - 17/5)

Sprint 87 (4/5 - 17/5) This sprint focused on smoother document handling, stronger accounting safeguards, and fixes to several workflow issues affecting day-to-day work.1. Snuck in for deliberation 'Relative +/- Dates' for Tasks in WorkflowsSummary: Added smart timeline workflows so one key date...

May 19

Releases

Sprint 86 (20/4 - 3/5)

Sprint 86 (20/4 - 3/5) This sprint focused on giving firms more control over billing, matter access, and document branding.1. Ability to lock a client for credit control reasons, ability to lock a matter for legal reasons RAMSDEN LEGALSummary: Added matter locking so...

May 19

Releases

Sprint 85

Sprint 85 This sprint focused on giving firms more flexibility over how matter progress is tracked and updated.1. Customisable Matter>Statuses (Configuration>Narratives)Summary: Added configurable matter stages so firms can tailor progress tracking and automate stage updates in workflows.Assignee:...

Mar 18

Releases

Sprint 83

Sprint 83 This release from Sprint 83 (Mar 9–22) improves visibility into urgent work with a new counter that highlights tasks that need attention right from the main Tasks menu.1. Counter on LH Navigation>Tasks menuSummary: Added a configurable task counter in the le...

Mar 12

Releases

Sprint 82

Sprint 82 This sprint strengthened accounting, compliance, and workflow capabilities and including improvement for support and billing operations.1. Office Payment & Anticipated Disbs EnhancementSummary: Overhauled office payments and anticipated disbursements so firms can manage complex cost flows and VAT/GST more accurately...

Mar 12

Releases

Sprint 81

Sprint 81 This sprint focused on improving global document search and navigation, and adding safeguards to prevent duplicate billing.1. Search Global DocumentsSummary: Improved global document search, previews, and navigation so users can quickly find and open ledgers, forms, and correspondence with...

Nov 3

Releases

New Features and Enhancements for October

October has been our most productive development month ever with over 40 new features released. You can review them all here: Release Newsletter

See all news

News

Sprint 87 (4/5 - 17/5)

Sprint 86 (20/4 - 3/5)

Sprint 85

Sprint 83

Sprint 82

Sprint 81

New Features and Enhancements for October

Knowledgebase

How to guides (52)

Yao Support

Dashboard

News

Sprint 87 (4/5 - 17/5)

Sprint 86 (20/4 - 3/5)

Sprint 85

Sprint 83

Sprint 82

Sprint 81

New Features and Enhancements for October

Knowledgebase

How to guides (52)