Release Notes

This page contains release notes for MaxBilling 2.0 to 4.7  and all product updates.

For a current list of known issues in MaxBilling, see Known Issues

DateVersionTypeFeaturesDescription
08/30/20214.7.1301.35Resolved defectDashboardMaxBilling Report Data widgets display correct aggregation of billing items with the same rate.
08/30/20214.7.1301.35Resolved defectDashboardMaxBilling Usage Data widgets consider correctly the corresponding MaxBilling configuration and display the Publish Data size according to the installation scope.
08/19/20214.7.1301.31New featureLanguage ServicesNew billing category - Language Services - is available in the Profiles. The billing items in Language Services allow for reporting and invoicing for the following billing items:
· Ubiqus Translation File Count – The Native Files’ count of the Documents, that were sent to Ubiqus, when the corresponding sets are completed.
· Ubiqus Translation File Size – The Native Files’ size of the Documents, that were sent to Ubiqus, when the corresponding sets are completed.
· Ubiqus Translation Text Only Count – The count of the Files, that were sent to Ubiqus with text only, when the corresponding sets are completed.
· Ubiqus Translation Text Only Size – The size of the text that was sent to Ubiqus, when the corresponding sets are completed.
· Ubiqus Translation Words – The count of the words that were translated in Ubiqus, when the corresponding sets are completed.
· Ubiqus Transcription File Count – The Native Files’ count of the Documents, that were sent to Ubiqus, when the corresponding sets are completed.
· Ubiqus Transcription File Size – The Native Files’ size of the Documents, that were sent to Ubiqus, when the corresponding sets are completed.
· Ubiqus Transcription Text Only Size – The size of the text that was received from Ubiqus, when the corresponding sets are completed.
· Ubiqus Transcription Hours – The duration of the media files that were transcribed in Ubiqus, when the corresponding sets are completed.
08/19/20214.7.1301.31New featureTiered PricingNew option for setting up Tiers Charge Level is available. It allows applying flat fees on a Matter/Client level or using different currency rates based on the usage amount that was utilized on a Matter or a Client Level.
08/19/20214.7.1301.31New featurePricingsNew Pricing types - Exclude Matters and Exclude Clients are available in the Profiles so the corresponding workspaces that belong to the selected Matters or Clients can be skipped upon the Reports generation.
08/19/20214.7.1301.31New featureReportsThe relation between the Repository and the Review workspaces in the Maxbilling Reports is displayed in a designated column - Linked Workspaces. The column is available in the Workspaces breakdown as well as in the ExportData.xlsx report files. It is populated for the Review workspaces where linked data is present, showing the corresponding Repository workspaces and the GBs that were linked from them.
06/11/20214.6.1301.14EnhancementCase Flow StatisticsCase Flow Statistics collection SQL query has been optimized to prevent timeouts when large Structured Analytics Sets are collected.
06/11/20214.6.1301.14New featureInvoicesA new option 'Skip Zero Invoice Generation' is available in MaxBilling -> Settings -> Invoice Settings. When enabled, invoices with 0.00 totals will not be generated. The option is not selected by default, so 0.00 invoices will be generated as until now, unless the feature is activated by the end user.
06/11/20214.6.1301.14EnhancementUsers StatisticsThe Users charges are displayed aggregated in the Report Breakdowns as well as in the Widget tables. The Relativity Users who were charged appear with their emails only in the report files.
06/11/20214.6.1301.14EnhancementUsers StatisticsFilter Behavior Include option of the User charges in the Profile allows billing only for users from the selected Groups and/or Domains.
06/03/20214.5.1301.22Resolved defectProcessing StatisticsCheck for null date has been added in order to prevent errors when reporting for Processing Data Sources with no Last Activity date.
05/24/20214.5.1301.21EnhancementCase Flow StatisticsCase Flow Statistics collection SQL query has been optimized to prevent locking the File table while reading the corresponding statistics.
05/11/20214.5.1301.17Resolved defectReports* Custom reports - tiered price type is applied correctly in custom report files of type _Report_File_Detailed.xlsx
05/10/20214.5.1301.16EnhancementReports* Custom reports - deleted workspace which belongs to a Client with no other workspaces is listed correctly in Custom report files of type _Report_File_Detailed.xlsx
05/05/20214.5.1301.15EnhancementUsers StatisticsEnd users can specify Domains and Groups to be excluded from the reports within the same Users charge.
05/05/20214.5.1301.15EnhancementReports* Custom reports - special characters in the name of the custom report files of type Report [Client Name]([Client Number]).xlsx are trimmed to align with the excel sheet naming restrictions
04/23/20214.5.1301.12EnhancementInvoicesCombine Invoice items option now aggregates the invoice items based on their names (both custom and system) regardless of if a tiered price was used or not for the corresponding report item.
04/08/20214.5.1301.10EnhancementInvoicesWhen Invoices for Workspace are generated from a report with Workspace breakdown, the Workspace name is not present in the billing items section of the Invoice.
When Invoices for Matter are generated from a report with Matter breakdown, the Matter name is not present in the billing items section of the Invoice.
04/02/20214.5.1301.9EnhancementInvoicesInvoices for Matter can be generated from a report with Workspace breakdown.
Invoices for Client can be generated from a report with Workspace or Matter breakdown.
04/02/20214.5.1301.9EnhancementInvoicesAttorney Information and Relativity Client Information can be shown simultaneously on the Invoices PDFs (they worked alternatively until now). For that purpose, the new Additional Information field should be utilized upon Invoice generation.
04/02/20214.5.1301.9New featureCase Flow StatisticsNew billing items - Structured Analytics Set File Count (Natives) and Structured Analytics Set File Size (Natives) have been added to the Case Flow billing category. These items capture the count and the size of the Native files of the Documents included in the Structured Analytics Sets that were run during the period.
04/02/20214.5.1301.9New featureCase Flow StatisticsNew billing items - Structured Analytics Set File Count (Images) and Structured Analytics Set File Size (Images) have been added to the Case Flow billing category. These items capture the count and the size of the Image files of the Documents included in the Structured Analytics Sets that were run during the period.
04/02/20214.5.1301.9New featureUsers StatisticsUsers can be excluded from the MaxBilling reports based on their email domain. To exclude specific domains from the reports, populate the new Domain field in the Users Pricing Item in the Profile.Users can be excluded from the MaxBilling reports based on their email domain. To exclude specific domains from the reports, populate the new Domain field in the Users Pricing Item in the Profile.
02/15/20214.4.1301.8New featureWorkspaces meta-dataA new tab - Workspaces - is visible in MaxBilling. It shows the synchronized workspaces which MaxBilling will report for as well as some new additional meta-data regarding Locations and Billable status. By default the workspaces' meta-data is synchronized by the MaxBilling Admin Object Sync Agent based on the information populated in the Workspaces' Keywords field, following a specific convention.End users are allowed to disable the synchronization for specific workspaces or for all workspaces. The synchronization can be disabled by either editing a single entry in Workspaces tab or using the mass edit option and to continue maintaining the meta-data manually.The 'Disable Agent Synchronization' option disables only the meta-data synchronization (Locations and Billable Status) and does not affect the general Workspaces' information which is required for reporting purposes.The automatic synchronization can be disabled at any time.
02/15/20214.4.1301.8New featureWorkspaces meta-dataLocations meta-data is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces' Keywords field using the following convention:[Location name] ; The first string value followed by a semi-colon in the Workspaces' Keywords field will be shown in the MaxBilling -> Workspaces -> Location.
02/15/20214.4.1301.8New featureWorkspaces meta-dataBillable status meta-data is synchronized by the MaxBilling Admin Object Sync Agent automatically from the Workspaces' Keywords field using the following convention:; [Billable Status] ; Any string value containing '%bill%' between the first and the second semi-colon in the Workspaces' Keywords field will be synced as Yes in MaxBilling -> Workspaces -> Billable.Any string value containing '%no charge%' between the first and the second semi-colon in the Workspaces' Keywords field will be synced as No in MaxBilling -> Workspaces -> Billable.The Billable Status is synced as blank in all the other cases.
02/15/20214.4.1301.8New featureProfileA new option - Filter Workspaces - is available on a Profile level. End users can specify if the Profile should work only with workspaces with specific Billable status. The Workspaces' Billable status is determined as Workspace meta-data in MaxBilling -> Workspaces.
02/15/20214.4.1301.8New featurePricingsA new Pricing Type - Locations - is available. The existing Overwrite Type options (Overlay/Overwrite) are applicable for it. The Workspaces' Locations are determined as Workspace meta-data in MaxBilling -> Workspaces.
02/15/20214.4.1301.8New featureReportsA new column - Billable - is available in the Report Workspace breakdown. It is populated with the corresponding Billable Status once such is set for any workspaces.
02/15/20214.4.1301.8New featureReportsA new column - Locations - is available in the Report Workspace, Matter and Client breakdowns. It is populated with the corresponding Locations once such information is set for any workspaces.
02/15/20214.4.1301.8New featureReportsA new column - Deleted On - is available in the Report Workspace breakdown. It is populated if a Workspace was deleted within the billing period.
01/27/20214.3.1301.13EnhancementCase Flow StatisticsStructured Analytics Document Count is the Documents count from the date when was the peak of the size for each set that was run within the reported period.
01/27/20214.3.1301.13EnhancementCase Flow StatisticsStructured Analytics Document Size is the peak value of the Extracted Text size of the Documents for each set that was run within the reported period.
01/25/20214.3.1301.11Resolved defectPricingsIf a workspace was deleted and it was part of Exclude Type of Pricing, this workspace will be excluded correctly from the reports (when the deletion date was within the reported period)
01/19/20214.3.1301.10Resolved defectPricingsWhen Advanced Threshold is applied, workspaces with 0.00 total charge are not shown in the report breakdown.
01/18/20214.3.1301.9Resolved defectPricingsThe workspaces which are not charged due to Advanced Threshold condition are not shown in the report breakdown.
01/15/20214.3.1301.8New featurePricingsA new Advanced Thresholds option is available on a Pricing level. All workspaces which have usage amount below the specified for a particular item threshold value, will not be charged or they will be charged only for the selected in the Advanced Threshold billing categories.
01/15/20214.3.1301.8New featureCase Flow StatisticsNew billing items - Structured Analytics Document Count and Structured Analytics Document Size (Extracted Text) have been added to the Case Flow billing category. These items capture the count and the Еxtracted Тext size of the documents included in the Structured Analytics Sets that were run during the period (considering Name normalization, Language identification, Email threading, Textual near duplicate identification and Repeated content identification).
01/01/20214.2.1301.20Resolved defectProcessing StatisticsA check if the Processing application is installed on the workspaces which will be included in the report and contain Processing information has been added.
12/02/20204.2.1301.19EnhancementProcessing StatisticsAll Processing Sets statuses are considered in the reports, based on the completion date and time of Inventory, Discovery and Publish phases. Until the current version, MaxBilling used to consider only the published Processing Sets.
12/02/20204.2.1301.19New featureStorage TypeSeparate prices, based on the workspaces storage type (Review, Repository) can be set for each Processing billing item in the Profile. The prices will be applied accordingly during the report generation based on the storage type of each Workspace.
12/02/20204.2.1301.19New featurePricingsNew Pricing Types 'Specific Clients' and 'Specific Matters' are available. The existing Overwrite Type options (Overlay/Overwrite) are applicable for these new Pricing Types.
11/18/20204.1.1301.21EnhancementStorage TypeWorkspaces will not be considered as Repository workspaces if they did not have the Repository Workspace application installed even for a single day within the reported period.
11/06/20204.1.1301.20EnhancementReports* Custom reports - a new column Linked Total File Size was added in the _Report_File_Detailed.xlsx
11/06/20204.1.1301.20Resolved defectReportsOverlay Pricing is correctly applied when the same billing item is present both in the Default Pricing and in the Overlay Pricing.
10/16/20204.1.1301.19EnhancementReports* Custom reports - a new column Publish File Size was added in the _Report_File_Detailed.xlsx* Custom reports - a rounding rule was added for the purpose of the _Report_File_Detailed.xlsx generation
09/30/20204.1.1301.18New featureStorage TypeThe ratio which specifies how the Cold Storage workspaces billable size will be adjusted is determined in MaxBilling Settings -> Storage Type Configurations.

The default value is 25 %.

The following formula is applied:
Publish Data File Size = Publish Data File Size * Cold Storage Ratio

Once it is setup, to be considered in the reports, the rule should be enabled on a Profile level (instead of upon each report generation)
09/30/20204.1.1301.18New featureStorage TypeThe formula which specifies how the Repository workspaces billable size will be adjusted is determined in MaxBilling Settings -> Storage Type Configurations.

You can choose between: Publish Data File Size = Linked Total File Size + (Publish Data File Size-Linked Total File Size) / 3
or
Publish Data File Size = Publish Data File Size - Linked Total Billable File Size

Once it is set up, to be considered in the reports, the rule should be enabled on a Profile level (instead of upon each report generation)
09/30/20204.1.1301.18New featureStorage TypeA new column Storage Type is available in the Workspace breakdown of the reports. It is populated with the corresponding storage type of each Workspace - Review, Repository or Cold Storage.The column is present also in the Report Summary (Workspace Breakdown).xlsxExportData.xlsx report files when you download the report.
09/30/20204.1.1301.18New featureStorage TypeSeparate prices, based on the workspaces storage type (Review, Repository, Cold Storage) can be set for each Case Rollup billing item in the Profile. The prices will be applied accordingly during the report generation based on the storage type of each Workspace.
09/30/20204.1.1301.18New featureInvoicesThe Invoice Mapping feature already works independently from the Invoice Recipient Information field. It can be utilized to send emails to mapped attorneys without populating attorneys' information in the Receivers’ Information section of the invoices.
09/30/20204.1.1301.18New featureInvoicesThe invoices are now sent via email in a single ZIP folder if the Email Recipient(s) field is populated when you generate invoices or set up a schedule. In the previous MaxBilling versions the invoices used to go out in separate emails. Separate emails will be sent only to the Mapped Attorneys emails, if "Send Invoice to Mapped Attorneys" is selected . Email with the ZIP file will not be sent to mapped attorneys.
08/20/20204.0.1301.45Resolved defectCase RollupExtracted Text Size usage is backfilled for correct MB/GB/TB conversion.
08/19/20204.0.1301.44Resolved defectInvoicesInvoices which were generated with previous MaxBilling versions can now bedownloaded and sent via email using the Invoice console buttons.
08/05/20204.0.1301.41New featureMaxBilling ConfigurationMaxBilling can be installed on multiple workspaces within a Relativity instance. MaxBilling Configuration Object is created on Admin level. Each MaxBilling installation, except for the base one, works for specific Client(s)/Client Domain(s) only. The scope of the installation is specified by the users in the MaxBilling Configuration by adding the corresponding Client IDs. To setup your MaxBilling Configuration please contact support@tsd.com
08/05/20204.0.1301.41EnhancementSystemThe latest Gravity version using Object Manager for updating fields is integrated in MaxBilling.
08/05/20204.0.1301.41EnhancementInstallationMaxBilling PostInstall Upgrader agent requires to be created manually upon initial MaxBilling installation.
08/05/20204.0.1301.41EnhancementInstallationThe auto-insertion of Sample Billing Profile is removed.
08/05/20204.0.1301.41EnhancementInstallationMaxBilling SalesForce Data Tier Syncer agent is not created automatically upon MaxBilling installation.
08/05/20204.0.1301.41EnhancementInstallationStage Fence Statistics Collector agent is not created automatically upon MaxBilling installation.
08/05/20204.0.1301.41EnhancementInstallationAccount Key, Account Name and Table Name Instance settings in kCuraDashboard.AzureConnectionSettings section are not created automatically upon MaxBilling installation.
08/05/20204.0.1301.41EnhancementStage FenceAccount Key, Account Name and Table Name Instance settings in kCuraDashboard.AzureConnectionSettings section can be encrypted.
08/05/20204.0.1301.41EnhancementRepository StorageOnce Consider Repository Workspace option is selected upon report generation, Publish Data File Size billing item will be recalculated using the below formula, if a Workspace is Repository:Publish Data File Size (repo) = Linked Total Billable File Size + (Publish Data File Size (standard) - Linked Total Billable File Size) / 3Repository storage is not reflected in other billing items. Only the usage amount for Publish Data File Size is recalculated.* Publish Data File size (GB) = Total Billable File Size + (Document Count Text Only/4000)
08/05/20204.0.1301.41EnhancementCold StorageNew Cold Storage Ratio field is available in the Report Generation layout. It is visible when Consider Cold Storage option is selected. Once Consider Cold Storage option is selected upon report generation, Publish Data File Size usage will be recalculated based on a Cold Storage Ratio %, if a Workspace was in Cold Storage for the reported period.If Consider Cold Storage option is selected but no Cold Storage Ratio is specified by the users, the default ratio value (25%) will be applied.Publish Data File Size (cold) = Publish Data File Size (standard) * Cold Storage Ratio* Publish Data File size (GB) = Total Billable File Size + (Document Count Text Only/4000)
08/05/20204.0.1301.41New featureCase RollupNew billing items are available in Case Rollup Category:- Linked Total Billable File Size - Total data that has been promoted into the Workspace via links- Linked Image File Size - Data linked to Image files that has been promoted into the Workspace via links- Linked Native File Size - Data linked to Native files that has been promoted into the Workspace via links- Linked Production File Size - Data linked to Production files that has been promoted into the Workspace via linksLinked sizes usage is reported for non-Repository Workspaces only.
08/05/20204.0.1301.41New featureCase RollupNew billing item is available in Case Rollup category - Data Grid File Size. The item captures the sum of all files stored in Data Grid per workspace.
08/05/20204.0.1301.41EnhancementReportsPending and Generating State of Reports is now visible in the Reports view (MaxBilling->Reports)
08/05/20204.0.1301.41EnhancementInvoicesPending and Generating State of invoices is now visible in the Invoice view (MaxBilling->Invoices)
08/05/20204.0.1301.41EnhancementCustom statisticsUser Type field is available when you create new MXB Work Statistics Item and select Requested By value.
06/15/20203.1.1301.39New featurePricingsNew Copy Pricing option is available in the Profiles' Pricing section to allow quick pricings multiplication.
06/15/20203.1.1301.39New featureCase Flow StatisticsNew billing item in Case Flow category - Production Set File Size (Natives) is available. The item captures the size of the native files of the produced documents.
06/15/20203.1.1301.39New featureCase Flow StatisticsNew billing item in Case Flow category - Production Set File Count (Natives) is available. The item captures the count of the native files of the produced documents.
06/15/20203.1.1301.39New featureCase Flow StatisticsNew billing item in Case Flow category - Production Set File Size (Extracted Text) is available. The item captures the Extracted Test size of the of the produced documents.
06/15/20203.1.1301.39New featureCase Flow StatisticsNew billing item in Case Flow category - Production Set Document Count is available. The item captures the count of the produced documents.
06/15/20203.1.1301.39EnhancementReportsDeleted Workspaces and Users are already considered during the report generation. Once the date of deletion is after the start billing period date, they will be included in the reports with the corresponding statistics information.
06/15/20203.1.1301.39EnhancementEmailText formatting options are available in the email body field of the Email Templates in MaxBilling Settings.
06/15/20203.1.1301.39EnhancementUsers StatisticsA new option to select from all user types, along with Internal and External, is already available in the Users' charges, included in the billing profile. If not selected, all types are considered.
06/15/20203.1.1301.39EnhancementInvoicing"Static Quantity" invoice Item option is deprecated. The item quantity is taken from the corresponding report.
06/15/20203.1.1301.39New featureInvoicingNew option "Aggregate All of Same Type" is available for the invoice items in the Invoice Templates. When selected, the items of the same type will be aggregated on the same invoice line, if they are present in the corresponding report with different prices. Upon upgrade it will be set as non-selected for the existing items.
06/15/20203.1.1301.39New featureInvoicingNew option "Include 0.00" is available for the invoice items in the Invoice Templates. When selected, the items will be included in the invoice with 0.00 if there is no usage in the corresponding report. Upon upgrade it will be set as non-selected for the existing items.
06/15/20203.1.1301.39Resolved defectCase Rollup StatisticsExtracted Text Size usage is already collected when stored in Data Grid, along with SQL.
05/14/20203.1.1301.25New featureDashboardNew widgets showing Report Data are available in Dashboard tab. Select a Profile, Client and Report and the corresponding report data will be loaded on the chart along with a detailed information on a billing item level in a table below the widget. You can click on the chart's layers to switch between Report Total, Client, Matter, Workspace breakdowns.
05/14/20203.1.1301.25EnhancementTabsUsage Data Tab is renamed to Dashboard, containing new Report Data widgets.
05/14/20203.1.1301.25New FeatureEmail TemplatesYou are now able to customize the emails sent from MaxBilling. Email Template section is added to MaxBilling Settings. With no changes or templates added, the emails will be sent according to the default values.
05/14/20203.1.1301.25New FeatureReportsWorkspace Artifact ID is now included in a designated column in ExportData report file.
05/14/20203.1.1301.25New FeatureCustomer CodeYou can now unlock a specific functionality to be available only for you, using your customer code.
05/14/20203.1.1301.25EnhancementReportsMinimal/Maximal Cap is still applied on a Workspace level but it is now considered for all report breakdowns.
05/14/20203.1.1301.25EnhancementInvoicingInvoice prefix is included in the invoice file name, in front of the invoice number.
05/14/20203.1.1301.25EnhancementSettingsSettings Tab content is reorganized within three sections, related to General Settings, Invoice Settings, Email Settings.
05/14/20203.1.1301.25EnhancementReports" ' " symbol is added automatically in the beginning of each cell, containing text, in all the excel report files, to prevent from potential formula injection.
04/15/20203.1.1301.11New FeatureCustom statisticsYou can now add your own statistics about any custom tasks which will be included in the billing reports under Tasks billing category.
04/15/20203.1.1301.11New FeatureCustom statisticsYou can now add your custom tasks to MaxBilling billing item types under Settings, allowing you to add them into your billing profile afterwards.
04/15/20203.1.1301.11EnhancementInvoicingRegular Invoice functionality and "Invoices" tab were removed. "Customiziable Invoices" tab is renamed to "Invoices". "Generate Customizable Invoice" button is renamed do "Generate Invoice".
If you used to be using the old invoicing functionality download your existing Invoices before upgrade if you need to have them stored. Creating a Workspace Template type will let you keep your existing invoicing workflow. For any assistance contact support@tsd.com or check MaxBilling user guide.
04/15/20203.1.1301.11New FeatureInvoicingAn option to download multiple invoices to a ZIP file is already available as a mass operation in Invoices tab.
04/15/20203.1.1301.11New FeatureInvoicingNew Invoice Report Excel file is already available for download in the Report console for all reports with Workspace/Matter/Client breakdown, once they were invoiced.
04/15/20203.1.1301.11EnhancementInvoicingThe following special characters in the invoice file name are replaced with empty string: ":", "!", "#", "$", "/", ", "+", "=", "'", "\", "?", "|", "&", "~", "^", "%", "{", ">", "<", "[", "]", ";"
04/15/20203.1.1301.11EnhancementInvoicingThe title of Invoices is changed as follows:
* Invoices for Clients:
Invoice [number] for client [number]
* Invoices for Matters:
Invoice [number] for matter Client[number] .Matter[number]
* Invoices for Workspaces:
Invoice [number] for workspace [Name]
* Invoices for the whole report:
Invoice [number] for report [Name]
04/15/20203.1.1301.11EnhancementInvoicingInvoice items, which are added with a Selected Type Item Name to the invoice template, will be included in the invoices, if they are present in the corresponding billing reports.
Items which are added with a Custom name to the invoice template, will always be included in the invoices, regardless they are present in the corresponding billing reports or not. If the items are not present in the billing report, they will appear in the invoice with 0.00 quantity and total.
04/15/20203.1.1301.11EnhancementInvoicingInvoice information regarding month of the invoice and matter/client number or workspace/report name is added to the subject line of the email when sending invoices.
Month value considers the Billing Period Start Date.
04/15/20203.1.1301.11EnhancementTabsBilling Profiles tab is renamed to Profiles.
04/15/20203.1.1301.11EnhancementTabsTier Pricings tab is renamed to Thresholds.
03/27/20203.0.1301.36EnhancementReportsUsers are now able to charge based on TB unit. KB unit is no longer supported. All the existing items using KB in the billing profiles will be switched to TB upon upgrade.
03/27/20203.0.1301.36EnhancementUsers StatisticsAudit records are no longer used for the purpose of Users' login statistics collection.
03/27/20203.0.1301.36New FeatureCase Rollup StatisticsA new Charge Level - Current Value - is available for all Case Rollup Items. The usage amount value of the items with Current Value charge level is considered as it was at the end date of the reported period.
03/27/20203.0.1301.36EnhancementReportsWorkspace accessibility is considered during reports' generation. If a workspace is not accessible during the report generation, this workspace will be skipped, without affecting the process of generation itself.
03/27/20203.0.1301.36EnhancementConsistency CheckMaxBilling Consistency Checker Agent is removed. The necessary validations are ensured via Post-save Event Handlers.
03/27/20203.0.1301.36EnhancementCustomizable invoicesWhen creating a new invoice template of type Report/Client/Matter/Workspace, after saving, the necessary invoice items are added automatically with default values.
03/27/20203.0.1301.36Resolved defectCustomizable invoicesIndividual Report/Pricing items invoice template now can be used for report billing items which have tiered pricing type.
03/27/20203.0.1301.36EnhancementCustomizable invoicesGB and TB can be added as invoice item's units in the invoice templates.
03/27/20203.0.1301.36EnhancementCustomizable invoicesInvoice Start Number field accepts any characters, once the last character is a digit. Upon each invoice generation, the digit is being incremented, and the rest of the characters are kept.
03/27/20203.0.1301.36EnhancementCustomizable invoicesWhen using Individual Report/Pricing items Template, containing items which are not included in the related report, these items will not appear in the invoice, although they are included in the template. Thus the "zero" lines are avoided.
03/27/20203.0.1301.36EnhancementReports generationMaxBilling reports' generation process is optimized ensuring a better performance.
03/27/20203.0.1301.36EnhancementSystemReporting performance of batch operations was implemented to provide metrics for statistics collection and report generation processes.
02/25/20203.0.1301.13EnhancementCase Flow Statistics collectionAudit records are no longer used for the purpose of Imaging, OCR and Production Sets count and size statistics collection.
02/07/20203.0.1301.10EnhancementSystemReduced audit records count generated by MaxBilling agents improving the overall performance.
02/07/20203.0.1301.10EnhancementSystemThe latest Gravity version is integrated.
02/07/20203.0.1301.10EnhancementConsistency CheckDeleting Workspaces, belonging to a Specific or Exclude Pricing does not cause billing Profile Inconsistency.
02/07/20203.0.1301.10EnhancementReportsDeleted Workspaces are shown in the reports with the corresponding statistics information during the billing period, if any.
02/07/20203.0.1301.10Resolved defectCase Rollup StatisticsAvailable DB Size, Used DB Size and Extracted Text Size statistics calculation does not utilize "sp_spaceused", which is not allowed in all workspaces.
02/07/20203.0.1301.10New FeatureProcessing StatisticsNew charge level "Per Set" is available for all Processing billing items. This option allows reporting the Processing information on a deeper level - per Processing Set.
02/07/20203.0.1301.10Resolved defectUsers StatisticsUsers who were part of a User Group which was to be excluded from the charge continue to be excluded from the reports after they were deleted.
02/07/20203.0.1301.10Resolved defectUsers StatisticsUser Charge Priority order now allows multiple user charges in one Pricing.
02/07/20203.0.1301.10EnhancementUsers StatisticsUser Charge Priority order value restriction is on a Billing item level within a Pricing.
02/07/20203.0.1301.10EnhancementDashboardsStage Fence Dashboard is no longer supported (RelativityOne).
02/07/20203.0.1301.10New FeatureReportsRelativity Client number and Matter number information is shown in designated columns in the report breakdowns.
02/07/20203.0.1301.10New FeatureReportsWorkspace Status field is is shown in a designated column in the report Workspace breakdown.
02/07/20203.0.1301.10New FeatureReportsRelativity Client number and Matter number information is shown in designated columns in Report Summary (Workspace Breakdown).xlsx report file.
02/07/20203.0.1301.10New FeatureReportsNew excel report file ExportData-Matters.xls is available upon reports download. The new file shows report information summarized on a Matter basis
02/07/20203.0.1301.10New FeatureReportsNew excel report file ExportData-Clients.xls is available upon reports download. The new file shows report information summarized on a Client basis
02/07/20203.0.1301.10New FeatureCustomizable invoicesYou can view and click the last 5 custom invoices from the report layout.
02/07/20203.0.1301.10New FeatureCustomizable invoicesReported period information is available in the customizable invoices showing the billing period which the invoice refers to.
02/07/20203.0.1301.10New FeatureCustomizable invoicesClient and Matter numbers and names are shown the customizable invoices names for the invoices of type "For Clients" nad "For Matters"
02/07/20203.0.1301.10New FeatureCustomizable invoicesClient and Matter numbers and names are shown the customizable invoices billing information section when Client or Matter templates were used upon the invoice generation.
10/9/20192.3.1301.298EnhancementSystemPermission checks are applied when users download billing reports.
10/9/20192.3.1301.298EnhancementReportsDiscount field in the PDF reports is shown only when there is a discount value.
10/9/20192.3.1301.298EnhancementInvoicingDiscount field in the PDF customizable invoices is shown only when there is a discount value.
9/24/20192.3.1301.295EnhancementSystemIf errors occcur on custom page, users see standard error page.
8/9/20192.3.1301.293Resolved defectTiered Pricing optionTiered pricing option is now being correctly applied on a workspace basis for any Processing billing items.
8/9/20192.3.1301.293Resolved defectSystemDaily Statistics Collector agent does not cause any locking issues in the Workspaces data base.
8/9/20192.3.1301.293EnhancementSystemQueries generated by MaxBilling Daily Statistics Collector Agent are optimized to ensure better performance.
07/16/20192.3.1301.290New FeatureMaximum Workspace CapUsers are now allowed to set a maximum workspace value which will be applied in the reports’ total in case the total workspace report value is exceeding the Maximum Workspace Cap. The Maximum Workspace Cap is being set on a pricing level.
07/16/20192.3.1301.290New FeatureMinimum Workspace CapUsers are now allowed to set a minimum workspace value which will be applied in the reports’ total in case the total workspace report value is below the Minimum Workspace Cap. The Minimum Workspace Cap is being set on a pricing level.
07/16/20192.3.1301.290New FeatureTiered Pricing optionUsers are now allowed to set up to 3 thresholds when adding billing items and to charge according to the items’ usage, by using different prices for each threshold (tier).
06/20/20192.3.1301.249New FeatureRepository and Cold Storage workspaces usageRepository and Cold Storage workspaces’ usage is being considered accordingly and the storage size is recalculated if “Consider Repository Workspace” and “Consider Cold Storage” options are selected on a report generation (applicable for Relativity®One).
04/24/20192.3.1301.177Resolved defectAgents logsMaxBilling agents are logging information for Client, Matter and Workspace artifact IDs only.
04/24/20192.3.1301.177Resolved defectEmailing functionalityMaxBilling users are now able to send billing reports and invoices via email.
02/06/20192.3.1301.126New FeatureStage Fence file size report itemStatistics for Stage Fence file size report item is now collected from multiple hosts. A new folder StageFenceWorkspaces should be created on each host. Then sub-folders named after the Workspace Artifact IDs should be created in it. The Stage Fence data for the relevant workspace must be stored in its designated folder. Only stage fence data that is stored in the way described above will be considered for the Stage Fence pricing items in MaxBilling. Any other stage fence data (anywhere else in the FileShare) will not be considered for the Stage Fence pricing items in MaxBilling. (applicable in Relativity®One).
01/09/20192.3.1301.101Resolved defectCase Flow Statistics collectionAllowing “-” symbol in workspaces’ name.
01/04/20192.3.1301.98Resolved defectProcessing report generationRemoved check for Custodian table when collecting information for processing billing items.
11/29/20182.3.1301.85New FeatureNew Pricing Item under Case Flow category – Production brandingThe count of the production brands per page.
11/29/20182.3.1301.85New FeatureNew Pricing Item under Case Flow category – ECA Promotion File Size (Inbound)File size of the documents promoted from one workspace to another workspace via RIP.
11/29/20182.3.1301.85New FeatureNew Pricing Item under Case Flow category – ECA Promotion File Count (Inbound)File count of the documents promoted from one workspace to another workspace via RIP.
11/29/20182.3.1301.85New FeatureNew Pricing Item under Case Flow category – RDC Import File SizeFile size of the documents (images or natives) imported via RDC (Image Load File, Document Load File, Production Load File).
11/29/20182.3.1301.85New FeatureNew Pricing Item under Case Flow category – RDC Import File CountFile count of the documents (images or natives) imported via RDC (Image Load File, Document Load File, Production Load File).
11/29/20182.3.1301.85EnhancementOCR and Imaging category is renamed to Case FlowOCR and Imaging pricing item category is renamed to Case Flow.
10/19/20182.3.1301.53EnhancementAgentsA retry policy with default values seconds intervals for MaxBilling Аgents functionality is implemented.
10/19/20182.3.1301.53EnhancementReport Generation consistencyThe ability to include more than one report breakdown on report generation is restricted.
09/20/20182.3.1301.44EnhancementReviewers Pricing Items Category Reviewers Pricing Items Category is temporary removed.
09/20/20182.3.1301.44New FeatureSalesForce data tier synchronizationData tier value in MaxBilling settings is synchronized by “MaxBilling SalesForce Data Tier Syncer Agent” according to the information in Salesforce Data Contract. (available in Relativity®One only)
08/10/20182.3.1301.21New FeatureNew Invoicing functionalityAbility to generate manually and automatically customizable invoices based on the billing reports using mappings and templates.
08/10/20182.3.1301.21New FeatureNew Pricing Item – Production Set File SizeThe file size of the produced documents.
08/10/20182.3.1301.21New FeatureNew Pricing Item – Production Set File CountThe file count of the produced documents.
08/10/20182.3.1301.21New FeatureNew Pricing Item – Image File SizeThe size of completed Imaged documents.
08/10/20182.3.1301.21New FeatureNew Pricing Item – Image File CountThe count of completed Imaged documents.
08/10/20182.3.1301.21New FeatureNew Pricing Item – OCR File SizeThe size of text of completed OCR files.
08/10/20182.3.1301.21New FeatureNew Pricing Item – OCR File CountThe count of completed OCR files.
08/10/20182.3.1301.21New FeatureNew Pricing Item Category – OCR and ImagingOCR and Imaging pricing category is available in all MXB reports.
04/28/20182.2.1301.113New FeatureNew Pricing Item – Case Rollup - Stage Fence Data File SizeThe peak size of the Stage Fence. (available in Relativity®One only)
04/28/20182.2.1301.113New FeatureNew Pricing Item – Case Rollup - Publish Data File SizeThe peak size of the Published files.
04/28/20182.2.1301.113New FeatureBilling Profile Name restrictionsThe following symbols are not allowed in a billing profile name any more: “+”, “!”, “|”, “/”, “\”, “[“, “]”, “\””, “&”, “<”, “>”, “{“, “}”, “%”, “^”, “~”, “@”.
04/16/20182.2.1301.109New FeatureNew Pricing Item - Case Rollup - Full Text Data File SizeThe size of the Full Text catalog.
03/15/20182.2.1301.96Resolved defectPublish Data Usage Dashboard PeakChange in calculating the peak for Publish Data Usage to be displayed in the dashboard.
03/15/20182.2.1301.96New FeatureNew field in Users category pricing items - Priority OrderWhen a user is part of more than one user charge, they will be charged based on the one with the highest priority.
03/15/20182.2.1301.96New FeatureNew field in Users category pricing items – Groups Filter BehaviorWhen groups are selected in users charge, the users in this groups will be included/excluded based on the selected Groups Filter Behavior.
03/15/20182.2.1301.96New FeatureNew pricing type - Exclude WorkspacesExclude Workspaces allows you to select multiple Workspaces that will not be included in the generated reports and neither of the other pricings will be applied to them.
03/15/20182.2.1301.96New FeatureNew Excel version of billing reports - ExportData ExportData file is a specific Excel version of MaxBilling reports which is suitable for importing in other systems.
03/15/20182.2.1301.96New FeatureNew fields in Pricing Item detailsNew fields in Pricing Item details are available for specifying – E-Code and Cost Code.
01/25/20182.2.1301.85New FeatureCase Rollup items - Charge Level – Instance PeakInstance Peak choice for the Single-Choice field for Case Rollup pricing item – Charge Level.
·         Instance Peak – specifies that when a report is generated, the usage for the item will be considered from the date when was the max value for the item for all Workspaces in the whole Relativity® instance combined (for the billing period)
01/25/20182.2.1301.85New FeatureCase Rollup items - Charge Level – Client PeakClient Peak choice for the Single-Choice field for Case Rollup pricing item – Charge Level.
·         Client Peak - specifies that when a report is generated, the usage for the item will be considered from the date when was the max value for the item for all Workspaces for the Client combined (for the billing period)
01/25/20182.2.1301.85New FeatureCase Rollup items - Charge Level – Matter PeakMatter Peak choice for the Single-Choice field for Case Rollup pricing item – Charge Level.
·         Matter Peak - specifies that when a report is generated, the usage for the item will be considered from the date when was the max value for the item for all Workspaces in the Matter combined (for the billing period)
01/25/20182.2.1301.85New FeatureCase Rollup items - Charge Level – Workspace PeakWorkspace Peak choice for the Single-Choice field for Case Rollup pricing item – Charge Level.
·         Workspace Peak – specifies that when a report is generated, the usage for the item will be considered from the date with the max value for the item for the Workspace (for the billing period)
01/25/20182.2.1301.85New FeatureNew Report type - InstanceMaxBilling users are able to generate Instance reports. Instance breakdown can be included only for Instance reports.
01/25/20182.2.1301.85New FeatureNew Profile type - InstanceNow MaxBilling users are able to create Instance reports. This will allow them generate reports with accumulated billing information for the whole instance.
01/25/20182.2.1301.85New FeatureNew Breakdown - InstanceAlong with Workspace, Matter and Client breakdowns, MaxBilling users will be able to generate reports with Instance breakdown of the reported items.
01/25/20182.2.1301.85New FeatureDetailed Excel ReportAlong with PDF and summarized Excel, now the generated reports are available in Detailed Excel. There all reported items are listed with the usage, calculation and their additional information.
11/24/20172.2.1301.70EnhancementData TierAdded fields to Data Tier RDO to contain information about the user/service that last updated it, when it was updated and current status message.
11/24/20172.2.1301.70EnhancementReport FilesAll generated report files are combined in one ZIP
11/03/20172.2.1301.57New FeatureReport GenerationProviding the user with the ability to select which breakdowns they want to be included in the generated report.
11/03/20172.2.1301.57EnhancementReport PDFThe report represented in PDF shows breakdown by Client.
11/03/20172.2.1301.57Resolved defectStage Fence DashboardThe charge free limit of Stage Fence Data equals the Subscribed Data tier * 5 as it is required.
10/16/20172.2.1301.49EnhancementPublished Data DashboardThe peak value in Published Data Dashboard now considers only billable file sizes and is based on environment peaks, not Workspace peaks)
10/16/20172.2.1301.49EnhancementPricing Items are RDOsThe pricing items are no longer Choices, but RDOs that are selected as Single Object. As such they have additional information for the user: Friendly Name, Billing Code, Description
10/16/20172.2.1301.49New FeatureMetadata for Pricing ItemsWhen selected, pricing item metadata is visible in the layout as well
10/16/20172.2.1301.49EnhancementNew filters and charge levels for UsersWe have added two levels of filtering (Relativity® User Type and Groups) when adding Users Pricing Item and three charge levels (Per Workspace, Per Matter and Per Client)
10/16/20172.2.1301.49EnhancementNew charge level for TasksCharge level is added also to Tasks Pricing Item
10/16/20172.2.1301.49New FeatureLogo for reportWhen generating the report, user will be able to select a logo that will be added in the generated PDF report
10/16/20172.2.1301.49New FeatureNew report breakdownsNow the report is generated with breakdown on: Workspace, Matter and Client
10/16/20172.2.1301.49EnhancementNew Processing reportsNow there are three levels of Processing reports – Summarized, Detailed (based on Processing set), Detailed (based on Processing Data Source)
10/16/20172.2.1301.49New FeatureNew tab in Settings – Pricing Item TypeNow MaxBilling users will be able to specify and edit Pricing Item metadata
07/30/20172.0.1301.215Resolved defectFixed Stage Fence Current and Peak values in DashboardFixed issue in gathering Stage Fence Current and Peak values
07/07/20172.0.1301.211EnhancementAccess Denied for download buttonsUsers that are not members of the administrative billing Workspace, where MaxBilling is installed, cannot download MaxBilling reports using the download URL
06/27/20172.0.1301.209EnhancementRemoved trigger on AuditRecord_PrimaryPartitionBeginning in 2.0.1301.209, MaxBilling application no longer has a trigger on AuditRecord_PrimaryPartition that deletes MaxBilling audits for SELECT queries
04/04/20172.0.1301.188New FeatureStaging Data and Production Data DashboardBeginning in 2.0.1301.188, MaxBilling contains new tab Usage Information that shows Staged and produced data in charts.
03/08/20172.0.1301.178New FeatureTwo report typesBeginning in version 2.0.1301.178, MaxBilling users will be able to generate two different report types – Single report for multiple clients and Multiple reports for a single client
03/08/20172.0.1301.178New FeatureNew columns in the generated reportsThere are three new columns added to the Workspace Breakdown in the generated reports: Client Name, Matter Name, Workspace ID
02/21/20172.0.1301.164New FeatureMaxBilling SchedulerBeginning in version 2.0.1301.164, MaxBilling Scheduler is part of MaxBilling application.
02/21/20172.0.1301.164EnhancementMaxBilling AgentsMaxBilling agents are optimized to be more resistant to environment issues
02/09/20172.0.1301.156New FeatureBilling profile typesBeginning in version 2.0.1301.156, MaxBilling users can set one profile for multiple/all clients.
02/09/20172.0.1301.156EnhancementConsistency CheckProfile Consistency Checker agent is adapted for the new profile types.