MaxBilling

This page contains release notes for MaxBilling 2.0 tо 3.0  and all product updates.

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

DateVersionTypeFeaturesDescription
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.