Agility Blue Update

What’s New?

Feature Preview

Interested in trying features that are about to be released?

To enable feature preview, click on the user drop down at the top right and choose the "Enable Feature Preview" menu option. You can tell when you have feature preview mode enabled when the text on the top left of the page shows "Agility Blue (Feature Preview Enabled)."

Please note that feature preview can only be turned on per user, per browser.

Billing Profiles (Feature Preview)

We are currently showcasing a new feature we call Billing Profiles when using the feature preview mode.

If you use Agility Blue to track billing entries, Billing Profiles may be of interest to you. As it stands, the billing types associated with billing entries have only ever had one price associated with them. If you want to modify that price for a specific client or matter, you would need to create new billing types for them. If you have many variations in prices for the same billing types across multiple clients and matters, this method can get out of control quickly. With the introduction of Billing Profiles, it is no longer necessary to create multiple billing types that represent the same thing.

Billing Profiles allow you to specify different prices for every billing type for any client, any matter, or any project. You can even choose to hide specific billing types so only a small subset of billing types are available to choose from when creating billing entries. Billing types that are changed on billing profiles follow the Client-Matter-Project inheritance model. For example, if you change the price or visibility of a billing type on a specifc matter, any project or task created under that matter that references that billing type will inherit the changes only for that matter.

Billing Profiles are available on the client details, matter details, and project details pages. When you have feature preview enabled, you will see a new settings tab on each of these pages on the left where the profiles can be managed.