Release Notes for Version 2.0.19.0

Please read the following notes about this Wise Owl release carefully before installing it.

Description

Trust Bulk Transfer to General Function

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• Added Trust Bulk Transfer to General page. Accessible in Finance module or Trust Register -> Transfer drop down. Now allows Bulk Trust Transfers to accompany the Trust Transfer Report 
  • Trust Payment and Receipts involved in Transfers show a button to re-print the Trust to General Transfer report.
• Added button on Invoices to manually close, even if payment not made in full (though, the recommended way to write value off an invoice is to issue an adjustment note) Allows for the business to close invoices manually as required
• Added informational messages about outstanding data and transactions when closing a matter. Messages are similar to ones shown when archiving a matter, but are informational rather than validation errors. Informs clerks on outstanding data when closing files
• Added system setting to allow the default Contact Address Type to be configurable. Can now set the default address in settings
• Added a Billable / Not-Billable filter against the Time Register page. Can now search between Billable/Non billable time entries 
• Added warning message on Receipt page when certain forms of funds are selected and the account is not undeposited funds. Gives hints to users to choose correct bank account for cheques
• Added system setting to require Receipt dates to be within a certain number of days of the invoice date. Removes possibility of receipt being recorded before invoice
• Added function to re-sort invoice lines to default order. Can still manually change invoice line order via the up and down buttons next to line items. Allows invoice to be resorted after new lines have been added
• Added Contact Legal Name field. Creates a new field for Legal Names of entities
• Receipts can be auto applied to invoices based on a system setting. 
• Added search by Invoice Number field to New Receipt page. New search by invoice field on Receipts fills Primary Client from invoice to search
• Added filter by Invoice vs Adjustment type to Invoice Register. And $ Owed as a new column. Allows for easier searches between Invoices & Adjustments Notes. Shows amount left owing on invoices.

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