Release Notes for Version 2.0.19.0

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

Description

TODO

New Features

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• 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)
• 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.
• Add checking of Operating System level updates. Reminder notifications shown to users when updates have not been installed in over 60 days.
• Added system setting to allow the default Contact Address Type to be configurable.
• Added a Billable / Not-Billable filter against the Time Register page.
• Added warning message on Receipt page when certain forms of funds are selected and the account is not undeposited funds.
• Added system setting to require Receipt dates to be within a certain number of days of the invoice date.

Bugs Fixed

• Fix General Receipt printed report can sometimes duplicate line items.
• Fix errors running Matter List, Matters by Client and File Open Statistics reports
• Fix Customer Statement report includes data for other clients / matters when client or matter filter used.
• Fix occasionally needing to double click the Submit button on Time data entry.
• Fix error which prevented Users to be posted to Reckon as employees by truncating the Other Names field to a single character when copying to Middle Name in Reckon.
• Fix possibility the unapplied adjustment note message is shown on the Adjustment Note page when it is not possible to apply that adjustment note.
• Fix poor validation error message shown on Invoice Item page when a duplicate Linked User is created.

Other Changes

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• Zero value invoices are automatically closed after posting to External Accounting System
• Allow editing Matter Destroy date
• When checking for outstanding time against an invoice, only billable records are considered. Time records entered against a Non-Billable Task code are no longer considered.
• Fix wording of "Save Adjustment Note" button at top of page to be "Apply Adjustment Note", which is consistent with button at bottom of page.
• Moving report queries out of Crystal Report files into Wise Owl database to improve performance, and reliability of reports. Below report migrated now, others to follow as required:TODO
  
  • Finance Transaction Listing
  • Matter List
  • Matters by Client
  • Invoices for Trust Transfer
  • File Open Statistics
  • Client Ledger
  • Customer Statement
  • Trust Matter Ledger
• Reports added:
  • TODO
  Reports changed:
  • TODOTrust Statement (using Times New Roman font)
  • Matter Archive Report - a combination of Client Ledger, Customer Statement and Trust Matter Ledger - for a single matter
• Reports changed:
  • General Receipt
  • Time and Fees reports - added client name
  • (From here down were changes made over break period and picked up by Murray in late Jan. We may want to remove some of these or expand on what actually was changed)
  • Billing Summary One Status
  • Cash Payments
  • Client Disb Report
  • File Open Statistics
  • Finance Transaction listing
  • General Receipt List for Deposit
  • Test Report
  • Time Detail by FE by Matt by Client
  • Time Detail by FE by Matt
  • Trust Balance Listing
  • Trust Cash Receipts by Date
  • Trust Receipt - 3 Page
  • Trust Stale Balance
  • Trust Statement
  • Trust Trial Balance Alpha
  • WIP Detail

Manual Changes Required for Installation

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