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Release Notes for Version 2.0.16.0

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

Description

Reckon Adjustment Notes and duplicate ref numbers.

New Features

  • Allow posting Invoices and Disbursements to Reckon Accounts with duplicate / non-unique ref numbers. Removes the error that stops transactions with duplicate numbers posting.
  • Add posting of Adjustment Note to Reckon based on negative Invoice. Negative Invoices now post to Reckon as Adjustment notes

Bugs Fixed

  • Fixes to automatic overnight updates to ensure updates are applied successfully. Changes to the automatic updates to aid in their functionality 
  • When posting to external accounts using the When Required setting, Clients are correctly loaded from Matters and Disbursements. Ensures that Clients will be posted if a matter or disbursement is made
  • Fix General Finance Cheque to use new tax fields. Allows user to fill in GST codes for disbursements at purchase and to set a GST code for the billing stage
  • Fix incorrect sort order by Client on Matter search page. Now sorts Matters alphabetically when sorting by Matter Name
  • Fix Font-Awesome web font not loading correctly on some browsers. Aids in viewing all content on different browsers
  • Fix trust receipt does not correctly display address when suburb is missing. Fix allows Suburb to be displayed even if it is entered in to the wrong field i.e. State field

Other Changes

  • Removed the Item Name prefix for Fixed Fee items on Invoices to prevent doubled up names (eg: Fees fees...) Removes the double up of descriptions in Fixed fees and invoicing
  • Add system setting to store informational details about Reckon company file (computer, user, etc) Aids Wise Owl Legal Consultants in finding the Reckon Company file if issues occur
  • Moved the Send Message feature to the top of the Tools menu. Makes it easier to access the Send Message feature
  • Add additional web browser level security features to reduce likelihood of malicious content causing security breaches. Lowers the threat of security issues when using your web browser
  • Add details of Matter's Client when creating an invoice. Gives more information for the user to ensure they are billing the correct client

Manual Changes Required for Installation

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