Versions Compared

Version Old Version 6 New Version 7
Changes made by

Former user

Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

  • Added Trust Bulk Transfer to General page. Accessible in Finance module or Trust Register -> Transfer drop down.
  • 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.
  • 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.
  • 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.
  • Added Contact Legal Name field.
  • Receipts can be auto applied to invoices based on a system setting.
  • Added search by Invoice Number field to New Receipt page.
  • Added filter by Invoice vs Adjustment type to Invoice Register. And $ Owed as a new column.

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.
  • Fix linked user was visible on invoice items when non-professional fees category was used. Selecting a linked user can cause an error for non-fee categories.

...