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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• Allow creating an invoice as Confirmed or Draft.
• Show warning at the top of the Receipt Register if draft receipts are present.
• 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.
• Change default account for Bank Deposit List report to show the first undeposited funds account instead of the default receipt account.
• Finance Summary tab on Matters now separates unconfirmed and confirmed invoices into a separate line. This is to be consistent with what can be receipted against.
  
• 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:
  
  • Finance Transaction Listing
  • Matter List
  • Matters by Client
  • Invoices for Trust Transfer
  • File Open Statistics
  • Client Ledger
  • Customer Statement
  • Trust Matter Ledger
• Reports added:
  • Trust Statement (using Times New Roman font)
  • Matter Archive Report - a combination of Client Ledger, Customer Statement and Trust Matter Ledger - for a single matter
  • Billing Summary By Type Of Law
  • Draft Bills List
  • Non-Billed Time Detail by Matter by FE
  • Billing by Status & Type Law Table
  • Billing by Type Law % Table
  • Billing by Type Law & Status Table

• 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 - now can be filtered by fee earner
  • 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

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