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

...

• 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.
• Fix creating a matter with duplicate contacts causes a database error.
• Fix able to issue an invoice against an Archived matter.
• Fix able to set the Due Date on create now Disbursements via calendar button (field is read only).
• Fix able to set a date on a read-only date field via keyboard shortcuts.
• Fix billing summary, collection summary and fee summary reports to exclude Adjustment Notes.

Other Changes

• 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.
  
• When matter status changes, web browsers now refresh their cache. So that Closed / Archived matters do not continue to appear in drop down lists.
• Fix wording of Country of Incorporation for company Contacts.
• Receipt audit logs now include External ID field (Reckon primary keys).
• Reckon Accounts qwc file template now requires unattended access for new data files.
• 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)
  • Trust Statement (using Times New Roman font for Letter paper)
  • Trust Statement Receipt & Payment Cols
  • Matter Archive Report - a combination of Client Ledger, Customer Statement and Trust Matter Ledger - for a single matter
  • Billing Summary By Type Of Law
  • Billing Summary List w Matter Name
  • 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 by Type Law % Table w Type Law Name
  • Fees By Type of Law (3 levels of detail, variations for weekly and monthly date grouping)

• Reports changed:
  • Billing Summary
  • Billing Summary One Status
  • Cash Payments
  • Client Disb Report
  • Client Ledger
  • Collection Summary - now sorts correctly
  • File Open Statistics
  • Finance Transaction listing - now can be filtered by fee earner
  • General Receipt - now has Responsible Fee Earner listed
  • General Receipt List for Deposit
  • Test Report
  • Time and Fees reports - added client name
  • Time Detail by FE by Matt by Client
  • Time Detail by FE by Matt
  • Time Detail Daily
  • Trust Balance Listing
  • Trust Cash Receipts by Date
  • Trust Receipt - 3 Page
  • Trust Stale Balance
  • Trust Statement
  • Trust Trial Balance Alpha
  • WIP Detail
  • Trust Statement reports - now have Responsible Fee Earner listed

Manual Changes Required for Installation

...