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Release Notes for Version 3.4.0

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

IMPORTANT

This release is not yet public. Any release notes are subject to change.

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Description

April 2017 update .- Quick Books Online Integeration

New Features

  • Finance Register page added to search through all finance entities with many filters, link is found on the finance index page.
  • Appliance settings now contains a tab with just links to editable lists and other settings pages containing lists.
  • Excel data import now supports importing all of the simple and some advanced system settings via xlsx file. It can also import small images and passwords.
  • Quick Books Online:
    • Updated to post and query for all the remaining financial types similar to Reckon Accounts.
    • Added system setting for the default duplicate transaction actions.
    • Greatly improved validation errors and warnings shown after a posting attempt.
    • Will now cache and paginate results for improved network usage and performance.
    • Removed the Intuit blue dot menu.
  • External accounting systems with relation to receipts will now post systems per receipt-line rather than per receipt, this applies to Quick Books Online and Reckon Accounts.
    • This causes the receipt line view page to be readonly when posted and also readonly when an external id has an error.
  • Excel data import now has a sheet type for reseting resetting the security matrix, requires a special user right.
  • Excel data import now has a sheet type to merge one contact into another, which removes the first contact all together
  • With no external accounting system configured, confirm actions are automatically post actions because there is no need to wait on an external system, messages a shown when this is the case before the user confirms.

Bugs Fixed

  • Added work-around for chrome desktop date fields not using the correct format, which doesn't affect mobile devices.
  • Fix to prevent browser validation from incorrectly tagging input fields as required.
  • Fixed issue where you could press submit multiple times, de-bounce timer is now 6 seconds.
  • Import details screen now won't constantly refresh when an import is cancelled.
  • On an error one of many Image based custom fields on a page, all will show the error to be clear that you will need to insert the images again.
  • Select field page now uses modal windows not the browsers prompt window, to ask for the collection index. This should fix when you say 'ignore future popups'.
  • Database errors are now more thoroughly logged.
  • Fix applied for Quick Books Online company details not being fetched correctly.
  • Fixed handling of unusual duplicate cases when fetching from Quick Books Online.
  • Added validation to the excel data importer to prevent receipt from being negative.
  • Excel data importing for custom fields now has an import message when a reference is used before it is imported.
  • System setting imports will validate against the existing list setting before saving.
  • Fixed an issue caused when the licence was updated which didn't trigger pages to update.
  • Fixed email server password from being displayed as changing on a no action page save for site settings.
  • External accounting related Wise Owl Legal items now correctly clear the external id on a clone action.
  • Fixed bug with outlook emails view page not correctly fetching attachments causing the page to render incorrectly.
  • Fixed bug with outlook emails view page when attachments aren't in the standard format or in order.
  • Fix an unusual document edit page bug where the the value in the url for document number was overwriting the internal value for the document.
  • The Mail merge process now correctly contains the previous filename in warnings and logs.
  • Fixed an error that sometimes occured occurred when no balance database record exists when overdrawing with a matter transfer.
  • External finance integration now prevents an error that occurs when the entry changes between post and validation.
  • Bug fix for preventing a saved trust reference sequence letter part from containing numbers.
  • Added a fix to Reckon Accounts posting for account names sometimes not correctly posting, added xml encoding.
  • Fix to displaying trust payment matter balance not displaying until you enter an amount.
  • Fix added to the type-ahead drop-down of certain kinds sometimes not showing results.
  • Type-ahead drop-downs now display a message when no results are found, although it can still fill with results after a few seconds.
  • Fixed a bug related to changing the matter primary client if there are disbursements or invoice confirmed for the matter.
  • The mail merge process now produces improved error messages on incorrectly formed documents, and also logs the info to external file.
  • Added fix to the excel data importer for date importing and also fixed white space detection with custom fields and matter types.
  • The matter edit page branch drop down only exists if non-blank values exist.
  • Fixed bug with multiple people creating matters, documents or invoices at the same time causing one of them to fail.
  • Fixed bug on matter edit page when fee earners are not set and the matter is saved.
  • The contact create or edit page now checks for duplicate first/last name or duplicate contact name on save.
  • Matter edit page document list tab now uses a better date format for the range fields.
  • Document register parameter matter contact now checks all of the matters contacts instead of the first one.
  • Fixed bug in helpdesk email from mishandling the email server password system setting value.
  • Prevented error when an outlook email is opened when images don't display which only occurs when using apple outlook generated emails.

Other Changes

  • Document register, now has a search parameter for matter contacts separate from the primary contact filter.
  • Performance improvements to Launchpad page by making the matter list load separately.
  • Import details now has a button to the 'Queued and Recent List'.
  • Background tasks have been extended to run until 9pm9 pm.
  • System backup times have been adjusted based on the new longer hourly task run time.
  • The Invoice edit page now has a warning for when the set invoice date is after the system setting amount of days after the current date. This is also a new system setting.
  • Document templates now have the missing on disk message added on edit page and register page similar to documents.
  • Added the option to allow external activity can now set individually whether the entry should be linked or resolved, with system setting, for transaction entries with a drop-down for any external finance system.
  • Contact edit page now has an added warning for when the first address isn't the newest by date.
  • Documents now cannot be assigned to archived matters.
  • State government levy copy action now copies at 5 decimal places.
  • The disbursement create page's 'pay to contact' field now only shows suppliers in typeahead dropdowntype-ahead drop-down.
  • Updated external finance system messages to be less generic now that Quick Books Online exists.
  • Users using internal authorization now can optionally expire based on time.
  • The excel data importer:
    • now allows both 'province' and 'provence' spellings on import as a column heading.
    • now has better durisdiction jurisdiction look ups based on matter type import.
    • now allows nobody user to match in import.
    • now prevents accidental creation of named report slots in report packs.
    • added a warning when a sheet doesn't have anything to import.
    • allows contacts with invalid names to be imported with an opt-in field.
    • allows matter import to not have a name or relines.
    • added columns for matter contact type mail merge codes / aliases
  • The document template register now has an improved layout for the action buttons.
  • Type-ahead drop-downs now have a smarter sorting algorithm with reference to inactive elements.
  • Increased the size and colour of the appliance settings firm contact warning.
  • Added system setting, conditional formatting and warning with relation to the size of trust payments.
  • Improved the Wise Owl System update notification message.

Reports

  • User Access report added.
  • Added a trust matter transfer report for a single transaction.
  • Fixed the Invoice Report to correctly display all entries even without a trust matter balance.
  • Client Summary based reports now correctly show un-confirmed entries.
  • The general receipt and trust receipt reports now have matter relines added.
  • Total owed added to each of the unconfirmed/confirmed/posted sections of the client summary report.

 

Manual Changes Required for Installation

  • None.

 

TODO: update with any changes made after 19/04/17 

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Code changes (in code order):

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  • Fix applied for the matter list report contacts work fax not correctly being fetched

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  • for reports.
  • Removed non-primary client from matter list report

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  • .
  • Added report slot for a General Cheque report and added a button on the disbursement view/edit page

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  • .

 

 

 

 

 

 

 

 

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Manual Changes Required for Installation

  • None.

 

TODO: update with any changes made after 19/04/17