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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• 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 9 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 Settlement Calculator '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 type-ahead drop-down.
• Updated external finance system messages to be less generic now that Quick Books Online exists.
• Users using internal authorization authorisation 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 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.

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