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Release Notes for Version 3.3.0

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.

IMPORTANT

Description

February 2017 update.Update - Trust EFT Support and Word Doc Preview

New Features

  • Initial QuickBooks Online integration work. Only available to select clients for testing purposes.
  • Implement MS Word document preview in browser.
  • Add preview document icon to Document Register and Matter Document tab.
  • Updated to current version of "Typeahead" component to improve drop down lists across Wise Owl. Should have less problems clicking and selecting items.
  • Add first class support for Trust EFT Payments. 
    • Has an EFT Advice report (similar to Trust Cheque).
    • Supports payee bank details, bank ref number (both configured via appliance settings).
  • Add support for up to 3 Trust Payment Signatories (configured via appliance settings).
  • When doing Save and New Receipt, the Form of Funds is remembered on the next Receipt.
  • Add floating menu with scroll to top and close all tabs options. Has a per-user setting to default it on or off.
  • Add Related Contact tab on Edit Contact page. Allows arbitrary contacts to be linked together in various relationships.
  • Add per-User setting for default document author, used on New Document From Template page.
  • Document Author field on New Document From Template page is now pinnable.
  • Time Billing data entry page now expands the Notes field when you are editing.
  • Added Firm Contact to firm level mail merge fields.
  • Add a system wide default for Document Register sort field. Defaults to date created.
  • Add support for sending emails to servers which require encryption, and username + password (eg: Gmail, Office365). 
  • When on a calendar / date field, pressing the down arrow now shows the calendar.
  • Date fields now assume a single digit entered is for the current month and year (previously required 2 digits).
  • Allow formatting of custom fields in a tabular layout - to force fields on the same row to align correctly.
  • Allow Security Matrix to be reset, so an alternate matrix can be loaded.
  • Filter Document Template list by Doc Group based on entered Matter on New Document page, so that only templates relevent to the matter selected are shown.

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