Release Notes for Version 3.6.0

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

Description

SAI Global Search Manager integration.

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• Added SystemSettingDump stored procedure for list of all System Settings (from Appliance and Site Settings pages).
• Added Is Billable Matter parameter to WIP Summary and Detail stored procedures.
• Added date range parameters to Open Invoice stored procedure.
• Added Matter Branch field to all relevent reports.
• Added new ActionItem query. To support a report showing a list of action items across your Wise Owl database.
• Added Work Email, Phone and Fax fields to ClientAndMattersList query.

Bugs Fixed

• Fixed can set Default Trust Payment Type to EFT when electronic trust payments are disallowed.
• Removed incorrect "$" prefix on Rate Code field on Timesheet Edit page.
• Fix allowing users to Create a Document From Template when no template or no matter was entered.
• Fix showing warning level entries on the Finance Previous Activity list when only Successful tick box is checked.
• Fixed closed Matters can show in some document pages (eg: Allocate, Edit, Upload).
• Fixed showing inactive users on Create Matter page.
• Fixed QuickBooks Online sets records as error when a query / delete action fails.
• Fixed Document Template Select Fields page automatically adds fields which cannot have a value.
• Fixed rounding errors can cause incorrect validation message to appear when creating a new Adjustment Note.
• Fixed unusual case where Trust Bank Rec balance is shown as negative zero.
• Fixed accounting system "Post Up To" setting for Spend Money / Bills not working.
• Fixed bank accounts not listed on Receipt Register Account drop down.
• Fixed Trust Signatory validation message is sometimes shown incorrectly.
• Fixed Trust Matter Transfer Overdraw detection to take transaction date into account - back dated transfers are now correctly validated.
• Fixed some databases could not edit Pause External Accounting appliance setting.
• Fixed selecting random matters on Document Template Select Fields page will only include matters from the nominated doc group.
• Fixed New Invoice button on read-only invoices to be consistent with the Finance page button.
• Fixed Document Preview of Word docs having too much blank space between paragraphs.
• Fixed Allocate Documents bug which did not update filename / location changes if other errors occurred.
• Fixed Trust Bank Adjustment fields can be remembered after cancelling or saving; fields are now reset on cancel.
• Fixed two-factor authenticator app did not work correctly when user logging in from a different time zone.
• Fixed archived matters sorting to top of Matter drop down lists.
• Fixed Invoice Terms required on Appliance Settings page for brand new databases, when no Terms are listed.
• Fixed data errors against particular custom fields can cause error page on Settlement Calculator.
• Fixed custom fields can assign a Data List to controls which do not support Data Lists (only Dropdown, Typeahead and Radio Buttons are allowed).
• Improvements to fix some Wise Owl databases cannot save a Matter due to blank Trust Transaction Search fields. Appears to be bug in 3rd party component.
• Fixed 1 cent rounding errors in QuickBooks Online Invoices due to slightly different GST calculations.
• Fixed Pay Later Disbursements incorrectly including additional GST amount and using single item amount rather than total (that is, ignoring Quantity).
• Fixed some long running database actions can fail (usually involving cleaning up old data / log records).
• Fixed generated passwords do not conform to password requirements, as specified in Appliance Settings.
• Fixed Time / Fixed Fees / Recoveries Edit pages correctly save Notes field.
• Fixed updating Matter Type or Is Billable fields would not automatically reload the Matter cache on browsers.
• Fixed Document preview function on Matter page was broken.
• Improve error handling if invalid custom field data is encountered. This can only happen if a custom field definition is changed from Text to Numeric / Amount.

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