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.

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• Automatically clear data in Trust Bank Rec Adjustment dialog when creating a new adjustment.
• Add a Create Blank Invoice button to the Create Invoice page.
• Improve layout of Document Edit / View page.
• Add download URL for Document on Edit / View page.
• Reduce number of listed invoices on the Receipt Register, so they do not take up as much room.
• Add hint message in the Related Matters top of the Matter page to search for all matters relating to the primary client.
• Added a Recovery Record view (previously a read-only Expense Recovery could not be saved, but had editable fields).
• Add warning and validation messages to Disbursement page if the selected contact is not a Supplier or a Client.
• Remove unused bulk actions drop down on Time Billing Register.
• No longer show a warning against Document Pack imports if there are no templates contained in it.
• Add a notification and button to remove special characters (eg: < > & #) from fields. These fields can cause security problems.
• Updated to current version of WebDAV component (which allows MS Word to load and save documents in Wise Owl databases).
• Updated to current version of all 3rd party components.
• Disable all fields on the Create Document from Template page after the Create Document button is clicked.
• Rename Trust Receipt Description field to Reason.
• Add system setting to include Draft records on the New Invoice page by default.
• List of documents shown on the Matter Documents tab includes all documents when less than 50 documents on the whole matter.
• Add error message to New Trust Receipt if the matter's primary client has no valid addresses.
• Improve performance of the Documents Select Template Fields page when loading list of fields - list is now pre-computed and cached.
• Allocate Documents page now shows documents without matters by default.
• Added warning message to all register pages when both Matter and Contact are entered, but the Contact is not Primary Client on the Matter.
• Invoices which are linked to Draft Disbursements are now shown on the Edit Disbursements page.
• Improve responsiveness of background task scheduler if there is an error.
• Add system settings to control the number of documents and date range on Allocate Documents page.
• Warning message about docs without a matter on Documents Register and Allocate Documents page now has a link to show all affected documents.
• Add warning message on New / Edit Receipt page for Date field if it is in the future.
• Add validation message to New Document Template if the template file format is not supported.
• Show users a message if one of their favourited reports is deleted.
• Improve layout of Trust Bank Rec print function when bank rec is not yet complete.
• Improve performance when saving Contacts or Matters with large numbers of custom fields.
• Improve performance when creating documents against Matters with large numbers of custom fields.
• Improve performance loading Document Register with large numbers of documents.
• When creating a zip file for documents, add validation to prevent adding documents from different matters.
• Add additional SSL certificate to internal whitelist when communicating with Wise Owl Legal admin server. This fix was included in Wise Owl 3.2.2.
• Improve error messages when doing a mail merge.
• Improve support for Lets Encrypt free SSL certificates.
• Importing Invoices via spreadsheet no longer requires a ContactNumber field; the Matter Primary Client is used by default.
• Change default when importing to be Upload a File.
• Change earliest dates allowed on imported spreadsheets to be 1900 instead of 2010.
• Show error notification for Document Templates missing from server.
• Proactive checking in overnight job for missing / orphaned Document Templates.

Reports

• Added missing Receipt Date field from Trust Receipt report.
• Add deposit details to Trust Receipt reports.
• Show correct addresses on Trust Receipt reports.
• New EFT Advice report.
• Trust Cheque and EFT Advice have details of nominated Signatory users.
• Add firm details to Trust Cheque and EFT Advice reports.
• Add Trust Bank Account details to Invoice reports.

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