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Release Notes for Version 3.7.0

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

Description

PDF merging???

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  • Support to mail merge editable PDF documents.
    • Can upload PDFs as well as Word (docx / dotx) files as Document Templates.
    • Support for mapping Wise Owl mail merge fields to PDF fields.
    • Functions to find and identify PDF fields.
    • Support for importing PDF templates via doc packs.
  • Page to allow re-printing a user's login and password.
  • Add reminder to all Register / Search pages of the search criteria chosen, or if no parameters are entered at all.
  • Add additional fields (Issue Date, Form Source, Advice Source) against Document Templates.
  • Add button against Matter Fee Earner list to allow copy down of one Lawyer to all roles of a matter (introducing, responsible, etc). 
    • A system setting allows the Lawyer to be automatically copied down.
  • Add user configurable defaults for default Contact Details (eg: address types and phone number types pre-listed)
    • Allows validation that particular details must be entered.
  • Add Address fields to Matter Branch.
    • Fields are available on selected reports based on an opt-in Appliance Setting.
  • Add function to copy numerals to words on Conveyancing custom fields.
  • Add support for custom fields against users. This is to support various external codes, username and ids for lawyers.
  • Add function to enter receipts based on QuickBooks Online bank feeds. This is in early testing phase; available to select clients only.
  • Add Document custom field - allowing you to select a document to associate against custom fields.
  • Add new Trust Authority Signed (date) field to Matter.

Other Changes

  • Increased Fixed Fee Item name field to 1000 characters (to match data entry).
  • Wording changes to change / set password pages.
  • Logins from the Outlook Helper are now audit logged.
  • Validated SQL Server 2017 compatibility.
  • Allow users to keep the Matter / Template selected on New Document from Template page.
  • SAI Global searches always record and notify the user who initiated the search; lawyers listed against the matter are only notified if there is an unexpected error.
  • Add reference to Action Item report on Launchpad.
  • Improvements to math calculations in fields to prevent dates triggering calculations (eg: 2018-02-04 could be a date or a formula).
  • Move Matter Branch List page off big lists to its own separate page.
  • Wording changes to the Trust to General Transfer page and EFT Ref Number appliance setting.
  • Add Trust Bank Adjustment "A Cheque has been entered in my Bank Account that I will fix next month".
    • Trust Bank Adjustments are now searched by keyword rather than by number.
  • Prevent importing or creating users with no roles or rights, as this prevents them from even logging in.
  • Users must tick a confirmation box if they enter a receipt in the future.
  • Added Search SAI Global button to Disbursements register.
  • Added down icon against all tabs in application.
  • Wording changes to no search results message.
  • Improve formatting of SAI Global error messages.

Reports

  • User Login Statistics report - to show usage statistics of Wise Owl databases.
  • Matter File Cover report can be accessed from the normal Report page (as well as the Matter page).
  • Matter List report - add variation to show File Open Statistics by Open Date and Matter Type.
  • Add Deleted Transactions report.
  • Add signatory fields to Trust to General Transfer reports.
  • Unpaid Invoices report - debtors style report at a particular date.
  • Open Invoices report - now reverts to having no date, showing details at the current date.
  • Staff Productivity reports - by month, quarter and year showing comparison between two periods.
  • Fix bug in Action Items report - prevented overdrawn Trust Matter Ledger being shown.

Bugs Fixed

  • Fixed loading list of Merge Fields can timeout.
  • Fixed removing Time Sheet rows.
  • Fixed Invoice Professional Fee Items are not validated correctly.
  • Fixed SQL Server 2017 specific errors on Diagnostics page.
  • Fix inline images in Email Document Attachments not saving.
  • Fix Edit Contact page is loaded without Contact Number and can sometimes show an "ambiguous contact" page.
  • Fix Trust to General Transfer page can sometimes get confused about EFT vs Cheque payment type.
  • Fix selection problems for Dropdown lists.
  • Fix QuickBooks Online to cope better when a transaction (Invoice, Disbursement, etc) is posted twice.
  • Fix validation of unpaid Disbursements when entering receipts. Disbursements MUST be paid before you can receipt money against them. 
  • Fix custom field column layout to correctly display group headings.
  • Fix finance "Post Up To" appliance setting for "Everything".
  • Fix errors if Document file name is invalid.
  • Fix crash if email attachment name has "@" character.
  • Fix "p" jumps to two Tabs on Appliance Settings.
  • Fix errors if SAI Global connection cannot be established.
  • Fix bug on Create User page which causes crash if user selects no roles.

Manual Changes Required for Installation

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