Release Notes for Version 3.2.0

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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• Fixes for mail merging documents with new lines contained within IFs.
• Fixes for mail merging documents with nested IFs.
• Fix wording of bulk actions on Invoice Register.
• A report error page is shown if a server error is encountered.
• Fix error when creating Matters with multiple clients.
• Fix invoice not loading matter primary client when posting to Reckon accounts.
• Fix two-factor authenticator code check not done when changing your password.
• Fix allowing empty password when accessing documents W drive.
• Improve validation and layout of bulk purge popup for Document Templates.
• Add more obvious error message when there are errors creating Document(s) from Templates.
• Fix unable to login if a user has two-factor authentication enabled and is required to reset their password after login.
• Improve error message when Renaming and Copying Documents when the filename is a duplicate.
• Improve error message when creating a new Document from a Template when the filename is a duplicate.
• Fix potential bug when Copying a Document which can cause a document created on disk, but not in the database.
• Fix email attachments inside an email are not visible in Document module. Nested email attachments must be saved as separate documents to see their content.
• Fix checkboxes are read-only on Send Document To pop-up on Contact page (clicking on other parts of the line still worked).
• Fix calendar buttons not always working on Settlement Calculator.
• Fix unable to create a Receipt with a custom ref number (although you were able to edit a receipt ref after creation).

Other Changes

• Add Contact search by address or phone / email.
• Reports page now has an All tab with a search filter.
• Added last modified date of document templates to drop down lists.
• Add validation to prevent creating adjustment notes greater than the total outstanding invoice amount by matter.
• Require adjustments notes to only be applied to invoices of the same matter.
• Add a system setting for relaxed validation of cheque details on new Receipt page.
• Change the check box on Receipt line items to be read-only and only appear when an invoice will be paid in full.
• Add Create Receipt From button on Invoice page.
• Allow updating Matter Contact Type list records via a unique Id.
• Allow updating Matter Contact Type list records form a Doc Pack to facilitate automatic updates.
• Fix spelling of "province".
• Change placeholder text on Contact Address Salutation field.
• Add red error outline to Contact Address fields.
• Add link for approved and draft invoice counts on Invoice Register page. Link adjust search parameters to find invoices of that type.
• Changed the Disbursement Line column for invoice link to "INV#" to make clear it is different from the "INV" column for tax code.
• Shorten Close / Approve / Delete / etc buttons to allow for more buttons (particularly the Invoice Receipt button).
• Shorten Save buttons on Disbursement, invoice, Receipt and Recovery pages.
• Add support to sort by Ref # on Timesheet Register page.
• Add chevron icon to Contact Phone, Email, etc labels to communicate the field is a hidden drop down.
• Contact page will not show Contact Type tags which are inactive, unless an inactive tag is set for that contact.
• Improve update process to automatically handle particular file-in-use errors.

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