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Minor Cosmetic changes and bug fixes

New Features

  • N/a

Other Changes

  •  Support USA owls with no tax

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  • Create setting to allow Owls to post to QuickBooks Online with no GST/Tax
  • Create setting to restrict access to certain 'sensitive' matters
  • Create user right to lock out employees from certain files
  • Add Data entry buttons for trust and finance on matter screen

Other Changes

  • Update to Demonstration database matter generic custom fields
  • Update to Demonstration database for Fee Earner categories
  • Add additional heading test on Disbursement and Recoveries to indicate differences
  • Removal of Help Desk text that is under construction
  • Adjust QuickBooks Online OAuth 2.0 integration
  • Additional wording inserted to Change of External Accounting name warning on contact

Bugs Fixed

  • Update to Wills & Estates docpacks to fix broken word merge
  • Update to wording on Invoice template when balance in trust is $0.00
  • Fix bug where back end of documents not available on Demonstration database
  • Update trust transfer to general where matter balance not updating on right hand side
  • Remove bug that caused duplication fo custom fields on matter create page
  • Disbursements sent to QuickBooks Online monitoring past the set amount of days
  • Fix Deposit Slip Number showing as ID in system

Manual Changes Required for Installation

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