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All reporting is done via Crystal Reports.
Wise Owl Legal provides a complete suite of industry standard reports. Any client who wants custom reports will pay for the specification dev and test, but the report will become part of the product.
Custom Logos
A custom logo can be assigned in the Appliance Settings page under Reports. Reports must be configured to load that logo. You do not need customised reports to replace the default Wise Owl logo.
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A printed cheque. This can be printed from trust cheque and bank transfer transactions. It is recommended to just print the cheque portion of the transaction, no other details.
Wise Owl Legal accommodates printed cheques, hand written cheques, and where the local regulations allow electronic funds transfer (EFT) transactions.
| Crystal Name | Data Type | Sample Value | Comments |
|---|---|---|---|
TransId | integer | 123 | The transaction id of the cheque or bank transfer. This is the TrustJournalHeader.Id database field and TrustCheque.TransactionId database field. |
ChqId | integer | 76 | The cheque id of the written cheque. Note that this is not the cheque number itself but the TrustChequeWritten.Id field. |
TransType | string | CHQ | Either CHQ for trust cheque or BTR for bank transfer. |
IsOriginal | boolean | false | Set to true when the printed cheque is first printed. False when the cheque is re-printed from a transaction details page. Note that the database does not track when the report is actually printed to paper (as it can't reliably do that), so the value of this parameter is a best guess. |
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