Release Notes for Version 2.0.12.6
Please read the following notes about this Wise Owl release carefully before installing it.
Description
Additional reports and refinements.
New Features
- Added Client Summary report.
- Added Billing Name field to Contact. Field appears on various receipt, invoice and statement style reports.
- Added WIP Summary by Responsible Lawyer report.
- Added Invoice Payments report.
- Added Client Ledger report.
- Added Matter List By Client report.
- Added landscape version of Trust Matter Overdrawn report.
- Added 5 time billing based productivity reports.
- Added summary details of finance module to Matter page.
- Bulk resolve action on Previous Activity page in finance module.
- Add Delete Report Slot function.
- Add Delete Charge Rate function.
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- Fixed some issues affecting data caching.
- Fix client name field in Matter List With Statistics report.
- Fixes for Matter Change Log report in preparation for final version.
Other Changes
- Contact fields are automatically truncated to Reckon maximum field lengths.
- Moved the Accounting Name to the top of contact page. Make it required if an External Accounting system is active.
- All finance module registers sort by date, by default.
- Add hint to Reckon integration when a duplicate item is detected on a list - likely caused because Reckon required names to be unique between employees, customers and suppliers.
- Change the finance module icon to a dollar symbol.
- Copy date from previous record when entering time.
- Improved validation of contact address / phone fields.
- Allow super users to delete standard reports, to allow for manual fixes.
Manual Changes Required for Installation
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