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Release Notes for Version 2.0.7.17

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

Description

Finance and Report enhancements

New Features

  • Re-worked how report parameters are entered, allowed entry in Wise Owl Legal rather than Crystal Reports.

  • Added fields to finance module disbursements for payment method and if already processed.

  • Finance module disbursements and fixed fee records have a quantity field.

  • Add overdraw detection and authorisation when reversing trust transactions.

  • Net activity total at the bottom of Trust Register transactions.

  • Change the trust register to use status tags rather than a Y / N clearance.

Bugs Fixed

  • .Fix a bug where an incorrectly entered username will fail a trust payment.

  • Fix bugs which can occur during initial appliance setup.

  • Fix bug in how matter balances are saved against an overdraw. Note that this only affects the overdraw record, not the matter ledger in any other way.

Other Changes

  • Added special role for external accounting system access.

  • Add system setting which prevents far future entry of finance module time or fixed fee records.

  • Invoice lines copied from disbursements have the payee name set against them to allow invoice to show details.

  • Renamed Re Line on finance module invoices to Summary Line.

  • Improved error messages shown during Reckon Accounting sync.

  • Various minor UI enhancements.

  • Update terminology for State / Provence.

Manual Changes Required for Installation

  • None