Release Notes for Version 3.3.0
Please read the following notes about this Wise Owl release carefully before installing it.
Description
February 2017 Update - Trust EFT Support and Word Doc Preview
New Features
Initial QuickBooks Online integration work. Only available to select clients for testing purposes.
Implement MS Word document preview in browser.
Add preview document icon to Document Register and Matter Document tab.
Updated to current version of "Typeahead" component to improve drop down lists across Wise Owl. Should have less problems clicking and selecting items.
Add first class support for Trust EFT Payments.
Has an EFT Advice report (similar to Trust Cheque).
Supports payee bank details, bank ref number (both configured via appliance settings).
Add support for up to 3 Trust Payment Signatories (configured via appliance settings).
When doing Save and New Receipt, the Form of Funds is remembered on the next Receipt.
Add floating menu with scroll to top and close all tabs options. Has a per-user setting to default it on or off.
Add Related Contact tab on Edit Contact page. Allows arbitrary contacts to be linked together in various relationships.
Add per-User setting for default document author, used on New Document From Template page.
Document Author field on New Document From Template page is now pinnable.
Time Billing data entry page now expands the Notes field when you are editing.
Added Firm Contact to firm level mail merge fields.
Add a system wide default for Document Register sort field. Defaults to date created.
Add support for sending emails to servers which require encryption, and username + password (eg: Gmail, Office365).
When on a calendar / date field, pressing the down arrow now shows the calendar.
Date fields now assume a single digit entered is for the current month and year (previously required 2 digits).
Allow formatting of custom fields in a tabular layout - to force fields on the same row to align correctly.
Allow Security Matrix to be reset, so an alternate matrix can be loaded.
Filter Document Template list by Doc Group based on entered Matter on New Document page, so that only templates relevent to the matter selected are shown.
Bugs Fixed
Prevent kicking yourself, as this causes a database error.
Fix incorrect error message on New Receipt page if type of funds is not required.
Fix documents login sometimes asked for an authenticator code.
Fix authenticator app configuration errors on User page, depending on if appliance is in Online or Offline mode.
Fix a disbursement reverting to unbilled status after confirming and posting to Reckon.
Fix data errors with dates when a user's web browser and the Wise Owl server are in different time zones.
Fix documents logins via MS Word can be kicked due to inactivity - now correctly expire at midnight.
Fix error on Edit Matter page if Client Agreement is signed.
Fix uploading a new Document Template will now change the filename and file extension.
Fix incorrectly setting the Create field on New Document from Template page when creating documents from the Matter page.
Fix large drop downs on dialogs on Document Register were hidden.
Fix display glitch for list of Authors on the Edit Document and Upload Documents pages.
Fix User Charge Rates page can have errors if no earlier dates listed.
Fix problem where emails can have multiple attachments with the same name.
Fix Document Register extra columns and exta filters dialogs do not have scroll bars.
Fix automatic date formatting does not work on Custom Fields (on Contacts and Matters).
Fix Delete Disbursement button was not enabled when all related invoices are also deleted.
Fix Trust bank Rec can only edit the most recent bank rec, even if earlier recs have been undone. Now only lets you edit the oldest in-progress rec.
Fix error when renaming a document extension (eg: .doc → .docx).
Fix errors with duplicate file names for documents due to allowing leading or trailing whitespace (eg: spaces at the end of a file name).
Fix incorrectly reporting reports are not used in a report pack import, if there is an error against a report.
Fix unable to edit a document copy when copying a readonly (eg: Final status) document.
Fix how document names have numbers added to the end of them if there are duplicates. Previously created duplicate documents and errors.
Fix errors triggered when loading email attachments / zip file contents if a filename had characters which can cause security problems (eg: < > & #).
Add missing Trust Payment line item Ref Number field.
Fix clicking the Edit Matter Number or Edit Contact Number button causes the page to be saved, if you click it very quickly when the page is loading.
Fix date fields are missing on Google Chrome version 56 (released Feb 2017). This fix was included in Wise Owl 3.2.1,
Fix unable to login using Active Directory based account when no maximum password age is set in AD. This fix was included in Wise Owl 3.2.1.
Fix Expense Recovery Delete button is enabled when should not be.
Fix renaming a document template with only differences in case (upper vs lower case letters) causes an error.
Fix bug where change the order of clients on a Matter can cause an error.
Fix unable to do a Data Import from a spreadsheet with no data; causes an error and prevents further data to be ignored.
Fix bug where incorrectly formatted or blank unique ids on Data Import spreadsheets can cause an error.
Fix obscure issue where Wise Owl on en-US computers causes an error on startup.
Fix rare error which can cause Reckon Accounts Web Connector to fail at random times.
Fix all matters are imported as non-billable in PC Law CSV import.
Fix errors when viewing certain MSG email files.
Fix no error message shown when importing Timesheet records and specifying a non-timebilling user by initials.
Fix potential error when importing users from spreadsheet.
Fix attachments were not detatched and saved when appropriate option set on Upload Document page.
Fix copying an Account in Finance module also copies the External ID.
Other Changes
Automatically clear data in Trust Bank Rec Adjustment dialog when creating a new adjustment.
Add a Create Blank Invoice button to the Create Invoice page.
Improve layout of Document Edit / View page.
Add download URL for Document on Edit / View page.
Reduce number of listed invoices on the Receipt Register, so they do not take up as much room.
Add hint message in the Related Matters top of the Matter page to search for all matters relating to the primary client.
Added a Recovery Record view (previously a read-only Expense Recovery could not be saved, but had editable fields).
Add warning and validation messages to Disbursement page if the selected contact is not a Supplier or a Client.
Remove unused bulk actions drop down on Time Billing Register.
No longer show a warning against Document Pack imports if there are no templates contained in it.
Add a notification and button to remove special characters (eg: < > & #) from fields. These fields can cause security problems.
Updated to current version of WebDAV component (which allows MS Word to load and save documents in Wise Owl databases).
Updated to current version of all 3rd party components.
Disable all fields on the Create Document from Template page after the Create Document button is clicked.
Rename Trust Receipt Description field to Reason.
Add system setting to include Draft records on the New Invoice page by default.
List of documents shown on the Matter Documents tab includes all documents when less than 50 documents on the whole matter.
Add error message to New Trust Receipt if the matter's primary client has no valid addresses.
Improve performance of the Documents Select Template Fields page when loading list of fields - list is now pre-computed and cached.
Allocate Documents page now shows documents without matters by default.
Added warning message to all register pages when both Matter and Contact are entered, but the Contact is not Primary Client on the Matter.
Invoices which are linked to Draft Disbursements are now shown on the Edit Disbursements page.
Improve responsiveness of background task scheduler if there is an error.
Add system settings to control the number of documents and date range on Allocate Documents page.
Warning message about docs without a matter on Documents Register and Allocate Documents page now has a link to show all affected documents.
Add warning message on New / Edit Receipt page for Date field if it is in the future.
Add validation message to New Document Template if the template file format is not supported.
Show users a message if one of their favourited reports is deleted.
Improve layout of Trust Bank Rec print function when bank rec is not yet complete.
Improve performance when saving Contacts or Matters with large numbers of custom fields.
Improve performance when creating documents against Matters with large numbers of custom fields.
Improve performance loading Document Register with large numbers of documents.
When creating a zip file for documents, add validation to prevent adding documents from different matters.
Add additional SSL certificate to internal whitelist when communicating with Wise Owl Legal admin server. This fix was included in Wise Owl 3.2.2.
Improve error messages when doing a mail merge.
Improve support for Lets Encrypt free SSL certificates.
Importing Invoices via spreadsheet no longer requires a ContactNumber field; the Matter Primary Client is used by default.
Change default when importing to be Upload a File.
Change earliest dates allowed on imported spreadsheets to be 1900 instead of 2010.
Show error notification for Document Templates missing from server.
Proactive checking in overnight job for missing / orphaned Document Templates.
Reports
Added missing Receipt Date field from Trust Receipt report.
Add deposit details to Trust Receipt reports.
Show correct addresses on Trust Receipt reports.
New EFT Advice report.
Trust Cheque and EFT Advice have details of nominated Signatory users.
Add firm details to Trust Cheque and EFT Advice reports.
Add Trust Bank Account details to Invoice reports.
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Manual Changes Required for Installation
None.