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Release Notes for Version 2.0.20.4

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

Description

Improvements to Support / Feedback page, filters on finance registers and Running Balance on Trust Bank Rec, additional trust reportsBug fix for trust bank rec.

New Features

  • Improvements and additional fields added to the Support / Feedback / Contact Helpdesk page. 
    • Can paste screenshots directly from Snipping Tool / Printscreen Allows for easier upload of screenshots
    • Can opt-in / opt-out of privacy and remote access. Defaults are controlled via an Firm Appliance Setting. Allows Support to access computers to troubleshoot issues
    • Add Web Address field to capture more details about errors. Allows Support to help quicker
  • Show system update message to particular uses (based on Sees After System Update Notice right). Message should be dismissed by clicking the X; otherwise will remain for up to 7 days. Informs specific users of System Update 
  • Add summary of filters to the bottom of each finance register page (Invoice, Disbursement, Receipt, Recovery and Time Registers) Shows filters at bottom of search to remind user
  • Add a Running Balance on Trust Bank Reconciliation page.

Bugs Fixed

  • Changed Timebilling page to enter using faster drop down lists. To improve performance and data entry speed.

  • When Archiving a Matter, a checkbox is shown and a reminder to ensure no outstanding cheques in your external accounting system.

Bugs Fixed

  • Fix Trust Bank Rec does not allow stale reversed transactions.

  • Fix Adjustment Notes included on Finance Statement reports.

Other Changes

  • Normal users can no longer create a Trust Reversal before the most current bank rec. Wise Owl Helpdesk may grant access to users after appropriate training and authorisation.
  • Edit Typing Shortcuts list is available under its own Right (Edit Typing Shortcut List) to maintaining typing shortcuts without full access to all lists. Typing Shortcuts now exist on their own page
  • New Receipt page - removed Related Contacts option when searching for Invoices as this scenario is not supported by Reckon Accounts. Allows easier integration between WOL and RAB
  • Re-positioned the Auto Update Rate checkbox on Edit Time Record page.
  • Add a legend / key to explaining the meaning of status tags on the Trust Register

    Fix Charge Rates caused crash if more than two were left unspecified.

  • Fix Charge Rate incorrectly listed on some reports and pages.

  • Fix issue where Invoices are not always loaded correctly on Receipt page, if there was an error during data entry.

  • Fix validation error messages not shown when editing Charge Rate tables.

  • Fix occasional crash during New Contact.

  • Fix display of error message on trust overdraw on reversal dialog.

Other Changes

  • Time Sheet data entry page has a date and record limit to the number of records shown, to improve performance.

  • When a new Rate code is added, a notification is shown to prompt users to update the Global Charge Rates.

  • Update Wise Owl master certificate, in preparation for SSL certificate renewal of api.wiseowlegal.com.au.

  • Reports added:

    • Matters to Close report

  • Reports changed:

    • Matter File Cover - add Conflict Check fields.
    • Trust Balance Listing - migrated to stored procedure, add status filter, add contact fields.
    • Matter Archive Report - Add Archive Ref number
    • Trust Statement (TNR)
    • Trust Cash Receipts by Date - migrated to stored procedure, added reversed / reversal status against report transactions.
    • Trust Bank Trasfer layout changed

      None

Manual Changes Required for Installation

  • None.