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Release Notes for Version 3.4.0

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

IMPORTANT

This release is not yet public. Any release notes are subject to change.

IMPORTANT

Description

April 2017 update.

New Features

  • Finance Register page added to search through all finance entities with many filters, link is found on the finance index page.
  • Appliance settings now contains a tab with just links to editable lists and other settings pages containing lists.

Bugs Fixed

  • Fixed issue where you could press submit multiple times, debounce timer is now 6 seconds.
  • Import details screen now won't constantly refresh when an import is cancelled.
  • On an error one of many Image based custom fields on a page, all will show the error to be clear that you will need to insert the images again.

Other Changes

  • Document register, now has a search parameter for matter contacts separate from the primary contact filter.
  • Performance improvements to Launchpad page by making the matter list load separately.
  • Import details now has a button to the 'Queued and Recent List'.
  • Background tasks have been extended to run until 9pm.
  • System backup times have been adjusted based on the new longer hourly task run time.
  • The Invoice edit page now has a warning for when the set invoice date is after the system setting amount of days after the current date. This is also a new system setting.

Reports

  • Indeed.

 

Manual Changes Required for Installation

  • None.

 

TODO: update with any changes made after 19/04/17 

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Code changes (in code order):

  • Quick Books Online; add error handlers for invoice and purchases
  • Quick Books Online; add system setting for duplicate disbursements
  • Quick Books Online; add validation errors before attempting to post
  • select fields; change collection input to be a modal not browser 'prompt' prevents ignoring the popup and braking the page
  • excel import now support importing simple and some complex system settings
  • doc template; missing on disk message added on edit page and register page (similar to documents)
  • external accounting systems now can be pushed to task past 20 actions, perf reasons
  • now logs more database errors
  • Quick Books Online processor; now has a query service that pages and caches results for perf reasons
  • excel data importer; receipts can't be negative
  • excel data importer; custom field import message when a reference is imported after a use
  • external finance system; external activity can now set individually whether the entry should be linked or resolved, with system setting, for transaction entires with a dropdown
  • fix for Quick Books Online company details not fetching corretly
  • system settings import checks for existence of references (rewrite: 4864)
  • system settings: passwords and image importing
  • Quick Books Online perf; cache pagination of entire pages
  • fix licence not updating pages when updated (cache service)
  • site settings; fix email server password from being displayed as changing on page save
  • external accounting related wol items now correctly blank the external id on clone
  • improve Quick Books Online error messages to give more information on what can be done to fix the problem
  • fix bug with msg emails not correctly fetching attachments
  • excel import now has security matrix reset sheet type
  • Quick Books Online; spend money processor (**WHAT KIND OF OBJECT IS THIS**)
  • fix weird doc bug where the url entry for docnumber was overwriting the internal value
  • contact edit; added warning for when the first address isn't the newest
  • fix mailmerge filename in log messages and warnings
  • prevent documents from being assigned to archived matters
  • fix error sometimes occurring when no balance database record exists when overdrawing with a matter transfer
  • user access report added
  • fix invoice report to correctly display all entries even without a trust matter balance
  • add trust matter transfer report for a single transaction
  • external finance; prevent error that occurs when the entry changes between post and validation
  • prevent trust ref sequence letter part from containing numbers
  • fix bug on msg view page when attachments aren't in the standard format or in order
  • Reckon Accounts posting; a fix to account names sometimes not correctly posting (xml encoded)
  • state government levy copy action now copies at 5 decimal places
  • fix to displaying trust payment matter balance not displaying until you enter an amount
  • fix typeahead on certain kinds not following id value convention
  • onbeforeunload now 6 seconds
  • typeahead now displays a message when no results are found
  • disbursement create; 'pay to contact' field now only shows suppliers in typeahead
  • matter primary client now cannot be changed if there are disbursements or invoice confirmed for the matter
  • excel importer now allows 'province' and 'provence'
  • excel importer; allow better durisdiction look ups based on matter type import
  • excel importer; allow nobody user to match in import
  • excel importer; prevent accidental creation of named report slots in report packs
  • client summary based reports now correctly show on un-confirmed lists
  • update external finance system messages to be less generic now Quick Books Online exists
  • mail merge; error messages improved on incorrectly formed documents
  • general receipt and trust receipt now have matter relines
  • with no accounting system, confirmed actions are post actions because there is no need to wait on an external system, with messages when this is the case before the user confirms
  • internal auth now allows users to optionally expire at a given time
  • total owed added to each section of the client summary
  • excel importer; fix date importing, also fix white space detection with custom fields and matter types
  • excel importer; add warning when a sheet doesn't have anything to import
  • excel importer; allow contacts with invalid names to be imported with an opt-in field
  • excel importer; allow matter import to not have a name or relines
  • excel importer; allow cancellation of import
  • matter edit; branch drop down only shows if non-blank values exist
  • fix bug with multiple people creating matters, documents or invoices at the same time
  • excel importer; add columns for matter contact type mail merge codes / aliases
  • excel importer; added sheet to merge one contact into another, removes the first contact all together
  • doc template register; improved layout of action buttons
  • typeahead now has smarter sorting with reference to inactive elements
  • external accounting; receipts are now posted to systems per receipt-line rather than in bulk, this applies to Quick Books Online and Reckon Accounts
  • doc template; add file path for power users
  • Quick Books Online; fix handling of unusual duplicate cases when fetching from Quick Books Online
  • receipt line view is readonly when external id is error (its also readonly when posted)
  • Quick Books Online; added receipt posting
  • increased the size and colour of the appliance settings firm contact warning
  • fix bug on matter edit page when fee earners are not set
  • added work around for desktop chrome date fields not using the correct format
  • excel importer; allow importing the receipt line number
  • added system setting and conditional formatting and warning based on size of trust payments
  • contact create/edit now checks for duplicate first/last name or duplicate contact name
  • fix for the matter list report contacts work fax not correctly being fetched
  • fix for browser validation from incorrectly tagging input fields as required
  • removed non-primary client from matter list report
  • matter edit; document list tab now uses a better date format for the range fields
  • invoice edit; added warning on date field if its greater than now plus systems settings days
  • doc register; matter contact now checks all instead of the first one
  • Quick Books Online removed blue dot menu
  • Quick Books Online; posting adjustment notes is now similar to how Reckon Accounts does it
  • fix bug in helpdesk email from mis-using the email server password system setting
  • Quick Books Online; 'apply adjustment notes' are now being posted
  • improve update notification message
  • added report slot for General Cheque, button on the disbursement view/edit page
  • prevent error when msg view page is opened when images don't display (only occurrs when using apple outlook generated emails)

 

 

 

 

 

 

 

 

 

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