Release Notes for Version 2.0.19.0

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

Description

Trust Bulk Transfer to General Function

New Features

• Added Trust Bulk Transfer to General page. Accessible in Finance module or Trust Register -> Transfer drop down.
• Added button on Invoices to manually close, even if payment not made in full (though, the recommended way to write value off an invoice is to issue an adjustment note)
• Added informational messages about outstanding data and transactions when closing a matter. Messages are similar to ones shown when archiving a matter, but are informational rather than validation errors.
• Added system setting to allow the default Contact Address Type to be configurable.
• Added a Billable / Not-Billable filter against the Time Register page.
• Added warning message on Receipt page when certain forms of funds are selected and the account is not undeposited funds.
• Added system setting to require Receipt dates to be within a certain number of days of the invoice date.
• Added function to re-sort invoice lines to default order. Can still manually change invoice line order via the up and down buttons next to line items.
• Added Contact Legal Name field.
• Receipts can be auto applied to invoices based on a system setting.
• Added search by Invoice Number field to New Receipt page.
• Added filter by Invoice vs Adjustment type to Invoice Register. And $ Owed as a new column.

Bugs Fixed

• Fix General Receipt printed report can sometimes duplicate line items.
• Fix errors running Matter List, Matters by Client and File Open Statistics reports
• Fix Customer Statement report includes data for other clients / matters when client or matter filter used.
• Fix occasionally needing to double click the Submit button on Time data entry.
• Fix error which prevented Users to be posted to Reckon as employees by truncating the Other Names field to a single character when copying to Middle Name in Reckon.
• Fix possibility the unapplied adjustment note message is shown on the Adjustment Note page when it is not possible to apply that adjustment note.
• Fix poor validation error message shown on Invoice Item page when a duplicate Linked User is created.
• Fix linked user was visible on invoice items when non-professional fees category was used. Selecting a linked user can cause an error for non-fee categories.
• Fix creating a matter with duplicate contacts causes a database error.
• Fix able to issue an invoice against an Archived matter.
• Fix able to set the Due Date on create now Disbursements via calendar button (field is read only).
• Fix able to set a date on a read-only date field via keyboard shortcuts.
• Fix billing summary, collection summary and fee summary reports to exclude Adjustment Notes.

Other Changes

• Allow creating an invoice as Confirmed or Draft.
• Show warning at the top of the Receipt Register if draft receipts are present.
• Zero value invoices are automatically closed after posting to External Accounting System
• Allow editing Matter Destroy date
• When checking for outstanding time against an invoice, only billable records are considered. Time records entered against a Non-Billable Task code are no longer considered.
• Fix wording of "Save Adjustment Note" button at top of page to be "Apply Adjustment Note", which is consistent with button at bottom of page.
• Change default account for Bank Deposit List report to show the first undeposited funds account instead of the default receipt account.
• Finance Summary tab on Matters now separates unconfirmed and confirmed invoices into a separate line. This is to be consistent with what can be receipted against.
  
• When matter status changes, web browsers now refresh their cache. So that Closed / Archived matters do not continue to appear in drop down lists.
• Fix wording of Country of Incorporation for company Contacts.
• Receipt audit logs now include External ID field (Reckon primary keys).
• Reckon Accounts qwc file template now requires unattended access for new data files.
• Moving report queries out of Crystal Report files into Wise Owl database to improve performance, and reliability of reports. Below report migrated now, others to follow as required:
  
  • Finance Transaction Listing
  • Matter List
  • Matters by Client
  • Invoices for Trust Transfer
  • File Open Statistics
  • Client Ledger
  • Customer Statement
  • Trust Matter Ledger
• Reports added:
  • Trust Statement (using Times New Roman font)
  • Trust Statement (using Times New Roman font for Letter paper)
  • Trust Statement Receipt & Payment Cols
  • Matter Archive Report - a combination of Client Ledger, Customer Statement and Trust Matter Ledger - for a single matter
  • Billing Summary By Type Of Law
  • Billing Summary List w Matter Name
  • Draft Bills List
  • Non-Billed Time Detail by Matter by FE
  • Billing by Status & Type Law Table
  • Billing by Type Law % Table
  • Billing by Type Law & Status Table
  • Billing by Type Law % Table w Type Law Name
  • Fees By Type of Law (3 levels of detail, variations for weekly and monthly date grouping)

• Reports changed:
  • Billing Summary
  • Billing Summary One Status
  • Cash Payments
  • Client Disb Report
  • Client Ledger
  • Collection Summary - now sorts correctly
  • File Open Statistics
  • Finance Transaction listing - now can be filtered by fee earner
  • General Receipt - now has Responsible Fee Earner listed
  • General Receipt List for Deposit
  • Test Report
  • Time and Fees reports - added client name
  • Time Detail by FE by Matt by Client
  • Time Detail by FE by Matt
  • Time Detail Daily
  • Trust Balance Listing
  • Trust Cash Receipts by Date
  • Trust Receipt - 3 Page
  • Trust Stale Balance
  • Trust Statement
  • Trust Trial Balance Alpha
  • WIP Detail
  • Trust Statement reports - now have Responsible Fee Earner listed

Manual Changes Required for Installation

• None.