Release Notes for Version 3.5.0

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

Description

Outlook Helper Plug-In for Documents module.

Outlook Helper Plug-In
- Will be deployed to clients after training and validation is completed.
- Numerous internal changes to support the Outlook Plug-In
Add support for basic maths in numeric fields (eg: 10+20)
- Activate by typing your equation starting with "=" or "+" (eg: "=10+20" or "+10+20")
Added Document Template Preview.
Added Timesheet Register filter button to show today's time.
Improved sorting of items in drop down lists.
Added setting to control if a Responsible Lawyer is required when creating or editing Matters.

Improved sorting and arrangement of Lists buttons and page.
Improved security as per Intuit security review.
Change order of columns on Document Register.
Date fields will show calendar when down arrow is pressed.
Improve labelling of Document Metadata Save button.
Improve labelling of fields on New Document from Template page.
Added button to Invoice page to create a new Invoice.
Invoice line item Description field is now multi line.
Show warning when importing Document Pack if the Doc Group has no Matter Type - as the templates uploaded will not be usable.
Added list of PDF Form fields against documents, and download PDF with names stamped near each field. Prelude to supporting PDF Forms as document templates.
Added an option to select a default Trust Account for each user.
Improved QuickBooks Online linking of Invoice and Purchase Items - no longer need to have different names for an Invoice & Purchase Item.
Improve error messages on Trust Transfer to General page.

Fixed allowing merging contacts into themselves.
Fix potential bugs when creating Trust Accounting transactions when multiple people are creating transactions at the same time.
Fix validation errors for Contact Address, Phone and Email where not highlighting fields correctly.
Fix error when importing Document Pack if document file name contains invalid characters.
Fix validation error on Contact External Accounting Name does not disappear.
Fix incorrect calculation of tax amount against Adjustment Notes.
Fix Matter Document folder not created when importing matters from excel spreadsheet.
Remove unsupported SMS code option for two-factor authentication.