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Release Notes for Version 2.0.20.0

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

Description

Improvements to Support / Feedback page and filters on finance registers.

New Features

  • Improvements and additional fields added to the Support / Feedback / Contact Helpdesk page.
    • Can paste screenshots directly from Snipping Tool / Printscreen
    • Can opt-in / opt-out of privacy and remote access. Defaults are controlled via an Firm Appliance Setting.
    • Add Web Address field to capture more details about errors.
  • 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.
  • Add summary of filters to the bottom of each finance register page (Invoice, Disbursement, Receipt, Recovery and Time Registers)

Bugs Fixed

  • Fix Receipt Clear External Error action did not actually save.
  • Fix Trust Reversal buttons are clickable even when appear to be disabled. Note that the reversal would not actually go through when disabled.
  • Fix can remove all line items from an Invoice or Disbursement.
  • Show error message on Search / Register pages if dates are entered backwards (ie: date from is after date to).
  • Fix auto-override of rate when editing an old Timesheet record via the Details page. User must opt into auto updates by checking a box. Checkbox is untecked by default so the rate amount does not unexpectedly change.
  • Fix unconfirmed receipt count shown on Receipt Register page to correctly match Draft status.
  • Fix Security Matrix import fails if an unknown Right is listed.
  • Trust Overdraw Reversal - fix incorrectly shown error message if no bank rec has ever happened.
  • Fix Reckon Web Connector bug which may not always revert a Disbursement to Draft status if an error occurs.
  • Fix posting duplicate records to Reckon Accounts does not work if 2 or more duplicate are in Reckon already.
  • Fix invalid email address on Support / Feedback Request causes an error page.
  • Fix crash on Edit Invoice page if no Invoice Statement Report exists.
  • Fix unable to delete an Invoice when receipts have been posted against it and receipts are deleted (Invoices can now be deleted once all receipts are deleted).

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.
  • New Receipt page - removed Related Contacts option when searching for Invoices as this scenario is not supported by Reckon Accounts.
  • Reports added:
    • Archived Matters 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)

Manual Changes Required for Installation

  • None.
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