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Release Notes for Version 2.0.4.0

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

Description

General availability release.

New Features

  • Early preview of finance module - invoicing and Reckon Desktop connectivity
  • Trust Trial Balance report
  • Show overdrawn matter ledgers and trust bank accounts on Launchpad and trust register
  • Show warning when trust bank balance is below a pre-defined amount

Bugs Fixed

  • Fix date pickers not working in some lists (eg: contact addresses).
  • Fix error message from trust reversal not showing.
  • Prevent forward dating trust reversals.
  • Fix duplicate email addresses for build in users during setup.
  • Fix trust transaction date not showing on view only transaction on some browsers.
  • Fix logout not removing user from active list.
  • Fix out by one day problem when dumping statistics or raw logs.

Other Changes

  • Add filters to data import record table.
  • Force users to click Search for Cheques when cancelling cheques.
  • Minor changes to wording and error messages.
  • Improvements to matter balances on trust receipts and payments.
  • Improvements to description copy-down on trust receipts and payments.
  • Trust reversals appear by default on bank recs.
  • Automatically update start date on trust register when a matter is selected such that all transactions are included.
  • Change Pay To field on trust payment to be free typing; no drop down.
  • Ensure matter transfers are included when searching trust transaction by single matter.
  • Hide reports which should not be accessed from the general reporting menu.
  • Improve address selection in reports.

Manual Changes Required for Installation

  • Add requestValidationMode to system.web/httpRuntime to allow particular properties to not be validated for malicious HTML.
  • Remove 51 Degrees references in config files.
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