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Release Notes for Version 2.0.12.6

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

Description

Additional reports and refinements.

New Features

  • Added Client Summary report.
  • Added Billing Name field to Contact. Field appears on various receipt, invoice and statement style reports.
  • Added WIP Summary by Responsible Lawyer report.
  • Added Invoice Payments report.
  • Added Client Ledger report.
  • Added Matter List By Client report.
  • Added landscape version of Trust Matter Overdrawn report.
  • Added 5 time billing based productivity reports.
  • Added summary details of finance module to Matter page.
  • Bulk resolve action on Previous Activity page in finance module.
  • Add Delete Report Slot function.
  • Add Delete Charge Rate function.

Bugs Fixed

  • Fixed some issues affecting data caching.
  • Fix client name field in Matter List With Statistics report.
  • Fixes for Matter Change Log report in preparation for final version.

Other Changes

  • Contact fields are automatically truncated to Reckon maximum field lengths.
  • Moved the Accounting Name to the top of contact page. Make it required if an External Accounting system is active.
  • All finance module registers sort by date, by default.
  • Add hint to Reckon integration when a duplicate item is detected on a list - likely caused because Reckon required names to be unique between employees, customers and suppliers.
  • Change the finance module icon to a dollar symbol.
  • Copy date from previous record when entering time.
  • Improved validation of contact address / phone fields.
  • Allow super users to delete standard reports, to allow for manual fixes.

Manual Changes Required for Installation

  • None
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