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Release Notes for Version 3.4.0

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

Description

June 2017 update - Quick Books Online Integration

New Features

  • Quick Books Online:
    • Updated to post and query for all the remaining financial types similar to Reckon Accounts.
    • Added system setting for the default duplicate transaction actions by transaction type.
    • Greatly improved validation errors and warnings shown after a posting attempt.
    • Caches and paginates query results for improved network usage and performance.
    • Removed the Intuit blue dot menu on the settings page.
    • Changed requirements for transaction entities to validate that CustomTxnNumbers is set to 'No' for the company.
  • With no external accounting system configured, confirm actions are automatically post actions because there is no need to wait on an external system, messages a shown when this is the case before the user confirms.
  • External Accounting Systems can now post matter branches
  • Finance Register page added to search through all finance entities with many filters, link is found on the finance index page.
  • Appliance settings now contains a tab with just links to editable lists and other settings pages containing lists.
  • Excel data import now supports importing all of the simple and some advanced system settings via xlsx file. It can also import small images and passwords.
  • Excel data import now has a sheet type for resetting the security matrix, requires a special user right.
  • Excel data import now has a sheet type to merge one contact into another, which removes the first contact all together
  • External accounting systems with relation to receipts will now post systems per receipt-line rather than per receipt, this applies to Quick Books Online and Reckon Accounts.
    • This causes the receipt line view page to be readonly when posted and also readonly when an external id has an error.
  • New system setting added for ignoring a users' two-factor on password reset screen.

Other Changes

  • Document register, now has a search parameter for matter contacts separate from the primary contact filter.
  • Performance improvements to Launchpad page by making the matter list load separately.
  • Import details now has a button to the 'Queued and Recent List'.
  • Background tasks have been extended to run until 9 pm.
  • System backup times have been adjusted based on the new longer hourly task run time.
  • The Invoice edit page now has a warning for when the set invoice date is after the system setting amount of days after the current date. This is also a new system setting.
  • Document templates now have the missing on disk message added on edit page and register page similar to documents.
  • Added the option to allow external activity can now set individually whether the entry should be linked or resolved, with system setting, for transaction entries with a drop-down for any external finance system.
  • Contact edit page now has an added warning for when the first address isn't the newest by date.
  • Documents now cannot be assigned to archived matters.
  • Settlement Calculator 'state government levy' copy action now copies at 5 decimal places.
  • The disbursement create page's 'pay to contact' field now only shows suppliers in type-ahead drop-down.
  • Updated external finance system messages to be less generic now that Quick Books Online exists.
  • Users using internal authorisation now can optionally expire based on time.
  • The excel data importer:
    • now allows both 'province' and 'provence' spellings on import as a column heading.
    • now has better jurisdiction look ups based on matter type import.
    • now allows nobody user to match in import.
    • now prevents accidental creation of named report slots in report packs.
    • added a warning when a sheet doesn't have anything to import.
    • allows contacts with invalid names to be imported with an opt-in field.
    • allows matter import to not have a name or relines.
    • added columns for matter contact type mail merge codes / aliases
    • users are defaulted to active after a data import
  • The document template register now has an improved layout for the action buttons.
  • Type-ahead drop-downs now have a smarter sorting algorithm with reference to inactive elements.
  • Increased the size and colour of the appliance settings firm contact warning.
  • Added system setting, conditional formatting and warning with relation to the size of trust payments.
  • Improved the Wise Owl System update notification message.
  • Added warning message about image ratio when updating the custom Crystal Report Logo about preventing image scaling issues in reports.
  • On receipts and disbursement pages now only disable - not remove - report slot buttons if no report is assigned to the slot.
  • Disbursement receipt view page print button will no longer show on create and will now only show on cheques.
  • Updated text on the trust matter transfer page's report button to "Print Transfer Report" and fixed bug related to line numbers
  • Added missing trust signatory options in the setting page
  • Added user right for logging into the future api
  • Trust Transfer To General page now has signatory fields and readonly EFT fields.
  • Improved labels on many of the trust pages, especially extra '#' characters.
  • Trust EFT transaction ref number is can now be input even when its not required.
  • Trust Register now shows receipt recieved from rather than primary client name in list.
  • Added a new audit event for when the external finance system reverts a receipt or adjustment note due to error.
  • Document edit page now displays the file type and extension

Reports

  • User Access report added.
  • Added a trust matter transfer report for a single transaction.
  • Fixed the Invoice Report to correctly display all entries even without a trust matter balance.
  • Client Summary based reports now correctly show un-confirmed entries.
  • The general receipt and trust receipt reports now have matter relines added.
  • Total owed added to each of the unconfirmed/confirmed/posted sections of the client summary report.
  • Fix applied for the matter list report contacts work fax not correctly being fetched for reports.
  • Removed non-primary client from matter list report.
  • Added report slot for a General Cheque report and added a button on the disbursement view/edit page.


Bugs Fixed

  • Added work-around for chrome desktop date fields not using the correct format, which doesn't affect mobile devices.
  • Fix to prevent browser validation from incorrectly tagging input fields as required.
  • Fixed issue where you could press submit multiple times, de-bounce timer is now 6 seconds.
  • Import details screen now won't constantly refresh when an import is cancelled.
  • On an error one of many Image based custom fields on a page, all will show the error to be clear that you will need to insert the images again.
  • Select field page now uses modal windows not the browsers prompt window, to ask for the collection index. This should fix when you say 'ignore future popups'.
  • Database errors are now more thoroughly logged.
  • Fix applied for Quick Books Online company details not being fetched correctly.
  • Fixed handling of unusual duplicate cases when fetching from Quick Books Online.
  • Excel data importing for custom fields now has an import message when a reference is used before it is imported.
  • System setting imports will validate against the existing list setting before saving.
  • Fixed an issue caused when the licence was updated which didn't trigger pages to update.
  • Fixed email server password from being displayed as changing on a no action page save for site settings.
  • External accounting related Wise Owl Legal items now correctly clear the external id on a clone action.
  • Fixed bug with outlook emails view page not correctly fetching attachments causing the page to render incorrectly.
  • Fixed bug with outlook emails view page when attachments aren't in the standard format or in order.
  • Fix an unusual document edit page bug where the the value in the url for document number was overwriting the internal value for the document.
  • The Mail merge process now correctly contains the previous filename in warnings and logs.
  • Fixed an error that sometimes occurred when no balance database record exists when overdrawing with a matter transfer.
  • External finance integration now prevents an error that occurs when the entry changes between post and validation.
  • Bug fix for preventing a saved trust reference sequence letter part from containing numbers.
  • Added a fix to Reckon Accounts posting for account names sometimes not correctly posting, added xml encoding.
  • Fix to displaying trust payment matter balance not displaying until you enter an amount.
  • Fix added to the type-ahead drop-down of certain kinds sometimes not showing results and now also correctly searches when pressing the down key.
  • Type-ahead drop-downs now display a message when no results are found, although it can still fill with results after a few seconds.
  • Fixed a bug related to changing the matter primary client if there are disbursements or invoice confirmed for the matter.
  • The mail merge process now produces improved error messages on incorrectly formed documents, and also logs the info to external file.
  • Added fix to the excel data importer for date importing and also fixed white space detection with custom fields and matter types.
  • The matter edit page branch drop down only exists if non-blank values exist.
  • Fixed bug with multiple people creating matters, documents or invoices at the same time causing one of them to fail.
  • Fixed bug on matter edit page when fee earners are not set and the matter is saved.
  • The contact create or edit page now checks for duplicate first/last name or duplicate contact name on save.
  • Matter edit page document list tab now uses a better date format for the range fields.
  • Document register parameter matter contact now checks all of the matters contacts instead of the first one.
  • Fixed bug in helpdesk email from mishandling the email server password system setting value.
  • Prevented error when an outlook email is opened when images don't display which only occurs when using apple outlook generated emails.
  • Fixed bug while editing a matter number so it now correctly moves the document folder
  • Prevent background scheduler from crashing on heavy site load.
  • Site settings page now prevents browsers from auto filling the email server password
  • Using 'extract all sub documents' on the document upload page now ignores inline attachments and fetches distinct values
  • Creating a template now correctly displays the warning and dark red document when the template is invalid.
  • Allow clearing an external id error even when the invoice or receipt is posted.
  • Fixed concurrent contact creation causing an error.
  • A matter with non-Latin/unicode characters can now correctly get results in the documents tab
  • Two or more contacts created at the same time now wait for the first one to complete (concurrency protection now in place).

Manual Changes Required for Installation

  • None.


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