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Release Notes for Version 3.7.0

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

Description

Improvements to document templates including PDF merges. Address per Matter Branch.

New Features

  • Support to mail merge editable PDF documents.
    • Can upload PDFs as well as Word (docx / dotx) files as Document Templates.
    • Support for mapping Wise Owl mail merge fields to PDF fields.
    • Functions to find and identify PDF fields.
    • Support for importing PDF templates via doc packs.
  • Page to allow re-printing a user's login and password.
  • Add reminder to all Register / Search pages of the search criteria chosen, or if no parameters are entered at all.
  • Add additional fields (Issue Date, Form Source, Advice Source) against Document Templates.
  • Add button against Matter Fee Earner list to allow copy down of one Lawyer to all roles of a matter (introducing, responsible, etc). 
    • A system setting allows the Lawyer to be automatically copied down.
  • Add user configurable defaults for default Contact Details (eg: address types and phone number types pre-listed)
    • Allows validation that particular details must be entered.
  • Add Address fields to Matter Branch.
    • Fields are available on selected reports based on an opt-in Appliance Setting.
  • Add function to copy numerals to words on Conveyancing custom fields.
  • Add support for custom fields against users. This is to support various external codes, username and ids for lawyers.
  • Add function to enter receipts based on QuickBooks Online bank feeds. This is in early testing phase; available to select clients only.
  • Add Document custom field - allowing you to select a document to associate against custom fields.
  • Add new Trust Authority Signed (date) field to Matter.

Other Changes

  • Increased Fixed Fee Item name field to 1000 characters (to match data entry).
  • Wording changes to change / set password pages.
  • Logins from the Outlook Helper are now audit logged.
  • Validated SQL Server 2017 compatibility.
  • Allow users to keep the Matter / Template selected on New Document from Template page.
  • SAI Global searches always record and notify the user who initiated the search; lawyers listed against the matter are only notified if there is an unexpected error.
  • Add reference to Action Item report on Launchpad.
  • Improvements to math calculations in fields to prevent dates triggering calculations (eg: 2018-02-04 could be a date or a formula).
  • Move Matter Branch List page off big lists to its own separate page.
  • Wording changes to the Trust to General Transfer page and EFT Ref Number appliance setting.
  • Add Trust Bank Adjustment "A Cheque has been entered in my Bank Account that I will fix next month".
    • Trust Bank Adjustments are now searched by keyword rather than by number.
  • Prevent importing or creating users with no roles or rights, as this prevents them from even logging in.
  • Users must tick a confirmation box if they enter a receipt in the future.
  • Added Search SAI Global button to Disbursements register.
  • Added down icon against all tabs in application.
  • Wording changes to no search results message.
  • Improve formatting of SAI Global error messages.

Reports

  • User Login Statistics report - to show usage statistics of Wise Owl databases.
  • Matter File Cover report can be accessed from the normal Report page (as well as the Matter page).
  • Matter List report - add variation to show File Open Statistics by Open Date and Matter Type.
  • Add Deleted Transactions report.
  • Add signatory fields to Trust to General Transfer reports.
  • Unpaid Invoices report - debtors style report at a particular date.
  • Open Invoices report - now reverts to having no date, showing details at the current date.
  • Staff Productivity reports - by month, quarter and year showing comparison between two periods.
  • Fix bug in Action Items report - prevented overdrawn Trust Matter Ledger being shown.

Bugs Fixed

  • Fixed loading list of Merge Fields can timeout.
  • Fixed removing Time Sheet rows.
  • Fixed Invoice Professional Fee Items are not validated correctly.
  • Fixed SQL Server 2017 specific errors on Diagnostics page.
  • Fix inline images in Email Document Attachments not saving.
  • Fix Edit Contact page is loaded without Contact Number and can sometimes show an "ambiguous contact" page.
  • Fix Trust to General Transfer page can sometimes get confused about EFT vs Cheque payment type.
  • Fix selection problems for Dropdown lists.
  • Fix QuickBooks Online to cope better when a transaction (Invoice, Disbursement, etc) is posted twice.
  • Fix validation of unpaid Disbursements when entering receipts. Disbursements MUST be paid before you can receipt money against them. 
  • Fix custom field column layout to correctly display group headings.
  • Fix finance "Post Up To" appliance setting for "Everything".
  • Fix errors if Document file name is invalid.
  • Fix crash if email attachment name has "@" character.
  • Fix "p" jumps to two Tabs on Appliance Settings.
  • Fix errors if SAI Global connection cannot be established.
  • Fix bug on Create User page which causes crash if user selects no roles.

Manual Changes Required for Installation

  • None


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