Release Notes 2.0.12.1

Owned by Former user (Deleted)
Last updated: May 19, 2022 by Jessica Clark (Unlicensed)
3 min read

Release Notes for Version 2.0.12.1

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

Description

Simplified security, invoice printing and import finance transactions.

New Features

  • Add drop down of report layouts to print invoices.

  • Add default detailed invoice layout.

  • Add new right 'Amend Time and Fees' to allow users to edit time and fee records for any user, but not edit other user data in other parts of the system.

  • Simplified security matrix.

    • Export security matrix from role list page.

    • Import security matrix using xlsx spreadsheet functionality.

  • View sensitive report right and allow flagging reports as sensitive.

  • Import of Fixed Fee Records from xlsx spreadsheets.

  • Import of Expense Recovery Records from xlsx spreadsheets.

  • Import of Disbursements from xlsx spreadsheets.

  • Import of Invoices from xlsx spreadsheets.

  • Add list of matter types report.

  • Change Individual or Company field on contact to Legal Entity Type with user editable list.

Bugs Fixed

  • Fix poor error message when selecting invalid matter type.

  • Fixed mis-aligned header and data on Expense Recovery Register table.

  • Fixed typo when confirming time data entry.

  • Fixed up-arrow action to direct to Appliance Settings for jurisdiction and matter type lists.

  • Fixed matters not able to be closed from the search page.

  • Fixed quantity field having no affect on read-only disbursements detail page.

  • Fixed unable to rename report slots.

  • Fixed unable to import matters to Reckon if their external name contains a colon ':'.

  • Fix unable to save user with no time billing access.

  • Fixed unable to reverse trust payments of an overdraw due to incorrect overdraw calculation on reversal.

  • Fixed problem where a disbursement deleted when in confirmed status is not actually deleted and remains in a limbo state forever.

  • Fixed bug where new database scripts were applied to a database upgrade.

Other Changes

  • Allow deleting invoices once posted to accounting system.

  • Allow resolving all errors from accounting system.

  • When an error is detected on an Invoice or Disbursement, automatically change to status to Approved / Draft respectively so the error can be corrected.

  • Allow back dating charge rate table changes before most recent time entry. Still cannot back date before last charge rate entry though.

  • Display details on WIP report in same order as shown on invoice (Professional fees, Recoveries, Disbursements).

  • Enable browser spell checking on additional fields on Edit Contact page.

  • Improve formatting of fixed fee items on big pick list page.

  • Improve layout of reversal dialog.

  • Improve wording of error message on Reckon Web Connector.

  • Improve time billing rate code related error messages.

  • When searching for transactions by matter, date rage will include all data entered based on the matter creation date.

  • Improve formatting of steps when creating invoice.

  • Add accounts email address to help desk page.

  • Include minimal list of rate codes.

  • Allow importing duplicate transaction records via xlsx spreadsheets.

  • Apply payments against invoices from Reckon to disbursements, then recoveries and finally professional fees.

  • Improvements to Reckon setup hints / messages. 

  • Change all admin / support users to not require two-factor authentication codes on a regular basis.

  • Add 2013 copyright range to bottom of all pages.

  • Changed user email address to be optional and non-unique. If user has no email address or is shared with another user, they cannot use self-help password recovery.

  • Change report logos to not grow - so Crystal shows custom logos correctly.

  • Add a button to show all validation errors at the bottom of a page.

  • Add auto-refresh to Active User list page and Recent / Pending Data Import page.

  • Improvements to page load times across all pages.

  • Change message shown when deleting invoices.

  • Update Terms of Use legal page.

  • Remove linked systems which are not active yet from helpdesk page.

  • Changed default date ranges of several trust reports to be more useful.

Manual Changes Required for Installation

  • None