Release Notes for Version 3.5.0

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

Description

Outlook Helper Plug-In for Documents module, support basic maths in financial transactions, Trust overdraw improvements.

New Features

• Outlook Helper Plug-In

  • Will be deployed to clients after training and validation is completed.

  • Notification / Nag message shown on Launch Pad, Document Register and Document Upload pages.

  • Numerous internal changes to support the Outlook Plug-In

• Add support for basic maths in numeric fields (eg: 10+20)

  • Activate by typing your equation starting with "=" or "+" (eg: "=10+20" or "+10+20")

  • Use "up arrow" key to recalculate.

• Added Document Template Preview.

• Added Timesheet Register filter button to show today's time.

• Improved support for editing and saving of large invoices (with over 100 line items).

• Added support to correctly mark a Disbursement Line as "unbilled" when it is removed from an Invoice. 

• Improved sorting of items in drop down lists.

• Added setting to control if a Responsible Lawyer is required when creating or editing Matters.

• Added setting to nominate a default Responsible Lawyer used when creating Matters.

• All emails are now sent via the Wise Owl Admin Server - Wise Owl no longer requires client email account details.

• Added setting to control which External Accounting records are posted - particularly useful during new Accounting System activation.

• Detected Trust Receipt overdraw caused by receipt clearance and include message directing user to clear the receipt to avoid overdraw.

• Added default trust signatory fields as system setting.

• Added trust signatory fields to Trust Matter Transfer page.

Other Changes

• Improved sorting and arrangement of Lists buttons and page.

• Improved security as per Intuit security review.

  • Fixed Cross Site Scripting vulnerability.

  • Added Document Upload size and rate limits (and ways to bypass them).

  • Added validation of document type by file extension and content - so you cannot upload malicious files as a JPEG.

  • Brought default security base line up to current industry standards - versions of Internet Explorer older than 11 are no longer supported.

  • Prevent caching of privacy sensitive data, based on setting.

• Change order of columns on Document Register.

• Date fields will show calendar when down arrow is pressed.

• Improve labelling of Document Metadata Save button.

• Improve labelling of fields on New Document from Template page.

• Added button to Invoice page to create a new Invoice.

• Invoice line item Description field is now multi line.

• Show warning when importing Document Pack if the Doc Group has no Matter Type - as the templates uploaded will not be usable.

• Added list of PDF Form fields against documents, and download PDF with names stamped near each field. Prelude to supporting PDF Forms as document templates.

• Added an option to select a default Trust Account for each user.

• Improved QuickBooks Online linking of Invoice and Purchase Items - no longer need to have different names for an Invoice & Purchase Item.

• Improved QuickBooks Online validation of account types - so you cannot accidently link an Income account to and Expense account against Invoice / Purchase items.

• Improvements to QuickBooks Online integration so unimportant errors are less prominent.

• Added instructions on how to fix common QuickBooks Online errors on the External Accounting Previous Activity page.

• QuickBooks Online is only checked once per hour for cancelled / reversed cheques - to prevent too many requests to their API.

• Improve error messages on Trust Transfer to General page.

• Improvements across Register Pages to check when searching with illogical combinations of filters.

• Disable Delete Invoice button when receipts have been applied against it - must delete receipts first.

• Add warning on Document Register when too many documents have been selected for a Bulk Action.

• Audit of matter visibility in drop down lists: 

  • Register pages can see all matters; archived and closed searched more slowly.

  • Documents pages can see closed matters, to allow documents to be added after a matter is closed.

  • Financial data entry pages only see open matters.

• Receipts may be applied to Approved Invoices via Excel Imports to assist data migrations.

• Document Groups now have own page to allow more functionality.

  • Cannot remove a Document Group if there are Document Templates associated with it.

• Allow changes to your IP address whithin the trusted list of IP addresses - should reduce the number of "garbled login" errors.

• Remove all overdraw errors from occuring with Transit Funds - this is not possible to overdraw as funds are never banked.

• Tweak fields reset after Document Create button is clicked.

• Confirmation is now required when changing the Primary Client of a Matter.

• Add message describing purpose of Contact Relationships tab.

• Changing the Recovery Item field no longer overwrites amount, quantity and notes fields.

• Added new Primary Client filter to Trust Register.

• Always show the Summary by Fee Earner report against Invoices, even if it is not Approved or Confirmed.

• General improvements to layout of Matter Create and Edit pages, including allowing more Fee Earner users to be set against the matter.

• Add validation error for duplicate Trust Cheque numbers.

• Moved QuickBooks Online company details to tab on QuickBooks Online settings page - to detect if connection to QuickBooks Online is working.

• All validation error messages are logged for improved diagnostic and troubleshooting by Wise Owl helpdesk.

• Improvements to deployment scripts for new Wise Owl databases.

• Hide EFT fields on Trust Transit transactions.

Reports

• Invoice report stored proc new field: AmountPaidIncThisInvoice

• CustomerStatement stored proc new fields: General and Trust back account details

• Gemma to make futher notes if needed

Bugs Fixed

• Fixed allowing merging contacts into themselves.

• Fix potential bugs when creating Trust Accounting transactions when multiple people are creating transactions at the same time.

• Fix validation errors for Contact Address, Phone and Email where not highlighting fields correctly.

• Fix error when importing Document Pack if document file name contains invalid characters.

• Fix validation error on Contact External Accounting Name does not disappear.

• Fix incorrect calculation of tax amount against Adjustment Notes.

• Fix Matter Document folder not created when importing matters from excel spreadsheet.

• Fix Document Template folder not always created.

• Remove unsupported SMS code option for two-factor authentication.

• Fix incorrect wording for "Print Transfer Report" button on Trust Transfer.

• Fixed several minor spelling errors.

• Fix incorrectly detecting duplicate Document Templates when templates are named the same in different Doc Groups.

• Fix Document Register fields sorting - some fields did not sort correctly, others are unsortable and are now removed.

• Fix incorrect permissions for Document Template usage on Document Template Register.

• Fix accidental submission of New Invoice page when changing the page size - affects large invoices.

• Fix incorrect sort order defined for Contact Address, Phone and Emails on Excel Import - could also affect reports which depend on the sort order.

• Fix reverting to plain text formatting when mail merging a document with formatting on the merge field.

• Fix not checking for duplicate contacts by name when importing via Excel.

• Fix error where username and password is remembered by web browsers - eg: on Trust Reversal approval, and Change Password pages.

• Fix exception message when previewing a Document which is not a valid docx file.

• Fixes to reset script for External Accounting system - used when changing Accounting Systems.

• Fixed Timesheet data entry errors correctly shown against the "!" icon.

• Fix QuickBooks Online tax calculation issue when multiple lines present on a Disbursement - caused by different tax calculation and rounding algorithms used in QuickBooks Online and Wise Owl Legal.

• Fix Create Document From Template page to reset Originator, Owner, Keywords and Template fields after document(s) are created.

• Fix calendar / datepicker control to use "PgDn" button instead of "3" on numeric keypad.

• Fix Trust Receipts are cleared at the scheduled clearance date rather than right now - otherwise causes incorrect overdraws for back dated trust transactions.

• Fix bug where a Trust Cheque Reversal incorrectly shows the Print EFT Advice button.

• Fix bug triggered by re-ordering and removing Contact address / phone / email fields.

• Fix bug caused by not entering all Trust Account prefix fields.

• Fix incorrect validation error message when creating a new Adjustment Note due to sub-cent rounding errors.

Manual Changes Required for Installation

• None.