Release Notes 2.0.15.0

Release Notes for Version 2.0.15.0

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

Description

Add Invoice Tax Code to disbursements. Trading As field to Contacts. 

New Features

  • Add Trading As field to Contact. This field also appears on printed Invoices and Pre-Bills. Allows more information to be recorded especially for individuals trading under a business name

  • Add Invoice Tax Code against disbursements. Sales Tax Code now propagates through to Invoices when billing disbursements. Allows user to specify if there is GST on the billing portion at the time of making the disbursement

Bugs Fixed

  • Fix unable to save a user if their Active Directory linked user has been deleted. Enables easier deletion of past users

  • When Confirming, Approving or Deleting a Disbursement or Invoice after making changes, a do you want to save prompt appears. This fix applies to other pages, but the Disbursement and Invoice pages caused the most problems. Ensures that changes you have made will not be lost when selecting Confirm/Approve before saving.

  • Fix incorrectly noting a duplicate invoice number after save when entering a manual invoice number. Removes incorrect error message.

Other Changes

  • Moved Delete Client and Close / Archive Matter buttons to the bottom right of pages. Reduces risk of users accidentally selecting these options

  • Add Total to the summary of time entered today. Total = Billable Time + Non-Billable Time. Note that adjustments are excluded. Today's Statistics on the Time Register now show a total amount of time entered for the day

  • Matter pick lists only show Open and Closed matters for data entry pages. Register, Search and Report pages include Archived matters as well. Reduces risk of accidentally entering data for an archived matter

  • Change Launchpad, Finance and Time Billing Register links for unsubmitted time and fees to only show unsubmitted time, not all previous time entered. Draft Time message link will now take you to only draft time entered and not all unbilled time previously entered. 

Manual Changes Required for Installation

  • None.