Release Notes for Version 2.0.16.0

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

Description

Reckon Adjustment Notes and duplicate ref numbers.

New Features

• Allow posting Invoices and Disbursements to Reckon Accounts with duplicate / non-unique ref numbers. Removes the error that stops transactions with duplicate numbers posting.

• Add posting of Adjustment Note to Reckon based on negative Invoice. Negative Invoices now post to Reckon as Adjustment notes Aids users in discounting or adjusting invoices 

• Add Invoice Adjustment Note, But Say, and Summ By FE invoice layouts to invoice page. These new reports will give added functionality to users when Billing

• Appliance setting against Contacts to allow / prevent a contact being designated both a Client and Supplier (to assist with accounting systems which do not allow the same name for a Customer and Supplier). Removes possibility of incorrectly assigning supplier to client related transactions and vice versa. Also removes issues with external accounting name changes

• Time billing statistics / medal allows you to select a day up to 7 in the past to see time statistics. Allows you to see time statistics for the last seven days

• Add information on hover on Time Billing Entry against Matter, Rate, Task and Fixed Fee Item. Allows user to easily see what was previously entered if interrupted midway through entry

Bugs Fixed

• Fixes to automatic overnight updates to ensure updates are applied successfully. Changes to the automatic updates to aid in their functionality 

• When posting to external accounts using the When Required setting, Clients are correctly loaded from Matters and Disbursements. Ensures that Clients will be posted if a matter or disbursement is made

• Fix General Finance Cheque to use new tax fields. Allows user to fill in GST codes for disbursements at purchase and to set a GST code for the billing stage

• Fix incorrect sort order by Client on Matter search page. Now sorts Matters alphabetically when sorting by Matter Name

• Fix Font-Awesome web font not loading correctly on some browsers. Aids in viewing all content on different browsers

• Fix trust receipt does not correctly display address when suburb is missing. Fix allows Suburb to be displayed even if it is entered in to the wrong field i.e. State field

• Fix Trust Receipt only uses Matter Billing Name, will now fall back to the Client Billing Name if no Matter Billing Name. Ensures there is always an appropriate salutation

• Fix non-billable time records listed on New Invoice page, which can cause an ugly error message if selected. Non Billable time will no longer appear to be billed

• Fix issues with Trust Bank Reconciliation when reversing Adjustment transactions. Ensures adjustments are not finalised until Bank Reconciliation is. This helps when a mistake is made on an adjustment 

• Fix occasional error where Web Connector says password is incorrect when it is not. Ensures external accounting link is not compromised

Other Changes

• Removed the Item Name prefix for Fixed Fee items on Invoices to prevent doubled up names (eg: Fees fees...) Removes the double up of descriptions in Fixed fees and invoicing

• Add system setting to store informational details about Reckon company file (computer, user, etc) Aids Wise Owl Legal Consultants in finding the Reckon Company file if issues occur

• Moved the Send Message feature to the top of the Tools menu. Makes it easier to access the Send Message feature

• Add additional web browser level security features to reduce likelihood of malicious content causing security breaches. Lowers the threat of security issues when using your web browser

• Add details of Matter's Client when creating an invoice. Gives more information for the user to ensure they are billing the correct client

• Metrics icon is hidden in menu bar if user has no access to it. Removes the Metrics icon from all users besides Super or Principal users
  
  

• Matters posted to Reckon no longer include the matter number as part of their billing address. As such, matter number will not appear on Invoice billing address any more. Previous matters posted to Reckon are unchanged. Removes matter number from the address of the client

• Rename Pre-Bill to Draft Bill on invoice. Removes confusion about the use of the Draft Bill

• Remove support for the Crystal Reports web viewer, except for admin usage. Removes the use of Crystal reports from users not familiar with it
  
  

• Allow copy-paste button for Accounting Name on contact after contact is posted to Reckon. External Accounting copy button in contacts will now override any text that is in the External Accounting Name field when pressed

• Added warning note on Contact indicating changes are not posted to Reckon. Warning informs user that certain changes in contact will not flow through to Reckon

• Can raise Disbursements against any Client contact (not just a supplier). Posts disbursement to Reckon with client details. Can now attach a client or a supplier to disbursements to ensure reimbursement to clients are possible

• New reports added:

  • Billing Summary By Invoice Status Shows Invoices in relation to what status they are

  • WIP Summary Portrait Allows you to view any work in progress on a portrait layout

• Reports changed:

  • Billing Summary List Displays all invoices and what status they are 

  • Invoice Summary by FE (accessible on the invoice page)  Summarises a bill by Fee Earners to aid in allocating discounts

  • Invoices for Trust Transfer This report displays a list of matters with outstanding invoices and money in trust to aid Trust Transfers

Manual Changes Required for Installation

• None.