Release Notes 4.20.0

Version

4.20.0.18

TBA

Support for Xero Integration and New Outlook Helper Version

New: Integration with new Accounting Software - Xero
- New: Owl Adjustment Notes now supported.
- New: Introduction of EntityTypesThatCanBeSynced() which then controls what settings are displayed in the Appliance Settings and which entities are shown on the Pending Records to External Accounts page. Regressive testing of QuickBooks settings should be done.
- New: Xero API throttling. In order to better handle the Xero API rate limits (60 calls be 60 seconds), throttling has been added to monitor API calls and prevent a "429 Too Many Requests" response from the Xero API.
- Change: Contact Names are now synchronised as "Primary Contact Name : Matter Number".
- Change: Xero "Invoice Accounts Receivable" relabelled as "Invoice Accounts Receivable (Account Code)" to indicate that a Xero account code is required.
Update: Release of Report fixes and updates
Update: Add in additional details required for QuickBooks Online integration
Update: Fix order new user’s names appear in
Update: Additional wording to message for deleting invoices
Update: Added warning message to blank invoice style
Update: Report fixes at May 2022 Update

Recoveries now show as unbilled when removed from Invoice
Licences now check in with Server automatically instead of manually
Remove excess code symbol from General Receipt page
Only Document templates related to matter type now showing when creating new document

Across all entity types, if External Code or Account Codes are revised after being allocated an External ID, the External ID does not related to the newly edited value. The Owl entities are not updated after manual changes to reflect new External IDs.