Release Notes 3.8.0

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

Release Notes for Version 3.8.0

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

Description

Mini-update for NSW Trust Accounting compliance.

New Features

  • Add File Type filter to Document Register.

  • Add Receipt / Adjustment Note filter to Receipt Register.

  • Allow sorting on Contact field on Invoice Register.

  • Added Document Preview to Template Register.

  • Added Ticked On Bank Deposit field for Form of Funds - to improve Trust Deposit Slips.

  • Add support to use a duplicate Trust Cheque number via confirmation.

Other Changes

  • Add button to Document Upload page to reset to defaults.

  • When setting Document Status to Final, the Reason field will auto-fill.

  • When making a User Inactive, it also makes the Invoice Professional Fees Item inactive.

    • Warning shown on Invoice Items that the User should be enabled / disabled rather than the Professional Fees Item.

  • Improve validation of ABN / ACN fields.

  • When importing from Doc Packs, errors now record which spreadsheet they are from.

  • Copy Matter Name to Abbreviated Name when Creating a New Matter.

  • Improve links between Matter Type and Doc Group.

  • Merged Matter Quick Search fields into one (previous had separate Matter and Contact fields).

  • Added hover text to Trust Receipt Received On date field, as per NSW Law Society request.

  • Fix crash when showing a Trust Transfer Reversal page.

  • Move Appliance Settings for EFT bank details to be next to Electronic Payment setting as these should be both activated together.

Reports

  • Trust Cash Receipts - add Transaction Date field

  • Trust Cash Payments - add EFT details and Signatories.

  • Trust Statement - add additional EFT and Receipt fields. Add additional details about Matter Transfers.

  • Trust Matter Transfer - add fields to show Reversal / Reversed transactions.

  • Add new End of Month Trust Trial Balance report which shows the reconciled Cashbook Balance, as per NSW Law Society requirement.

Bugs Fixed

  • Fix excessive whitespace on custom fields multi-line fields.

  • Fix excessive whitespace on Time Billing Notes fields on Firefox.

  • Fix error if changing a Document's Matter and a document with the name name exists for the new matter.

  • Fix validation error for New Document from Template and setting multiple templates / contacts.

  • Fix typing shortcuts were not working in some multiline text fields.

  • Fix error when importing a Doc Pack and spreadsheet tries to delete the Zip file.

  • Fix calculator fields were not triggering the "on change" event; which can cause data to be missed in some cases.

  • Fix Trust Transfer Signatory field is not required (it really is required).

  • Fix SAI searches do not work when multiple SAI Search Manager tabs are open.

  • Fix Pay Now Disbursements are not marked as paid as soon as posted. Can cause problems receipting money due to "unpaid" disbursements.

  • Fix potential error if you reset your password to blank or all spaces.

  • Fix minor bugs for Trust Transit Out.

  • Fix Doc Templates Select Fields page can give an error when generating sample data with an empty database, or if you enter a wrong matter number. 

  • Fix bug when changing a Matter's Type and there are custom fields attached to a Doc Group.

  • Require a cheque number on Trust Payments; was previously allowing this and using the next automatic cheque number.

  • Fix Doc Template merge fields were case sensitive; should not matter whether you use all caps or not.

  • Fix a bug where a non-client contact against an Invoice prevented the invoice from posting to accounting system.

Manual Changes Required for Installation

  • None