Release Notes 3.9.0

Release Notes for Version 3.9.0

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

Description

June update

New Features

  • Improvements to how large lists of checkboxes are displayed in Custom Fields.

  • SAI Global integration now allows expenses to be generated as Recoveries (as well as Disbursements). To activate, choose a recovery expense item in Appliance Settings.

Other Changes

  • User Access Report has a reminder regarding detailed logging to get full benefit of the report.

  • Unpaid Invoices Report has a reminder regarding errors when posted to external account system to ensure correct data.

  • Allow the Error Matter to appear on drop down lists showing Closed matters.

  • Display Unique Id columns on Lists.

  • Allow the Trust Special Deposit account to be blank on Appliance Settings page.

  • Settlement Calculator now saves the Balance Deposit to a custom field.

Reports

  • No changes in this update.

Bugs Fixed

  • Fix possible error if you save an empty Trust Receipt or Payment.

  • Fix Reckon Accounts supplier fields were not truncated to fit Reckon database limits (was preciously only applied to Clients / Customers).

  • Fix error when Wise Owl database is hosted with multiple URLs.

  • Fix errors when importing Unique Id from Excel spreadsheets.

  • Fix error when creating a new Trust Special Deposit account.

  • Fix error when creating Matters if Firm State and Country codes do not match Jurisdiction State and Country.

  • Fix error when importing a Doc Pack with corrupt or incorrectly named Word documents.

  • Fix Copy Down button against Fee Earners on Matters does not work correctly.

  • Fix Settlement Calculator Water Rates calculation when council does final meter reading.

  • Fix potential error if a large Trust to General Transfer is put through.

Manual Changes Required for Installation

  • None