Release Notes 3.17.0.8

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

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


Description

This release contains the Initial release of the Workflow Module and minor other changes and bug fixes.

New Features

  • Workflow Module

    • Ability to Create Workflow entries

    • Pinning Matter on Event Entry screen

    • Warnings when events added in the past

    • Ability to set time zone of event

    • Security around Workflow Module

    • Workflow Register and searching capabilities

    • Ability to filter Event search results by various headings

    • Editing of Workflow Events as well as additional optional fields for increased comprehension

    • Reminders on Workflow Events 

    • Workflow Events shown on Matter page

    • Optional and customisable lists for Workflow Events

Other Changes

  • Remove option to email password reset

  • Update Statutory Deposit Wording

  • Remove additional character on Receipt page

  • Update Invoice Deletion message

  • Remove reference to PDF Manual

  • Update warning on Trust Receipt when no amount entered

  • Add ability to search for 'None' on Template Register DocGroup

  • Update label on Language on Fee Earner to Language / Culture

  • Separate Close Invoice permission out from Confirm Invoice permission

  • Update SAI Global logo

  • Update Wise Owl logo

  • Add warning on New Invoice when Fee Earner is chosen

  • Add warning after 50 lines of time entries

Bugs Fixed

  • Remove warning for overdraw of special deposit account

  • Adjustments to international dates to improve readability

  • Creation of Documents only shows template relating to matter type on chosen matter

  • Update required transaction reference for Trust Adjustment

  • Adjust logic of closing of matters with trust balances and unbilled records

Manual Changes Required for Installation

  • None

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