Release Notes for Version 2.0.12.6

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

Description

Additional reports and refinements.

New Features

• Added Client Summary report.

• Added Billing Name field to Contact. Field appears on various receipt, invoice and statement style reports.

• Added WIP Summary by Responsible Lawyer report.

• Added Invoice Payments report.

• Added Client Ledger report.

• Added Matter List By Client report.

• Added landscape version of Trust Matter Overdrawn report.

• Added 5 time billing based productivity reports.

• Added summary details of finance module to Matter page.

• Bulk resolve action on Previous Activity page in finance module.

• Add Delete Report Slot function.

• Add Delete Charge Rate function.

Bugs Fixed

• Fixed some issues affecting data caching.
  
  

• Fix client name field in Matter List With Statistics report.

• Fixes for Matter Change Log report in preparation for final version.

Other Changes

• Contact fields are automatically truncated to Reckon maximum field lengths.

• Moved the Accounting Name to the top of contact page. Make it required if an External Accounting system is active.

• All finance module registers sort by date, by default.

• Add hint to Reckon integration when a duplicate item is detected on a list - likely caused because Reckon required names to be unique between employees, customers and suppliers.

• Change the finance module icon to a dollar symbol.

• Copy date from previous record when entering time.

• Improved validation of contact address / phone fields.

• Allow super users to delete standard reports, to allow for manual fixes.

Manual Changes Required for Installation

• None