Release Notes 2.0.13.0

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

Release Notes for Version 2.0.13.0

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

Description

Rounding improvements, auto update function, Matter level billing name

New Features

  • Auto update function - updates can be configured to automatically install overnight after download.  Allows for installation of update to occur at a pre-agreed time automatically

  • Upload usage statistics and errors from appliances to central Wise Owl analysis server.  Aids Technical Support with monitoring of system

  • Add Matter level Billing Name field to various finance and trust reports.  Helps by creating a spot on Reports for the Billing Name from a matter

  • Confirmation dialog and audit even when changing Contact Accounting field.  Reminds you to change the Accounting Name in your External program and creates a log of who is changing the names

Bugs Fixed

  • Fix occasional scheduler component crash on startup.   Ensures higher functionality of Wise Owl Legal

  • Fix report pages spinning forever if report parameters are invalid.  Reduces the amount of time spent waiting on reports to load and recognizes errors earlier

  • Fix revert invoice Audit Log function causing errors when an invoice has an error during Reckon data sync.  Aids Wise Owl Help Desk to fix errors when posting to Reckon Accounts Business

  • Fix GST supplier tax code bug by adjusting Reckon qbxml version to 6.1. Stops Reckon Accounts from overriding the GST code entered to Wise Owl

  • Fix Reckon data sync error when applying invoice payment amount which is larger than Wise Owl invoice (can occur due to rounding). Ensures there won't be an incorrect over payment due to rounding in Reckon Accounts

  • Add additional validation rule when posting invoices Reckon to ensure associated Matter is valid - otherwise can produce a cryptic Reckon error.  Aids Wise Owl Help Desk to fix errors when posting to Reckon Accounts Business

  • Fix invalid Reckon Customer name when posting Matters. Issue only occurred if longer Client names were used.  Ensures all contacts will post to Reckon Accounts when within the parameters set

  • Fix Invoice amounts only show 2 decimal places when 4 are present in the database - can result in data loss and rounding errors of less than 5c. Invoices now show up to 4 decimal places.  Implements a standard rounding system for Wise Owl to reduce errors in rounding

  • Fix Edit User page shows edit Per-User Billing Rates as disabled.  Allows user to change per user billing rates

  • Fix user email is required in database. Removes necessity of an email address for every user. Optional only.

  • Fix Crystal Reports can reach print job limit when many reports are printed in a short space of time.  Ensures that a large amount of reports can run at the same time without complications

  • Fix error when clicking any report Reset button. Ensures report rest function will remove previous search

  • Fix numerous spelling, grammar and textual errors.  Fixes errors found while using program                                                                                 

Other Changes

  • Finance module rounding improvements for better compatibility with external accounting products. 2 decimal places for totals, bankers rounding.  Implements a standard rounding system for Wise Owl to reduce errors in rounding

  • Rename the Time Billing Register 'Daily Target' to 'Today's Statistics'. Reduces confusion when looking at previous records

  • Update 3rd party libraries  Update to information in libraries

  • Update Invoice and Pre-Bill reports.  Allows option for Billing Name to be implemented 

  • Improve ability for updater to continue to run, even if scheduler jobs are interrupted.  Aids the automatic install of updates

  • System setting to log all XML generated when doing Reckon data sync for diagnostic purposes - logs are not user accessible.  Aids Wise Owl Help Desk to diagnose errors in posting to External Accounting System

  • Remove Invoice and Disbursement undelete functions. Removes the undelete option on invoices to reduce entries incorrectly marked as unbilled

  • Changed warning colour for a non-standard Rate when entering time. Non-Standard rates in Time Entries now show up as Pink to distinguish between errors

Manual Changes Required for Installation

  • None.