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Release Notes for Version 3.2.0

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

Description

December 2016 update.

Settlement Calculator and Matter Branch field.

New Features

  • Settlement Calculator

    • Water Daily Usage KL can be manually entered

    • Water usage tiers support daily averages.

    • Water usage and access charges are split.

    • Add Water Option list, to allow variations and options for Water Billing Entity tiers (eg: pipe size).

    • Allow choosing water usage by Water Entity and Option, and pre-filling imported tiers and other details.

    • Plus and Less adjustments now correctly calculated.

    • Water usage is calculated based on rates notice if no water reading is entered.

    • Add Body Corporate "Levies" item, for overall levies.

    • Council Rates tab.

    • Improve validation of water usage tiers.

    • Land Tax tab.

    • Rent tab.

    • Bond tab.

    • Interest tab, which can be entered as a percentage or an amount.

    • Misc Adjustments tab.

    • Other Charges tab.

    • Cheques tab.

    • Allow description field for relevant pro-rata calculation.

    • Allow paid / not paid for any pro-rata calculation.

    • Allow body corporate lot allocation for any pro-rata calculation.

    • Import of water entity data (tiers, government levy, etc) for automatic filling of details.

    • Add calculation details to Settlement Statement.

    • Add Preview and Final report buttons, also function to save as PDF as document.

    • Add defaults and system settings for Settlement Calculator.

  • New Matter Branch field against matters. 

    • System setting to make it required.

    • Must add items to the Branch list to enable it.

  • Proof of concept for improvements to Drop Down lists. Available for internal testing and selected clients only.

  • Improvements to printing of Document Emails.

Bugs Fixed

  • Fixes for mail merging documents with new lines contained within IFs.

  • Fixes for mail merging documents with nested IFs.

  • Fix wording of bulk actions on Invoice Register.

  • A report error page is shown if a server error is encountered.

  • Fix error when creating Matters with multiple clients.

  • Fix invoice not loading matter primary client when posting to Reckon accounts.

  • Fix two-factor authenticator code check not done when changing your password.

  • Fix allowing empty password when accessing documents W drive.

  • Improve validation and layout of bulk purge popup for Document Templates.

  • Add more obvious error message when there are errors creating Document(s) from Templates.

  • Fix unable to login if a user has two-factor authentication enabled and is required to reset their password after login.

  • Improve error message when Renaming and Copying Documents when the filename is a duplicate.

  • Improve error message when creating a new Document from a Template when the filename is a duplicate.

  • Fix potential bug when Copying a Document which can cause a document created on disk, but not in the database.

  • Fix email attachments inside an email are not visible in Document module. Nested email attachments must be saved as separate documents to see their content.

  • Fix checkboxes are read-only on Send Document To pop-up on Contact page (clicking on other parts of the line still worked).

  • Fix calendar buttons not always working on Settlement Calculator.

  • Fix unable to create a Receipt with a custom ref number (although you were able to edit a receipt ref after creation).

  • Fix errors when logging details of unexpected exceptions.

  • Fix failing to delete Document database record on Upload Documents page if the document cannot be uploaded. Was previously leaving an invalid document record with no file attached.

  • Fix excessive number of fields on Select Document Fields page due to addition of Settlement Calculator.

  • Fix Disbursement Lines are incorrectly set to Unbilled if the disbursement has an error posting to Reckon Accounts.

  • Fix help link not working on Edit Expense Recovery page.

  • Fix validation errors never displayed on Edit Expense Recovery page.

  • Fix unable to open MS Office documents from untrusted IP addresses.

  • Fix documents login can be kicked if it is inactive for too long. Will now always be valid until the end of the day.

Other Changes

  • Add Contact search by address or phone / email.

  • Reports page now has an All tab with a search filter.

  • Added last modified date of document templates to drop down lists.

  • Add validation to prevent creating adjustment notes greater than the total outstanding invoice amount by matter.

  • Require adjustments notes to only be applied to invoices of the same matter.

  • Add a system setting for relaxed validation of cheque details on new Receipt page.

  • Change the check box on Receipt line items to be read-only and only appear when an invoice will be paid in full.

  • Add Create Receipt From button on Invoice page.

  • Allow updating Matter Contact Type list records via a unique Id.

  • Allow updating Matter Contact Type list records form a Doc Pack to facilitate automatic updates.

  • Fix spelling of "province".

  • Change placeholder text on Contact Address Salutation field.

  • Add red error outline to Contact Address fields.

  • Add link for approved and draft invoice counts on Invoice Register page. Link adjust search parameters to find invoices of that type.

  • Changed the Disbursement Line column for invoice link to "INV#" to make clear it is different from the "INV" column for tax code.

  • Shorten Close / Approve / Delete / etc buttons to allow for more buttons (particularly the Invoice Receipt button).

  • Shorten Save buttons on Disbursement, invoice, Receipt and Recovery pages.

  • Add support to sort by Ref # on Timesheet Register page.

  • Add chevron icon to Contact Phone, Email, etc labels to communicate the field is a hidden drop down.

  • Contact page will not show Contact Type tags which are inactive, unless an inactive tag is set for that contact.

  • Improve update process to automatically handle particular file-in-use errors.

  • Improve speed loading list of fields on Document Select Fields page.

  • Improvements and automation of new Wise Owl deployments. 

  • Improve error message shown when creating a document with a duplicate name from Create from Template page.

Reports

  • Add Archive reference number, client agreement and notes fields to MatterList stored procedure.

  • Add Contact TradingAs field to all Trust related stored procedures.

  • Fix error in Invoice report which can cause duplicate lines, in some cases.

  • Add missing ReceiptDate field to Trust Receipt report. Was previously using DateEntered, which would not cause compliance problems unless Trust Receipts were back entered.


Manual Changes Required for Installation

  • None.

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