Release Notes for Version 3.4.0

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

Description

June 2017 update - Quick Books Online Integration

New Features

• Quick Books Online:

  • Updated to post and query for all the remaining financial types similar to Reckon Accounts.

  • Added system setting for the default duplicate transaction actions by transaction type.

  • Greatly improved validation errors and warnings shown after a posting attempt.

  • Caches and paginates query results for improved network usage and performance.

  • Removed the Intuit blue dot menu on the settings page.

  • Changed requirements for transaction entities to validate that CustomTxnNumbers is set to 'No' for the company.

• With no external accounting system configured, confirm actions are automatically post actions because there is no need to wait on an external system, messages a shown when this is the case before the user confirms.

• External Accounting Systems can now post matter branches

• Finance Register page added to search through all finance entities with many filters, link is found on the finance index page.

• Appliance settings now contains a tab with just links to editable lists and other settings pages containing lists.

• Excel data import now supports importing all of the simple and some advanced system settings via xlsx file. It can also import small images and passwords.

• Excel data import now has a sheet type for resetting the security matrix, requires a special user right.

• Excel data import now has a sheet type to merge one contact into another, which removes the first contact all together

• External accounting systems with relation to receipts will now post systems per receipt-line rather than per receipt, this applies to Quick Books Online and Reckon Accounts.
  
  

  • This causes the receipt line view page to be readonly when posted and also readonly when an external id has an error.

• New system setting added for ignoring a users' two-factor on password reset screen.
  
  
  

Other Changes

• Document register, now has a search parameter for matter contacts separate from the primary contact filter.

• Performance improvements to Launchpad page by making the matter list load separately.

• Import details now has a button to the 'Queued and Recent List'.

• Background tasks have been extended to run until 9 pm.

• System backup times have been adjusted based on the new longer hourly task run time.

• The Invoice edit page now has a warning for when the set invoice date is after the system setting amount of days after the current date. This is also a new system setting.

• Document templates now have the missing on disk message added on edit page and register page similar to documents.

• Added the option to allow external activity can now set individually whether the entry should be linked or resolved, with system setting, for transaction entries with a drop-down for any external finance system.

• Contact edit page now has an added warning for when the first address isn't the newest by date.

• Documents now cannot be assigned to archived matters.

• Settlement Calculator 'state government levy' copy action now copies at 5 decimal places.

• The disbursement create page's 'pay to contact' field now only shows suppliers in type-ahead drop-down.

• Updated external finance system messages to be less generic now that Quick Books Online exists.

• Users using internal authorisation now can optionally expire based on time.

• The excel data importer:

  • now allows both 'province' and 'provence' spellings on import as a column heading.

  • now has better jurisdiction look ups based on matter type import.

  • now allows nobody user to match in import.

  • now prevents accidental creation of named report slots in report packs.

  • added a warning when a sheet doesn't have anything to import.

  • allows contacts with invalid names to be imported with an opt-in field.

  • allows matter import to not have a name or relines.

  • added columns for matter contact type mail merge codes / aliases

  • users are defaulted to active after a data import

• The document template register now has an improved layout for the action buttons.

• Type-ahead drop-downs now have a smarter sorting algorithm with reference to inactive elements.

• Increased the size and colour of the appliance settings firm contact warning.

• Added system setting, conditional formatting and warning with relation to the size of trust payments.

• Improved the Wise Owl System update notification message.

• Added warning message about image ratio when updating the custom Crystal Report Logo about preventing image scaling issues in reports.

• On receipts and disbursement pages now only disable - not remove - report slot buttons if no report is assigned to the slot.

• Disbursement receipt view page print button will no longer show on create and will now only show on cheques.

• Updated text on the trust matter transfer page's report button to "Print Transfer Report" and fixed bug related to line numbers

• Added missing trust signatory options in the setting page

• Added user right for logging into the future api

• Trust Transfer To General page now has signatory fields and readonly EFT fields.

• Improved labels on many of the trust pages, especially extra '#' characters.

• Trust EFT transaction ref number is can now be input even when its not required.

• Trust Register now shows receipt recieved from rather than primary client name in list.

• Added a new audit event for when the external finance system reverts a receipt or adjustment note due to error.

• Document edit page now displays the file type and extension

Reports

• User Access report added.

• Added a trust matter transfer report for a single transaction.

• Fixed the Invoice Report to correctly display all entries even without a trust matter balance.

• Client Summary based reports now correctly show un-confirmed entries.

• The general receipt and trust receipt reports now have matter relines added.

• Total owed added to each of the unconfirmed/confirmed/posted sections of the client summary report.

• Fix applied for the matter list report contacts work fax not correctly being fetched for reports.

• Removed non-primary client from matter list report.

• Added report slot for a General Cheque report and added a button on the disbursement view/edit page.

Bugs Fixed

• Added work-around for chrome desktop date fields not using the correct format, which doesn't affect mobile devices.

• Fix to prevent browser validation from incorrectly tagging input fields as required.

• Fixed issue where you could press submit multiple times, de-bounce timer is now 6 seconds.

• Import details screen now won't constantly refresh when an import is cancelled.

• On an error one of many Image based custom fields on a page, all will show the error to be clear that you will need to insert the images again.

• Select field page now uses modal windows not the browsers prompt window, to ask for the collection index. This should fix when you say 'ignore future popups'.

• Database errors are now more thoroughly logged.

• Fix applied for Quick Books Online company details not being fetched correctly.

• Fixed handling of unusual duplicate cases when fetching from Quick Books Online.

• Excel data importing for custom fields now has an import message when a reference is used before it is imported.

• System setting imports will validate against the existing list setting before saving.

• Fixed an issue caused when the licence was updated which didn't trigger pages to update.

• Fixed email server password from being displayed as changing on a no action page save for site settings.

• External accounting related Wise Owl Legal items now correctly clear the external id on a clone action.

• Fixed bug with outlook emails view page not correctly fetching attachments causing the page to render incorrectly.

• Fixed bug with outlook emails view page when attachments aren't in the standard format or in order.

• Fix an unusual document edit page bug where the the value in the url for document number was overwriting the internal value for the document.

• The Mail merge process now correctly contains the previous filename in warnings and logs.

• Fixed an error that sometimes occurred when no balance database record exists when overdrawing with a matter transfer.

• External finance integration now prevents an error that occurs when the entry changes between post and validation.

• Bug fix for preventing a saved trust reference sequence letter part from containing numbers.

• Added a fix to Reckon Accounts posting for account names sometimes not correctly posting, added xml encoding.

• Fix to displaying trust payment matter balance not displaying until you enter an amount.

• Fix added to the type-ahead drop-down of certain kinds sometimes not showing results and now also correctly searches when pressing the down key.

• Type-ahead drop-downs now display a message when no results are found, although it can still fill with results after a few seconds.

• Fixed a bug related to changing the matter primary client if there are disbursements or invoice confirmed for the matter.

• The mail merge process now produces improved error messages on incorrectly formed documents, and also logs the info to external file.

• Added fix to the excel data importer for date importing and also fixed white space detection with custom fields and matter types.

• The matter edit page branch drop down only exists if non-blank values exist.

• Fixed bug with multiple people creating matters, documents or invoices at the same time causing one of them to fail.

• Fixed bug on matter edit page when fee earners are not set and the matter is saved.

• The contact create or edit page now checks for duplicate first/last name or duplicate contact name on save.

• Matter edit page document list tab now uses a better date format for the range fields.

• Document register parameter matter contact now checks all of the matters contacts instead of the first one.

• Fixed bug in helpdesk email from mishandling the email server password system setting value.

• Prevented error when an outlook email is opened when images don't display which only occurs when using apple outlook generated emails.

• Fixed bug while editing a matter number so it now correctly moves the document folder

• Prevent background scheduler from crashing on heavy site load.

• Site settings page now prevents browsers from auto filling the email server password

• Using 'extract all sub documents' on the document upload page now ignores inline attachments and fetches distinct values

• Creating a template now correctly displays the warning and dark red document when the template is invalid.

• Allow clearing an external id error even when the invoice or receipt is posted.

• Fixed concurrent contact creation causing an error.

• A matter with non-Latin/unicode characters can now correctly get results in the documents tab

• Two or more contacts created at the same time now wait for the first one to complete (concurrency protection now in place).

Manual Changes Required for Installation

• None.