Release Notes for Version 2.0.7.17
Please read the following notes about this Wise Owl release carefully before installing it.
Description
Finance and Report enhancements
New Features
- Re-worked how report parameters are entered, allowed entry in Wise Owl Legal rather than Crystal Reports.
- Added fields to finance module disbursements for payment method and if already processed.
- Finance module disbursements and fixed fee records have a quantity field.
- Add overdraw detection and authorisation when reversing trust transactions.
- Net activity total at the bottom of Trust Register transactions.
- Change the trust register to use status tags rather than a Y / N clearance.
Bugs Fixed
- .Fix a bug where an incorrectly entered username will fail a trust payment.
- Fix bugs which can occur during initial appliance setup.
- Fix bug in how matter balances are saved against an overdraw. Note that this only affects the overdraw record, not the matter ledger in any other way.
Other Changes
- Added special role for external accounting system access.
- Add system setting which prevents far future entry of finance module time or fixed fee records.
- Invoice lines copied from disbursements have the payee name set against them to allow invoice to show details.
- Renamed Re Line on finance module invoices to Summary Line.
- Improved error messages shown during Reckon Accounting sync.
- Various minor UI enhancements.
- Update terminology for State / Provence.
Manual Changes Required for Installation
- None