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Release 1.2.44/45/46 - Janurary 30th

Release 1.2.44/45/46

Enhancement/Change:

  • Old casefile balance entries deleted (performance)
  • Additional ledger optimization applied for Any/All filters
  • Ability to import closed files
  • More reports standardized for easier customization
  • Added ability for user to force license update
  • Added automatic discounts/markup to billing arrangements
  • Invoices - prevent user from using a "receipts up to" date after the invoice date
  • Optimization/caching of casefile balance information
  • More layouts normalized to allow for better customization
  • Statements - if contact selected with no outstanding invoices it will now show invoices anyway
  • Statements - new option to ignore files that have an invoice in the request invoice stage
  • Statements - aging title now added
  • Statements - ability to add text after totals area
  • Time View - new view with summary information only. Good for very long reports
  • Time View - entries with no description but internal notes, will show the internal notes
  • Invoices - if only description and date enabled and empty description, date will not be shown
  • Invoices - client addresses now use 4-line standard. Address line 2 will not be joined with line 1
  • Invoices - electroninc invoice files no longer participate in the "reuse same invoice for contact"
  • Invoices - ignore trust will now hide entire trust section and related fields in totals
  • AP - memo field character limit increased to 1000 characters
  • Ledger Views - HIGHLY optimized. Most views run in 1/4 of the time, with some in 1/20
  • Ledger Views - ability to filter on AR, Trust, WIP, and Retainers
  • Ledger Views - ability to show firm totals only
  • Ledger Views - new summary view. Now have ALL files and only those with balances.
  • Contact View - changed title of Fee Earner to Responsible for clarity
  • Changed copyright to 2019
  • Now shows server name on status line to add support
  • Payment/Adjustment Reports - collecting lawyer didn't get implemented correctly
  • Payment/Adjustment Reports - data leakage to unauthorized lawyers in some scenarios

Fixed:

  • Bank Balances on entry screens not showing
  • Ability to open files broke
  • Under Chrome, ability to enable/disable shared license mode
  • File opening balance screen. Made expense labels more clear.
  • Invoices - trust receipts changed to use receipts up to date (was entries up to date)
  • Bank feed handled differently if date range extends beyond bank rec date range
  • Crash during invoicing if client set to email but no email address specified; will now print
  • General Journal - deleting last line would not automatically create a new line
  • Data Import - trust account balances may not have been calculated correctly
  • Checks/1099 - printer offsets works better
  • Invoice - some printing/emailing with CC contacts could cause exception
  • Conflict Check - searching with an apostrophe would cause search issues
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Product release notes: Jan 28-30

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Release 1.2.44/45/46

Enhancement/Change:

  • Old casefile balance entries deleted (performance)
  • Additional ledger optimization applied for Any/All filters
  • Ability to import closed files
  • More reports standardized for easier customization
  • Added ability for user to force license update
  • Added automatic discounts/markup to billing arrangements
  • Invoices - prevent user from using a "receipts up to" date after the invoice date
  • Optimization/caching of casefile balance information
  • More layouts normalized to allow for better customization
  • Statements - if contact selected with no outstanding invoices it will now show invoices anyway
  • Statements - new option to ignore files that have an invoice in the request invoice stage
  • Statements - aging title now added
  • Statements - ability to add text after totals area
  • Time View - new view with summary information only. Good for very long reports
  • Time View - entries with no description but internal notes, will show the internal notes
  • Invoices - if only description and date enabled and empty description, date will not be shown
  • Invoices - client addresses now use 4-line standard. Address line 2 will not be joined with line 1
  • Invoices - electroninc invoice files no longer participate in the "reuse same invoice for contact"
  • Invoices - ignore trust will now hide entire trust section and related fields in totals
  • AP - memo field character limit increased to 1000 characters
  • Ledger Views - HIGHLY optimized. Most views run in 1/4 of the time, with some in 1/20
  • Ledger Views - ability to filter on AR, Trust, WIP, and Retainers
  • Ledger Views - ability to show firm totals only
  • Ledger Views - new summary view. Now have ALL files and only those with balances.
  • Contact View - changed title of Fee Earner to Responsible for clarity
  • Changed copyright to 2019
  • Now shows server name on status line to add support
  • Payment/Adjustment Reports - collecting lawyer didn't get implemented correctly
  • Payment/Adjustment Reports - data leakage to unauthorized lawyers in some scenarios

Fixed:

  • Bank Balances on entry screens not showing
  • Ability to open files broke
  • Under Chrome, ability to enable/disable shared license mode
  • File opening balance screen. Made expense labels more clear.
  • Invoices - trust receipts changed to use receipts up to date (was entries up to date)
  • Bank feed handled differently if date range extends beyond bank rec date range
  • Crash during invoicing if client set to email but no email address specified; will now print
  • General Journal - deleting last line would not automatically create a new line
  • Data Import - trust account balances may not have been calculated correctly
  • Checks/1099 - printer offsets works better
  • Invoice - some printing/emailing with CC contacts could cause exception
  • Conflict Check - searching with an apostrophe would cause search issues

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