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Release 1.2.49/50/51 - February 10

Release 1.2.49/50/51

Enhancement/Change:

  • Conflict Check - new Excel-friendly view available
  • Invoices - new Responsible lawyer token available for text fields
  • Invoices - new Disbursement billing arrangement: percentage of fees but always recalculates with fee changes. Current option only does this at time of request
  • Invoices - date + description hides date if no description in expense sections
  • Static Lists - you can now export lists to Excel
  • Grids - removed scroll bards that caused "jumpiness"
  • Excel outputs strips/reformats HTML fields for better usability
  • Views - Alt + Excel will general CSV file. If now page header, first line is not generated in CSV file.
  • GL Statements will now show allocation explanation if available for banking entries
  • Conflict Checking - Implemented a few optimizations; hopefully much quicker.

Fixed:

  • Trust Ledger - dropped "entries after" ledger optimization
  • Client name not appearing on some reports
  • Invoices - if only date + description used hides date if no description was not working with fees
  • GL Statements - if EOY assumed (not officially closed) and start date not the immediate date following the last day of the pervious year (eg. Jan 2 used) ten the entries from the last day of the last year were double counted
  • E-billing files with outstanding previous balance works again
  • Lack of contact/casefile separator could caust infinite loops in some situations
  • Excel export with negative numbers in header field (GL opening balance)
  • e-Billing files could get included in a mass bill run even if there are no new charges
  • Bank Rec Trust listing works again.
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Product release notes: February 6th - 10th

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Release 1.2.49/50/51

Enhancement/Change:

  • Conflict Check - new Excel-friendly view available
  • Invoices - new Responsible lawyer token available for text fields
  • Invoices - new Disbursement billing arrangement: percentage of fees but always recalculates with fee changes. Current option only does this at time of request
  • Invoices - date + description hides date if no description in expense sections
  • Static Lists - you can now export lists to Excel
  • Grids - removed scroll bards that caused "jumpiness"
  • Excel outputs strips/reformats HTML fields for better usability
  • Views - Alt + Excel will general CSV file. If now page header, first line is not generated in CSV file.
  • GL Statements will now show allocation explanation if available for banking entries
  • Conflict Checking - Implemented a few optimizations; hopefully much quicker.

Fixed:

  • Trust Ledger - dropped "entries after" ledger optimization
  • Client name not appearing on some reports
  • Invoices - if only date + description used hides date if no description was not working with fees
  • GL Statements - if EOY assumed (not officially closed) and start date not the immediate date following the last day of the pervious year (eg. Jan 2 used) ten the entries from the last day of the last year were double counted
  • E-billing files with outstanding previous balance works again
  • Lack of contact/casefile separator could caust infinite loops in some situations
  • Excel export with negative numbers in header field (GL opening balance)
  • e-Billing files could get included in a mass bill run even if there are no new charges
  • Bank Rec Trust listing works again.

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