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Release 1.2.62 - March 20

Release 1.2.62

Enhancement/Change:

  • Invoicing - extra diagnostics for creating communication files
  • Ledger views - working lawyer filter now applies to files working lawyer is also responsible for.
  • Ledger views - size more filters: bill group, file group, interest group, rate group, tax group, and file tag
  • System Setting/GL EOY - option to only zero out income/expense accounts; default includes Retained Earning accounts into equity
  • Expense Sheet - totals added
  • Receivable view - new definition provided: Client summary view. No invoice details shows. Responsible lawyer shown vs. invoice collecting lawyer in client receivable view.
  • Receivable view - new definition provided: Billing cost. Same as billing with hours dropped and costs split out into hard and soft costs.
  • Receivable Views, Canada - Invoice number column width expanded
  • Invoices, Trust statement - "Balance" changed to "Trust Balance"

Fixed:

  • Invoicing - editing charges could cause browser to freeze/restart
  • Time - negative time entries handled better
  • Entries - dates less than start-up date could cause issues
  • Invoicing - automatic entries could be created without required fields
  • Popup Lists with parent/children - children no longer have bad characters shown
  • Statements - "Don't remind X days" ignored if collecting lawyer specified
  • Statements, Profit and Loss - Year to date numbers not calculated correctly for current years if previous year is not fully closed
  • Statements - Changing the GL opening balances or modifying the chart of accounts will force a rereading of the data before producing statements.
  • Grids - should be better at not losing characters and possible faster over extended use.
  • Reset Balances no longer re-seeds the database; possible restoring deleted security groups
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Release 1.2.62

Enhancement/Change:

  • Invoicing - extra diagnostics for creating communication files
  • Ledger views - working lawyer filter now applies to files working lawyer is also responsible for.
  • Ledger views - size more filters: bill group, file group, interest group, rate group, tax group, and file tag
  • System Setting/GL EOY - option to only zero out income/expense accounts; default includes Retained Earning accounts into equity
  • Expense Sheet - totals added
  • Receivable view - new definition provided: Client summary view. No invoice details shows. Responsible lawyer shown vs. invoice collecting lawyer in client receivable view.
  • Receivable view - new definition provided: Billing cost. Same as billing with hours dropped and costs split out into hard and soft costs.
  • Receivable Views, Canada - Invoice number column width expanded
  • Invoices, Trust statement - "Balance" changed to "Trust Balance"

Fixed:

  • Invoicing - editing charges could cause browser to freeze/restart
  • Time - negative time entries handled better
  • Entries - dates less than start-up date could cause issues
  • Invoicing - automatic entries could be created without required fields
  • Popup Lists with parent/children - children no longer have bad characters shown
  • Statements - "Don't remind X days" ignored if collecting lawyer specified
  • Statements, Profit and Loss - Year to date numbers not calculated correctly for current years if previous year is not fully closed
  • Statements - Changing the GL opening balances or modifying the chart of accounts will force a rereading of the data before producing statements.
  • Grids - should be better at not losing characters and possible faster over extended use.
  • Reset Balances no longer re-seeds the database; possible restoring deleted security groups

Product release notes - March 20th, 2019

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