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Release 1.2.75/76 - April 17

Release 1.2.75/76

Enhancement/Change:

  • Zero-out Invoices for contact with zero total balance utility released
  • Balance records: optimization to not write out no-change records
  • No longer saving backups of snapshot data to improve performance
  • General: many options will load quicker due to better data cleanup in a number of scenarios
  • Expense/Time Import: large imports optimized to process much quicker
  • Zero Invoices for Contact Utility added; invoices for a contact (not client or case) that net to zero have a receipt created (also for zero) that will pay all the invoices (requires negative invoices).
  • General: added pre-load of recent casefiles and contacts. Will add a couple of second to log-in.
  • Invoice Views: receivable, payment, adjustment, and statements can now be filtered but group filters; file, billing, tax, interest, rate, and file tag
  • Time Entries: optimized for large numbers of entries being imported all at once
  • Dates: added ability to enter dates in numeric format without spaces; may need zeroes.
  • Layouts: added confirmation prompt when deleting a report layout
  • Invoice Approval: last fee earner remembered between sessions
  • Performance: caching engines added for balances, casefiles, contacts, and settings. Cache data now efficiently shared between components. Most of the program integrated to use. This should improve performance throughout the program
  • Invoices: all requests, approve, finalize, and cancel operations are now serialized for a firm to help prevent the same invoiced from being processed in multiple requests
  • Form 9a/9c: firm name font reduced to accommodate firms with longer names
  • Admin Static Lists: focus should now be set to the first element on the screens
  • Invoicing, creating PDFs: if error encountered, an error page is now inserted wtih details. Previously, processing stopped and error messaged displayed

Fixed:

  • Invoices: discount-only invoices may produce a math error
  • Casefile Balances: under certain conditions, entries could be processed multiple times
  • Contact descriptions may not show on some screens (regression)
  • Approve Invoice: changing the trust transfer amount to zero now works
  • Approve.Release Invoices (regression): missing address/name information with latest optimizations
  • Invoicing (regression): Trust Transfers during billing stopped working with latest validation checks
  • Receipts/Invoicing: receipts that could impact invoices that are in the approval stage are now blocked
  • File Manager: additional contacts now showing contact's name
  • Casefile Balances: changes made from approval screen on invoices still not finalized considered billed (should be unbilled)
  • Ledes: potential rounding issue addressed
  • Batch Check/Release Check: various minor screen issues
  • Initialization: better handling of fiscal end-of-year date
  • Report Layouts: duplicate template names fixed to be unique
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Release 1.2.75/76

Enhancement/Change:

  • Zero-out Invoices for contact with zero total balance utility released
  • Balance records: optimization to not write out no-change records
  • No longer saving backups of snapshot data to improve performance
  • General: many options will load quicker due to better data cleanup in a number of scenarios
  • Expense/Time Import: large imports optimized to process much quicker
  • Zero Invoices for Contact Utility added; invoices for a contact (not client or case) that net to zero have a receipt created (also for zero) that will pay all the invoices (requires negative invoices).
  • General: added pre-load of recent casefiles and contacts. Will add a couple of second to log-in.
  • Invoice Views: receivable, payment, adjustment, and statements can now be filtered but group filters; file, billing, tax, interest, rate, and file tag
  • Time Entries: optimized for large numbers of entries being imported all at once
  • Dates: added ability to enter dates in numeric format without spaces; may need zeroes.
  • Layouts: added confirmation prompt when deleting a report layout
  • Invoice Approval: last fee earner remembered between sessions
  • Performance: caching engines added for balances, casefiles, contacts, and settings. Cache data now efficiently shared between components. Most of the program integrated to use. This should improve performance throughout the program
  • Invoices: all requests, approve, finalize, and cancel operations are now serialized for a firm to help prevent the same invoiced from being processed in multiple requests
  • Form 9a/9c: firm name font reduced to accommodate firms with longer names
  • Admin Static Lists: focus should now be set to the first element on the screens
  • Invoicing, creating PDFs: if error encountered, an error page is now inserted wtih details. Previously, processing stopped and error messaged displayed

Fixed:

  • Invoices: discount-only invoices may produce a math error
  • Casefile Balances: under certain conditions, entries could be processed multiple times
  • Contact descriptions may not show on some screens (regression)
  • Approve Invoice: changing the trust transfer amount to zero now works
  • Approve.Release Invoices (regression): missing address/name information with latest optimizations
  • Invoicing (regression): Trust Transfers during billing stopped working with latest validation checks
  • Receipts/Invoicing: receipts that could impact invoices that are in the approval stage are now blocked
  • File Manager: additional contacts now showing contact's name
  • Casefile Balances: changes made from approval screen on invoices still not finalized considered billed (should be unbilled)
  • Ledes: potential rounding issue addressed
  • Batch Check/Release Check: various minor screen issues
  • Initialization: better handling of fiscal end-of-year date
  • Report Layouts: duplicate template names fixed to be unique

Product release notes: April 17th, 2019

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