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Release 1.2.79 - April 29

Release 1.2.79

Enhancement/Change:

  • Operating Out/New Payable: user override now required if Hard Cost PR is used without a file
  • File Lookup: firms using client matter numbering can now search by the matter portion
  • Invoicing: fee section where only total of fees required now supported (turn off all fields and specify the text in the title field)
  • Invoicing: added "client email" token for text fields
  • Invoicing: trust only statements now supported - no page breaks and no fees, expenses, totals
  • Invoicing: security loosened to allow non-admins to access signatures for invoicing purposes
  • Ledger view: new alternative WIP Matter Summary layout shipped; have to create own view
  • Ledger view: asterist ('*') now placed beside expenses not using file's default tax category
  • Packages: Angular, UI-Grid, Keno, Office, and more
  • Startup: new optimizations to allow casefile/contact information to be pre-loaded more efficiently

Fixed:

  • Invoicing: contacts no longer being invoiced, but had previous invoices would get a $0 invoice
  • Data Entry: entries requiring both admin and user-level overrides may fail
  • Invoicing, SQL farm environment: a single, combined operation of undo request/create new request could read data from secondary server before the undo was fully replicated, leading to incorrect previous balance
  • Ledger view: WIP Matter Summary may not have run depending on conditions
  • Zero Invoices: commit stage now scrolls properly when there are numerous entries
  • Ledger View: filter by include/exclude didn't work when using balance records
  • Trust to Operating: files with multiple billing splits wouldn't allow contact to be specified
  • Invoicing: changing client or changing a contact's allocation to 0.00% while having a previous balance would cause finalize to fail
  • Request Check: removing an allocation or changing tax to non-taxable would cause exception
  • Data Entry: leakage from previous entry could occur so screen would start partially populated
  • New File: IE 9 could product incorrect "file saving error" when new file was successfully created
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Product release notes: April 25th - April 29th, 2019

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Release 1.2.79

Enhancement/Change:

  • Operating Out/New Payable: user override now required if Hard Cost PR is used without a file
  • File Lookup: firms using client matter numbering can now search by the matter portion
  • Invoicing: fee section where only total of fees required now supported (turn off all fields and specify the text in the title field)
  • Invoicing: added "client email" token for text fields
  • Invoicing: trust only statements now supported - no page breaks and no fees, expenses, totals
  • Invoicing: security loosened to allow non-admins to access signatures for invoicing purposes
  • Ledger view: new alternative WIP Matter Summary layout shipped; have to create own view
  • Ledger view: asterist ('*') now placed beside expenses not using file's default tax category
  • Packages: Angular, UI-Grid, Keno, Office, and more
  • Startup: new optimizations to allow casefile/contact information to be pre-loaded more efficiently

Fixed:

  • Invoicing: contacts no longer being invoiced, but had previous invoices would get a $0 invoice
  • Data Entry: entries requiring both admin and user-level overrides may fail
  • Invoicing, SQL farm environment: a single, combined operation of undo request/create new request could read data from secondary server before the undo was fully replicated, leading to incorrect previous balance
  • Ledger view: WIP Matter Summary may not have run depending on conditions
  • Zero Invoices: commit stage now scrolls properly when there are numerous entries
  • Ledger View: filter by include/exclude didn't work when using balance records
  • Trust to Operating: files with multiple billing splits wouldn't allow contact to be specified
  • Invoicing: changing client or changing a contact's allocation to 0.00% while having a previous balance would cause finalize to fail
  • Request Check: removing an allocation or changing tax to non-taxable would cause exception
  • Data Entry: leakage from previous entry could occur so screen would start partially populated
  • New File: IE 9 could product incorrect "file saving error" when new file was successfully created

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