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Release 1.2.80-84 - June 2019

Release 1.2.80-84

Enhancement/Change:

Invoicing
  • Approve/Release: All fee earners are now shown
  • Approve/Release: Added back ability to filter by individual fee-earner in addition to filter by firm
  • Various optimizations to speed up screen loading
  • Delete operations now use transactions for safety
  • New tokens have been added
  • New Fee Allocation mode... don't reallocate fees for listed group members
  • Option to add the check's "Paid To" in decription field
  • Soluno now stores original rainmaker amounts for future reports
  • Legal Paper now supported for invoices, invoice cover, and contact cover
  • Supports alternate text for zero amounts in fees/expenses
  • Shows $ for fees, expense, and other amounts
  • Force the tax number to be hidden
  • New option to remove a page break before the trust summary
  • Ability to set the total title for new charges and Trust Applied
  • Option to hide balance forward details... Hides payment and adjustment sections and simply shows the balance forward number. Only enabled if not using "show current charges only"
  • Tax total title will now check to see if title set in tax group is associated with the file
  • Review Invoices--Select Charges: Taxable status now shows for expenses
  • Request invoice now requires a date
  • Request invoice now warns if mass-billing all files
  • Option to exclude trust transfers from the retainer section... They still show in the trust summary.
  • Assign bank accounts for transfers in file groups
  • Restrict operating entries to only a single bank account
  • Exclude files that only have a trust balance (i.e. no new charges)
Operating/Trust:
  • Op In: File description added to invoice pop-up (optional column)
  • Op/Trust Out: Reference field added
  • Op/Trust Out: Option to void and entry without deleting original. Can be current-dated.
Reporting:
  • General Journal: A posting reference can only be used once within an entry
  • Financials: Integrated file and contact cache for performance improvement
  • Financials: Data is now accessed in chunks to handle extreme volumes of data
  • You can now specify a left margin in the Settings--Features area
Data Entry:
  • Added ability to delete entries via the edit screens after drilling down
  • Bette use of caching mechanisms so Edit Entry screens load faster when there's multiple allocations
Miscellaneous:
  • New ability to print reference field as part of the memo on checks
  • New ability to print file number(s) as part of the memo on checks
  • Bank Feeds now has support for AmexCC
  • Conflict Search is improved... Entered names field has changed from 150 characters to 32K. Separate each logical search by a semi-colon. Within each logical search, all names must be found within an entity to trigger a hit.
  • Ledger: Operating retainer balances are no longer listed by individual account. This was to support allowing money from multiple accountsfrom being applied to an invoice during billing and having a balance carried forward.
  • Statements: Entries now sort by invoice entry date (rather than invoice number)
  • Statements: Different format used when only one case file is being referenced
System
  • Group lists now display "disabled" states better
  • User and group screens now remember your column sorting
  • New support for European data center
  • Removed document-lite tabs and added back--end privacy support for European customers
  • Self-signing tools now included in software installer
  • Ledger Views: ability to have the last operating receipt date in a page footer
  • Improved conversion logging
  • Integration services are supported so third-party applications can be notified of events
  • Updated many third-party packages to improve reliability

Fixes:

Invoicing:
  • Adjust invoice: Cancel button no longer disabled
  • Adjust Invoice: Drill down fields now have focus
  • Don't reallocate for users in group is now working
  • Regression - Contact Cover crashes if more than 1 casefile for a contact
  • Token code appeared when there was no email address
  • Fee-only allocation changes while keeping total fee amount the same were being ignored
  • Dollar sign was missing on total lines
  • US templates updated with default tax titles
  • Invoices could be deleted if a transfer payment was made after invoice created
  • Under some scenarios an invoice could fail and not provide a notification/details on why
HST/GST (Canada):
  • Large numbers no longer cut off on report
  • Tax adjustments are now reflected correctly when tax adjustments are deleted when a bill is deleted
  • Tax category fields are now automatically enabled for Canadian firms
Data Entry:
  • Data Entry: Default bank account could be blank after switching books
  • Data Entry: Default bank account could be ignored under some scenarios
Bank Rec:
  • Bank Rec. Delete and edit buttons missing on some screens
  • Bank Rec: Drilling down on a check created through prior check no longer causes an error
Reporting:
  • Payables Reports: Security required receivables security
  • Transaction Levy: Only the last 50 entries were displays; totals were correct
  • Excel: Reports with dates in "header" section but dates not set would fail export
  • Trust Ledger View: Wasn't honoring the start date so opening balances were incorrect
Miscellaneous:
  • Time Sheet: "Default to Assigned Fee Earner" function now working
  • Security: Password expiration message was truncated
  • Multi-line Input Box: In view mode, feedback wasn't provided
  • File Group Settings: Regression - some new settings not saved properly
  • Operating In: Regression - Contact number may show up as invalid on drill down
  • Operating In: Regression - NSF button didn't always work
  • Data Entry: Realigned the "i" button
  • Fixed invoice filter in AR View
  • Fixed responsible filter in Expense View
  • Casefile referral summary only showed lawyer referrals - this has been fixed
  • Quick Entry: Activity wouldn't fill into explanation unless file is entered
  • New File: Using file number by firm may be blank under some scenarios.
  • New FIle: The file now saves if you add a new contact via Additional Contact Section when creating a new file and using Number by Client
  • Vendors may not have shown up in the help list immediately. This has been fixed.
  • Operating In/Payables: Billing hold flag not saved
  • Conflict Search: searches with multiple spaces beside each other caused an error
  • Time entry rounding precision was increased
  • Spelling mistakes on licenses exceeded screen corrected
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Release 1.2.80-84

Enhancement/Change:

Invoicing
  • Approve/Release: All fee earners are now shown
  • Approve/Release: Added back ability to filter by individual fee-earner in addition to filter by firm
  • Various optimizations to speed up screen loading
  • Delete operations now use transactions for safety
  • New tokens have been added
  • New Fee Allocation mode... don't reallocate fees for listed group members
  • Option to add the check's "Paid To" in decription field
  • Soluno now stores original rainmaker amounts for future reports
  • Legal Paper now supported for invoices, invoice cover, and contact cover
  • Supports alternate text for zero amounts in fees/expenses
  • Shows $ for fees, expense, and other amounts
  • Force the tax number to be hidden
  • New option to remove a page break before the trust summary
  • Ability to set the total title for new charges and Trust Applied
  • Option to hide balance forward details... Hides payment and adjustment sections and simply shows the balance forward number. Only enabled if not using "show current charges only"
  • Tax total title will now check to see if title set in tax group is associated with the file
  • Review Invoices--Select Charges: Taxable status now shows for expenses
  • Request invoice now requires a date
  • Request invoice now warns if mass-billing all files
  • Option to exclude trust transfers from the retainer section... They still show in the trust summary.
  • Assign bank accounts for transfers in file groups
  • Restrict operating entries to only a single bank account
  • Exclude files that only have a trust balance (i.e. no new charges)
Operating/Trust:
  • Op In: File description added to invoice pop-up (optional column)
  • Op/Trust Out: Reference field added
  • Op/Trust Out: Option to void and entry without deleting original. Can be current-dated.
Reporting:
  • General Journal: A posting reference can only be used once within an entry
  • Financials: Integrated file and contact cache for performance improvement
  • Financials: Data is now accessed in chunks to handle extreme volumes of data
  • You can now specify a left margin in the Settings--Features area
Data Entry:
  • Added ability to delete entries via the edit screens after drilling down
  • Bette use of caching mechanisms so Edit Entry screens load faster when there's multiple allocations
Miscellaneous:
  • New ability to print reference field as part of the memo on checks
  • New ability to print file number(s) as part of the memo on checks
  • Bank Feeds now has support for AmexCC
  • Conflict Search is improved... Entered names field has changed from 150 characters to 32K. Separate each logical search by a semi-colon. Within each logical search, all names must be found within an entity to trigger a hit.
  • Ledger: Operating retainer balances are no longer listed by individual account. This was to support allowing money from multiple accountsfrom being applied to an invoice during billing and having a balance carried forward.
  • Statements: Entries now sort by invoice entry date (rather than invoice number)
  • Statements: Different format used when only one case file is being referenced
System
  • Group lists now display "disabled" states better
  • User and group screens now remember your column sorting
  • New support for European data center
  • Removed document-lite tabs and added back--end privacy support for European customers
  • Self-signing tools now included in software installer
  • Ledger Views: ability to have the last operating receipt date in a page footer
  • Improved conversion logging
  • Integration services are supported so third-party applications can be notified of events
  • Updated many third-party packages to improve reliability

Fixes:

Invoicing:
  • Adjust invoice: Cancel button no longer disabled
  • Adjust Invoice: Drill down fields now have focus
  • Don't reallocate for users in group is now working
  • Regression - Contact Cover crashes if more than 1 casefile for a contact
  • Token code appeared when there was no email address
  • Fee-only allocation changes while keeping total fee amount the same were being ignored
  • Dollar sign was missing on total lines
  • US templates updated with default tax titles
  • Invoices could be deleted if a transfer payment was made after invoice created
  • Under some scenarios an invoice could fail and not provide a notification/details on why
HST/GST (Canada):
  • Large numbers no longer cut off on report
  • Tax adjustments are now reflected correctly when tax adjustments are deleted when a bill is deleted
  • Tax category fields are now automatically enabled for Canadian firms
Data Entry:
  • Data Entry: Default bank account could be blank after switching books
  • Data Entry: Default bank account could be ignored under some scenarios
Bank Rec:
  • Bank Rec. Delete and edit buttons missing on some screens
  • Bank Rec: Drilling down on a check created through prior check no longer causes an error
Reporting:
  • Payables Reports: Security required receivables security
  • Transaction Levy: Only the last 50 entries were displays; totals were correct
  • Excel: Reports with dates in "header" section but dates not set would fail export
  • Trust Ledger View: Wasn't honoring the start date so opening balances were incorrect
Miscellaneous:
  • Time Sheet: "Default to Assigned Fee Earner" function now working
  • Security: Password expiration message was truncated
  • Multi-line Input Box: In view mode, feedback wasn't provided
  • File Group Settings: Regression - some new settings not saved properly
  • Operating In: Regression - Contact number may show up as invalid on drill down
  • Operating In: Regression - NSF button didn't always work
  • Data Entry: Realigned the "i" button
  • Fixed invoice filter in AR View
  • Fixed responsible filter in Expense View
  • Casefile referral summary only showed lawyer referrals - this has been fixed
  • Quick Entry: Activity wouldn't fill into explanation unless file is entered
  • New File: Using file number by firm may be blank under some scenarios.
  • New FIle: The file now saves if you add a new contact via Additional Contact Section when creating a new file and using Number by Client
  • Vendors may not have shown up in the help list immediately. This has been fixed.
  • Operating In/Payables: Billing hold flag not saved
  • Conflict Search: searches with multiple spaces beside each other caused an error
  • Time entry rounding precision was increased
  • Spelling mistakes on licenses exceeded screen corrected

Release 1.2.80 - June 2019

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