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Release 1.2.85-91 - July 2019

Release 1.2.85-91

Enhancements/Changes:

  • Casefile balance recalculations optimized
  • Third-party services updated (including PDF creation engine)
  • Balance Engines SQL queries optimized so data entry screens load faster
  • Office 365 Integration: Contact automatic sync is now available (BETA ONLY)
  • Invoicing: New option - Always Show Lawyer details. Applied to intials and fee summary when only noe lawyer is on the invoice. Normally, these fields are hidden.
  • Conflict Check: Street address lines beginning with "c/o" will now be included in checks
  • Operating/Trust History View: Explanation field no longer wraps
  • Contact Cover: Date Shown will now be the date of the newest invoice listed
  • Rate Utility Screen: reworked to be more intuitive
  • Performance: recalculation of bank balance records no longer processes all records when deletion or account is changed on entries. Now processes from the month of entry onward
  • Chat: Chat icon now reduced in size to avoid overlaying useful information.
  • Reports window has been adjusted so that scroll bars should be visible.

Fixes:

  • Bank Accounts/Rates: incorrect security applied so that accounts/rates didn't always show
  • Accessibility: added some missing labels
  • Settings: US firms saw "Force Province for contacts". Now reads "...States..."
  • Static Lists: button columns resized so all icons are shown
  • Contact Cover: Please Pay no longer includes balance forward if only showing current entries
  • Contact Cover: logic to show/hide trust column reversed
  • User Groups: fixed name field limit to only 20 characters
  • Bank Rec: very rare condition that reports don't align with screen information
  • Statements: if user requests a BS earlier than the last GL produced without requesting a GL for the new period first, then the BS may include newer data
  • Startup/First Month: entries were being incorrectly restricted from being dated prior to the system start-up date
  • General Journal: brought back ability to specify the same posting reference multiple times
  • Invoices: transfer memo now reflects changes made through edit charges screen
  • Data Entry: Banking - Force reset of bank balance cache to force the retrieval of current balance
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Product Release Notes: July 2019

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Release 1.2.85-91

Enhancements/Changes:

  • Casefile balance recalculations optimized
  • Third-party services updated (including PDF creation engine)
  • Balance Engines SQL queries optimized so data entry screens load faster
  • Office 365 Integration: Contact automatic sync is now available (BETA ONLY)
  • Invoicing: New option - Always Show Lawyer details. Applied to intials and fee summary when only noe lawyer is on the invoice. Normally, these fields are hidden.
  • Conflict Check: Street address lines beginning with "c/o" will now be included in checks
  • Operating/Trust History View: Explanation field no longer wraps
  • Contact Cover: Date Shown will now be the date of the newest invoice listed
  • Rate Utility Screen: reworked to be more intuitive
  • Performance: recalculation of bank balance records no longer processes all records when deletion or account is changed on entries. Now processes from the month of entry onward
  • Chat: Chat icon now reduced in size to avoid overlaying useful information.
  • Reports window has been adjusted so that scroll bars should be visible.

Fixes:

  • Bank Accounts/Rates: incorrect security applied so that accounts/rates didn't always show
  • Accessibility: added some missing labels
  • Settings: US firms saw "Force Province for contacts". Now reads "...States..."
  • Static Lists: button columns resized so all icons are shown
  • Contact Cover: Please Pay no longer includes balance forward if only showing current entries
  • Contact Cover: logic to show/hide trust column reversed
  • User Groups: fixed name field limit to only 20 characters
  • Bank Rec: very rare condition that reports don't align with screen information
  • Statements: if user requests a BS earlier than the last GL produced without requesting a GL for the new period first, then the BS may include newer data
  • Startup/First Month: entries were being incorrectly restricted from being dated prior to the system start-up date
  • General Journal: brought back ability to specify the same posting reference multiple times
  • Invoices: transfer memo now reflects changes made through edit charges screen
  • Data Entry: Banking - Force reset of bank balance cache to force the retrieval of current balance

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