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25 July - Actionstep 6832
Fixes released to all users:
- Updated Actionstep alert messages to show the time as well as the date (Ref: #6841)
- Resolved an issue that occurred when trying to set an alert for date/datetime custom data field (Ref: #6840)
- Updated custom task list view options to show both the date and the time (Ref: #6721)
- Reformatted the time sheet screen to display long descriptions better (Ref: #5911)
19 July - Actionstep 6764
Fixes released to all users:
- Updated the default trust statement template for Uniform regulations users (NSW and VIC) so that the date of entry and banking date are displayed (Ref: #6802)
- Resolved issue with hovering over company logo not pulling logo tooltip (Ref: #6797)
- Added Canberra as a city option for time zones on system preference screen (Ref: #6784)
- Addressed an isolated issue with automatic emails not displaying the correct from user (Ref: #6775)
- Allowed custom data fields of the type HTML block to show their records in panels on a matter overview screen (Ref: #6774)
- Resolved an error that is created when a user attempts to create a heads up rule from an appointments list (Ref: #6760)
- Created a new setting in timekeeper preferences so that an administrator can set how time records descriptions are populated based on which UTBMS code that a user selects on a time record (Ref: #6749)
- Resolved an isolated issue where an appointment linked to a matter was not showing on that matter (Ref: #6748)
- Removed electronic batch as a payment method from banking withdrawals and deposits (Ref: #6743)
- Updated the summary section of the Trust Reconciliation report for users set to New Zealand trust regulations to make the summary clearer (Ref: #6447)
- Resolved an issue where uploading and unzipping a zip file creates duplicate folders on the matter (Ref: #6216)
- Resolved an issue where editing an exiting recurring appointment to change its color would not save the change or would cause an error message (Ref: #6148)
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- Updated webforms to account for some special characters within custom data names (Ref: #429)
- Adding the ability to select a tag for a file note when changing step (Ref: #6731)
- Resolved issue with the UTBMS activity code set on default tasks not being applied when the task is created (Ref: #6724)
- Updating styling on a request to have a live system when made from a demo system (Ref: #6714)
- Resolved issue with a action type's descriptions not displaying when viewing your list of action types in the admin section (Ref: #6700)
- Resolved isolated issue where customer could not delete a document template (Ref: #6342)
- Addressed an isolated issue where a user could not delete or edit a user abbreviation (Ref: #6286)
5 July - Actionstep 6688
Fixes released to all users:
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- Allowed the merge field for a trust accounts closing balance to be used in email template (Ref: #407)
- Resolved issue where a sales probability field was not allowing some matters to change step (Ref: #5942)
- Updated system notes to show when a disbursement has been deleted from a matter, including when, why and by whom (Ref: #6336)
- Updated the Trust Payments Cashbook for South Australia clients to display the name, BSB and account number against each EFT transactions (Ref: #6523)
- Allowed File Note tags to be applied to file notes that are created through a step change and when uploading a document. (Ref: #6552)
- Updated webforms so that the IP address and URL of the website are sent with the form details (Ref: #6568)
- Added the name of the party to the end of a document that is generated from a contact against a matter (Ref: #6600)
- Resolved an issue with templates generated from contacts on a matter not saving to the correct folder (Ref: #6600)
- Resolved an issue where the trust multiple invoice payment screen was not using the currency symbol of the systems base currency (Ref: #6636)
- Fixed an issue with the Actionstep desktop data importer not renaming documents during import (Ref: #6673)
21 June - Actionstep 6572
Fixes released to all users:
- Resolved an issue caused when users tried to open "Create File Note" on a new tab (Ref: #6551)
- Updated Dropbox integration
- Updated file uploading to reduce open-sockets and the temporary files used
- Updated display height of email view
14 June - Actionstep 6525
Fixes released to all users:
- Addressed issue with the UTBMS Task Code Description not populating the Time Record narrative (Ref: #1886)
- Resolved issue with the default alias not being applied for automatic emails (Ref: #6051)
- Fixed issue with inappropriate files being displayed for customized base participant types. (Ref: #6406)
- Resolved issue with cancelled appointments remaining in the matter home screen panel (Ref: #6427)
- Addressed issue with check number's starting with alpha characters not displaying in trust transactions Ref: #6482)
- Increased the number of related matters that can be viewed/used when receipting trust funds (Ref: #6508)
- Updated the formatting for timeslip export plugin
7 June - Actionstep 6476
Fixes released to all users:
- Resolved issue where Infotrack searches were not displaying in Actionstep (Ref: #108)
- Added in a field for 'EFT Confirmation number' to accommodate for bank reference numbers when issuing payments from trust accounts (for select users only) (Ref: #6441)
- Resolved issue where a long reference would change the formatting of an invoice payment screen (Ref: #6448)
- The email interface has been updated
31 May - Actionstep 6410
Fixes released to all users:
- Updated participant type custom data fields so that users are aware of repercussions of changing type (Ref: #5786)
- Updated Aged Receivables report in regards to the report total and GL balance total comparison (Ref: #5871)
- Trust statement and trust receipt now reference RWT and commission deducted from any interest receipt (Ref: #5893)
- Addressed issue with extra tax codes being added after Xero plugin enable (Ref: #6025)
- Resolved issues with webforms not drawing custom participant information (Ref: #6379)
- Enabled use of EFT Requisitions for Queensland users (Ref: #6405)
- Addressed an issue with the ProPay payment function
24 May – Actionstep 6326
Fixes released to all users:
- Resolved issue where the 'Required' checkbox was not functioning for certain participant custom data fields (Ref: #6364)
- Resolved issue where the Action Data Dump report would return appointment ID's instead of appointment dates (Ref: #6265)
- The weighting of steps within the workflow now accurately reflects their list order (Ref: #6183)
- The Trust Interest Receipts list now displays the associated client participant (Ref: #6160)
- The "next not started task due date" is now displaying correctly in matter list views (Ref: #1887)
17 May - Actionstep 6198
Fixes released to all users:
- Resolved issue generating documents via selected participants under the Parties tab (Ref: #6082)
- EFT Requisitions have now been enabled for Trust Accounting users in Queensland, as per changes to the compliance guidelines (Ref: #6093)
- Resolved issue where GST returns would unintentionally span several months (Ref: #6096)
- SMS option no longer displayed to UK users (Ref: #6117)
- Resolved issue where the Sales Pipeline panel within the Matter Overview was displaying incorrect information (Ref: #6224)
- Resolved issue that was causing a discrepancy within the GST return if the user was missing tax codes in some areas (Ref: #6233)
- Search functionality and interface has been updated
3 May - Actionstep 6109
Fixes released to all users:
- Updated interface when generating a document from a participant to be consistent with other document generation screens (Ref: #6082)
- Resolved issue with the default from email address not being applied to automatic emails (Ref: #6051)
- Updated interface when clicking on a checked-out document to be consistent with other document generation screens (Ref: #6040)
- Resolved issue with disabled jump steps displaying in the matter steps ribbon (Ref: #6004)
- Updated system so that conditional merge fields work on matter step change screen (Ref: #5991)
- Addressed issue with a double confirmation screen when deleting a document template (Ref: #5959)
- Fixed an isolated issue with users not being able to see sub-folders in the Word plugin (Ref: #5821)
- Increased the size of the dialogue window when searching for/selecting a document template (Ref: #1788)
- Internet Explorer 11 styles fix in task notification dialog
26 April - Actionstep 6008
Fixes released to all users:
- Resolved: Issue with updating the details of a trust bank account (Ref: #6075)
- Addressed issue with adding a new matter type to trust accounting (Ref: #6073)
- Fixed error when trying to access trust reports and there are no trust settings configured (Ref: #6068)
- Resolved an issue with disabled matters appearing in a list view (Ref: #6017)
- Updated error message when trying to access matter types that have not been configured in the divisions trust accounting (Ref: #6000)
- Resolved isolated issue with a conditional merge filed not working within one division (Ref: #5996)
12 April - Actionstep 5941
Fixes released to all users:
- Resolved isolated issue with number of items in reconciliation (Ref: #503)
- Updated Queensland trust transactions so that reversal of a cheque includes the cheque number (Ref: #1867)
- Updated the trust statement template merge fields for New Zealand users (Ref: #5651)
- Resolved isolated issue of email replies not showing the body content of the original message (Ref: #5670)
- Allowed for the deletion of deposit slips (Ref: #5794)
- Resolved isolated issue for some users when creating related matters from another matter (Ref: #5902)
5 April - Actionstep 5883
Fixes released to all users:
- Updated date format for line items in invoices to match appropriate region (Ref: #366)
- Updated search criteria when creating participant columns in a custom list view (Ref: #520)
- Solved an isolated issue for some users creating new webforms (Ref: #1764)
- Allowed sales invoices created from supplier invoices to link to the same matter (Ref: #1764)
- Updated how system notes record step changes (Ref: #2093)
- Resolved issue with GST calculations on InfoTrack searches (Ref: #5630)
- Addressed issue with importing trust payments as checks (Ref: #5773)
- Allowed users to use singular or plurals as suffixes for merge fields (Ref: #5791)
- Addressed an issue with the consistency of name formats in Actionstep (Ref: #5839)
- Resolved issue with the customer ID filter in custom matter views timing out (Ref: #5866)
- Allowed for corrections to drop down options to affect existing values in matters (Ref: #5879)
- New design formats in the admin action type screens
29 March - Actionstep 5826
Fixes released to all users:
- Resolved issue with exported old list view adding an 'Â' character to file text (Ref: #448)
- Addressed issue with the FullNameWithSalutation merge field (Ref: #485 )
- Updated electronic batches for Australian users to prompt the user to use the correct account number format (Ref: #524)
- Resolved issue with apostrophe in custom data fields affecting webforms (Ref: #1828)
- Addressed issues with activity codes on multi-divisional databases (Ref: #1828)
- Resolved isolated issue with being able to lock or approve a credit invoice (Ref: #5776)
- Updated trust deposit slips so that the number and ID can match (Ref: #5807)
22 March - Actionstep 1892
Fixes released to all users:
Restricted users from being able to change a custom participant data field's type once it has been populated (Ref: # 5786)
Addressed an issue with disbursement templates not allowing the GST inclusive/exclusive to be changed (Ref: # 5759)
Resolved an isolated issue with the trust bank balance control report (Ref: # 5756)
Updated InfoTrack integration to allow for better refreshing of the downloadable files contents (Ref: # 5810)
Updated the system to record when a file note is deleted as a system note on the matter (Ref: # 5782)
Allowed for the removal of page numbering on account statements (Ref: # 5665)
Allowed time that had been confirmed as non-billable to be reverted back to billable (Ref: # 1836)
Addressed issue with the ifnull=ignore function not working for multi-row custom data fields (Ref: # 1817)
Clarified the use of default values for custom data on step changes (Ref: # 1802)
Resolved an issue with how advanced funds appear on trust statements (Ref: # 1778)
Addressed issue where permissions can stop a user from moving to a future step when the matter has been on that step previously (Ref: # 1771)
Allowed users to create general ledger accounts with apostrophes in the name (Ref: # 521)
Resolved issue with the client matter accounts ledger report repeating entries (Ref: # 519)
Addressed issue with the calendar widget not appearing on some webforms (Ref: # 509)
Resolved isolated issue with trust accounting in a multi-divisional database (Ref: # 506)
Addressed an issue where conditional merge fields cause a document to fail to generate (Ref: # 505)
Resolved dashboard error (Ref: # 501)
Allowed for matters linked to disabled divisions to show correct records (Ref: # 427)
Resolved issue with disabled steps appearing on a matters workflow ribbon (Ref: # 371)
24 February - Actionstep 1827
Fixes released to all users:
- Fixed issue with the electronic statement upload (Ref: #1812)
- Resolved issue where extra spaces were being added to a merge field using the "ifnull=ignore" statement and "suffix=" option (Ref: #1823)
- Allowed special characters to be used in protected custom data field types (Ref: #462)
15 February - Actionstep 511
Fixes released to all users:
- Updated PDF template blocks for debtor statement report (Ref: #1766)
- Fixed issue with time billing rounding in PDF invoice (Ref: #515)
- Updated formatting options for LEDES 98B file (Ref: #514)
- Updated custom data import tool to make error messages easier to understand (Ref: #408)
25 January - Actionstep 491
Fixes released to all users:
- Long client names no longer cause text to overflow in the Invoice Payment dialogue from within an invoice (Ref: #499)
- Dates are now correctly displayed on trust receipts generated (Ref: #497)
- UK users will now find that File References are mandatory for certain matter types (Ref: #494)
- Users with the QLD trust plugin will now have default invoice hold periods of 7 calendar days, as opposed to working days (Ref: #482)
- ASB users are now able to use the Receive Interest (multi) function under Trust Accounting (Ref: #481)
- Matters will no longer display a "last activity date" of 1 Jan 1970 (Ref: #477)
- Documents (eg: receipts, statements) generated for controlled money accounts no longer include 'Trust' in the title (Ref: #438)
- Zooming into a contact record no longer cuts off the year section on the date of birth (Ref: #430)
- Future-dated transactions can now be reversed under the Trust Accounting application (Ref: #416)
Fixes released to Early Access (EA) Program:
- Newly created parties within the matter creation screen will now auto-populate the fields from which they were created (Ref: #496)
17 January - Actionstep 484
- Resolved issue with Electronic Bulk Payments (Ref: #488)
- Addressed issue with not being able to search for a document template with more than one word (Ref: #473)
- Allowed the use of special characters in custom data collection passwords (Ref: #462)
- Allowed the system to record a system note when tasks are completed in bulk (Ref: #445)
- Re-worded error message when attempting to add a trust deposit to deposit slip that is already reconciled (Ref: #442)
- Resolved issue with inserting a space after a merge filed using suffix option (Ref: #400)
- Addressed an issue with trust permissions to create bulk/batch statements (ref: #397)
11 January - Actionstep 456
- Resolved issue where some exported list views add an  character to file (Ref: #448)
- Added the ability to use ABA file format for Electronic Batches (Ref: #471)
- Addressed issue with apostrophes in plain text part of automatic emails causing errors (Ref: #457)
- Updated the trust stale balances report so that it does not account for interest transactions (Ref: #454)
- Updated accounts that are recorded for control money account transactions (Ref: #434)
- Allowed disbursements to be accessed and created through the Actionstep API (Ref: #426)
- Corrected issue with check dates and banked dates being mixed for some trust transactions (Ref: #422)
- Addressed issue with users getting error messages when changing passwords (Ref: #377)
- Fixed access to live sign-up page on an expired trial system
9 January - Office Plugin 450
- Resolved issues when renaming attachments while moving them (Ref: #412)
- Isolated issues with some users not able to assign emails to some matters (Ref: #238)
- Fixed issue with draft emails not uploading (Ref: #204)