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19 December - Actionstep 19092
- Added a new column into the Mass Billing screen to show the GST on disbursements / expenses. (Ref: # 19126)
- Resolved an issue where users could not create a payment on bill where the matter type that the bill is linked to has no Primary Party Type (Ref: #19126)
- Resolved an issue where dragging and dropping an appointment on the calendar screen caused the format of the calendar to change. (Ref: #19039)
- Fixed an isolated issue where sales tax was not recorded correctly on a negative adjustments to fees. (Ref: #19013)
12 December - Actionstep 19017
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14 November - Actionstep 18749
Fixes going out to all users:
- Update permissions to be enforced as a page load. Prior to this users were able to access a data collection of another matter type by changing URL. (Ref: #18724)
- Resolved an issue with billing on the New Actionstep platform when not using Enhanced billing mode. A supplier invoice entered to be billed onto a client was creating a billable disbursement and a billable purchase. The purchase only is created after the fix. (Ref: #18712)
- Updated the pt=Spi__TaskParticipant merge field option so that when applied to a system that is on Actionstep's new platform, it shows details of the timekeeper who recorded the fee. As Actionstep's new platform has billable time records rather than billable tasks, this option will now work in both instances. (Ref: #18708)
- Updated time summary panels so that it directs you to the appropriate screen based on the billing mode used. AI a system that is not set to use Actionstep's enhanced billing mode, the screen directs you to the classic billing screen. In a system with enhanced billing mode on, it will direct you to the billing summary screen. (Ref: #18702)
- Updated classic billing options so that time records can be placed on hold to mirror previous functionality. (Ref: #18701)
- Fixed an issue where the setting to make a time record created from a saved phone call record not being applied. (Ref: #18658)
7 November - Actionstep 18671
Fixes going out to all users:
- Updated Actionstep's LawToolBox integration so that hearing names are truncated when displayed on deadlines. (Ref: #18684)
- Resolved an issue where merge field names containing "misc" we not generating. (Ref: #18697)
- Fixed an issue where users could create billable time on a matter that was marked as closed for billing by moving a non-billed time entry from a matter that is that is open for billing to a matter that is closed for billing. (Ref: #18672)
- Resolved an issue where the rich text editor option was not available for automatic emails created on a step change. (Ref: #18651)
- Fixed an issue where the list of users that can be assigned to a matter was not pulling through the users with logins for the division of the matter. (Ref: #18571)
- Updated the Trust receipts cash book Report available for users in Australia's ACT region so that it shows the date of the transaction and the date the transaction was entered. (Ref: #18542)
- Fixed an isolated issue with heads up rules being sent to other users. (Ref: #18471)
30 October - Actionstep 18609
Fixes going out to all users:
- Fixed an issue which was stopping users from being able to search the email attachments. On the document screen on a matter, you can search for the root folders on the matter or the email attachments. It was that email attachments option which was not searching correctly. (Ref: #18597)
- Updated the general retainer column in custom list views. When filtering by this column, you can now search for a range, not just a given value. (Ref: #18646)
- Fixed an issue with an ampersand being converted into '&' when you edit a file note. (Ref: #18642)
- Updated the mass billing screen so that it excludes any matters that are marked as closed for billing. (Ref: #18640)
- Fixed an issue where headers in an invoice were not showing correctly in the PDF of that invoice. This issue was affecting users using classic billing while on Actionstep's new platform. (Ref: #18606)
- Updated LawToolBox integration so that users have the choice of creating appointments for deadlines set in the past. (Ref: #18577)
- Updated LawToolbox integration so that so you can create multiple deadlines for some nominated triggers. For example, when multiple hearings exist for one matter, you can create separate deadline dates for each hearing. (Ref: #18576)
- Updated trust reconciliations so that users are not able to select transactions outside of the reconciliation period to reconcile. (Ref: #18564)
- Addressed an isolated issue with a user check batches screen timing out. (Ref: #18548)
- Updated the system so that a user cannot select a trust general ledger account as the general retainer liability account. (Ref: #18541)
- Resolved an issue with the switch matter type function. (Ref: #18507)
- Reworked the logic that is applied when you convert a file note into an email. If the length of the first line of the file note is 160 characters or longer, then the subject line of the email will only contain the matter number. The body of the email will be made up of the file note. If the first line of the file note is less than 160 characters long then the first line will be used as the subject line with the matter id. The email body will be any remaining lines in the file note. (Ref: #18483)
25 October - Actionstep 18535
Fixes going out to all users:
- Fixed an issue where a slash ('/') in a document template name was truncating the name of the document produced by that template.(Ref: #18496)
- Updated the Data export report to be able to show custom data fields under data collections where the data collection name is repeated across many matter types. (Ref: #18553)
- Resolved an issue where a column in appointment list view to show participant details was causing an error. (Ref: #18525)
- Resolved an issue where an edit to a file note may reformat some words as code. (Ref: #18510)
- Fixed an issue with a document's name being altered if it is uploaded with a full stop in its title. (Ref: #18497)
- Resolved an issue with tasks not being able to be created through the Outlook plugin when authorized against a database on the new platform. (Ref: #18495)
- Updated the Multi participant debtor statement report to generate more quickly. (Ref: #18474)
- Fixed an issue where clicking the 'Authorize EFT Requisition' box overrides the 'Authorized By' field in an EFT Requisition. This issue affected Australian customers only. (Ref: #18462)
- Updated the merge field options that show payments on an invoice template so that credits applied will also show. (Ref: #18359)
17 October - Actionstep 18423
Fixes going out to all users:
- Applicable to users using trust accounting the USA, only. Deleted trust transactions will now appear in bank reconciliations along with a reversal transaction. This will be applied to all newly deleted transactions as well as new transactions entered in the system. Users will be able to reconcile the deleted entry and the reversal of that entry as the two transactions will offset each other. (Ref: #18492)
- Instigated a change that will prevent a user from being able to reverse a payment that is allocated to a retainer to prevent potential issues with future retainer transactions. (Ref: #18296)
- Fixed an issue where list views when sorted by a matter id were giving errors. (Ref: #18506)
- Resolved an issue with the Participant KPI report not showing results correctly. (Ref: #18484)
- Fixed an issue when trying to print a file note opening the print preview more than once. (Ref: #18476)
- Fixed an issue with zero amount transactions being created for the systems Fees account when no fees are recorded on an invoice. (Ref: #18444)
10 October - Actionstep 18420
Fixes going out to all users:
- Renamed the AR Balance field in the EBM- WIP report to be called the "Projected AR Balances" to better reflect the information that it gives. The field shows the total value of all invoices whether in draft or saved and also the value of unbilled WIP. (Ref: #18414)
- Resolved an issue with a change made to a task while in "Edit Mode" not being reflected in the system notes on that matter. (Ref: #18380)
- The Matter Profitability Report, while still being available previously, has been replaced by Multi Matter Profitability report which offers much better functionality, mostly on the ability to be able to see the profit on more than one matter at a time. By default, the old version of the report has been switched off for new users. Any existing users who access it will see a new warning message advising them to use the Multi- matter profitability report. The report will still work with its limited functionality. (Ref: #18378)
- Resolved an issue with the Fee Recovery Report where the total of the Write at the bottom of the column was not calculating correctly.(Ref: #18404)
- Fixed an issue with permissions on tasks where removing write permissions did not prevent users from editing tasks. (Ref: #18346)
- Resolved an issue with auto-generated emails (ie, on a step change) being sent from an email as set by an alias, not the default email address for that user. (Ref: #18295)
- Added the ability to be able to set a custom list view as a default view for a system user but also ensure it does not appear in the views menu. For example, creating a custom contact list view and making it the default for your users will, by default, change the default contacts list but also create the custom list as an option on the Contacts menu. If you set the sort order of a custom list to "-1" and as a default, it will show as the default but not as an option in the menu. (Ref: #18209)
- Resolved an issue with not being able to edit a matter in an out of date version of Safari. (Ref: #18123)
- Resolved an issue with the write-off amount not correctly reflected in EBM - Fee Earner Productivity report (Ref: #17982)
- Fixed an issue with an attachment name being altered when saved via Outlook (Ref: #16255)
3 October - Actionstep 18347
Fixes going out to all users:
- Fixed issue where the date filters were not working correctly for the EBM WIP report (Ref: #18392)
- Fixed issue where the 'Edit Options' dialogue window was not opening on the bill production screen, when using mass billing (Ref: #18388)
- Fixed issue where columns were not sorting correctly on the 'Draft Bills' screen (Ref: #18356)
- Fixed issue where matter imports were not correctly assigned closed dates for closed matters (Ref: #18322)
- Fixed issue where non-billable time entries not related to matters would default to the first rate sheet on the list (Ref: #18294)
- Fixed issue where non-admin users could not preview consolidated bills (Ref: #18291)
- Fixed issue where all-day appointments created within Exchange Calendars were not syncing correctly (Ref: #18275)
- Fixed issue where cheque butts generated for multi-invoice payments were only displaying a single associated matter (Ref: #17992)
- Added merge field for 'Last Name Initial' (Ref: #18377)
26 September - Actionstep 18282
Fixes going out to all users:
- Fixed issue where the 'Outcome' column on the 'Phone Calls' list view was not displaying correctly (Ref: #18314)
- Fixed issue where bills on the 'Bill Production' list view were not being sorted correctly (Ref: #18313)
- Fixed issue where non-admin users were not able to preview PDF's of consolidated bills (Ref: #18291)
- Added the following counrtries to the 'citizenship dropdown' menu within the contact record creation screen (Ref: #18276):
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19 September - Actionstep 18197
Fixes going out to all users:
- Unlinked time records to historic payrolls to allow them to be edited. This only affected longtime users of Actionstep who were on the New Zealand Payroll function while it was offered. (Ref: #18252)
- Resolved an issue with permissions to delete tasks not working. (Ref: #18248)
- Fixed an issue with misleading rounding on disbursement templates screen. (Ref: #1245)
- Fixed an isolated issue with the EBM - Client Profitability Report giving incorrect results. (Ref: #8240)
- Resolved an issue with users not being able to unlink related matters. (Ref: #18214)
- Updated the function of custom data set to the number type. Previously the number entered would be reformatted to a 2 decimal number, rounding the number to 2 decimal places if necessary. The update means that the number will display as it is entered. (Ref: #18207)
- Fixed an issue where a hyperlink ending in an equals symbol would produce an error when clicked on. (Ref: #18204)
- Update the salutation "Miss" to not have a period at the end of it. (Ref: #18196)
- Created a new deprecated PDF block which would show a remittance advice on a deprecated invoice/statement template which did not reference the bank account. (Ref: #18194)
- Updated permissions to ensure that users who do not have permission to fields under a data collection, cannot see those fields through a step change on that matter type. (Ref: #18193)
- Resolved an issue with sales tax not showing correctly in the Mass Billing screen. This was due to disbursement set to the default rate sales tax rate not being added correctly. (Ref: #18190)
- Updated the trust statement template that comes with Actionstep to ensure that amount columns will not drop to a new line if they are larger than seven figures. (Ref: #18161)
- Resolved an issue where withdrawals do not automatically set the sales tax based on the value set against the account used. (Ref: #18153)
- Fixed an isolated issue with sms / text alerts enabled but not sending. (Ref: #18136)
- Added the Debtor preferences section to the accounting tab on a contact record. (Ref: #18116)
- Fixed an issue with the EBM -WIP report still shows non-billable fees when set not to. (Ref: #18106)
- Fixed an issue where a Timeslips export mark invoices as draft. (Ref: #18100)
- Fixed an issue in Actionstep classic billing when importing line items from another invoice does not apply the sales tax inclusive box. (Ref: #18099)
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- Reduced the chance of timeout while paying multiple invoices (Ref: #18164)
- All for tasks that are not assigned to matters to appear on alert bar (Ref: #18160)
- Resolved issue with matter ID's not appearing on downloaded deposit slips (Ref: #18148)
- Resolves issue with the EBM Time and Fee Entries Report only showing Quickcodes linked to tasks, not time entry (Ref: #18147)
- Fixed an issue with consolidated billing not being applied when filtering by date (Ref: #18146
- Allowed you to do simple calculations in the disbursement 'Unit Price' field (Ref: #18144)
- Allowed EBM Withdrawal option to have a negative entry (Ref: #18128)
- Fixed issue with the EBM - Time Entries report to display billable and non-billable time correctly (Ref: #18115)
- Changed the disbursements list on the matter billing screen to show all amounts as exclusive of GST to match other Billing screens (Ref: #18107)
- Fixed issue with withdrawals not picking up on default tax setting for accounts (Ref: #18098)
- Fixed issue with the Matter Converter having an error when not mapping participants correctly (Ref: #18086)
- Fixed issue with new Gmail Plugin not showing suggestions(Ref: #18050)
- Fixed issue with required participant custom data not being enforced (Ref: #17868)
- Fixed issue with Client account statement not showing reversal of transactions with unallocated funds correctly (Ref: #17837)
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