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 improve the display of long descriptions (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)

12 July - Actionstep 6705

Fixes released to all users:

• 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:

• Resolved issue with users with a wildcard mailbox configured to Actionstep emailing another Actionstep user (external to their company) who also has a wildcard mailbox configured to their system having the email assigned to wrong matter (Ref: #218)
• Allowed users to be able to filter the time records report and to see entries for deleted system users 
• Updated Actionstep's email display code to allow for unusually formatted emails to display better (Ref: #6151)
• Addressed an issue with budget dates appearing wrong in the Budget Variance Report (Ref: #6261)
• Updated the New Zealand GST calculator to correctly account for Zero rated GST items (Ref: #6267)
• Resolved issue with mandatory dropdown custom field s not being enforced as mandatory (Ref: #6339)
• Addressed issue where a document generated from participant screen does not save to default folder (Ref: #6339)
• Allowed UTBMS code descriptions to auto-populate time records (Ref: #6598)
• Resolved isolated issue with custom data date fields causing multiple duplicate rows in views (Ref: #6605)
• Addressed an isolated issue with users getting a 'Failed to add participant' error when trying to create a new contact (Ref: #6695)

28 June - Actionstep 6631

Fixes released to all users:

• 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)