14 March - Actionstep 12431

Fixes going out to all users:

• Resolved issue where the default task view within matters was not displaying any tasks [EBM] (Ref:#12429)
• Resolved issue where inactive matters were automatically becoming active again, due to deleted tasks (Ref: #12320)
• Resolved issue where a disbursement is created from a withdrawal, but deleting the withdrawal does not delete the disbursement (Ref: #12274)
• Resolved issue where deposit slips were not displaying the matter ID correctly (Ref: #12221)
• Resolved issue where draft time entries made non-billable would still be displayed on the final bill (Ref: #12168)
• Resolved issue where timesheet suggestions were periodically being cleared (Ref: #11918)
• The array_push and array_unshift php functions are now whitelisted for the purpose of creating calculated merge fields (Ref: #12264)

7 March - Actionstep 12196

Fixes going out to all users:

• Resolved issue where tasks could not be created for certain matters (Ref: #12187)
• Users can now set a default receipt template from: Admin > Accounting > Accounting Preferences > Client receipt > Receipt template (Ref: #12115)
• Resolved issue where changes to rate sheets could not be saved (Ref: #12227)
• Resolved issue where creating a time record from a timer entry cleared the saved time (Ref: #12200)
• Resolved issue where a closed supplier invoice could not be reverted to draft if it had an associated payment [EBM] (Ref: #12199)
• Resolved issue where the SP_FeeTotalHoursAndMinutes merge field was not returning correct information (Ref: #12190)
• Resolved issue where system notes were not being created to indicate tasks being altered or created (Ref: #12163)
• Resolved issue where reminders on tasks were not loading correctly on certain pages (Ref: #12142)
• Resolved issue where deleted invoices were being displayed on the Client Statement Report (Ref: #11965)
• Resolved issue where the date picker was not working correctly for Trust Statements (Ref: #11926)
• Resolved issue where removing a system user caused time records associated to the user to be removed as well (Ref: #11912)

28 February - Actionstep 12070

Fixes going out to all users:

• Resolved issue where the GST portion of the Client Profitability Report was not being calculated correctly [EBM] (Ref: #12025)
• Resolved issue where tasks could not be completed via the view bar [EBM] (Ref: #11923)
• Resolved issue where merge fields were failing to pull the correct dates for scheduled payments [EBM] (Ref: #12118)
• Resolved issue where interest on Trust Investment accounts could not be receipted (Ref: #12029)
• Resolved issue where task views were not pulling information correctly (Ref: #11928)
• Resolved issue where the Last Changed Date was pulling the incorrect date for password changes (Ref: #12086)
• Resolved issue where the BillStatementTrust_Balance merge field was not working correctly (Ref: #12059)
• Resolved issue where the rates for tasks created under a workflow were not carrying through to the corresponding time entries (Ref: #12052)

21 February - Actionstep 11970

Fixes going out to all users:

• The Bank Balance Control Report is now visible (Ref: #12010)
• Resolved issue where timers were not being cleared even after they were moved to a bill (Ref: #11994)
• Resolved issue where task views were not pulling any information from certain data sources (Ref: #11927)
• Resolved issue where Word/PDF invoices created under the Classic Billing mode could not be downloaded (Ref: #11645)
• Resolved issue where LEDES98B output was incorrect for some conditions [EBM] (Ref: #11695)
• Resolved issue where certain bills could not be approved or deleted [EBM] (Ref: #11673)

14 February - Actionstep 11803

Fixes going out to all users:

• Resolved issue where invoice payments were not appearing on the Fee Allocation Report (Ref: #11838)
• Resolved issue where tasks created as part of a step change were not prompting the user to create time entries once completed (Ref: #11832)
• Resolved issue where a matter could not be closed despite having no associated open invoices or amounts left to bill (Ref: #11791)
• Resolved issue where the time entry screen was not selecting the correct default rate for each timekeeper (Ref: #11474)
• Resolved issue where users with limited permissions could still see billing items they were restricted from viewing (Ref: #11665)
• Resolved issue where the date picker calendar was being truncated for some custom data fields (Ref: #11823)
• Resolved issue where report totals were not being collated in the Trust Matter Balances Report (Ref: #11735)
• Resolved issue where users could not view the Trust Accounting Audit Logs (Ref: #11363)

7 February - Actionstep 11622

Fixes going out to all users:

• Resolved issue where creating new time entries would delete previous entries. [EBM] (Ref: #11733)
• Resolved issue where certain time entries were only picking up default billing behaviour when created within a matter. [EBM] (Ref: #11717)
• Resolved issue where outstanding invoice amounts could not be selected on calendar appointments to 'collect at event.' This would occur if the appointments were deleted and then re-created. (Ref: #11692)
• Resolved issue where the 'collect at event' option could not be selected for calendar events if there were more than five open invoices. (Ref: #11691)
• Resolved issue where the 'Pronoun' merge field would only display female pronouns if used with certain merge field options. (Ref: #11624)

25 January - Actionstep 11408

Fixes going out to all users:

• Resolved issue where certain filters caused the contacts list to load slowly (Ref: #10978)
• Resolved issue where content of certain emails would disappear when attempting to forward or print them (Ref: #10873)
• Resolved issue where billing cycles were allocating invoices to the wrong division (Ref: #10841)
• Resolved issue where task alerts were not being accounted for when installing pre-configured workflows (Ref: #10785)
• Added a field for 'Bank reference' for trust account holders in Queensland, with a new merge field that can be used to draw from this field on document templates (Ref: #10386)
• Resolved issue where emails formatted in a certain way were not being parsed in Actionstep (Ref: #10123)
• Resolved issue whereby printing copies of trust accounting reversal receipts generated receipts of the initial transactions instead (Ref: #9988)
• Moved some the data fields to a new 'additional data' section within the BAS return, in accordance with legislative changes (Ref: #6779)
• NetDocuments users will now be notified when their API connection to NetDocuments has been disconnected (Ref: #5940)
• Resolved issue where certain calculated merge fields were not functioning correctly for check templates (Ref: #11554)
• Resolved issue where Direct Credit/Direct Debit Export fields were not functioning correctly for Australian users (Ref: #11552)
• Resolved issue where the Calendar field for the General Journal entry page was not working (Ref: #11434)
• Resolved issue where future-dated trust deposit slips were not appearing on the trust bank reconciliation transaction list (Ref: #11415)
• Resolved issue whereby certain fields in custom data collections could not be moved to other custom data collections (Ref: #11333)
• Resolved issue where certain VAT return calculations were incorrect for UK users (Ref: #11254)
• Resolved issue where certain conditional dropdown fields were causing contacts to be truncated when adding them as participants on matters (Ref: #11234)
• Increased the upper limit of characters that can be displayed for the email addresses on Debtor Statements (Ref: #11118)
• Resolved issue where rounding issues were causing discrepancies on tax returns (Ref: #11043)

10 January - Actionstep 11136

Fixes going out to all users:

• Resolved issue where users without HotDocs licenses can access interview forms through the task view. (Ref: #11242)
• Resolved issue where credits/reversals in Infotrack were not creating disbursements with negative values in Actionstep. (Ref: #11227)
• Resolved issue white spaces would show under certain custom data fields. (Ref: #11105)
• Resolved issue where the Email screen was broken when viewed on a mobile device. (Ref: #6446)
• Resolved issue where labels for custom date ranges in list views were wrapping. (Ref: #6086)