21 December 

Fixes going out to all users:

• Resolved an issue with users not able to see their ProPay dashboard or add a new card through ProPay. (Ref: #11193 & #11051)
• Added the option to exclude banking withdrawals and supplier invoices from the Client Matter Account Ledger report. (Ref: #11133 & #11131)
• Increased the maximum number of days that a task can be set to be due relative to a date. Tasks can now be up to 99,999 days before or after a relative date. (Ref: #11117)
• Fixed an isolated issue with posting invoices in a foreign currency. (Ref: #11116)
• Addressed an isolated issue for some clients who were having errors while trying to download multiple files. (Ref: #11018)
• Updated the logic used to populate commonly used email addresses when selecting email addresses to be used in a compose email screen. (Ref: #10971)
• Updated the logic for timesheet suggestions to address an isolated issue where some suggestions were being removed. (Ref: #10823)
• Addressed an isolated issue where dates were not formatted as per the merge field. (Ref: #10303)

13 December - Actionstep 11049

Fixes going out to all users:

• Addressed an issue for Firefox users when completing an advanced search. Users will now be able to apply the same search criteria to different searches by clicking on the next search type (documents, matters, contacts, etc). (Ref: #11028)
• Updated how recurring appointments setup for weekdays behave when entered on a calendar that is synchronized with a Microsoft Exchange calendar. This resolved an issue caused by Exchange calendars handing recurring daily meetings in a different manner. (Ref: #11023)
• Updated the permissions applied to the Matter Lockup report so that a user cannot use the report to see details of a matter they do not have permission to access. (Ref: #11010)
• Resolved an isolated issue effecting some users where a contacts phone number would not display the country code. (Ref: #11000)

6 December - Actionstep 10854

Fixes going out to all users:

• Updated Actionstep branding used within calendar names. (Ref: #10944)
• Updated functionality so that clicking on the additional email address that is displayed on a contact record will open a compose email screen with that email address set in the 'To' field. (Ref: #10932)

Fixes going out to Early Adopter users:

• Addressed and issue where a the settings on a marketing activity could not be saved. (Ref: #10913)

22 November - Actionstep 10768

Fixes going out to all users:

• Resolved an issue with trying to change the 'To' filed on an automatic email. (Ref: #10753)
• Added the ability to see, edit and delete your price group overrides. A new screen has been added under Admin > Timekeeping > Price Groups. From this screen, you can click on a price group to change its name or delete it. (Ref: #10671)

15 November - Actionstep 10673

Fixes going out to all users:

• Resolved ongoing issues with how conditional dropdowns are displayed when added to a webform. (Ref: #10670)
• Addressed an issue displaying custom matter list views when it contains a column showing the salutation of a participant. Note, this issue occurred option "n rows per action". (Ref: #10656)
• Added a new menu permission option to hide or show the timesheet tab on a matter. This option has been added to the Action_Details_Menu menu permission. (Ref: #10641)
• Made some small background changes to how calendars function to increases stability of the function. 

9 November - Actionstep 10593

Fixes going out to all users:

• Added a new column option to matter list views to display the country for the physical and mailing addresses of a matters participant. For example, the country of the client on a matter can now be added as a column. (Ref: #10636)
• Updated configuration of voluntary holds for trust receipts that use the payment method "Client Direct Deposit via Bank". This was previously linked to Bank Check so if you used the voluntary option to place a hold on Bank Checks for X days it would also be applied to a trust receipt using the Client Direct Deposit via Bank method. Now Actionstep will apply the hold that is set for Electronic Funds Transfer to receipts that are entered as Client Direct Deposit via Bank. (Ref: #10627)
• Added the Action Ledger Panel to be configured through matter panel permissions. One of the panels that can be set to be viewed on a matters overview or home page is called "Action Ledger". Administrators are now able to set this as an option for their user to see when setting the matter panel permissions (see Action Overview Panels for details on how to do this). (Ref: #10591)
• Resolved an issue where Multi-record custom data fields within a data collection that is shared with related matter types would duplicate the entries in the related matter. (Ref: #10566)
• Resolved an issue where the extension on a file (eg, .docx or .pdf) when recorded in capitals stops that file from being showing when opening or saving files through the MS Office plugin. (Ref: #10553)
• Resolved an isolated issue for some users where they could not upload a second attachment to an email in Actionstep. (Ref: #10551)
• Resolved an issue where the signature on emails send through automatic emails generated from a step change showing the wrong persons details. This fix updated Actionstep to recognize that if a users signature is set with merge fields to display the details of the current user, then emails on step changes should use the details of the nominated participant, not the person moving step. (Ref: #6775)
• Upgrade to our database structure. 

1 November - Actionstep 10495

Fixes going out to all users:

• Resolved an issue where reminders set on appointments in Outlook transfer over to Actionstep even though Actionstep has reminders for that calendar set to "None" (Ref: #10511)
• Updated matter list views to now show the values of any custom data field that is an HTML block type. This update allows any calculated merge fields that are run on your matter to show as a column in a list view. (Ref: #10503)
• Resolved an issue where documents templates set to be generated by a step change were save to the wrong folder. (Ref: #10426)
• Updated Actionstep web forms to allow for conditional drop downs to work through the web form. Conditional drop downs are fields where the values available to be selected from one drop down are dependant on the value chosen in a parent or related drop down.  (Ref: #10339)
• Updated Actionstep so that it gives a clear explanation error message when attempting to unlink a bank account that has a current cheque series associated with it. (Ref: #10271)
• Increased the number of related matters that can be shown on a screen when you are receipting trust funds against more than one matter. Previously only 30 related matters could be shown on screen; You can now see 50 related matters. (Ref: #10119)

25 October - Actionstep 10419

Fixes going out to all users:

• Resolved and issue with Heads up rule not using the sum function when applied to a column with participants. (Ref: #10428)
• Fixed an isolated issue with webforms when trying to submit from the preview screen. (Ref: #10416)
• Addressed an issue caused when choosing "create another" on a time record, and both time records are for the same matter, the rate sheet is not allocated. (Ref: #10290)
• Fixed an issue where sorting multi-record custom data elements in Repeat Blocks are not sorting as specified. (Ref: #10001)

18 October - Actionstep 10321

Fixes going out to all users:

• Allowed custom data using the HTML block type to display on a panel for the matter. (Ref: #10359)
• Added a contacts "Date of Death" as column option to be displayed on a custom matter list view. (Ref: #10347)
• Updated the relations count column option on contact list views  to count the forward and reverse relations. Previously only counted forward relations. (Ref: #10346)
• Resolved an issue where all day appointments in a calendar synchronized with an exchange calendar do not appear over more than one day. (Ref: #10345)
• Addressed an isolated issue where tags could not be assigned to file notes on the opening matter screen and when opening a new tab to create a file note. (Ref: #10342)
• Resolved an issue where you could not alter the appearance color of recurring appointments. (Ref: #10222 )
• Addressed an issue where the Multi Action Profitability Report generated the report as a PDF but the screen still showed it as generating. (Ref: #10109
• Fixed an isolated issue where an appointment on a synchronized calendar would automatically create a reminder 12 hours prior to the appointment, regardless of if a reminder is setup manually or not. (Ref: #9461)
• Tightened how filters on heads up rules can be edited to avoid a filter setting being removed from a heads up rule.  (Ref: #7055)
• Improved the ability to do word searches within PDF documents. 

11 October - Actionstep 10230

Fixes going out to all users:

• Resolved issue with the New Zealand trust reconciliation report and how it deals with historic adjustments (Ref: #10260)
• Addressed isolated issue with some users uploading documents through the portal (Ref: #10220)
• Fixed an isolated issues with logo merge fields not appearing correctly in email templates (Ref: #10197)
• Updated the system to allow an admin user to add a participant type to a matter type from within a matter (Ref: #10144)
• Resolved an isolated InfoTrack coding issue (Ref: #10133)
• Allowed user to adjust the width of a multi-select custom data drop down list when creating that field (Ref: #10015)

4 October - Actionstep 10027

Fixes going out to all users:

• Fixed an issue whereby .msg and .zip files were failing to upload to document folders in matters. (Ref: #10151)
• Fixed an issue similar to the above whereby .anx files were failing to upload to document folders in matters. (Ref: #10131)
• Fixed an issue whereby pronoun merge fields were not correctly displaying results when multiple records were loaded against the specified participant type. (Ref: #10101)
• Added a prefix to all disbursements created for Infotrack searches to make it easier to reconcile them with searches logged in Infotrack. (Ref: #10100)

27 September - Actionstep 10027

Fixes going out to all users:

• Resolved an error that occurred when attempting to add "Sales Pipeline status as a column option on a custom list view. (Ref: #10072)
• Addressed an issue with some NetDocuments integrated systems where the user could not access NetDocuments through Actionstep.(Ref: #10038)
• Corrected an error which was causing sorting multi-row custom data elements in Repeat Blocks to not sorting. (Ref: #10001)
• Resolved an isolated issue where the default rate sheet was not displaying in a time record. (Ref: #9992)
• Addressed an isolated issue with time records not showing all fields when created from within a matter. (Ref: #9916)
• Added a function to the reassign logins tool so that you can not also reassign alerts from one contact to another. This will take any alert assigned to a nominated user and allocate them to another nominated user, similar to the existing functions for tasks, matters, and matter participants.  (Ref: #6915)
• Updated auto emails to pull information from the senders details rather than the signature setting of the sender. This solves the issue where some automatic emails created through a step change were showing the signature of the person moving to the step rather than the contact under the nominated participant type. (Ref: #6775)

20 September - Actionstep 9942

Fixes going out to all users:

• Fixed an issue whereby the dashboard was not available within the reports menu. (Ref: #9999)
• Fixed an issue whereby generated Purchase Orders had merge fields for their filenames. (Ref: #9973)
• Fixed an issue whereby participant custom date fields were also generating timestamps. (Ref: #9971)
• 'Email format' removed from participant records. (Ref: #9943)
• Fixed an issue whereby having disabled steps on the step tree after a closed step prevented the matter from being closed. (Ref: #9888)
• Fixed an issue whereby long debtor names on the remittance advice of debtor statements would cause text to overlap. (Ref: #6951)
• Alerts can now be bulk-reassigned. (Ref: #6915)
• Fixed an issue whereby certain custom data fields were causing calendar to encounter errors. (Ref: #6273)

13 September - Actionstep 9609

Fixes going out to all users:

• Resolved an issue with special characters in a matter title causing issues.  (Ref: #9902)
• Addressed an issue with banking templates (withdrawal and deposit templates) updating after each use, even when set not to. (Ref: #9614)
• Fixed an issue with the template supplied by the system for trust payment imports having spaces in the heading title causing errors when using for imports. (Ref: #9602)
• Updated folder permissions do that folders that the user does not have permission to access will not appear on the matters document menu for that user. (Ref: #9598)
• Updated menu permissions so that the "Reports" and "More.." menu options in the navigation bar can be hidden. (Ref: #9597)
• Addressed an isolated issues where a user was not able to save their accounting preferences. (Ref: #9571)
• Made it easier for users to update supplier invoice references to address duplication records. (Ref: #9564)
• Resolved an isolated issue for a user where the steps ribbon on a matter type was duplicating the step tree. (Ref: #9558)
• Updated permissions to ensure that the accounting reconcile menu permission is not required for a user to to be able to complete a trust electronic bank reconciliation. (Ref: #7063)
• Set a limit of 50Mb to all outgoing email in Actionstep to avoid errors while processing that email.  (Ref: #6958)
• Fixed an issue where the suggestions in the time sheet were expiring after 14 days. (Ref: #6938)
• Updated the public holidays for New Zealand users and how they display on the calendar. (Ref: #6883)
• Updated the Accounts list to ensure that accounts will be ordered by account number. The order will now be dictated by the header by account number, then account number of sub accounts under the header.(Ref: #6828)
• Updated the print option on a matters trust transaction history screen so that the print will include the name of the trust account. (Ref: #6828)
• Updated the default PDF naming options for sale and purchase types so that they used merge fields from the system. (Ref: #6756)
• Resolved an isolated issue where a user was not able to delete an invoice payment made through through accounting (not through trust). (Ref: #6741)
• Allowed users to be able to download multiple documents that are saved against a contact record at once. (Ref: #6711)
• Addressed an isolated issue where actual time recorded against a task was not appearing on the timesheet screen. (Ref: #6350)

6 September - Actionstep 9518

Fixes going out to all users:

• Resolved an issue with descriptions of heads up rules not showing in the heads up email. (Ref: #9578)
• Updated behavior when entering a withdrawal coded to a matter so it is billable by default. (Ref: #9522)
• Added a column to the supplier invoice screen to display the clients name if the supplier invoice has been set to bill the amount to the client on a matter. (Ref: #9521)
• Resolved an issue where a contact assigned to a role on a matter while the matter was created, did not have that role ticked on contact record. (Ref: #9495)
• Addressed an isolated issue where an admin user was unable to delete custom data fields (Ref: #7084)
• Updated the New Zealand version of the Trust bank reconciliation report so that users can choose to not show reconciliation entries in the report. Also changed the order of items that are listed so that unreconciled deposits, unreconciled  payments and adjustments appear before reconciled transactions.  This change was made after feedback from the NZLS. (Ref: #7070)
• Updated the New Zealand version of the Trust cash book so that the summary appears at the top of the report rather than the bottom. This change was made after feedback from the NZLS. (Ref: #7070)
• Fixed an isolated issue with the filter applied to a heads up rule not being maintained (Ref: #7055)
• Updated the matter import so that imported matters can be assigned to a non-system user. (Ref: #6803)
• Minor style change to the tick boxes on the admin screens for Wiki articles.

30 August  - Actionstep 9452

Fixes going out to all users:

• Resolved an issue with the 'Debtor Statement' and 'Debtor Statements (Multi Primary Participant)' reports where the state and zip code were in the wrong format. (Ref: #6937)
• Addressed an issue where files attached to Wiki articles could not be downloaded. (Ref: #6885)
• Fixed an issue where a timer will occasionally freeze when adding a note and then pausing time. (Ref: #6843)
• Addressed an issue where the name of a document was changed when converting it to PDF when it has a slash in the title. (Ref: #6745)

23 August 2017 - Actionstep 7069

Fixes released to all users:

• Resolved an issue with the correct filter not consistently being applied to Heads up rules. (Ref: #7055)
• Addressed an isolated issue causing an error paying invoice through trust funds on a cash accounting system. (Ref: #6986)
• Resolved an issue with the summary section of the New Zealand trust bank reconciliation report. (Ref: #6959)
• Updated the Trust Batch Statement to not fail if invalid email address in included within listed matters. (Ref: #6927)
• Resolved issue with a permission error appearing on the Action Types screen when a user does not have permission to one of the action types. (Ref: #6808)

16 August - Actionstep 6947

Fixes released to all users:

• Resolved issue with previous system users not able to be selected in the Task Summary Report and the Due Date Report. (Ref: #7037 and Ref: #7036)
  
• Allowed users to enter matter creation date set before today's date. (Ref: #6910)
  
• Allowed an Actionstep administrator to be able to share a third party calendar with themselves through the calendar permissions screen. (Ref: #6835)
• Corrected an issue with InfoTrack searches being attributed to and disbursements appearing on the wrong matter. (Ref: #6983)

9 August - Actionstep 6921

Fixes released to all users:

• Allowed administrators to be able to share a calendar with themselves. (Ref: #6835)
• Removed the character restriction on text line custom data. (Ref: #6804)
• Added Title/Salutation as an option to show for a contact in a matter list view. (Ref: #6750)
• Resolved an issue where alerts set on date with memo and date and time with memo custom data fields set the alert date incorrectly. (Ref: #6903)
• Resolved an isolated issue where a client was not able to search for specific contact (Ref: #6815)

1 August - Actionstep 6866

Fixes released to all users:

• Corrected an issue where monetary custom data field gives a result of "$0.00" even when the field is blank (Ref: #6884)

• Fixed issue with how the client address appears on the debtor statements (multiple primary participant) report (Ref: #6875)

• Corrected isolated issue with task due dates reverting to Dec,31 1969  when you go to change them in edit mode (Ref: #6874)

• Fixed issue where custom data appointment alerts being sent to non-users. (Ref: #6871)

• Updated Queensland trust plugin to no longer allow trust payment imports (Ref: #6834)

• Updated action type folders to remove any spaces at the end of the folder name (Ref: #6818)

• Password Manager workflow Error (Ref: #6810)

• Created new filter option for dates in custom list views to allow a user to filter by Anniversary date (Ref: #6768)

• Updated error message when receipting funds against a trust account in a currency other than the base currency (Ref: #6814)

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)