11 December - Release 14101

[AX-750] Accounting: payment tersm on purchase orders incorrect - fixed
[DW-001] Task List: bulk edit activity codes, rates and matter ids - added
[DW-002] Disbursements: account selection limited to income accounts - fixed
[DW-003] Timesheet: go to today button doesn't work - fixed
[DW-004] Timers: spinner image creating system load - fixed
[DW-005] Disbursements: ability to create disbursements from banking items - added
[DW-006] Timesheet: time records and disbursements list should auto refresh after a record is deleted - fixed
[DW-007] Disbursements List: need a delete option - added
[DW-008] Timesheet: default start date issue - fixed
[DW-009] Disbursements: delete disbursement template not working - fixed
[DW-010] Merge Fields: required merge fields for invoices - added
[DW-011] Matters List: mailing_state_provice and mailing_post_code fields missing for matter participants - fixed

8 December - Release 14100

4 December - Release 14091

[AX-724] Reports: action budget analysis report option to include 'drafts' - added
[AX-751] Dates: date widget not maintaining proper convention - fixed

27 November - Release 14069

[AX-478] Custom Lists: invoice date column option in the customised task list - added
[AX-688] Notifications: tasks menu bar not refreshing - fixed
[AX-694] Documents: error message when trying to edit in Microsoft word - fixed
[AX-719] Accounting: sale/purchase screen linking to old action sale summary screen - fixed
[AX-721] Tasks: name formats differ in the different places where you can create a task - fixed
[AX-723] Production Error: search-container missing - fixed
[AX-725] Actionstep Emails: login invite sent to "Hello Firstname" - fixed
[AX-731] Calendar: unable to paste information into the appointment description field prior to setting recurrence - fixed
[AX-732] Imports: action type import from store doesn't create data collection permissions - fixed
[AX-733] Custom Lists: unknown participant field: address_line_1 error - fixed
[AX-736] Step Change: issue with file notes saving on auto-step-change validations - fixed
[AX-737] Custom Lists: unknown participant field: address_line_1 error (duplicate) - fixed
[AX-742] Alerts: inconsistant date formatting on alert form

11 November - Release 14066

[AX-142] Billing: non-billable items appearing in the description for legal fees in the invoice - fixed
[AX-382] Merge Fields: last updated date of an inventory item - added
[AX-473] Custom Data: edit values option isn't allowed in DropDownMulti data fields - added
[AX-503] Reports: issue with date fields in Account Entries Report - fixed
[AX-559] Contacts: field of 'county' for the contact address group - added
[AX-560] Contacts: field of 'citizen of' for the miscellaneous information group - added
[AX-561] Contacts: issue creating contact from banking withdrawal screen - fixed
[AX-603] Tasks: automated tasks completed with a future date do not show on the time sheet as being on that date - fixed
[AX-604] Google Gadget: not setting received date correctly (should use gmails received date) - fixed
[AX-616] Reports: account rendered report (debtor statement) not applying date typed in statement date - fixed
[AX-625] Contacts: need delete functionality in the new relationship types tab - added
[AX-642] Actions: credit limit warnings - fixed
[AX-652] Accounting: matter ledger includes draft quotes - fixed
[AX-653] Contacts: issue creating contact from banking withdrawal screen - fixed
[AX-658] Subscription: clicking on a line item in the Actionstep Monthly subscription produces a 404 error message - fixed
[AX-673] Panels: calendar panel on action home screen needs a divider between future and past appointments - fixed
[AX-684] Actions: unable to create related matter - fixed
[AX-685] Billing: incorrect expiration date on payment confirmation
[AX-691] Tasks: "Assigned By" for tasks seems to change the name format depending on how the task was created - fixed
[AX-692] Calendar: invitations showing as being sent from none@unknown - fixed
[AX-705] Accounting: Trust Receipt email not linked to matter - fixed
[AX-706] Advanced Search: issue with data collection results - fixed
[AX-711] Advanced Search: ability to hide unassigned emails from certain users in the advanced search - added
[AX-717] Tasks: description to be added as option for Task Views column - added

6 November - Release 14022

[AX-487] Accounting: sales credit order issue - fixed
[AX-590] Task: 404 error when trying to create template from task - fixed
[AX-615] Create Matter: quick add function missing for some parties - fixed
[AX-666] Accounting: unable to post payment - fixed
[AX-682] Actions: not able to open matters - fixed
[AX-696] Documents: uploader (Drag n Drop) trap out of memory error and display message to user - fixed
[AX-707] Action Billing: "Invalid Account ID: []" message when trying to create invoice from the action billing screen - fixed
[AX-712] Task: return page when completing task - fixed
[AX-713] Menu: not able to choose an option form a drop down menu when that menu is on the step change screen - fixed
[AX-714] Contact List: zip/post code column missing from list - added
[AX-715] Create Action: marketing activity not saving - fixed
[AX-716] HotDocs: issue with custom data field - fixed

6 October - Release 14012

[AX-251] Calendar: invites using incorrect timezone - fixed
[AX-330] Outlook : wrong timezone when appointment details viewed (from Actionstep generated appointments) - fixed
[AX-398] Calendar: timezone problems with synced Outlook calendar - fixed
[AX-540] Calendar: timezone error - fixed
[AX-649] Doc Merge: new MultiUnpaidSalesInvoice field based on the trust field - added
[AX-660] Apps: error when trying package apps using doc merge templates - fixed
[AX-662] Calendar: all day appointments are turning into 2 day long all day appointments - fixed
[AX-665] Apps: unable to install General Matter App - fixed

29 September - Release 14003

[AX-570] Calendar: events marked as private in Outlook & Microsoft Exchange not being marked as private when they show up in Actionstep - fixed
[AX-629] Merge Field: action total amount invoices (incl tax) - added
[AX-630] Action: error message for duplicate Internal Reference not clear - updated
[AX-636] Calendar: appointments created within step not generating - fixed
[AX-637] VAT: label for box 5 is always reclaimed - fixed

25 September - Release 13998

AX-472] Merge Fields: two merge fields with the same name but different action types will not generate - fixed
[AX-606] Accounting: error message paying invoice from trust - fixed
[AX-607] Merge Fields: only support base PHP - updated
[AX-620] Billing: changes to billing preferences setup form labels - updated
[AX-621] Merge Fields: change to the SP_TheirNameList merge field - updated
[AX-624] Email Lists: default to last 30 days filter - added

24 September - Release 13996

[AX-609] Sales Opportunity: last marketing activity can't be deleted - fixed
[AX-610] Calculated Merge Fields: use of > or < operators broken - fixed
[AX-611] Custom Appointments List: participant initials field not working - fixed
[AX-612] Custom Actions List: marketing event + medium not working - fixed
[AX-614] Calendar: exchange recurring appointments with 1 occurrence repeat forever - fixed

23 September - Release 13993

[AX-494] Calendar: update title to include action name etc. when action selected - updated
[AX-495] Calendar: action overview links should edit appointment not open calendar - fixed
[AX-567] Reports: fee recovery report issue - fixed
[AX-570] Outlook: events marked as private not being marked as private when they show up in Actionstep - fixed
[AX-571] Merge Fields: calculated merge field not working when applied - fixed
[AX-572] HotDocs: participant overlays - added
[AX-591] Settings: other division not showing when trying to change the lockout date - fixed
[AX-592] Custom List: update to views - added
[AX-598] Related Actions: need to hide related actions in the action header that are inactive or closed - added

17 September - Release 13989

[AX-317] Xero: transactions not pushing through - fixed
[AX-511] Accounting: unlinked sales invoice still trying to send through details of a payment made against it - fixed
[AX-563] Calendar View: change default permissions to include custom data appointments - updated
[AX-568] Time Recording: Time records not being created from the Outlook plugin - fixed

16 September - Release 13979

[AX-454] Tasks: recording time through tasks not recording correct day - fixed
[AX-516] Custom Data: data field to appointment name feed - added
[AX-525] Doc Merge: system date code no longer working correctly - fixed
[AX-527] HotDocs: repeat sources for I_C merge fields not working - fixed
[AX-531] API: exception error when trying to create invoices with Spanish characters - fixed
[AX-536] Calendar: can't set existing event series to private - fixed
[AX-537] Time Recording: timesheet tasks / matter Issue - fixed
[AX-542] Copy: need to making sure that users on the free trial know they can include additional users for free - updated
[AX-544] Apps: problem installing AUS Litigation - UCPR NSW app - fixed
[AX-545] Settings: when you change the name 'Action' to an alias, the name stays as 'action' in the search bar - fixed
[AX-546] Typo: no space in phrase 'Go to' - fixed
[AX-547] Recent Activity: re-assigning of Actions displaying wrong note - fixed
[AX-548] Accounting: issue with purchases "Credit Order" - fixed
[AX-555] Apps: unable to install US Lit Pack - fixed
[AX-557] Calendar: alerts issue - fixed

9 September - Release 13959

[AX-500] Payroll: not able to load employees against a payroll. Get a "Unexpected situation" message - fixed
[AX-502] Calendar: when customer turns off weekend view on calendar it shows Sunday-Thursday - fixed
[AX-505] Custom List: contact views not working - fixed
[AX-512] Billing: no default billing preference loaded for new action types - fixed
[AX-522] Actions: error when creating matters of a certain type - fixed
[AX-528] Default Participants List: add "Participant Type" filter for default participant type - added

1 September - Release 13945

[AX-131] Calendar: appointments loaded as custom data against participants appears as a text field - fixed
[AX-161] Calendar: editing a calendar series to add a reminder does not save (does for the occurrence) - fixed
[AX-324] Calendar: unable to delete appointments in calendar - fixed
[AX-359] Calendar: recurring appointments missing action id - fixed
[AX-467] Calendar: all day appointment that are longer than one day are only appearing as one day long - fixed
[AX-470] Apps: error when installing Sales/CRM app from AU store - fixed
[AX-482] Payroll: not able to access the employees tab on the payroll - fixed
[AX-484] Calendar: deleting appointments doesn't send cancellation notifications - fixed

27 August - Release 13941

[AX-192] Plugin: attachment icon for emails uploaded via plugin - fixed
[AX-214] List: custom view fields for marketing campaigns and activities - added
[AX-218] List: previewing a custom action list with the "event" column added - fixed
[AX-246] Accounting: date shown in payment section of invoice does not match payment - fixed
[AX-257] Accounting: converted expenses not populating with date - fixed
[AX-278] Actions: current step also showing as a previous step in the ribbon for imported actions - fixed
[AX-312] Custom Data: saving values across matters - fixed
[AX-371] Email: using own email address as the FROM address - fixed
[AX-376] Home: recent activity feed duplicating entry - fixed
[AX-384] Inventory: search function on price lists not working - fixed
[AX-390] Accounting: converting sales template to purchase orders issue - fixed
[AX-391] Report: Matter Trust Ledger report not including trust to trust transfers - fixed
[AX-419] Inventory: not able to update price list by import - fixed
[AX-440] Accounting: can't delete payment or transaction - fixed
[AX-443] Trust: instructions from the Make Payments (Bulk) /Receive Funds (Bulk) - updated
[AX-444] Email: add origin or reminder to the subject line of an appointment reminder email - added
[AX-445] Merge Fields: calculated fields issue - updated
[AX-446] Banking: failing to upload bank statement for reconciliation - fixed
[AX-447] Menu: open new links in tabs - added
[AX-448] Email: fonts in email screen - added
[AX-449] Trust: configuration issue - fixed
[AX-459] Tasks: error message when trying to complete auto assigned tasks - fixed
[AX-216] Report: Budget Analysis report pulling different results when run from within a matter compared to same report run from reports screen - fixed
[AX-300] Heads-up: rules created for custom lists break if the list is changed - updated
[AX-422] Report: Consolidated Budget Analysis report not reporting correctly - fixed
[AX-461] Merge Field: system date is returning a future date - fixed
[AX-463] Marketing: issue with related marketing actions - fixed

25 August - Release 13931

[AX-272] Payments: posting a payment error message: "Error matching to prior payments..." - fixed
[AX-293] Trust: account appears with different name in the pay invoice screen - fixed
[AX-339] Contact: add note dialog on contact record crawling down screen - fixed
[AX-393] Email: incorrect uploading of inline attachments from email-raw api call - fixed
[AX-395] Billing: incorrect heading order, despite billing preferences - fixed
[AX-400] Report: Trust Trial Balance report is showing an increase to the paid by firm each time the user pays an invoice - fixed
[AX-413] Billing: billable time allocated to non-billable tasks - fixed
[AX-427] HotDocs: implement UK site - added
[AX-432] Doc Merge: Sort order by action_participants - added
[AX-433] Templates: invoice templates in trial database have no defined file type - added
[AX-434] Cheques: comma appearing in check number - fixed
[AX-436] Custom Data: description on dates with memo are appearing twice - fixed
[AX-438] Lists: not able to preview custom contact list - fixed
[AX-442] Logins: Not able to add new user or delete old one - fixed

22 August - Release 13916

UI Update

The Email Compose and Email View screens have had a User Interface upgrade!

[AX-307] Doc Merge: field to reference contacts role when they contact is assigned to more than one role - fixed
[AX-383] Xero: data validation error - fixed
[AX-388] Billing: Actionstep invoice information: "email invoices to" not allowing more than one email address - fixed
[AX-394] Wiki: uploading an image only works the second time you upload it - fixed
[AX-403] Configuration: not able to upload a new division logo - fixed
[AX-404] Participant: tax alias appearing as "null" - fixed
[AX-405] Step Change: not able to change step if a step change email is to be sent to a contact without an email address - fixed
[AX-406] Participant: no way to add additional relationship types - added
[AX-407] Participant Data: flag if only action specific - added
[AX-408] Participant Data: editing data within an action - screen needs to close - fixed
[AX-410] List Views: additional ability to show related participant actions - added
[AX-411] Marketing: unexpected results on ROI - fixed
[AX-414] Banking: auto matching in bank rec not working - fixed
[AX-415] Document Merge: pulling date according to wrong time zone - fixed
[AX-426] Document Merge: require a newline directive - added

14 August - Release 13912

[AX-238] Lists: Not able to filter appointment list by appointments not linked to matters - added
[AX-239] Custom Data: numbers entered into a custom data filed on the step change screen are rounding - fixed
[AX-242] Heads-up: format of heads up rule for the "Count" type - fixed
[AX-265] Create Action: contact search box not appearing on step change screen for participant type with special characters in the title - fixed
[AX-286] Doc Gen: documents generated from contacts screen overwrite the template - fixed
[AX-380] Xero: Issues in the UK - fixed
[AX-392] Contacts: when using the copy contact details, the preferred name is removed - fixed

13 August - Release 13902

[AX-194] Reports: Account Entries report generated by clicking on a link in the Trial Balance report uses a different date range - fixed
[AX-363] UI: Alignment of text slightly off - fixed
[AX-365] Reports: time billing report action summary option not summarising - fixed
[AX-367] Timesheets: not able to open quick time entry wizard - fixed
[AX-368] Doc Merge: merge field not working - fixed
[AX-372] Divisions: not able to switch divisions when in a contact screen - fixed
[AX-373] Signups: unable to sign up for trial account - fixed
[AX-374] Timesheets: leading zero in times heet causes incorrect time to save - fixed
[AX-375] Action Documents: not saving to correct folder when generated from a step change task - fixed
[AX-377] Data Collections: not able to see what data collections do not have data in action - fixed

11 August - Release 13897

[AX-181] Lists: filter on bank transactions does not have a date from field anymore - fixed
[AX-182] Participant Types: when selecting a default participant type in the edit contact screen is in non-alphabetical order - fixed
[AX-245] Data Collections: when creating an action from a webform data collection order is not honoured - fixed
[AX-247] Reports: custom data field date not appearing correctly when exported through the action data dump report - fixed
[AX-266] Date Widget: entering shortened date formats gives 20XX
[AX-344] Calendar: can't add Office 365 calendar. 401 error - fixed
[AX-348] Actions: not able to open matters - fixed
[AX-349] Action Type: preference needed for Campaign and Activity types - added
[AX-351] Campaigns and Activities: added required fields
[AX-352] Campaigns and Activities: added field mapping
[AX-353] Reports: Action Budget Analysis report does not run - fixed
[AX-357] Contacts: create contact from create action dialog doesn't work - fixed
[AX-358] Home: ability to hide the recent activity fed of other users - added
[AX-360] Action Participants: issues with entering contact into a matter - fixed
[AX-364] Contacts: create new contact button under the quick add column of the create matter screen not working - fixed

7 August - Release 13859

[AX-185] Custom Lists: post code as column produces an error - fixed
[AX-217] Action Sales: adding a marketing activity removes the previous activity - fixed
[AX-221] Menus: remove inactive menus - fixed
[AX-222] Custom Data: naming the date and time memo field - changed
[AX-228] Webforms: date format - fixed
[AX-229] Participant Edit: tax number alias not updating when changing base participant type - fixed
[AX-234] Change Step: marketing activity not displaying in start step - fixed
[AX-235] Action Sales: differing terms used for adding marketing activity - fixed
[AX-240] Doc Merge: the descriptions for merge fields mixed up - fixed
[AX-241] Custom Lists: formatting for custom task lists - fixed
[AX-260] Custom Lists: need an action type column added to the custom task list - added
[AX-264] Contacts: preferred name option appearing in "Identity" contact panel even when contact is a company - fixed
[AX-273] Reporting: time records report sorting out of order - fixed
[AX-277] Custom Lists: column not displaying in the contacts custom list - fixed
[AX-285] Marketing: deleting a marketing activity - fixed
[AX-287] Step Change: tasks set to x weekdays are calculating in days - fixed
[AX-289] Wiki: not able to save files or articles on the wiki - fixed
[AX-292] Custom Lists: unable to set a custom action view as the default view for a system role - fixed
[AX-294] Doc Merge: custom date merge filed pulling unrelated appointment data - fixed
[AX-295] Rate Sheets: tax rate not being applied to invoice - fixed
[AX-296] Custom Data: html display for "Date (No Memo)" custom data type - fixed
[AX-297] Participant: usability issues with tags on contacts - fixed
[AX-299] Participant: not able to delete/change a phones area code - fixed
[AX-301] Custom Lists: add billable hours * ratesheet and invoice date as a column on the custom task view - fixed
[AX-306] Related Actions: no access to related actions within the action type - fixed
[AX-308] Exports: international characters not being exported - fixed
[AX-311] Doc Merge: incorrect currency symbol for custom data field - fixed
[AX-318] Banking: bank name not displaying correctly - fixed
[AX-320] Printing: not able to print more than one page when you could before the update - fixed
[AX-321] 404 error when attempting to view matter with full access rights
[AX-327] Typo: marital status misspelling - fixed
[AX-334] Inventory: manually updating a suply source on a inventory item does not update the last changed date - fixed
[AX-335] Action Documents: drag and drop upload status window doesn't close when finished - fixed
[AX-337] Reporting: action invoice report not working - fixed
[AX-338] System Users: user with authority can't create new users - fixed
[AX-342] Contacts: create contact pop-up not styled - fixed

31 July - Version 14

This is a major upgrade to the user interface and includes the new Home Page. Please see Version 14 Release - July 31 2014 for details.

15 July - Release 13832

[AX-231] Xero: Unable to log in after entering Xero connection details - fixed
[AX-232] File Notes: Showing the wrong dates and / or incorrect for (long inactive) users - fixed
[AX-288] HotDocs: Creating Answer files not saving properly - fixed

26 June - Release 13817

[AX-137] Contact Custom List: Default filter by participant type not working - fixed
[AX-154] HotDocs: Date formats default to locale format - fixed
[AX-205] Calendar: Error 401 when trying to add 365 calendar - fixed

19 June - Release 13790

[AX-158] Payments: Error when making partial payment - fixed
[AX-190] Searching: Searches showing actions for disabled Action Types - fixed
[AX-202] Returns: VAT Returns for the UK - updated
[AX-203] Document: Templates Editor + HotDocs Answer File Editor - updated

16 June - Release 13779

[AX-160] Currency: Dollar symbols ($) appearing in UK based systems - fixed
[AX-178] Menu: Extensions option in the Administration menu appearing when no option available - fixed
[AX-179] Participant: Contact notes not having the date and time filled in automatically - fixed
[AX-180] Custom Data: Participant role panel resets to Dec 31 1969 - fixed
[AX-183] Accounting: Unable to pay invoice from Trust when GL Transaction Delete disabled and using cash accounting - fixed

11 June - Release 13754

[AX-125] Lists: Menu options on the filter box disappearing off screen - fixed
[AX-127] Participant Note: Buttons without names - fixed
[AX-130] Wiki: Article not saving - fixed
[AX-132] File notes: Newline issue in Overview panel - fixed
[AX-135] Email: Client check mail error - fixed
[AX-137] Contact Custom List: Default filter by participant type does not work - fixed
[AX-151] HotDocs: issue saving and exiting a HotDocs interview - fixed

4 June - Release 13699

[AX-141] Steps shown in the ribbon do not match the steps taken within the matter - fixed
[AS-13747] Report: Matter Trust Ledger errors - fixed
[AS-13746] Webforms: 404 error when processing - fixed
[AS-13724] Email: Error message ("Invalid Hello Name") - fixed
[AS-13723] Step Change: Not able to move a step - fixed
[AS-13605] Billing: Error Message when viewing disbursement history - fixed
[AS-13581] Task List: Hard filter not being honoured on custom task lists - fixed
[AS-13541] Merge Field: Date formatting error - fixed
[AS-13430] System Role: Access to use time recording only - added

27 May - Release 13582

New Feature Highlight

Editable File Notes! New file notes layout lets you edit and delete your own file notes. Permission driven.

HotDocs Overlays! Create multiple and apply multiple Overlay files to your HotDocs interviews.

13693 Issue editing Sales Pipeline info on Step in Admin - fixed
13687 Matter Trust Ledger Errors - fixed
13671 Issues creating a new loan account - fixed
13663 Issue opening a HotDocs template from within the step change screen - fixed
13644 Issue previewing a custom contact list - fixed

20 May - Release 13533

Report Update

Fee Earner Report now allows you to either group the results by the Fee Earner or adds the Fee Earner to the report as a new column

13575 Webform Emails not being sent - fixed
13530 Queens Birthday date updated to correct date in Payroll

15 May - Release 13516

13521 Fixed position of checkbox on contact screen
13518 Fixed error message when creating a related action
13432 Fixed error message when deleting logins
13412 Added Matter's "File Reference" to Task View
13360 Fixed problem not being able to create a calendar appointment with invitees

15 May - Release 13500

13506 Adjusted Individual Sales Report displaying calendar year rather than financial year
13499 Fixed Marketing Medium appearing as a number rather than a text value in the webform
13452 Fixed Deleting Data Collection field linked to webforms
13381 Fixed error message when completing a matter transfer
13334 Oops message when attempting to delete an already deleted Income Tax Expenses account now appears correctly

9 May - Release 13354

13416 Fixed "you account" typo
13404 Fixed Payroll error message
13380 Reports: Account Entries Report group by Transaction not working - fixed
13377 VAT Return Currency code symbol corrected
13359 Unable to unpost a bank transfer when linked to xero - fixed
13350 Xero: Unlink Bank Transactions enabled
13331 Action combo box appears instead of account one in Quick Entry Wizard - fixed
13227 Customer ranking report not able to be saved as PDF - fixed

5 May - Release 13284

13306 Fixed Rate Sheet override for contact not working
13288 Added way to record the bcc
13261 Unable to unpost a bank transfer fixed
13227 Customer ranking report not able to be saved as PDF
13215 Fixed spelling error Syncronizing -> Synchronizing
13151 Fixed blank required fields in webforms being processed
13136 Unable to see Hotdocs extension - fixed
13110 Data Fields showing on step when not configured - fixed
13055 Two purchase orders created when converting from a sales template - fixed
13031 Fixed GST being added to line items when billing preferences GST code set to N-T
12992 Cannot edit doc in MS Word after checking doc out - fixed
12991 Created merge field for Richard Allen Law
12834 Next step drop down not working when changing step - fixed
12792 Time Billing Summary un-invoiced (GST Excl) does not match - fixed
12659 Added Tags column for custom task lists
12555 IRFILE_EDF not working for gifting
12471 Added ability to expand the knowledge base left hand menu
12465 Fixed Report: Income by Participant report discrepancies
12337 Added ability to show Custom Task Views in Top Menu
12050 Email template for Heads-up no longer has fixed width
12049 Unable to invoice one matter - fixed

29 April - Release 13080

13184 Cannot update actual time for a task - fixed
13177 Import Action Type from File link on the Action Types screen - removed
13155 List Views: Additional Fields - added
13142 Email: Add Association results box appears behind the search box - fixed
13130 UK postcode 7+ characters long - fixed
13111 Calendar Error: 403 - fixed
13105 Accounts not available to put on the budget - fixed
12854 Appointment Defaults: all day / end time of 8:14 - fixed
12490 Calendar: error message, server times out - fixed
12321 Calendar: Sync Error - fixed

16 April - Release 12993

13025 Fixed appointment views not showing times
13016 Unable to see chart of accounts in newly created division - fixed
13003 Unable To Access Custom Views - fixed
12902 Fixed appointment end date updating automatically
12838 Unallocated payments added to remittance advice - fixed
12790 Heads Up: Date format displayed in heads up emails - fixed
12733 Fixed date format in a webform displaying as a text line
12641 Fixed Calendar: Appointment reminders for other users appearing on notification tool bar

31 March - Release 12717

12786 Admin > General > Import Data - drop down fixed
12726 Fixed spelling mistake: general preferences: First day of the Week
12720 Added filter to Trust Journal Report (Compliance issue)
12719 Participant Types: Fixed to allow deletion of last individual/company base participant types
12701 Receipts do not pick up Action ID - fixed
12694 Unable to upload budget using the import button - fixed
12682 Fixed error that occurred when adjusting the folder menu in the matter documents screen
12677 Unable To Import Matter : Error fixed
12652 Knowledge Base - updated link to help.actionstep.com
12646 Custom Data import - fixed
12645 Participant Type custom data form does not load Date/Time JavaScript - fixed
12625 Webforms: Custom data field can be doubled up on create action - fixed
12622 Unable to delete step - fixed
12620 Workflow: unable to move to next step "Missing primary key: [data_collection_id]" - fixed
12571 Time Zone Resetting - fixed
12564 Mobile App : Incorrect Time Zone - fixed
12469 Unbilled tasks and disbursements to appear in the custom task list - fixed
12433 Fixed recorded time being displayed incorrectly
12431 Import System Role Permissions not importing Custom List access - fixed
12292 Stop multiple clicks from producing multiple documents - fixed

25 March - Release 12703

12705 2015 Tax Year Support - added
12221 Cannot Dismiss Reminders - fixed

24 March - Release 12498

12618 Fixed Action Home Page directing to old documents screen
12600 Calendar: Move appointment doesn't work - fixed
12597 Fixed HotDocs XML Encoding
12583 Contact Import: change error message for no company name supplied - fixed
12581 Fixed remove duplicate action types from the system object permission screen
12568 Billing rate / fee recovery report - fixed
12557 Cannot move to alternate steps by clicking on step in ribbon - fixed
12551 Fixed Matter Import - Division N/A option
12550 Fixed Data Import - Action Status values
12549 Fixed Matter Import - Step Tree Node ID
12546 Fixed Data Import - Lookup Country codes from full text string
12544 Importing addresses - convert carriage returns to ", " (comma space) - fixed
12543 Participant Import Auto detect company/individual - fixed
12532 Action ID appearing for more transactions in the bank reconciliation -fixed
12516 Fixed Error message: editing panels
12474 Single drop down custom data field not working via case form - fixed
12440 Budgets: Shift key not working - fixed
12434 Contacts Export - Add Suffix Field to Export/Import Template - added
12409 Exporting contacts full name (including middle name) - added

13 March - Release 12*

12380 Fixed billing error (unable to bill for purchases)
12370 Fixed Calendar: Unexpected token error
12363 Fixed Calendar: Timezone changing when creating appointment
12264 Fixed Java Script error
12148 Changed Activity Types description to mandatory & pre-populated with Activity Name

5 March - Release 12231

New Feature Highlights

12188 Cashflow Focuser - Links up expected payments with calendar appointments

12297 Fixed Oops message: Linking system accounts when account hasn't been defined yet
12288 Fixed Calendar: error when some users try navigating past 31 May
12273 Fixed error message explaining that new webforms must be "active" when creating them
12267 Time Billing : Formatting Error / Missing Entries fixed
12266 Fixed Participant Custom Data record Number not being set correctly
12242 Fixed Custom Action Lists: Two rows show if related to two action types
12238 iPad: go.actionstep.com opens new tab that doesn't close - fixed
12233 Reorganized Action Combo Box to show Inactive ahead of Closed actions
12213 Fixed Calendar issue where sychronizing an appointment messes up the description of an appointment
12207 Fixed Mobile App to no longer show deleted Matters
12119 Added merge fields required for Phone2, Phone3, Phone4
12097 Added multiple email address search for contacts with more than one email to compose email screen
12094 Added partial string searches
12069 Fixed Custom Lists so that when Participant Types are deleted any lists they are linked to do not break
12067 Fixed Custom List: Unable to Login when list is invalid
12054 Unable to post a payment - fixed
12049 Unable to invoice one matter - fixed
12035 Merge field not working - fixed
12018 Unable to close matter - fixed
11584 "Invalid email address" email validation too strict - fixed

3 March - Release 12167

12190 Fixed issue with default rate sheet for a tasks in timesheet
12186 Fixed issue where document templates could not be deleted
12184 Fixed contact template export from failing
12166 Fixed message on payment wizard
12065 Fixed issue with editing recurring calendar series
12063 Added Fees Invoiced as a column in the Custom Task Lists
12061 Fixed updating action data via matter import

24 February - Release 12023

12033 Maximum days on a task no longer limited to 999 days
12029 Calendar Appointments Custom List Tweaks
12021 Fixed HTML5 error: drag and dropping files
11986 Fixed problem with opening and dismissing individual emails from the menu bar
11699 Fee Earner allocation report missing results - fixed

19 February - Release 12000

12017 Fixed commas inserted into custom data
12013 Calendar : Can't Modify Sync'd Appointment - fixed
12011 Fixed old calendar to recognize M/D/Y format
11999 Edit Task screen times-out before displaying info - fixed
11989 Slow page loads - fixed

18 February - Release 11854

New Feature Highlights

Calendar Custom Lists

11950 Updates to Participant Import/Export template
11949 Contacts Import now populates Employer field
11947 Exchange Calendar: Unauthorized after password change - fixed
11919 Document linked to task icon now appears on step change screen
11898 Fixed six decimal places displayed on invoices
11883 Custom List Error fixed
11877 Changed how tasks in draft invoices are displayed in custom lists
11857 Calendar: recurring appointment not appearing in calendar - fixed
11848 Calendar: Can't Delete Appointment / Remove Attendees - fixed
11846 Calendar: unable to alter one instance of a recurring appointment - fixed

12 February - Release 10127

11852 Fixed permission with adjusting tasks dates
11825 Fixed 500 error message when deleting a login that does not exist
11802 Added custom list column: date invoiced
11763 Fixed issue when unable to complete task from step change screen.
11759 Fixed "no primary contact" message when one is selected
11757 Fixed Unable to close matter but with $0.00 rate sheets unbilled time
11753 Fixed Calendar appointments styling on tablet devices
11741 Fixed 12pm display issue on time billing screen
11739 customer deposits now show all payments with line items linked to actions
11728 Error message improved when ing an invoice with popups blocked
11650 Creditor activity report: now correctly filters by selected actions
11631 Added system note when tasks are deleted
11625 Sort order fixed on Wiki articles
11620 Inventory Allocations vs Ordered Report: months doubling up/missing in drop down menus. Fixed
11617 Fixed: Prevent user from deleting root node on step tree
11604 Calendar: Calendar list gets cut off – fixed.
11596 Wiki: wiki menu in action now respects "draft" status
10587 Fixed: Credit notes showing on purchase orders
10127 Supplier Payments made by cheque – manual cheque data retained on edit

31 January - Release 11405

New Feature Highlights

Custom List Views for Tasks and Time Records
6-Minute Timesheet Rounding

11548 Feature: List Views for Tasks.
11537 Portal; fixed "Unable to create system user" error
11524 Fixed Unexpected system Error: Adding /removing license in front end
11520 Fixed Error message: deleting participant type
11511 Fixed Calendar : Remove Duplicate Calendar
11499 Fixed matter search on calendar not bringing up results
11486 Added Merge field: date in Spanish
11480 Fixed Task Alerts showing after the task is complete
11478 Feature: Option to round time sheets to 6 minute intervals
11471 Oops message: adding a participant to custom data
11457 Fixed "Unexpected error": creating a related matter with mapped data
11448 Fixed Error message: posting invoice / posting payment to invoice
11410 Fixed Calendar: appointment attendees replaced with one attendee
11408 Fixed Calendar: special characters inserted into names and email addresses of attendees
11406 Fixed Portal: Document chat repeating 3 times
11394 Fixed Document Template : not pulling cotact phone #
11379 Fixed Action Documents: Left click and right click for context menu is not consistent
11358 Fixed Action Detail: Opened Action icon popup but can't close it
11349 Fixed Matter search priortises matter ID over matter name
11339 Fixed Trust Accounting: error message
11336 Fixed Printing receipts: Error message: Server busy
11296 Fixed Calendar Sync : One Way Only
11280 Fixed Oops message: Calendar: canceling a recurring appointment
11255 Fixed Portal: client cannot upload documents
11249 Fixed Calendar: Recurring appointment deleted in synced calendar still appearing in ActionStep
11165 Fixed Xero: Disable posting to Xero when cash accounting is enabled on ActionStep
11152 Fixed Participant Type Admin: Missing Option To Add Custom Panels To Contacts
11150 Fixed Time Billing: Prevent time billing on non-billable action types
11071 Fixed Generating a list of recent clients
10979 Fixed Email: Html symbols appearing in forwarded emails
10967 Fixed Rounding issue - Invoice 1 cent more than matter billing screen
10962 Fixed Merge Field Error
10817 Feature: Calendar Custom Data: Missing from task due date options
10770 Fixed Time/disbursment Quick entry: tab function
10755 Feature: "Created on" field for contacts
10754 Fixed Accounting: Account Payables - out
10749 Fixed Error message: Posting invoice payment
10737 Fixed DocGen: Retain Template File on Multi-Doc Templates
10689 Fixed Invalid email address entered during new login creation causes production errors when sending activation email
10650 Fixed Email preferences screen should not allow entering invalid email addresses
10587 Fixed Credit notes showing on purhcase orders
10583 Fixed Default Values on Step Change
10519 Fixed Reply-All button in sent emails
10154 Fixed Create File Note: Opens a blank window (see video)
10130 Fixed Sale/Purchase: Purchase Order Delivery Address
9983 Fixed Payroll: Leave Accumulation Limits not working
9976 Fixed Console - Billing Cycle: script should create alerts for db admin when it fails instead of outputting to logs and quitting
9767 Added Payroll: Client-Specific Payroll New Module
9365 Fixed DocMerge: Include paragraph breaks within some inserted text

20 January - Release 11177

00000 New Report: Fee Earner Allocation (of payments received)
11342 Action types appearing twice in System Object Security Editor
11340 Receive funds in bulk, Editable upload fixed.
11337 Portal setup: Action page - message box accepts straight html including JS
11320 Oops message fixed: Missing data collection
11314 Matter Custom Data Importer: problems fixed with currency / number fields
11309 Trust Reports: law society compliance updates
11290 Removed case sensitivity from login email address
11265 Export Participants List produces blank spreadsheet - fixed
11257 Error message: credit invoice not processed in ActionStep but was in Xero
11248 Timesheet: minute field fixed
11245 Oops message fixed: Payroll: Adding a participant to payroll run
11223 Accounting: prevent a bank account from being linked to multiple trust configurations
11222 Unable To Sign Up New User – fixed timezone issue
11206 Do not send emails if default settings still enabled
11204 Creating new division error: unable to link to itself
11200 System Populating Wrong Custom Field Date - fixed
11188 User Contact Record Merged
11182 Reports: Step Report - Extra Data Present
11178 Doc Gen: Change Option Name for participant type data
11174 Reports: Footers - ALL (Trust Compliance)
11144 Removed timezone from System Preferences
11140 Quote screen hangs occasionally when deleting line items - fixed
11105 Merge Fields Created: Transaction Entered Date & Entered by
11035 Admin: Added login creation date to system users list
11024 Oops message: fixed
11021 Report: Added Codes
10968 Related claims button creating too many instances - fixed
10964 Copying a document after changes have been made - fixed
10952 Oops message: deleting a doc template from a case forms document template - fixed
10940 GST Payments: Drop down list of Banks includes Electronic Payment Batch Acct
10932 Oops message: unknown reason - fixed
10925 Credit to banking batch uploads to bank site as payment - fixed
10879 Import client screen missing key help - fixed
10858 Action Overview Panels: Participant Custom Data shows
10783 Heads Up Rule Email - fixed
10782 Empty Step Tree - fixed
10770 Time/disbursement Quick entry: tab function fixed
10688 Oops message: deleting data collection - fixed
10685 Documents: copied doc's reverting to template - fixed
10655 FEATURE: Report Request: Added Matter Lookup report per division
10532 Participant Type Names: Ampersands cause errors - fixed