2018

19 December - Actionstep 19092

  • Added a new column into the Mass Billing screen to show the GST on disbursements / expenses. (Ref: # 19126)
  • Resolved an issue where users could not create a payment on bill where the matter type that the bill is linked to has no Primary Party Type (Ref: #19126)
  • Resolved an issue where dragging and dropping an appointment on the calendar screen caused the format of the calendar to change.  (Ref: #19039)
  • Fixed an isolated issue where sales tax was not recorded correctly on a negative adjustments to fees. (Ref: #19013)

12 December - Actionstep 19017

  • Added 'suffix' as a column option to a custom matter list view (Ref: #19053)
  • Added 'Middle Name' as a column option to a custom matter list view (Ref: #19052)
  • Fixed issue where calendars would get stuck when loading certain views or days (Ref: #19043)
  • Fixed issue where boolean type data fields were not functioning correctly (Reg: #19029)
  • Fixed issue where the rate labels could not be changed within the 'Billing Options' section (Ref: #19022)
  • Fixed issue where fields were not being correctly pulled over for mapped Related Matters (Ref: #19019)
  • Fixed issue where 'Edit Mode' for tasks/time entries was allowing changes to made by users with insufficient permissions/access (Ref: #19016)
  • Fixed issue where non-alpha numeric characters were appearing in matter names for some users (Ref: #19014)
  • Fixed issue where some Infotrack searches were not appearing in matters (Ref: #19010)
  • Fixed issue where a system error was appearing when using the 'confirm all non-billable' option within the Billing Summary (Ref: #19004)
  • Fixed issue where the 'date' was not displaying within the list of available filters, when a saved filter was being applied (Ref: #19000)

5 December - Actionstep 18946

  • Fixed an issue with permissions in relation to tasks. Resolved an issue where a user can see other users tasks when permissions are set that they should only see their own. (Ref: #18984)
  • Updated default tax aliases within different regions to accurately reflect the terminology of the country in question. (Ref: #18981)
  • Resolved an isolated issue where a timer entry that had already been billed was still displaying as a timer entry. (Ref: #18964)
  • Resolved an issue where the filter option "on or before today" and "on or after today" were excluding dates entered before 1970. (Ref: #18963)
  • Corrected a display issue that appeared when attempting to delete a file note recorded against a contact that was made by another user. (Ref: #18960)
  • Resolved an issue with currencies being validated on an invoice write off, even when multi-currency billing is not switched on for a database. (Ref: #18955)
  • Invoices in the Time Billing Invoice History matter panel, don't link through to the invoice. (EA, Non (Ref: #18951)
  • Updated the panels available on a matters home page so that those that show invoices will link to and show all invoices regardless if the system is using enhanced billing mode or not. (Ref: #18950)
  • Altered the message displayed when a user tries to create a deposit slip through the old deposit slip function. (Ref: #18947)
  • Updated the EBM - Client Transactions report so that any time entry in the report that is recorded as non- billable sows no rate label. (Ref: #18943)
  • Updated the public holidays listing so that you are now able to delete specified public holidays. (Ref: #18933)
  • Updated the Unbilled matters list so it correctly shows any items placed on billing hold. This is a list view available to users who are not using Actionstep's Enhanced Billing Mode. (Ref: #18918)
  • Added a column to display allocations on the supplier payments screen (Accounting > Purchases > Payments). (Ref: #18909)
  • Allowed for access to check series through the updated banking screen. (Ref: #18900)
  • Updated functionality in non-enhanced billing mode databases so that time and disbursement entries can be deleted from the Billing Hold screen. (Ref: #18886)
  • Resolved an isolated issue with the billable value of a time record changing when the rate label that time entry used was deleted. (Ref: #18875)
  • Fixed an issue with users unable to open a task that they did not have permission to edit. They can now open the task to see all of its details but are still not able to edit it. (Ref: #18871)
  • Fixed an isolated issue where the error message when reversing a trust receipt does not display clearly.  (Ref: #18869)
  • Resolved an isolated issue where a supplier invoice set to be billed onto the client appeared as a purchase and a disbursement in a system not using Actionstep's enhanced billing mode. (Ref: #18864)
  • Fixed an issue where a menu permission to stop a user from accessing email templates in the Actionstep admin was not being applied. (Ref: #18836)
  • Updated the error message when unable to delete a participant type as it is mapped as a participant type in related action mapping. The error message will now give more clarity on the cause of the error. (Ref: #18834)
  • Fixed an issue where reassigning a task did not update the 'Assigned By' field  (Ref: #18820)
  • Fixed an issue with the Marketing Campaign summary.  (Ref: #18812)
  • Resolved an issue with the check number column in bank reconciliations not populating. (Ref: #18782)

28 November - Actionstep 18889

  • Continued to update panels on the matter home page so that they link to the correct page whether a system is using Actionstep's Enhanced Billing mode or not. (Ref: #18856)
  • Reformed the page layout when printing a data collection while using Chrome as your web browser. The layout should now reduce blank spaces and improved usability. (Ref: #18504)
  • Fixed an isolated issue with Infotrack searches appearing on the wrong matters. (Ref: #18891)
  • Slight change to wording displayed when a user goes to upload a document through the portal. New wording states: "Use the form below to upload files." to make the form easier for users to process. (Ref: #18868)
  • Fixed an isolated issue where users were unable to access a list of checks, even with Admin permissions. (Ref: #18854)
  • Updated the GST Return Breakdown report so that its name is now matching the sales tax alias of the region. For example, it will appear as BAS Return Breakdown for Australian clients and VAT Return Breakdown for UK clients. (Ref: #18842)
  • Resolved an isolated issue where an appointment that stretched across multiple days was not displaying correctly. (Ref: #18838)
  • Resolved an issue with Actionstep's LawToolBox integration where an apostrophe in matter name causes an error message. (Ref: #18837)
  • Fixed an issue with the matter switching function where a custom data field set as an appointment was not correctly mapped through the conversion. (Ref: #18715)
  • Fixed an issue with some users unable to import Hotdocs Answer file (Ref: #18681)

21 November - Actionstep 18815

  • Fixed an issue where changes to the order of steps made on the step tree was applied to steps in the step ribbon on a matter but not on the step screen on a matter. (Ref: #18863)
  • Updated billing panels on the matter overview screen so that when a user clicks on a panel they are directed to the correct billing screen regardless of if they are using Actionstep's enhanced billing mode or not. (Ref: #18850)
  • Resolved an issue where an apostrophe or other non-alpha numeric character in a matter name caused an error with using the LawToolBox integration. (Ref: #18837)
  • Resolved an issue with hyperlinks emails that were sent as part of a step change not working. The error occurred for hyperlinks had to pointed to a page in Actionstep. (Ref: #18772)
  • Updated Actionstep so that a system note is created on the matter when you re-assign matters from one user to another using the reassign login function. (Ref: #18771)
  • Fixed an isolated issue where the disbursements/expenses amount that appears on the matter's billing summary screen was not showing a correct amount. (Ref: #18750)
  • Allowed users to unlink a bank accounts details from the general ledger when the new deposit slip function was switched on. Unlinking a bank account removed the bank account name and number set to that general ledger account. (Ref: #18731)
  • Resolved an isolated issue where document templates were not generating into the nominated folder. The default folder that is set as you create a document template was not being applied. (Ref: #18710)
  • Resolved an issue that occurred when generating an invoice in Actionstep's classic billing. If the invoice had no headers, merge fields within the template caused an error to appear instead of generating the PDF or Word document. (Ref: #18692)
  • Resolved an issue with withdrawal and receipt templates. These templates are pre-set transactions that can be applied to the transaction you are creating. One of the options on these templates is to have the template updated if details are changed as you apply the template and this was not being applied. (Ref: #18683)
  • Fixed an isolated issue where the end date of a multi-day appointment changed from what was set by the user. (Ref: #18613)
  • Updated contact imports so when importing custom participant data that is required on the contact record, you cannot import a blank option. (Ref: #18592)
  • Updated the trust receipts cash book report that is generated for users in ACT in Australia. The report will now show both the date of the transaction and the date the transaction was entered into Actionstep. (Ref: #18542)
  • Rest the merge field option pt=SPI__TaskParticipant to point to a timekeeper if a system is on Actionstep's new platform. This merge field option was used to show details of the person who recorded a billable task in an invoice. For example, [[initials|pt=SPI__TaskParticipant]] would show the initials of the person who recorded the task linked to a line item. Since tasks are no longer billable items in Actionstep's new platform, that merge field option will look for a timekeeper linked to the billable item instead and show their details. This ensures that any invoice templates using that option will still work in Actionstep's new platform.

14 November - Actionstep 18749

Fixes going out to all users:

  • Update permissions to be enforced as a page load. Prior to this users were able to access a data collection of another matter type by changing URL. (Ref: #18724)
  • Resolved an issue with billing on the New Actionstep platform when not using Enhanced billing mode. A supplier invoice entered to be billed onto a client was creating a billable disbursement and a billable purchase. The purchase only is created after the fix. (Ref: #18712)
  • Updated the pt=Spi__TaskParticipant merge field option so that when applied to a system that is on Actionstep's new platform, it shows details of the timekeeper who recorded the fee. As Actionstep's new platform has billable time records rather than billable tasks, this option will now work in both instances. (Ref: #18708)
  • Updated time summary panels so that it directs you to the appropriate screen based on the billing mode used. AI a system that is not set to use Actionstep's enhanced billing mode, the screen directs you to the classic billing screen. In a system with enhanced billing mode on, it will direct you to the billing summary screen. (Ref: #18702)
  • Updated classic billing options so that time records can be placed on hold to mirror previous functionality. (Ref: #18701)
  • Fixed an issue where the setting to make a time record created from a saved phone call record not being applied. (Ref: #18658)

7 November - Actionstep 18671

Fixes going out to all users:

  • Updated Actionstep's LawToolBox integration so that hearing names are truncated when displayed on deadlines. (Ref: #18684)
  • Resolved an issue where merge field names containing  "misc" we not generating. (Ref: #18697)
  • Fixed an issue where users could create billable time on a matter that was marked as closed for billing by moving a non-billed time entry from a matter that is that is open for billing to a matter that is closed for billing. (Ref: #18672)
  • Resolved an issue where the rich text editor option was not available for automatic emails created on a step change. (Ref: #18651)
  • Fixed an issue where the list of users that can be assigned to a matter was not pulling through the users with logins for the division of the matter. (Ref: #18571)
  • Updated the Trust receipts cash book Report available for users in Australia's ACT region so that it shows the date of the transaction and the date the transaction was entered. (Ref: #18542)
  • Fixed an isolated issue with heads up rules being sent to other users. (Ref: #18471)

30 October - Actionstep 18609

Fixes going out to all users:

  • Fixed an issue which was stopping users from being able to search the email attachments. On the document screen on a matter, you can search for the root folders on the matter or the email attachments. It was that email attachments option which was not searching correctly. (Ref: #18597)
  • Updated the general retainer column in custom list views. When filtering by this column, you can now search for a range, not just a given value.  (Ref: #18646)
  • Fixed an issue with an ampersand being converted into '&amp' when you edit a file note. (Ref: #18642)
  • Updated the mass billing screen so that it excludes any matters that are marked as closed for billing. (Ref: #18640)
  • Fixed an issue where headers in an invoice were not showing correctly in the PDF of that invoice. This issue was affecting users using classic billing while on Actionstep's new platform. (Ref: #18606)
  • Updated LawToolBox integration so that users have the choice of creating appointments for deadlines set in the past. (Ref: #18577)
  • Updated LawToolbox integration so that so you can create multiple deadlines for some nominated triggers. For example, when multiple hearings exist for one matter, you can create separate deadline dates for each hearing.  (Ref: #18576)
  • Updated trust reconciliations so that users are not able to select transactions outside of the reconciliation period to reconcile. (Ref: #18564)
  • Addressed an isolated issue with a user check batches screen timing out. (Ref: #18548)
  • Updated the system so that a user cannot select a trust general ledger account as the general retainer liability account. (Ref: #18541)
  • Resolved an issue with the switch matter type function. (Ref: #18507)
  • Reworked the logic that is applied when you convert a file note into an email. If the length of the first line of the file note is 160 characters or longer, then the subject line of the email will only contain the matter number. The body of the email will be made up of the file note. If the first line of the file note is less than 160 characters long then the first line will be used as the subject line with the matter id. The email body will be any remaining lines in the file note. (Ref: #18483)

25 October - Actionstep 18535

Fixes going out to all users:

  • Fixed an issue where a slash ('/') in a document template name was truncating the name of the document produced by that template.(Ref: #18496)
  • Updated the Data export report to be able to show custom data fields under data collections where the data collection name is repeated across many matter types. (Ref: #18553)
  • Resolved an issue where a column in appointment list view to show participant details was causing an error. (Ref: #18525)
  • Resolved an issue where an edit to a file note may reformat some words as code. (Ref: #18510)
  • Fixed an issue with a document's name being altered if it is uploaded with a full stop in its title. (Ref: #18497)
  • Resolved an issue with tasks not being able to be created through the Outlook plugin when authorized against a database on the new platform. (Ref: #18495)
  • Updated the Multi participant debtor statement report to generate more quickly. (Ref: #18474)
  • Fixed an issue where clicking the 'Authorize EFT Requisition' box overrides the 'Authorized By' field in an EFT Requisition. This issue affected Australian customers only. (Ref: #18462)
  • Updated the merge field options that show payments on an invoice template so that credits applied will also show. (Ref: #18359)

17 October - Actionstep 18423

Fixes going out to all users:

  • Applicable to users using trust accounting the USA, only. Deleted trust transactions will now appear in bank reconciliations along with a reversal transaction. This will be applied to all newly deleted transactions as well as new transactions entered in the system. Users will be able to reconcile the deleted entry and the reversal of that entry as the two transactions will offset each other. (Ref: #18492)
  • Instigated a change that will prevent a user from being able to reverse a payment that is allocated to a retainer to prevent potential issues with future retainer transactions. (Ref: #18296)
  • Fixed an issue where list views when sorted by a matter id were giving errors. (Ref: #18506)
  • Resolved an issue with the Participant KPI report not showing results correctly. (Ref: #18484)
  • Fixed an issue when trying to print a file note opening the print preview more than once. (Ref: #18476)
  • Fixed an issue with zero amount transactions being created for the systems Fees account when no fees are recorded on an invoice. (Ref: #18444)

10 October - Actionstep 18420

Fixes going out to all users:

  • Renamed the AR Balance field in the EBM- WIP report to be called the "Projected AR Balances" to better reflect the information that it gives. The field shows the total value of all invoices whether in draft or saved and also the value of unbilled WIP. (Ref: #18414)
  • Resolved an issue with a change made to a task while in "Edit Mode" not being reflected in the system notes on that matter. (Ref: #18380)
  • The Matter Profitability Report, while still being available previously, has been replaced by Multi Matter Profitability report which offers much better functionality, mostly on the ability to be able to see the profit on more than one matter at a time. By default, the old version of the report has been switched off for new users. Any existing users who access it will see a new warning message advising them to use the Multi- matter profitability report. The report will still work with its limited functionality. (Ref: #18378)
  • Resolved an issue with the Fee Recovery Report where the total of the Write at the bottom of the column was not calculating correctly.(Ref: #18404)
  • Fixed an issue with permissions on tasks where removing write permissions did not prevent users from editing tasks. (Ref: #18346)
  • Resolved an issue with auto-generated emails (ie, on a step change) being sent from an email as set by an alias, not the default email address for that user. (Ref: #18295)
  • Added the ability to be able to set a custom list view as a default view for a system user but also ensure it does not appear in the views menu. For example, creating a custom contact list view and making it the default for your users will, by default, change the default contacts list but also create the custom list as an option on the Contacts menu. If you set the sort order of a custom list to "-1" and as a default, it will show as the default but not as an option in the menu. (Ref: #18209)
  • Resolved an issue with not being able to edit a matter in an out of date version of Safari. (Ref: #18123)
  • Resolved an issue with the write-off amount not correctly reflected in EBM - Fee Earner Productivity report (Ref: #17982)
  • Fixed an issue with an attachment name being altered when saved via Outlook (Ref: #16255)

3 October - Actionstep 18347

Fixes going out to all users:

  • Fixed issue where the date filters were not working correctly for the EBM WIP report (Ref: #18392)
  • Fixed issue where the 'Edit Options' dialogue window was not opening on the bill production screen, when using mass billing (Ref: #18388)
  • Fixed issue where columns were not sorting correctly on the 'Draft Bills' screen (Ref: #18356)
  • Fixed issue where matter imports were not correctly assigned closed dates for closed matters (Ref: #18322)
  • Fixed issue where non-billable time entries not related to matters would default to the first rate sheet on the list (Ref: #18294)
  • Fixed issue where non-admin users could not preview consolidated bills (Ref: #18291)
  • Fixed issue where all-day appointments created within Exchange Calendars were not syncing correctly (Ref: #18275)
  • Fixed issue where cheque butts generated for multi-invoice payments were only displaying a single associated matter (Ref: #17992)
  • Added merge field for 'Last Name Initial' (Ref: #18377)

26 September - Actionstep 18282

Fixes going out to all users:

  • Fixed issue where the 'Outcome' column on the 'Phone Calls' list view was not displaying correctly (Ref: #18314)
  • Fixed issue where bills on the 'Bill Production' list view were not being sorted correctly (Ref: #18313)
  • Fixed issue where non-admin users were not able to preview PDF's of consolidated bills (Ref: #18291)
  • Added the following counrtries to the 'citizenship dropdown' menu within the contact record creation screen (Ref: #18276):
  1. Curaçao
  2. Bahamas
  3. Saint Vincent and the Grenadines
  4. Saint Kitts and Nevis
  5. Sint Maarten
  6. Saint Martin
  7. Caribbean Netherlands
  8. Saint Barthélemy
  9. Montserrat

19 September - Actionstep 18197

Fixes going out to all users:

  • Unlinked time records to historic payrolls to allow them to be edited. This only affected longtime users of Actionstep who were on the New Zealand Payroll function while it was offered. (Ref: #18252)
  • Resolved an issue with permissions to delete tasks not working. (Ref: #18248)
  • Fixed an issue with misleading rounding on disbursement templates screen. (Ref: #1245)
  • Fixed an isolated issue with the EBM - Client Profitability Report giving incorrect results. (Ref: #8240)
  • Resolved an issue with users not being able to unlink related matters. (Ref: #18214)
  • Updated the function of custom data set to the number type. Previously the number entered would be reformatted to a 2 decimal number, rounding the number to 2 decimal places if necessary. The update means that the number will display as it is entered. (Ref: #18207)
  • Fixed an issue where a hyperlink ending in an equals symbol would produce an error when clicked on. (Ref: #18204)
  • Update the salutation "Miss" to not have a period at the end of it. (Ref: #18196)
  • Created a new deprecated PDF block which would show a remittance advice on a deprecated invoice/statement template which did not reference the bank account. (Ref: #18194)
  • Updated permissions to ensure that users who do not have permission to fields under a data collection, cannot see those fields through a step change on that matter type. (Ref: #18193)
  • Resolved an issue with sales tax not showing correctly in the Mass Billing screen. This was due to disbursement set to the default rate sales tax rate not being added correctly. (Ref: #18190)
  • Updated the trust statement template that comes with Actionstep to ensure that amount columns will not drop to a new line if they are larger than seven figures. (Ref: #18161)
  • Resolved an issue where withdrawals do not automatically set the sales tax based on the value set against the account used. (Ref: #18153)
  • Fixed an isolated issue with sms / text alerts enabled but not sending. (Ref: #18136) 
  • Added the Debtor preferences section to the accounting tab on a contact record. (Ref: #18116)
  • Fixed an issue with the EBM -WIP report still shows non-billable fees when set not to. (Ref: #18106)
  • Fixed an issue where a Timeslips export mark invoices as draft. (Ref: #18100)
  • Fixed an issue in Actionstep classic billing when importing line items from another invoice does not apply the sales tax inclusive box. (Ref: #18099)

12 September - Actionstep 18131

Fixes going out to all users:

  • Reduced the chance of timeout while paying multiple invoices (Ref: #18164)
  •  All for tasks that are not assigned to matters to appear on alert bar (Ref: #18160)
  • Resolved issue with matter ID's not appearing on downloaded deposit slips (Ref: #18148)
  • Resolves issue with the  EBM Time and Fee Entries Report only showing Quickcodes linked to tasks, not time entry (Ref: #18147)
  • Fixed an issue with consolidated billing not being applied when filtering by date (Ref: #18146
  • Allowed you to do simple calculations in the disbursement 'Unit Price' field (Ref: #18144)
  • Allowed EBM Withdrawal option to have a negative entry (Ref: #18128)
  • Fixed issue with the EBM - Time Entries report to display billable and non-billable time correctly (Ref: #18115)
  • Changed the disbursements list on the matter billing screen to show all amounts as exclusive of GST to match other Billing screens (Ref: #18107)
  • Fixed issue with withdrawals not picking up on default tax setting for accounts (Ref: #18098)
  • Fixed issue with the Matter Converter having an error when not mapping participants correctly (Ref: #18086)
  • Fixed issue with new Gmail Plugin not showing suggestions(Ref: #18050)
  • Fixed issue with required participant custom data not being enforced (Ref: #17868)
  • Fixed issue with Client account statement not showing reversal of transactions with unallocated funds correctly (Ref: #17837)

6 September - Actionstep 18070

Fixes going out to all users:

  • Resolved and issue where matters were able to be imported with duplicate file references (Ref: #18095)
  • Resolved issue with fee adjustment appearing as a line item on the printed PDF of an invoice (Ref: #18072)
  • Fixed issue withe the billable amount changeing when editing a time record (Ref: #18069)
  • Fixed isolated issue with email not displaying contents (Ref: #18066)
  • Fixed issue with the write-off amount not correctly reflected in 'EBM - Fee Earner Productivity' report (Ref: #17982)
  • Updated permissions to allow users to create tasks for other users even when Timesheet record entry permissions are switched off (Ref: #17982)
  • Allowed for clients to access portal documents when matter marked as inactive (Ref: #17866)
  • Updated the dashboard graphic: Actions by Users (Ref: #17810)

29 August - Actionstep 18000

Fixes going out to all users:

  • Fixed issue where the system object permission filters were not working correctly (Ref: #18004)

  • Fixed issue where certain imports were failing due to an excessive number of items (Ref: #17892)

  • Fixed issue where certain items were missing from Trust Reconciliations (Ref: #17712)

  • Fixed issue where the time records panel on dashboards was not displaying time entries (Ref: #18024)

  • Fixed issue where the new Gmail Addon was not authorizing correctly (Ref: #18023)

  • Fixed issue where time entries were not correctly displaying the time entered (Ref: #18008)

  • Fixed issue where matter names were automatically being edited when using the Matter Type Converter (Ref: #18007)

  • Fixed issue where the Accounts Receivables Report was not correctly factoring in General Retainer amounts (Ref: #17998)

  • Fixed issue where the Matter Type Converter would successfully convert matters yet still display an error message (Ref: #17965)

  • Fixed issue where boolean data fields on participant types did not display correct in matter list views (Ref: #17950)

  • Fixed issue that prevented participants from being mapped correctly within the Matter Type Converter (Ref: #17947, #17903)

  • Fixed issue where email links were not functioning correctly if used in matter custom data fields (Ref: #17909)

  • Fixed issue where the 'Default contact type' option did not work correctly for imports (Ref: #17901)

  • Fixed issue where the EBM WIP Report was not displaying the correct figures (Ref: #17881)

  • Fixed issue where deleted system users were still showing up in the 'assigned to' field of a matter (Ref: #17873)

  • Fixed issue where duplicate invoice numbers were being allowed for supplier invoices (Ref: #17849)

  • Fixed issue where the Uninvoiced Billable Hours Report was not displaying the correct figures (Ref: #17743)

  • Fixed issue where trust payments were being duplicated visually (Ref: #17741)

  • Fixed issue where the MS Office plugin was causing Excel files to stay open even after clicking the 'X' button (Ref: #1811)

  • The following merge fields were updated to function correctly in EBM (Ref: #17964):
    BillFees_UtbmsActivityCode
    BillFees_UtbmsExpenseCode
    BillFees_UtbmsTaskCode
    BillFees_UtbmsTimekeeperCode

    BillExpenses_UtbmsActivityCode
    BillExpenses_UtbmsExpenseCode
    BillExpenses_UtbmsTaskCode
    BillExpenses_UtbmsTimekeeperCode

22 August - Actionstep 17939

Fixes going out to all users:

  • Fixed issue where processing client receipts would occasionally create negative retainer balances (Ref: #17897)
  • Fixed issue where matters, tasks and time entries could be assigned to old system users with deleted logins (Ref: #17873)
  • Fixed issue where the SPI_Description merge field was not working for classic-billing users (Ref: #17857)
  • Fixed issue where the matter type converter was not working for certain participant type mappings (Ref: #17830)
  • Fixed issue where old system users were still listed against EFT requisitions (Ref: #17777)
  • Fixed issue where time entries created from phone calls were not tracking time correctly (Ref: #17672)
  • Filling in the 'rate' column is now mandatory for any time entry import files (Ref: #17832)

15 August - Actionstep 17902

Fixes going out to all users:

  • Fixed issue where the .docx files were not being generated correctly through the Consolidated Billing feature (Ref: #17946)
  • Fixed issue with the Matter Type Converter that was preventing certain matters from being converted (Ref: #17867)
  • Fixed issue where producing a LEDES98 bill in EBM caused the user who created the bill to be listed as the timekeeper on all the time entries (Ref: #17884)
  • Removed 'fees' column from the Propay Payments screen for clarity (Ref: #16256)

8 August - Actionstep 17818

Fixes going out to all users:

  • Fixed issue where EFT requisitions for trust payments were displaying inconsistent data for different users (Ref: #17699)
  • Fixed issue where signature merge fields were not functioning correctly within document templates (Ref: #17485)
  • Fixed issue where clients were receiving only one notification for multiple portal invitations (Ref: #17255)
  • Fixed issue where the 'Client Matter Accounts Ledger Report' was calculating incorrect totals (Ref: #16525)
  • Fixed issue where Excel files could not be saved to matters if other files with the same name were in the trash section of the matter (Ref: #16503)
  • Fixed issue where the Office Plugin was disabled permanently within Excel (Ref: #16451)

For EA users:

  • Beta User Guide launched. Access it by navigating to: Help -> Help Center

1 August - Actionstep 17748

Fixes going out to all users:

  • Fixed issue where certain custom list views were timing out and failing to load (Ref: #17533)
  • Fixed issue where check series were being ordered by their unique ID's instead of their sort orders (Ref: #16816)
  • Fixed issue where the 'EBM WIP Report' was producing incorrect figures (Ref: #17618)
  • Fixed issue where quick codes were not populating rates correctly (Ref: #17593)

25 July - Actionstep 17678

Fixes going out to all users:

  • Fixed issue where certain custom list views were timing out and failing to load (Ref: #17533)
  • Fixed issue where check series were being ordered by their unique ID's instead of their sort orders (Ref: #16816)

18 July - Actionstep 17592

Fixes going out to all users:

  • Fixed issue where duplicate files were not being renamed (Ref: #17627)
  • Fixed issue where matter aliases were not being applied on some areas of the system (Ref: #17555)
  • Fixed issue where Credit Notes were skewing the results of Time and Fee Entries Report (Ref: #17477)
  • Fixed issue where fixed fee billing was not being correctly applied to some matters (Ref: #17277)
  • Fixed issue where attendees could not be invited to indefinitely recurring appointments (Ref: #17258)
  • Fixed issue where creating file notes for multiple matters caused permissions to conflict (Ref: #16897)

11 July - Actionstep 17518

Fixes going out to all users:

  • The 'hide line pricing and show totals only' functionality in EBM has been updated to only show line item descriptions and duration (Ref: #16523)
  • Resolved issue where credit notes were skewing the results of GST Returns (Ref: #16495)
  • Resolved issue where fully discounted bills resulted in associated matters not being able to be closed (Ref: #16494)
  • Resolved issue where deleted incomplete tasks were being displayed on graphical dashboards (Ref: #16483)
  • Resolved issue where calendar sharing permissions were not functioning correctly (Ref: #16481)
  • Resolved issue where certain statutory deposit accounts were not being linked correctly (Ref: #16474)
  • Resolved issue where trust statements would only display the date that funds were received, and not the date entered (Ref: #16167)
  • Resolved issue where larger HotDocs files were timing out and failing to generate (Ref: #13577)

18 April - Actionstep 13068

Fixes going out to all users:

  • Resolved issue where disbursements were showing multiple times (Ref: #12962)
  • Resolved issue where zero-balance bills were being treated as paid bills and could not be removed (Ref: #12886)
  • Cost Estimate and Billing Method have been added to matter views as columns (Ref: #12975)
  • Resolved issue where the Fee Recovery Report was not visible to some users (Ref: #12928)
  • Resolved issue where the Aged WIP Report was miscalculating some figures [EBM] (Ref: #12460)

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)