Release Notes Version

Transcription

1 Release Notes Version

2 NEW FEATURES 2 1. IMPROVED STABILITY AND PERFORMANCE 2 2. LEAP NOTIFICATION ICON NOTIFICATION STATUSES 2 ENHANCEMENTS 3 3. DOCUMENT MANAGEMENT WORK WHILE LOADING A MATTER OR CARD CANCELLING ACTIONS a. Loading Dialog for Matters, Cards and People b. Progress Status Dialogs PASTE WITH FIELDS 4 4. ACCOUNTING RAPIDPAY ANTICIPATED DEPOSIT STATEMENT PROTECTED TRUST FUNDS BALANCE ON INVOICES AND STATEMENT OF ACCOUNT AS AT DATE FOR BACKDATED STATEMENTS a. Ageing Table b. RapidPay Footer 7 5. REPORTS TIME & FEES RECORDED BY STAFF REPORT SUBSCRIPTION SETTINGS FEE EARNER OVERVIEW 8 LATEST FIXES 9 6. LATEST FIXES DOCUMENT MANAGEMENT ACCOUNTING REPORTS KNOWN ISSUES (TO BE FIXED IN FUTURE RELEASES) 11 Last Updated 23/12/15 Page 1

3 NEW FEATURES 1. Improved Stability and Performance The LEAP Development Team are pleased to release our latest version of LEAP. In this release we have focused on improvements to stability and performance, most notably in the areas of: Microsoft Word integration Matter and Correspondence management Data synchronisation These improvements have made the overall experience of using LEAP even more robust. 2. LEAP Notification Icon As a cloud-based product, synchronisation between the LEAP Desktop application and LEAP servers is vital. This synchronisation is handled by a continuous service that runs in the background on your machine. With the latest version of LEAP, we have introduced a LEAP Notification Icon to the Notification area of the Windows desktop taskbar which informs a user about the status of the LEAP synchronisation service: 2.1. Notification Statuses The LEAP Notification Icon monitors the status of the LEAP service and will indicate the real-time status of the LEAP Desktop applications connection to LEAP servers: Notification Icon Notification Popup Status You are working online (connected to the Internet) and are connected to LEAP servers. You are working offline (not connected to the Internet) and will resynchronise when next online. You are currently synchronising data to and from LEAP servers. The last synchronisation of data to and from LEAP servers was successful. The LEAP service on your computer has stopped working and cannot be automatically restarted. You are connected to the Internet but LEAP servers are not reachable. Last Updated 23/12/15 Page 2

4 ENHANCEMENTS 3. Document Management 3.1. Work While Loading a Matter or Card If a Matter or Card is taking a while to download due to a user s connection speed, the application no longer waits until the download is complete. A user can freely open other Matters, Cards or Correspondence already downloaded to their machine Cancelling Actions Users with slower connection speeds can now cancel a request such as opening a Matter, Card, or an action initiated in error. Cancel buttons have been added to most dialogs: 3.2.a. Loading Dialog for Matters, Cards and People Using the Cancel button when opening a Matter, Card, or Person will close the window immediately and cancel the request: Last Updated 23/12/15 Page 3

5 3.2.b. Progress Status Dialogs Using the Cancel button when a progress bar is displayed, such as for opening correspondence or moving documents, cancels the action being performed. For example, when deleting 10 documents, clicking Cancel when the status bar is at Deleting Document 5 of 10 will cancel the delete action and retain the remaining 6 documents: 3.3. Paste with Fields Changes required to our integration with Microsoft Word have resulted in a change to pasting text that includes fields. The automatic update of fields upon pasting has been removed, leaving the following two methods: After using Ctrl-V to paste, click Update in the LEAP Word toolbar for the fields to update; or Use the new Paste with Fields button in the LEAP Word toolbar: Last Updated 23/12/15 Page 4

6 4. Accounting 4.1. RapidPay Anticipated Deposit Statement The following enhancements have been made to the RapidPay Anticipated Deposit Statement: LEAP Release Notes Version The statement title has been changed to Anticipated Deposit Bank Account details have been removed and replaced with the Matter No. and Matter Description Reason has been moved into the Summary table 4.2. Protected Trust Funds Balance on Invoices and Statement of Account Protected Trust Funds for an invoice are now included on printed invoices. For example, having raised a new Protected Trust Fund amount of $ against an invoice: Last Updated 23/12/15 Page 5

7 Printing the invoice will now display a Less Trust line including the balance: LEAP Release Notes Version The Less Trust balance will also display on the Statement of Account: Last Updated 23/12/15 Page 6

8 4.3. As At Date for Backdated Statements When printing statements with an End Date prior to the present day, an As At date will now display: LEAP Release Notes Version a. Ageing Table 4.3.b. RapidPay Footer Last Updated 23/12/15 Page 7

9 5. Reports 5.1. Time & Fees Recorded by Staff The Time Recorded by Staff report has been renamed Time & Fees Recorded by Staff. LEAP Release Notes Version The Time Summary table which was previously including staff recorded Fixed Fees, has had this data moved to its own dedicated table called Fees Summary: 5.2. Report Subscription Settings Fee Earner Overview Firms can now schedule to receive the Fee Earner Overview via . Last Updated 23/12/15 Page 8

10 LATEST FIXES 6. Latest Fixes 6.1. Document Management 2643 Precedents converted from LEAP Docs window is not working 2642 Log an InfoTrack support case button takes us to the LEAP NHD Support page 2627 Unable to rename folders for Guides & Precedents 2603 Creating folders on a new matter before it is saved does not retain the new folder structure 2587 Multiple Print only prints to the first person 2586 State column shows in the Matter list for UK users 2567 Cannot paste using Ctrl + V in any document using templates in MSO Unable to select a blank salutation on a card 2562 Object Reference error when opening 2 documents with different templates 2552 In some cases the.net client component is not consuming messages 2523 Icons appear missing when customising lists in some environments 2515 LEAP cannot download Table record(s) error when opening precedents with no default reference after saving while LEAP is closed 2481 Runtime Error - Entering Time Related adjustments more than once returns an error 2480 <Select None> on new correspondence addresses the letter to the other side 2373 Assigning a forwarded from LEAP will not appear in matter 2329 Unable to rename, move or cut certain precedents from one location to another 2293 xml files become corrupted and cause Invalid DOM errors to appear 2287 Correspondence Search allows documents to be previewed where they exist on a matter that the current user has been restricted from viewing 2244 Unable to create a task list for some matter types 2237 Saving an draft back to the matter using the Red X and save prompt returns an error 2220 Correspondence search - Documents are not being indexed for several days, sometimes not at all 2219 Unable to click Next buttons on a Task List when more than 30 tasks exist 2210 Custom Precedents assigned to tasks do not appear on the options site 2208 Assigning to LEAP creates loop that continuously fills Send folder 2205 View Folder's location does not correct the state selection or highlight the location in the precedent structure 2203 Oops! Something went wrong error when searching for Checklist via Correspondence Search 2189 Word Freezing on Save & Close 2169 Runtime error upon opening word documents when Word is already running in Preview Mode 2132 Changing a document on the document register highlights document 1, packet 1 after Save & Close 2131 Packet Number ordering to be sorted numerically 2120 Saving attachments to the matter strips out text after a few '.' characters s return an incorrect message about the filename being too long 2113 Large AutomationEvents xml will cause issues 2109 Able to add invalid characters to the name of a document in LEAP 2090 There is no provision to clear the referrer card once it has been assigned 1784 Quotation marks in certain fields cause 'header record delimiter' error when merging Last Updated 23/12/15 Page 9

11 1775 Contacts from multiple mailboxes cause Outlook to freeze 1749 Document XML files sent from the client component to the.net App server do not make it to the server once they exceed ~800KB in size 1627 SA Title Particulars do not flow through to InfoTrack 1626 Moved s where auto-routing is enabled are auto-routing in / out responses, forwards and replies to the original matter they were assigned to 1557 Switching users causes outlook integration to stop working 1366 Correspondence will leave folders within matters 1344 The message filter indicated that the application is busy (Exception from HRESULT:0x A (RPC_E_SERVERCALL_RETRYLATER)) 1179 Deleted items on the document register appear in the current view when we use the search function 1177 Print button does not work when viewing a VIC Final Search 606 Document Search does not find renamed or newly created documents 6.2. Accounting 2609 Unable to amend / delete invoice notices 2434 Back dating receipt reversal before bank deposit slip causes variance 2399 Overdue Invoices window times out 2398 RapidPay footer appearing on WordBill when option is unticked for office account 2199 Reversal of reconciled entry not showing Trust Rec screen 2115 Blank date on Bank Account Register will double balance 2114 Payment type details for cheques will clear out after making changes to Pay To 1768 Interest Calculator for large data sets times out 1696 Batch Invoices - Time Entries and Cost Recoveries with grouping task codes do not group 1340 Entering Time Entry in Timesheet for firm with large archived matters will freeze the system 1287 Receipting invoice less 1c causes unbalanced journal 6.3. Reports 2525 Trust Ledger not showing matters with balance 2478 Statement of Account - Multiple Clients shows blank matters 2366 Time Recorded by staff summary including Fixed Fees as 1 hour 2316 Staff Receipted Funds report does not cater to conversion receipts 2285 Matter Financial Summary debtor-credits showing credit figure 2257 Not all matters with Trust appear on Trust Statements report 2250 Blank pages in Fee Earner Overview 2249 Invoices Reversed do not reflect correctly in the Invoice Report 2229 Statement of Account showing balance due incorrect when Credit Note created from Invoice 2185 Client name not appearing on statement when DX address is used 2183 Staff Receipted Funds report calculating percentage incorrectly 2023 Fee Earner Summary report does not load for large data files 1878 Statement of Account showing incorrect balance due Last Updated 23/12/15 Page 10

12 7. Known Issues (To be fixed in future releases) 2641 Unable to move duplicated s in LEAP as they don t exist in any Outlook mailbox 2640 Timesheet crashes after removing billing description and changing task code 2605 In some cases, the critical date saved in the matter xml is different from the actual critical date set on the matter 2602 Future addresses are not reflected on the Client Details report during the period the address is valid for 2599 LEAP Changes Ruler Settings in Word 2580 Moving Documents between matters shows on both matters on other machines 2578 When working at super speed, documents moved between matters are not removed from the original matter 2572 Unable to drag converted precedents into the precedent list 2564 Creating a mailing to cards and using a precedent that requires matter details causes word to stop responding 2555 Searching on company name and not Trading Name 2543 Footer disappears when certain precedents are generated 2529 Role appears next to addresses when added in a particular way Link to shows staff members that have been unchecked for "Show in staff list" 2368 Correspondence search - Documents are not being indexed for several days and sometimes, not at all 2239 PDF'ing a document with comments on it loses those comments on the resulting PDF 2221 Address validation / suburb suggestion data needs an update & should be automatically pushed out to all clients 2111 Rapidly selecting document with the Preview Pane open causes LEAP to crash 2110 Able to add invalid characters to the name of a document in LEAP Automation 2011 Unable to rename folders from the precedent structure view in LEAP 1918 Microsoft's 'FileName' Field appears as the LEAP Document filename GUID when used 1779 Following very particular replication steps causes symbols to appear in the address field of a letter 1763 When a default table is selected, the multi field doesn't work as expected 1559 Property search only searches the last word entered into a field 1278 Missing Print icon in reports on IE, Firefox and Chrome Assigning Tasks to other staff members throws back a "Operation Failed" error on the recipients side 1169 When a Username contains an &, the entire accounting side appears offline 292 RE Line 2 defaults to first Bank / Building Society on Probate Matters 228 When auto numbering is off, Other references don't appear in the matter number 218 Timesheet does not show warnings when cost estimates are exceeded 163 Unable to use the scroll down button Last Updated 23/12/15 Page 11