Juris and Juris Suite 2.5 Service Pack 2. Release Notes

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1 Juris and Juris Suite 2.5 Service Pack 2 Release Notes

2 Juris and Juris Suite 2.5 SP2 Release Notes Learn what s new and what issues are addressed in this release of LexisNexis Juris Practice Management software. What s new in this release The following features and enhancements are new in Juris and Juris Suite 2.5 SP2. New Help menu links Links to Juris Training and User Guide have been added to the Help menu. Spell checker enhancements New spell checker options are available in Juris Suite, and you can view the list of entries in your user dictionary. Before you install Be sure to do the following before installing Juris and Juris Suite: Perform a complete backup of your Juris data files and documents. Close Juris and all open applications on your computer. Previous enhancements Juris and Juris Suite 2.5 SP1 The following features and enhancements were added in Juris and Juris Suite 2.5 SP1. Improved convenience in check ordering Microsoft Outlook bit certification Juris and Juris Suite 2.5 The following features and enhancements were added in Juris and Juris Suite 2.5. Collections Module Microsoft Windows Terminal Services Support reports through Microsoft Outlook 2010 Quick Link to online support sessions 1 Juris and Juris Suite 2.5 SP2 Release Notes

3 Issues Addressed Juris and Juris Suite 2.5 SP2 The following issues have been addressed in Service Pack 2. Juris Billing Client codes that begin with initial zeroes do not interrupt the prebill selection process After posting bills entered in the grid/spreadsheet, you can enter more bills without closing and reopening the screen. Inquiry A correct message appears if you enter an invalid matter code while changing matters during an inquiry. The Matter field may be left blank when changing to a different client via lookup during an Inquiry Archived Bill and Bill Change Log can be viewed normally by selecting Logs on the menu bar Addressed an issue with Conflict Search timing out before completion. Installation For users upgrading from Juris 2.5 SP1, the user count is set correctly following an auto update Correct accounts are displayed on the report after entering an account range while previewing or printing the Chart of Accounts Master List The Chart of Accounts Reference List report can be printed when SQL Server compatibility level is set to 90 or 100. Tables When creating a new vendor, the code lookup button (labeled with an ellipsis) appears only when Vendor Codes are defined as numeric, not when they are alphanumeric. Additionally, when you select the Next Highest or First Available option and the highest possible vendor code value already exists, a message informs you that the code cannot be automatically generated. Transactions Addressed an issue with the display of subaccount numbers on Cash Receipts When you use the lookup to select an Expense Code with the Summarize option, the Summarize check box is selected After a credit memo adjusts a timekeeper or expense code allocation from $0 to a positive amount, you can apply cash to the timekeeper or expense code. Juris Suite Deployment Running Juris Suite Deployment Manager does not cause inactive vendors to be marked as active. Inquiry Addressed an issue with Conflict Search timing out before completion Client/Matter Inquiry does not show a close date for Matters that are still open. Login/Logout The Juris license file does not need to include MyJuris in order for the Collections snap in to appear. 2 Juris and Juris Suite 2.5 SP2 Release Notes

4 My Expenses When current month is February and Last Month is selected, expenses entered on last two days of January are not excluded from the view dragged into a custom folder remain available after adding reports via Report Administrator Column headers appear correctly on Average Billing Cycle by Client and Average Billing Cycle by Practice Class reports. Time Entries Changing a Matter s Task Code changes Hours, Rate, and Fee amount regardless of whether the Matter and Task Code are both on the STDR fee schedule. TK Budget When Update Actual from Juris is selected, the value in the current year actual is set to zero if there is no row in the FeeSumByPrd or ExpSumByPrd table for that period. Viewer The drill down report for Current A/R is correctly linked on the Average Billing Cycle by Client report. Juris and Juris Suite 2.5 SP1 The following issues have been addressed in Service Pack 1. Juris Billing Registered file during installation to allow WIP transfer of time and expense in Edit Prebills to proceed can now be accessed and performed in, Conflict, Edit Prebills, Client/Matter Inquiry, and Export & Bills when the 64 bit version of Outlook is installed on the workstation. Tables The rules for making a timekeeper inactive are now applied consistently for all types of Juris licenses. Timekeepers cannot be made inactive if they have unposted time or expense batches, or unbilled time or expenses in the current accounting period, the period prior to the current period, or a future period Resolved an issue where creating a matter on a newly installed database sometimes produced an error The account type of a new chart of accounts will now automatically default to the account type based on the range of account numbers in which the new account falls. Transactions Activity codes in lower case letters in the import file are now converted to upper case letters when a time entry is imported, if the codes are valid The error message has been improved and clarified when a check memo is too long for the memo field. Cash is no longer applied twice to a bill when two cash receipts are completed before either is saved. Posting negative entries in separate batches no longer creates a negative PPD balance. Trust checks with the Matter Name in the check portion of the check design now print. Utilities The Assign button is now visible on the Client Range option on the Bill Format Update utility. 3 Juris and Juris Suite 2.5 SP2 Release Notes

5 Juris Suite Collections On the Client and Matter tabs of Collection History, the Best Fit option now works consistently and column width settings are now retained when you exit the tab. GL Budget Resolved an issue where the Update Actuals feature sometimes did not function as expected. Login/Logout When a user s DPI settings prevent login, an informative message now appears. Lookups The Cross Reference button is now consistently available when you use Lookup to select a Task Code. My Time Today Resolved an issue where the Recall button sometimes did not recall Time entries created in core Juris. Query Builder Queries with the Bill Layout Lookup parameter now load correctly. Rule Designer The Juris Rule Converter utility is now available to help convert client and timekeeper rule scopes after upgrading from MyJuris 1.1. Time Entries Using CTRL+N to create a new Time Entry while in the Narrative field on a time entry form after time has been transferred now correctly saves all information on the current entry When creating time entries, you can now click the text code Lookup button without first clicking in the Narrative field. Juris and Juris Suite 2.5 The following issues were addressed in the original release of Juris and Juris Suite 2.5. Juris Billing Time/expense entries that are not on any prebill cannot have their status changed to On Pre Bill Time/expense entries are now correctly moved to the Billed Time table even when multiple users are posting bills simultaneously Saving a prebill now completes normally when the option to delete time entries is selected and the entries to delete do not have a required task/activity code Selecting prebills now works normally on Windows 7 with Service Pack Bills now consistently suppress Units Billed values when Expense show units is not selected Prebills can now be saved after deleting time/expense entries on Windows 7 with Service Pack When selecting prebills by timekeeper, the process now consistently completes. Installation All files are now correctly registered upon installation After using the auto update feature on a workstation, a user s login flag is cleared so they can log in. Misc References to CDO replaced with updated references to Microsoft Office objects. 4 Juris and Juris Suite 2.5 SP2 Release Notes

6 Setup and Manage The Collections Terms and Collections Status fields on the Collections tab of the Firm Options screen are now limited to 30 characters New Client and Matter forms now open correctly after user defined fields are added. Tables After deleting a client s primary address, that billing address reference is removed from the Client table When adding a new vendor, choosing a default G/L Distribution Account now works correctly. Transactions The G/L Distribution form can no longer be saved and closed when an invalid account has been entered on a Quick Check Juris Suite Dashboard Service Scheduled Distributions with that include a Chart now work properly Users can now reorder the Dashboard pages for all Dashboard types, not only User type. Deployment Deployment of Juris Suite upgrade no longer stops due to change in MetricSnippet data type. Filters The less than symbol now functions as expected in Date filters on My Transactions. Inquiry In Conflict Inquiry search results, words with apostrophes are now highlighted. Removed the Client Lookup Permission tab from Field Access Permissions in Client/Matter Inquiry. Login/Logout The Auto update feature in Juris Suite Login now verifies the required.net framework. My Time Today When transferring time, the narrative on time entries is now preserved In My Transactions, when entering a time entry, sum values in the Summary are now updated automatically instead of remaining the same until the Refresh button is clicked Query Builder Queries using the Collection Terms list parameter now run as expected Administrators can now remove all report permissions previously granted to a user without data present now display a message. Rule Designer When defining the scope of a rule, scroll bars allow the user to add more codes. Time Entries Synchronization now completes even when an attachment has been deleted from the database. Viewer The Dashboard now loads properly after modifying a property in Distribution. LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Juris is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Microsoft is a registered trademark of Microsoft Corporation. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright 2012 LexisNexis. All rights reserved. Version Juris and Juris Suite 2.5 SP2 Release Notes