PRODUCT BULLETIN: Tips and Information Relevant to Amicus Attorney 2016

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1 PRODUCT BULLETIN: Tips and Information Relevant to Amicus Attorney 2016 Last Updated: August 26, 2016 This document provides special tips on using Amicus Attorney effectively. The lists include items resolved by the cumulative Update configuration and installation instructions for the Updater are available to Amicus Administrators from within Amicus, at Office > Firm Settings > Utilities. Amicus Attorney 2 Dailies 2 Files 2 People 2 Calendar 3 Tasks 3 Communications 3 Time 4 Library 4 Document Assembly and Merge 5 Document Management 5 Reports 6 Amicus Tasks Toolbar 6 Miscellaneous 7 Outlook Link 8 Exchange Link 8 Outlook Contacts & Calendar Link 8 Time Entry Export Template 9 PCLaw Link 9 QuickBooks Link 9 Timeslips Link 9 Amicus Small Firm Accounting Link 10 CompuLaw Link 10 Tips for Amicus Administrators 10 Installation 10 Indexing 10 Custom Pages & Records 11 Import 11 Other Administration 11 Amicus Billing 12 Files 12 Clients 13 Time 13 Trust 13 Billing 13 Payments 14 Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 1

2 Reports 14 Administration 14 QuickBooks Link 14 Administration 14 Amicus Anywhere, Amicus TimeTracker & Client Portal 15 Amicus Attorney Dailies Dailies Web pages might open with script errors appearing. Files In various views, choosing to display by Group might result in subsequent exception error Edits made in File Details might not be retained following certain workflows On a File, assigning Contacts via a Contact Group that includes a Contact you are restricted from viewing might cause an exception error. TIP: In the Select People dialog, show My Contacts - Who Are - <Contact Group> (e.g. Witnesses) and then select the desired Contacts listed from that Group. (These will be only those Contacts you are permitted to view.) After a QuickFind in the Files Index, filtering the list to a 'File' Type might show incorrect results. TIP: After a QuickFind, select the All option in the control panel to reset the display list before proceeding to select other filters After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect. People TIP: Select another view in the list, such as Summary, before clicking My Documents or All Documents In various views, choosing to display by Group might result in subsequent exception error Edits made in People Details might not be retained following certain workflows At a firm with a very large number Active Contacts, performance issues with the People Selector In Contact Details, QuickEdit might erroneously assign a value to the Position field if that field is empty. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 2

3 39766 In the Select People dialog, the cursor does not default to the "Type Last Name" box If Amicus Billing License On the Attorney side, in the Files view of Contact Details, some right-click commands have no effect If you enter a phone number preceding an address in the Contact QuickEdit box in Person Details, that number is added in the address field rather than the phone field. TIP: Entering the phone number after the address will ensure that the number is not considered by the parser to be part of the street address After a QuickFind in the People Index, filtering the list to selected Groups might show incorrect results (because neither Contacts nor Firm Directory is selected). TIP: After a QuickFind, select the Contacts or Firm Directory option in the control panel to reset the display list before proceeding to select a Group Phone numbers with a Country Code, Area Code, or Extension entered in the Contact QuickEdit or Basics section of Person Details might not be parsed and stored properly. TIP: Open the Person s Communications Details dialog to enter these phone numbers After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect. Calendar TIP: Select another view in the list, such as Main Note, before clicking My Documents or All Documents An occurrence of a Repeating Task shows number of days late based on the Deadline of the first occurrence of the series Longer Event Categories are shown truncated in the drop-down list in Event Details If you change an Appointment s Category to one that is assigned a different color, that change might not be reflected immediately in the Appointments list at the right in Day view of the Calendar. Tasks TIP: Refresh the display by going to another day or view and then returning Results of a Custom Tasks Profile set to include Only Overdue Tasks might also include Done Tasks An occurrence of a Repeating Task shows number of days late based on the Deadline of the first occurrence of the series. Communications When the Select Files dialog is opened from the Save & Associate control in the Communications Index, its New and QuickFind buttons are disabled. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 3

4 40114 If an outgoing is manually saved from the Outlook view of Communications, it might appear in the Incoming list, and a Time Entry created from it will have a description that includes information for the From person (Firm Member) rather than the To person If using an client other than Outlook as your default, you might not be able to initiate a new from Amicus When choosing to Save & Associate s to multiple matter Files, they are assigned to only one of the Files In rare cases, the Communications views might show only a grey screen. This is caused because a file called riched20.dll is missing from your Microsoft Shared Office folder on the workstation. This is a common issue that can affect many applications. Time To resolve this issue, search on your computer for riched20.dll and copy it to C:\Windows\System32 If you need assistance, please contact Technical Support If an outgoing is manually saved from the Outlook view of Communications, it might appear in the Incoming list, and a Time Entry created from it will have a description that includes information for the From person (Firm Member) rather than the To person If your Time - New Entries Preference is set to include the Activity/Task-Based Billing Code title in Time Entry Descriptions, that information might be duplicated in the Description for new Time Entries If an outgoing was created from a Contact's Business Card, the related Time Entry created in the Outlook view of Communications will have a description that includes the Contact's address rather than their name The Timer Toolbar changes position in some workflows In the Time Sheets module, the Unposted and other views might not be available. TIP: SQL Reporting Services is requires configuration for your firm by your Amicus Administrator When posting Time Entries, the Would you like to save a copy of the posted time entries for printing or other purposes? prompt might not appear. This is because you earlier selected the Do not show me this message again option. Library If you want the prompt to start appearing again, please contact Technical Support for assistance In the Location Detail dialog, clicking the Location button and selecting a different section might not change the Library Page location. TIP: In the Library module screen, drag the Page from one section to another in the list. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 4

5 Document Assembly and Merge Open Word at the start of your day (Amicus does not have to be open). This will allow your list of Contacts and Files to be refreshed and available to Word, thereby avoiding possible performance delays while doing document assembly or saving and attaching documents to Amicus If using Word with HotDocs, open HotDocs before performing a merge using Document Templates of type HotDocs (MS Word ). Document Management Amicus-Managed Documents environment: Once a Follow Up Task has been created from a Saved that has an attachment, any subsequent attempts to add new Documents to Amicus will fail with the following message "file, folder or web address may be invalid or missing" At a firm with a very large number of Documents, opening two or more Document Details records and choosing to save one might affect system performance or cause Amicus to terminate unexpectedly In various views, choosing to display by Group might result in subsequent exception error Amicus-Managed Documents environment: Checking out a Document from Document Details dialog on the desktop does not accurately handle the checkout Amicus-Managed Documents environment: When you add an Excel (.XLS or.xlsx) document to a File from the Amicus Tasks Toolbar in Excel, a prompt to check in the Document should appear User-Managed Documents environment: If specifying the Shared Documents location preference as a mapped drive (rather than as a UNC path), every Firm Member should use the same drive letter to avoid inconsistences when accessing Documents When starting to add a Note to a new Document, clicking No to the "You must save this Document first" message will save the Document anyway User-Managed Documents environment: In the Documents view of File Details, the Preview Pane or Document list might not refresh properly when you choose a Folder Document Adding a Time Entry for a newly added Document closes the Document Details If the full path for a File or Folder type document is over 255 characters long, it won t be indexed (or counted). This is a Microsoft Windows limitation User-Managed Documents environment: When working from the Amicus Server computer, full-text searches performed from the Documents module might not find Document records of Type File or "Folder" whose Document Details specifies the Server local path (e.g. C:\Amicus\Amicus Attorney PE Server\SharedDocuments\file_name\document_name.doc). TIP: In a User-Managed Documents environment, we recommend that in Document Details you specify the path using UNC format (e.g. \\Alaska\SharedDocuments). Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 5

6 35267 Full-text searches from the Documents module might fail to find all relevant items. TIP: If a large number of items was recently moved or added, the indexing process might be lengthy. If this is not the case, a full Reindex (from Firm Settings > Documents - Document Management) may be required by your Amicus Administrator An error message might appear whenever you attempt to perform a full text document Search. Reports TIP: This might occur if the firm s shared documents folder (specified in General Document Management Firm Settings) has not been configured by your Amicus Administrator for indexing (or the Indexing Service is not running) Amicus Basic Reports (Crystal Reports format) might not export to PDF. This issue appeared due to a Windows update issued in November 2015 for Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2, Windows 8.1, and Windows 7. Microsoft has issued a subsequent update that resolves this issue, available at The first Firm Member of the day to access a Reports list might not see the Advanced Reports. TIP: The Firm Member should exit Amicus and log back in. Amicus Tasks Toolbar When attaching a Document to an by using the Attach to button on the Amicus Tasks Toolbar in Outlook, the Show My Active Files filter might only show Files created since Outlook was opened. Use a different filter, such as Show My All Files, or Show My Files Of Type. Closing and reopening Outlook might resolve the problem Open Word at the start of your day (Amicus does not have to be open). This will allow your list of Contacts and Files to be refreshed and available to Word, thereby avoiding possible performance delays when attempting to use the Tasks Toolbar for the first time If the Amicus Tasks Toolbar was previously installed in Adobe Acrobat or Reader at an Amicus Small Firm Workstation, the Toolbar in Adobe will not work with Amicus Attorney at that computer (after it has been installed for Amicus Attorney at that Workstation). TIP: Uninstall Amicus Small Firm. Or, if you wish to keep the Small Firm Workstation, simply remove its Toolbar from your Adobe application. (In Amicus Small Firm, go to File > Setup > Document > Document Assembly and click Remove.) If your Workstation runs Windows with User Access Control (UAC) enabled, then after installing the Amicus Tasks Toolbar (while you Run as Administrator) the Outlook view of the Communications module might be unavailable and the - Basic dialog in Preferences might take a long time to display. TIP: After installing the Amicus Tasks Toolbar, simply exit Amicus Attorney and log back in (no longer running as Administrator.) At a Workstation running Windows with User Access Control (UAC) enabled, you must log in with Windows Administrators Group rights in order to install or use the Amicus Tasks Toolbar in WordPerfect. Windows Power User Group rights are not sufficient for this purpose In rare circumstances, Word customizations (such as AutoText list changes) that you make might not be saved successfully (to your Normal.dot template). TIP: Restart Word and make your customizations. Do not use the Amicus Tasks Toolbar during this Word session, until your customizations are saved. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 6

7 18134 If the Amicus Tasks Toolbar is installed, then while an message is open and in focus in Outlook, you click on a Mail list column heading ( To, From, Received etc.) to sort items, that column will be deleted from the view. TIP 1: To get a deleted column back, right-click on a column heading and choose Field Chooser. Drag the desired column from the Field Chooser dialog to the desired location among the column headings. TIP 2: To avoid deleting columns, ensure that focus is on the Mail list view before clicking on columns. Or, at the beginning of each Outlook session, drag the Amicus Tasks Toolbar up next to another Toolbar Customizing the Amicus Tasks Toolbar attributes from Microsoft Office applications (e.g., removing one of the buttons) causes errors. Buttons should not be removed. Miscellaneous If running Amicus Workstation under Windows 8 or higher on a 4K resolution laptop (e.g. Microsoft Surface Book), text might not be scaled properly. Workstation hotfix available - please contact Technical Support Check Conflicts advanced search that finds many results might timeout, and fail to display any results Tutorial Office The Billing-side Client Index might display empty Amicus Home View For Timekeepers, the time entries pane might display an incorrect large number At a workstation running Windows 7, do not set your Windows text display to Medium (125%) or Larger (150%). Those settings are not suitable for Amicus Amicus Help Center does not provide access to "Other Technical Resources Guides" Advanced Search Custom Fields (including Numeric Fields) are not available in Search Conditions Spell Check TIP: If an Auto-Text term no longer functions, delete it from the list in your Spell Check Preferences (Automatically Expand Text option) and add it again Tutorial Office Might fail to open and an exception error occurs. TIP: Download and install the latest Microsoft.NET Framework (4.5.2 or later), available from the Microsoft Download Center Login If you enter the Server Name incorrectly in the Amicus Login dialog, cancel the unable to connect message that appears, and enter the correct Server Name, the login might continue to fail. TIP: Cancel the Login dialog and start over Files and People Index Might display at the wrong size after Amicus was Restored Down and later Maximized, or vice versa. TIP: Refresh the screen by going to another module and then returning Tutorial/Another Office After opening the Tutorial, or another Firm Member s Office as a Guest, the Office > Back To My Office command might not be available. TIP: In the Office module, choose Return To My Office in the control panel. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 7

8 16943 A module screen (such as the Files Index) might appear with your Windows Desktop image shown in some areas of the navigation pane at the left. TIP: Refresh the screen by going to another module and then returning. Outlook Link Outbound s initiated from Amicus become as a rule Saved s. In some scenarios where exception conflicts occur they might fail to save and/or properly associate with the appropriate File/Contacts When using a POP account with Outlook 2010 or later, s are not being automatically sent or received. This is a common complaint by Microsoft Office users and might be attributed to one of many causes. See the Microsoft knowledgebase article at TIP: If your Outlook signature block does not appear in s created from Amicus, check that the name you provided for your New Signature in Outlook doesn t contain any spaces. Then in Amicus, go to the Communications module and, from the Actions > Outlook menu, choose Refresh Signature If the Link is enabled, Advanced Security for Outlook prompts might appear repeatedly. Depending on your version of Outlook, they will appear either as a dialog or Outlook will be flashing in your Windows Task Bar. TIP: Ensure that the current Microsoft Service Packs and Updates to both Windows and Office have been applied After returning from the Tutorial or another Firm Member s Office, the Outlook view of Communications might not be available. TIP: Display another view and then try again If Link is enabled at the time of upgrade: Auto-Save does not begin to work immediately upon logging in a Workstation the first time after upgrade. (This occurs because the Unsaved Cache is being rebuilt in the background, and must finish before any new are processed. This might be lengthy, depending on your Link preference settings and your volume of . The process does not start until any Outlook Contacts & Calendar login-time synchronizations have completed.) In some cases, the Amicus Tasks Toolbar might not appear in Outlook after you have enabled it from the option in your Outlook - Basics Preferences. TIP: Restart Outlook In the embedded Outlook view of Communications, use the Amicus toolbar buttons rather than the Outlook right-click commands to send, forward, or reply to an . This ensures that outbound s initiated from this view are saved and processed as Amicus saved s. Exchange Link Outbound s initiated from Amicus become as a rule Saved s. In some scenarios where exception conflicts occur they might fail to save and/or properly associate with the appropriate File/Contacts. Outlook Contacts & Calendar Link During the first login following a reinstall or upgrade of a Workstation that has the Outlook Contacts & Calendar Link enabled, Advanced Security for Outlook prompts might appear. TIP: Select the Allow Access action and the Always Perform This Action For This File option, and click OK. (This needs to be done only once at the Workstation.) Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 8

9 Time Entry Export Template Time Entries of zero duration cannot be successfully posted. PCLaw Link When using the Amicus Attorney-PCLaw Link, PCLaw creates temporary files (~PL*.tmp) which are not automatically deleted. TIP: To avoid excess use of disk space, start PCLaw occasionally on the Server. Upon startup, PCLaw automatically deletes temporary files older than 7 days If you delete mapped Types of Law or Task Codes in PCLaw, the File Type and Activity Code mapping dialogs in the Link Configuration wizard might then show the mappings incorrectly. TIP: In the mapping dialog in the wizard, clear the mappings, click Close, click Yes to save the change, return to the dialog, and remap the codes as desired Whenever the Amicus Application Server is restarted, someone must manually log in to Windows at the Server before Amicus may communicate with PCLaw. If desired, however, you may configure your system to login automatically after restarts for details, see the PCLaw Link Guide. QuickBooks Link If exchanges stop occurring, it might be necessary to restart the Amicus PE Service Posting Time Entries might fail for a Timekeeper added and mapped since the Link was initialized, and the following message appears: "The integration with your accounting application is currently unavailable. You may continue working " TIP: In QuickBooks, add the corresponding Sales Rep to the Item List, as a Service type item with its Account set to the Fee Income Account (set in Step 2 of your Link Configuration wizard) Posting Time Entries might fail for a Timekeeper, and the log shows the following error: "TimeTracking. QuickBooks error message: The employee is set to have activities transferred to paychecks". TIP: In QuickBooks, go to the Employee Center and edit the corresponding Employee's Payroll Info (or Personal info) select the "Use time data to create paychecks" checkbox, click OK, and then return and deselect the checkbox Whenever the Amicus Application Server is restarted, someone manually must log in to Windows at the Server before Amicus may communicate with QuickBooks. NOTE: The QuickBooks Link (unlike the PCLaw and Timeslips Links) does not support configuration of an automatic login after restarts. Timeslips Link When an Amicus Time Entry of zero duration automatically rounded up is posted, the resulting Timeslips time slip might have an incorrect duration Link exchanges stop if your Timeslips database closes. TIP: If this happens, open your Station Administrator (in the Timeslips program group, or from within the program under the Special menu at the very top), go to Options > Change Timeout Settings, and change the timeout setting to NONE Close Timeslips before Initialization if it has 4000 or more clients (files) to be exchanged to Amicus. Otherwise your Amicus session will terminate unexpectedly and Timeslips will show an "insufficient memory" message. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 9

10 38306 Whenever the Amicus Application Server is restarted, someone must manually log in to Windows at the Server before Amicus may communicate with Timeslips. If desired, however, you may configure your system to login automatically after restarts for details, see the Timeslips Link Guide. Otherwise, attempting to use the Link might cause Amicus to terminate. Amicus Small Firm Accounting Link Amicus Small Firm Accounting initialization might fail if linked with Amicus Attorney using SQL Server 2012 or Server hotfix available please contact Technical Support. CompuLaw Link Creating Events when using a complex Rule Set that generates many events, or clicking Maintenance when a complex Rule Set is updated, might cause Amicus to terminate. Tips for Amicus Administrators Installation If extracting the downloaded DVD image, choose an extract folder with a short path (such as C:\AmicusDVD). A long path (such as Desktop or Downloads), the extraction process might fail partially (with can not open output file errors) -- if you ignore those error(s) and continue, the install/upgrade of Amicus would fail New installation of Amicus Server or upgrade to Amicus Attorney: When you restart the Amicus Server to complete the install or upgrade, the computer might continuously restart. (This is caused by the automatic start of Amicus PE Service failing repeatedly.) Indexing Please contact Technical Support for assistance Full-text searches from the Documents module might fail to find all relevant items. TIP: If a large number of items was recently moved or added, the indexing process might be lengthy. If this is not the case, a full Reindex (from Firm Settings > Documents - Document Management) may be required a 12670b If your firm s shared documents folder (specified in General Document Management Firm Settings) is not configured for indexing by Amicus Indexing Service, a full-text document Search might not return the expected results. TIP: Configure the shared documents folder for indexing for instructions, see the Getting Started > Specifying document settings for the firm topics in Administrator Help. An error message might appear whenever a user attempts to perform a full text document Search. TIP: Ensure that your Indexing Service is running. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 10

11 Custom Pages & Records For new Numeric Custom Fields, the "Include in Search" attribute defaults to False rather than True The Designer window for a Custom Record might not maximize properly (unusable white areas appear). TIP: After maximizing the window, click the right arrow at the bottom of the navigation panel to browse to the next Custom Record. (If you have another Custom Record defined, then click the left arrow to browse back to the original Record.) Hyphens in Custom Field Labels are deleted upon conversion from Amicus Small Firm. For example, Pre-judgment Interest Rate becomes Prejudgment Interest Rate. TIP: If you wish, edit the Labels to add back the hyphens In the Field Attributes dialog for a Text Custom Field on the Custom Page or Record Designer, you are permitted to enter a Maximum Length of more than 255 characters but, upon saving, the value changes to 255 without a warning. Import TIP: For a Custom Field that can hold more than 255 characters, use a Memo Custom Field When Files with a Referring Name field value are imported, the Matter Came To Us Because field is not automatically set to Referred By Referring Name If importing Files with the match criteria set to Short File Name AND either Client ID or Matter ID, then an import record that matches on Short File Name only will be imported as a File with a duplicate Short File Name. TIP: Ensure that File Names and Client/Matter IDs are unique, and import formats are consistent Comma Separated Values format files that have undelimited blank fields in the last columns are not imported ( Number of fields found is less than expected ). Note that the exporting of Outlook Contacts creates files of this type. TIP: Before importing, open the file in Excel, add another column, and enter any multiple-character data in it. In the Import Field Mapping and Attributes dialog of the Amicus Import wizard, map that extra column as an <Unused Field>. Other Administration Backing up a large database specifically from Firm Settings > Utilities might not complete Under Windows 10, configuration of Reporting Services might fail In Firm Settings > Files > People Roles, adding a separator to the list causes an exception error After changing the Time Zone setting on your Amicus Server or Exchange Server, the Exchange Link and Contact & Calendar Link synchronizations from Amicus to Exchange might no longer occur. TIP: Restart the Amicus PE Service and Amicus ExchangeSync Service. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 11

12 36534 BACKUPS: When configuring database backups (in Firm Settings > Maintenance Utilities), choose a backup location that's within the same domain as your Amicus Database Server, and on a path that your SQL Server service login account has full rights to If your Amicus Database or Application Server has a computer name longer than 15 characters, network resolution effects might occur for example, SQL Reporting Services cannot be enabled. This is a Windows limitation If your Amicus Application Server runs Windows Server 2012 or 2012 R2, Amicus Workstations might be unable to login and a service cannot be reached error appears. This could occur because the default port for Amicus PE service (49259) falls within the extended range of ports for Windows Server 2012 s RPC Management service ( ). Please contact Technical Support for assistance Upon restarting Amicus Server, or logging in to Amicus at the Server, the following message might appear: WARNING! Uninstalling Amicus will delete your database including Shared Documents, Merge Templates, pictures, and Reports. BACK UP ALL DATA BEFORE PROCEEDING! Would you like to continue? This warning or other undesired effects might occur if you have deleted, renamed, or moved any of the \AMICUS subfolders or files that were created during the Amicus Server installation, including the following folders: \AMICUS\Amicus Attorney PE Server\DocumentAssemblyTemplates \AMICUS\Amicus Attorney PE Server\SharedDocuments. TIP: 1. If the uninstall message appears, answer No to avoid uninstalling Amicus. 2. Undo your delete/rename/move changes that is, restore the \AMICUS subfolders and files to their default locations. If you need assistance, please contact Technical Support BACKUPS: In the Maintenance - Utilities dialog of Firm Settings, the database Backup Location cannot be set to a location that s in a different domain than the Amicus Database Server. (SQL Server requires that the backup location be in the same domain.) USER MANAGEMENT: If a user is currently logged in, attempting to change their Administrator or Timekeeper status by selecting or clearing the corresponding checkbox in the User Management list has no effect. TIP: Select the user in the User Management list, right-click and choose Open Admin Profile, change the user s Administrator or Timekeeper status from the user s Administration Profile dialog, and click OK. Then click Refresh in the User Management screen. s106 Editions of Windows that do not use the Latin-1 Roman character set with accented western European characters (ISO ) are not currently supported. Amicus Billing Files In the Admin > Bill Settings view of File Details, navigating from a File with Distribution Method set to "Prorated" to one set to "Based on Percentage", causes a new Fee Distribution Details dialog to appear. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 12

13 39680 Creating a new File from the Files view of Contact Details causes an exception error Payment transactions done from File Details might cause an "Amicus stopped working" exception error. Clients At a firm with a very large number of Clients, the Client Index might take a long while to completely display and system performance might be affected. Time Billing-side Time Index might display no items. Resolved by Update July 20, When a Non-Billing User opens a Time Entry, Amicus might terminate unexpectedly In some cases, the Billing-side Time Index might take a while to display. Trust In some cases the Trust Index might take a while to display Your changes to the Transfer amount in an existing Trust To AR Transfer transaction might not save correctly, and the AR Total might not be adjusted correctly. Billing TIP: If you have edited a Trust To AR Transfer transaction, delete it and re-enter it. We recommend that you do not edit Trust To AR Transfer transactions instead, delete and re-enter them If you have reset the Next Trust Check Number (by assigning a number that's less than the default in a Trust Check), then Bill posting might fail After posting a Bill, its Fee Entry/Courtesy Discount details line is not shown In rare cases, in LAS & Chubb format E-bills, the City and State might not be separated by the expected character In rare cases, in LEDES 1998B format E-bills, the Timekeeper ID might show People ID rather than Timekeeper initials, and the E-bills cannot be printed & posted. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 13

14 36509 If Bill s are configured to use the simple format (in Firm Settings > Billing - ing Bills), Bills created singly do not use the defined Subject The firm address in E-bills created for a file set to LAS (Legalgard/Litigation Advisor) Task-Based Billing lacks a space between city and state. That format might not be accepted by some vendors. Payments Please contact Technical Support for assistance Resaving an existing Receive Payment to General Retainer causes the amount to double In a new Receive Payment on a File with outstanding Invoices, changing the date clears the amount entered. Reports Time and Fee Journal Report by Activity Code does not include Task-Based Billing Activity Codes In the summary by File Type section of the Bill Journal Report, the balance does not include billed interest In the Firm Totals section of the Client Transaction Report, interest amounts for unposted bills are included In the GL Transaction Report, a Retainer Refund appears only on the credit side, not on both debit and credit sides. Administration In Firm Settings > Billing - Payment Hierarchy, clicking Move Down causes an exception error. QuickBooks Link When importing QuickBooks Costs to Amicus as Expenses, you cannot set a Start Date earlier than the last Cost Import Date If the link is configured to exchange Payments for Fees to various QuickBooks accounts based on the Amicus File Type, Trust to AR transactions might fail to exchange. Administration TUTORIAL: After the initial Amicus Billing license is applied, we recommend that you restart Amicus PE Services (at the Amicus Server, from Windows Control Panel > Administrative Tools > Services). Otherwise you might be unable to open Amicus Tutorial Office. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 14

15 Amicus Anywhere, Amicus TimeTracker & Client Portal The Activity Code assignment in a Time Entry created in Anywhere on a Task-based Billing File is not saved. Resolved by Update - March 24, Document Previewer in Amicus Anywhere and the Client Portal might show a PDF Document as blank. Close the Previewer and try again In a Firefox browser, a Document printed from the Document Previewer might not include all images If your firm has converted from Small Firm, enabling a Firm Member for Amicus Anywhere and TimeTracker access might fail with the following message: "account is already registered". (This occurs when their Amicus TimeTracker access was not disabled in Small Firm before conversion.) Please contact Technical Support for assistance Client Portal Status Fails to Update: If a Client completes their registration wizard while a Firm Member has open either the Client s Contact Detail or Portal dialog for a related File, the Client's Portal status in Amicus will not update. This will affect a number of areas Contact Detail (shows Pending ), User Management (not yet Accepted ), and the Client Portal dialog (still shows "Resend Invitation" button). All areas will be updated the next time the Client logs into the Portal provided the aforementioned views are no longer locked for editing. TIP: Close all Detail dialogs after sending or resending a Portal invitation We recommend that initial setup of Amicus Anywhere and TimeTracker be done with the Amicus Server using a wired connection to the Internet, rather than a wireless one. Note that if the Amicus Server s network interface card or connection method (wired vs wireless) has changed since your firm and first Firm Member were registered for Amicus Anywhere and TimeTracker, users will no longer be able to log in to those applications until the Server address has been reset (from Firm Settings > Maintenance - Utilities) On an iphone running ios7 or later, the Logout button in TimeTracker is not available because a header and footer appear in the browser. TIP: Add the Amicus TimeTracker Login page as a shortcut on your Home screen. This will result in the TimeTracker opening without a header and footer. Gavel & Gown Software Inc., a subsidiary of Abacus Data Systems, Inc. Phone: info@amicusattorney.com Copyright 2016 Gavel & Gown Software Inc. All rights reserved. AMICUS and AMICUS ATTORNEY are registered trademarks, and AMICUS ANYWHERE, AMICUS BILLING, AMICUS SMALL FIRM, and AMICUS TIMETRACKER are trademarks of Gavel & Gown Software Inc. All other trademarks referenced are the property of their respective owner. Gavel & Gown Software Inc. disclaims any proprietary interest in trademarks other than its own. Amicus Attorney 2016 Product Bulletin 2016 Gavel & Gown Software Inc. 15