Release Notes Build 250417

• Accounting
  • [Fix] Pre-filling transaction particulars from contacts.
  • [Change] Transactions can now be held for review.
  • [Change] Transaction authority can now be revoked.
  • [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
  • [Change] Warning if transaction particulars differ from financial entries on payee.
  • [New] Transaction fees and surcharges (including credit card surcharges).
  • [New] Transaction requests listing.
• Billing
  • [Fix] Clients not notified when time records changed/deleted by work items.
  • [Change] Invoice templates can now draw upon product charge policies.
• Calendar
  • [New] Read/unread status for task/calendar items.
• Contacts
  • [Fix] Duplicate detection.
  • [New] Financial entry verification.
• Documents
  • [Fix] New blank document command (Desktop App).
  • [Fix] Invalid markup when inserting tables into Word documents.
  • [Fix] Authentication errors (DMS App).
  • [Fix] Potential race condition when deleting documents.
  • [Fix] Better detection of inline attachments to emails.
  • [Change] Convert from MSG to EML before extracting attachments.
  • [Change] Streamline page counting for PDFs.
  • [New] Bottom-up mode for creating briefs.
  • [New] Additional document conversions.
  • [New] Page stamping for PDFs.
• Workflow
  • [Fix] Updating addresses and communication entries using rules.
  • [Fix] Potentially unreachable entry points.
  • [New] Additional rule types.
  • [New] Indirect activities, treat processes as activities.
  • [New] Process categories.
• Other
  • [Fix] Expressions with mixed data types.
  • [Change] Improved user experience for activities launched from editors (Desktop App).
  • [Change] Implemented change detection in various editors.
  • [Change] Updates to design language (Desktop App).
  • [Change] Improved user experience when working with editable grids (Desktop App).
  • [New] Audio player/recorder plug-in (Desktop App).
  • [New] Microsoft Teams plug-in (Desktop App).
  • [New] External linking to resources (Desktop App).