Release Notes: Difference between revisions

From ContactsLaw Documentation
No edit summary
 
(7 intermediate revisions by the same user not shown)
Line 3: Line 3:
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.


== Latest Version (Build 250106) ==
== Latest Version (Build 250627) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Creditor invoice totals incorrect.
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Fix] Transaction validation criteria.
** [Fix] False positive when validating transfer transactions.
** [Fix] Transfer transactions missing bank narration field (Desktop App).
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
** [Change] Transaction listing is now an exportable report.
** [New] Options dialog for EOY Rollover Journal (Desktop App).
* '''Billing'''
* '''Billing'''
** [Change] Time records can be marked non-chargeable.
** [Fix] Error listing time records for a contact.
** [Change] Generating documents from time records.
* '''Businesses'''
** [Fix] Matter codes when business prefix changes.
* '''Calendar'''
** [Change] Different start/end time zones for items.
** [Change] Additional options for recurring items.
** [New] Holiday items, external service (Nager).
* '''Contacts'''
* '''Contacts'''
** [Change] Evidence of release for packet items.
** [Fix] Duplicate address prompt did not show the updated address.
** [Fix] Destruction date appears on previous versions of a contact.
** [Fix] Invalid communication entries could display errors instead of validation messages.
* '''Documents'''
* '''Documents'''
** [Fix] Resilience when DMS App is unavailable (Desktop App).
** [Fix] Template body not displayed after uploading a Markdown document.
** [Fix] Table styles in Word templates.
** [Fix] Error listing content markers in some Excel templates.
** [Fix] Complex Markdown.
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Change] Clause picker no longer modal (Desktop App).
** [Change] Document type picker now groups by category.
** [Change] Improved type conversion in expressions.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [Change] Resources referenced by template configurations now appear as dependencies.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [New] Dependencies tab on document type editor (Desktop App).
** [New] Document types can now include comments/instructions for users.
* '''Workflow'''
** [Fix] Changes to process rules did not trigger the creation of previous versions.
* '''Workgroups'''
** [Fix] Duplicate roles/fields on summary.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] New window when maximised (Desktop App).
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Change] Improved presentation for parties/fields (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Change] Improved change management for REST APIs.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [Change] Ongoing implementation of change detection in editors (Desktop App).


== Previous Version (Build 241203) ==
== Previous Version (Build 250612) ==
Only the Desktop App was updated in this build.


* '''Contacts'''
*'''Accounting'''
** [Fix] Contact creation (Desktop App).
**[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit.
* '''Documents'''
**[Change] Compliance improvements for various trust reports.
** [Fix] Clause picker (Desktop App).
**[Change] Capturing/suggesting bank name for receipts by cheque.
** [Fix] Content editor pop-up when dialogs are open (Desktop App).
**[New] Record of trust statements now retained on matters.
**[New] Scheduled job type for generating trust statements.
*'''Calendar'''
**[Change] User preferences for calendar/tasks views (Desktop App).
*'''Contacts'''
**[Change] Rules for business short codes (improves matter reference recognition).
*'''Documents'''
**[Fix] Identifying attachments to emails in MSG format.
**[Change] Improved UI for uploading documents (Desktop App).
**[Change] Uploading large documents (chunked).
**[Change] Transform attachments during document creation (Desktop App).
**[Change] Default template for when multiple configurations exist for the same purpose.
**[Change] Override description for templates with multiple configurations.
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
**[New] "Compress to ZIP file" transformation.
**[New] Categories for document types.
**[New] Preview documents during upload.
*'''Telephony'''
**[Fix] Shortening telephone numbers for dialling purposes.
*'''Workflow'''
**[Fix] Updating conditions in rules.
**[New] Queuing activities (Desktop App).
*'''Other'''
**[Fix] Managing multiple concurrent database engines.
**[Fix] Closing audio recorder during recording/playback (Desktop App).
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
**[Fix] Change detection in various editors (Desktop App).
**[Fix] Scrolling in various editors (Desktop App).
**[Fix] Implementation for <code>Contains()</code> function in expressions.
**[Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
**[Change] Various UI enhancements (Desktop App).
**[Change] Improved editing experience for default values of custom fields (Desktop App).
**[New] Employment Hero integration (import general journals).


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 14:30, 27 June 2025

This page lists the changes in each software update for ContactsLaw.

Updates typically affect multiple system components. Notes which relate specifically to the Desktop App are marked separately.

Latest Version (Build 250627)

  • Accounting
    • [Fix] False positive when validating creditor invoices and disbursement journals.
    • [Fix] False positive when validating transfer transactions.
    • [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
  • Billing
    • [Fix] Error listing time records for a contact.
  • Contacts
    • [Fix] Duplicate address prompt did not show the updated address.
    • [Fix] Destruction date appears on previous versions of a contact.
    • [Fix] Invalid communication entries could display errors instead of validation messages.
  • Documents
    • [Fix] Template body not displayed after uploading a Markdown document.
    • [Fix] Error listing content markers in some Excel templates.
    • [Change] "Author" is now a built-in role that defaults to the current member.
    • [Change] Document type picker now groups by category.
    • [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
    • [Change] Default path for document type is now presented as a drop-down (Desktop App).
    • [Change] Resources referenced by template configurations now appear as dependencies.
    • [Change] Document type picker now distinguishes between workgroups (Desktop App).
    • [New] Dependencies tab on document type editor (Desktop App).
    • [New] Document types can now include comments/instructions for users.
  • Workflow
    • [Fix] Changes to process rules did not trigger the creation of previous versions.
  • Workgroups
    • [Fix] Duplicate roles/fields on summary.
    • [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
    • [Fix] List of assets did not update when changing parent workgroup (Desktop App).
  • Other
    • [Fix] Inconsistent error messages when switching between servers (Desktop App).
    • [Fix] Various bugs when editing rich text (Desktop App).
    • [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
    • [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
    • [Change] Various resources that use categories now display uncategorised items at the bottom.
    • [Change] Reduced flicker when updating various views (Desktop App).
    • [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
    • [Change] Ongoing implementation of change detection in editors (Desktop App).

Previous Version (Build 250612)

  • Accounting
    • [Fix] Trust receipts by cheque/cash can now only be processed via bank deposit.
    • [Change] Compliance improvements for various trust reports.
    • [Change] Capturing/suggesting bank name for receipts by cheque.
    • [New] Record of trust statements now retained on matters.
    • [New] Scheduled job type for generating trust statements.
  • Calendar
    • [Change] User preferences for calendar/tasks views (Desktop App).
  • Contacts
    • [Change] Rules for business short codes (improves matter reference recognition).
  • Documents
    • [Fix] Identifying attachments to emails in MSG format.
    • [Change] Improved UI for uploading documents (Desktop App).
    • [Change] Uploading large documents (chunked).
    • [Change] Transform attachments during document creation (Desktop App).
    • [Change] Default template for when multiple configurations exist for the same purpose.
    • [Change] Override description for templates with multiple configurations.
    • [Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
    • [New] "Compress to ZIP file" transformation.
    • [New] Categories for document types.
    • [New] Preview documents during upload.
  • Telephony
    • [Fix] Shortening telephone numbers for dialling purposes.
  • Workflow
    • [Fix] Updating conditions in rules.
    • [New] Queuing activities (Desktop App).
  • Other
    • [Fix] Managing multiple concurrent database engines.
    • [Fix] Closing audio recorder during recording/playback (Desktop App).
    • [Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
    • [Fix] Change detection in various editors (Desktop App).
    • [Fix] Scrolling in various editors (Desktop App).
    • [Fix] Implementation for Contains() function in expressions.
    • [Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
    • [Change] Various UI enhancements (Desktop App).
    • [Change] Improved editing experience for default values of custom fields (Desktop App).
    • [New] Employment Hero integration (import general journals).

Earlier Versions

Retrieved from "https://docs.contactslaw.com.au/index.php?title=Release_Notes&oldid=2281"