Release Notes: Difference between revisions

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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 250612) ==
== Latest Version (Build 250814) ==


*'''Accounting'''
* '''Accounting'''
**[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit.
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
**[Change] Compliance improvements for various trust reports.
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
**[Change] Capturing/suggesting bank name for receipts by cheque.
** [Change] Transaction totals can now be referenced in expressions.
**[New] Record of trust statements now retained on matters.
** [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
**[New] Scheduled job type for generating trust statements.
** [New] Duplication command for transactions.
*'''Calendar'''
* '''Billing'''
**[Change] User preferences for calendar/tasks views (Desktop App).
** [New] Product definitions at the subscription level.
*'''Contacts'''
* '''Calendar'''
**[Change] Rules for business short codes (improves matter reference recognition).
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
*'''Documents'''
* '''Workflow'''
**[Fix] Identifying attachments to emails in MSG format.
** [Fix] Logic errors in some rule actions.
**[Change] Improved UI for uploading documents (Desktop App).
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
**[Change] Uploading large documents (chunked).
** [Fix] Status/progress not showing correctly on forms (Desktop App).
**[Change] Transform attachments during document creation (Desktop App).
** [Change] Form editor now selects first page by default (Desktop App).
**[Change] Default template for when multiple configurations exist for the same purpose.
** [Change] More layout choices for labels and images on forms.
**[Change] Override description for templates with multiple configurations.
** [Change] Simplified flow charts for processes.
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
** [Change] Rules on processes/forms are now included in dependency checks.
**[New] "Compress to ZIP file" transformation.
** [New] User preferences for the form editor (Desktop App).
**[New] Categories for document types.
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
**[New] Preview documents during upload.
** [New] Rules can now populate assets using relationships between existing resources.
*'''Telephony'''
** [New] Forms can now declare their preferred width on the screen.
**[Fix] Shortening telephone numbers for dialling purposes.
** [New] Read-only controls on forms.
*'''Workflow'''
** [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
**[Fix] Updating conditions in rules.
**[New] Queuing activities (Desktop App).
*'''Other'''
*'''Other'''
**[Fix] Managing multiple concurrent database engines.
**[Fix] Logic error when updating custom fields.
**[Fix] Closing audio recorder during recording/playback (Desktop App).
**[Change] Auto-number option now works with date columns in table fields.
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
**[New] Short-hand versions of many of the functions that can be used in expressions.
**[Fix] Change detection in various editors (Desktop App).
**[New] REST API caching (Desktop App).
**[Fix] Scrolling in various editors (Desktop App).
**[New] Help buttons added to various editors and wizards (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).


== Previous Version (Build 250509) ==
== Previous Version (Build 250717) ==
Only the Desktop App was updated in this build.
 
*'''Accounting'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Change] Reconciliation transactions can now be exported in CSV format.
* '''Billing'''
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
* '''Calendar'''
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [New] User preferences for the template editor (Desktop App).
** [New] Added support for on-premises storage using MinIO.
* '''Matters'''
** [Fix] Hard copy location can now be referenced in expressions.
** [Fix] The role/member picker did not always include the manager role.
** [Change] Matters exported for offline viewing can now include documents and time records.
* '''Workflow'''
** [Fix] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
** [Fix] False positive validation errors when starting processes.
** [Fix] Entry points not triggering for some processes.
** [New] Entry points can now trigger when a document is generated from a template.
** [New] Added conditions for rules that query documents and check custom fields.
** [New] Assets can now be renamed while editing rules (Desktop App).
** [New] User preferences for the process editor (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Windows 10 compatibility.
** [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
** [Fix] Spaces in text fields that did not permit them.
** [Fix] Provisioning subsequent subscriptions on an application server would fail in some situations.
** [Change] Record memos from task/calendar item editor.
** [Fix] Embedded web browsers not properly released after closing tabs (Desktop App).
** [Change] Middle-click hyperlinks to open tabs in the background.
** [Change] Removed delay before loading various views (Desktop App).
** [Change] Microsoft Teams commands for members.
** [New] Users can now override example values in the expression browser (Desktop App).
** [Change] Improved client/server version management.
** [New] Embedded content can now subscribe to push notifications.


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


* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250213|Build 250213]]

Latest revision as of 16:08, 14 August 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 250814)

  • Accounting
    • [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
    • [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
    • [Change] Transaction totals can now be referenced in expressions.
    • [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
    • [New] Duplication command for transactions.
  • Billing
    • [New] Product definitions at the subscription level.
  • Calendar
    • [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
  • Workflow
    • [Fix] Logic errors in some rule actions.
    • [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
    • [Fix] Status/progress not showing correctly on forms (Desktop App).
    • [Change] Form editor now selects first page by default (Desktop App).
    • [Change] More layout choices for labels and images on forms.
    • [Change] Simplified flow charts for processes.
    • [Change] Rules on processes/forms are now included in dependency checks.
    • [New] User preferences for the form editor (Desktop App).
    • [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
    • [New] Rules can now populate assets using relationships between existing resources.
    • [New] Forms can now declare their preferred width on the screen.
    • [New] Read-only controls on forms.
    • [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
  • Other
    • [Fix] Logic error when updating custom fields.
    • [Change] Auto-number option now works with date columns in table fields.
    • [New] Short-hand versions of many of the functions that can be used in expressions.
    • [New] REST API caching (Desktop App).
    • [New] Help buttons added to various editors and wizards (Desktop App).

Previous Version (Build 250717)

  • Accounting
    • [Fix] Tasks to create transactions no longer include irrelevant properties.
    • [Change] Reconciliation transactions can now be exported in CSV format.
  • Billing
    • [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
  • Calendar
    • [Change] Editors for tasks and calendar items now load faster (Desktop App).
  • Documents
    • [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
    • [New] User preferences for the template editor (Desktop App).
    • [New] Added support for on-premises storage using MinIO.
  • Matters
    • [Fix] Hard copy location can now be referenced in expressions.
    • [Fix] The role/member picker did not always include the manager role.
    • [Change] Matters exported for offline viewing can now include documents and time records.
  • Workflow
    • [Fix] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
    • [Fix] False positive validation errors when starting processes.
    • [Fix] Entry points not triggering for some processes.
    • [New] Entry points can now trigger when a document is generated from a template.
    • [New] Added conditions for rules that query documents and check custom fields.
    • [New] Assets can now be renamed while editing rules (Desktop App).
    • [New] User preferences for the process editor (Desktop App).
  • Other
    • [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
    • [Fix] Provisioning subsequent subscriptions on an application server would fail in some situations.
    • [Fix] Embedded web browsers not properly released after closing tabs (Desktop App).
    • [Change] Removed delay before loading various views (Desktop App).
    • [New] Users can now override example values in the expression browser (Desktop App).
    • [New] Embedded content can now subscribe to push notifications.

Earlier Versions

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