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 250814) ==
== Latest Version (Build 250905) ==


* '''Accounting'''
*
 
== Previous Version (Build 250814) ==
 
*'''Accounting'''
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
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**[New] REST API caching (Desktop App).
**[New] REST API caching (Desktop App).
**[New] Help buttons added to various editors and wizards (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 ==
== Earlier Versions ==


* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250612|Build 250612]]

Revision as of 14:41, 5 September 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 250905)

Previous 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).

Earlier Versions

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