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• 09:28, 18 July 2025 Bradley Smith talk contribs created page Release Notes Build 250612 (Created page with "*'''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 bu...") Tag: Visual edit
• 12:20, 11 July 2025 Bradley Smith talk contribs created page Workflow:Action (Created page with "{{DISPLAYTITLE:Action}} '''Actions''' describe work to carry out within processes. They are triggered by rules. Some types of actions cause the process to pause, pending some requirement; when met, a job is scheduled to resume the process. == Control == These actions affect how the process runs. == Existing Items == These actions add existing resources to assets. In most circumstances, assets ar...") Tag: Visual edit