New pages
- 17:13, 10 November 2025 Known Issues (hist | edit) [711 bytes] Bradley Smith (talk | contribs) (Created page with "This page lists any known issues with ContactsLaw. Issues may affect various system components. Issues which relate specifically to the Desktop App are marked separately. == Latest Version (Build 251107) == * '''Documents''' ** Creating a new folder on a workgroup as part of document creation/cataloguing fails with a timeout error. ** Content markers in Word templates that use the "entire page" modifier may lead to markup errors during document generation. ==...") Tag: Visual edit
- 10:09, 7 November 2025 Release Notes Build 251013 (hist | edit) [1,232 bytes] Bradley Smith (talk | contribs) (Created page with "This version does not affect the Desktop App. *'''Calendar''' **[Fix] Conflict detection for all-day events (affected MySQL only). **[Change] Removed unread status for holidays and resource reservations. *'''Documents''' **[Fix] Smart Tags are now ignored when validating Word documents. **[Fix] Changes to emails were lost after sending when checked out to Outlook. **[Fix] Incorrect character set for generated emails (issues with non-ASCII characters). **[Fix] Entry point...") Tag: Visual edit
- 12:41, 6 November 2025 Security:Scope (hist | edit) [1,459 bytes] Bradley Smith (talk | contribs) (Created page with "{{Prealpha}} '''Security scopes''' provide a way of assigning different permissions to certain aspects of a matter, such as fields. This caters for situations where access to sensitive data needs to be restricted without affecting more general aspects of the matter. They are defined at the workgroup level. Matters in child workgroups inherit security scopes from parent workgroup(s). You can set permissions on each security scope...") Tag: Visual edit
- 15:27, 27 October 2025 Release Notes Build 250926 (hist | edit) [2,558 bytes] Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] Filtering accounts in the transaction editor (Desktop App). **[New] Copy command on transaction context menu (Desktop App). **[New] Transaction importer (Desktop App). *'''Calendar''' **[Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook. *'''Contacts''' **[Fix] Saving changes to correspondence when some addresses are inherited (Desktop App). **[Fix] Cataloguing information did not always update after changing the templa...") Tag: Visual edit
- 10:36, 13 October 2025 Release Notes Build 250912 (hist | edit) [1,365 bytes] Bradley Smith (talk | contribs) (Created page with " This version does not affect the Desktop App. *'''Accounting''' **[Change] General payments subject to GST now warn on validation if the payee is not registered for GST. *'''Contacts''' **[Fix] Incorrect character casing for countries and suburbs imported from the web service. **[New] GST registration status as a separate financial entry type. **[New] ABR search can now pre-fill GST registration status for contacts. *'''Documents''' **[Change] Renaming a template now al...") Tag: Visual edit
- 15:00, 9 October 2025 Event (hist | edit) [2,305 bytes] Bradley Smith (talk | contribs) (Created page with "ContactsLaw records noteworthy '''events''' that occur on various items, such as matters, documents and transactions. Each time an event occurs, the following details are recorded on the item: * The '''type''' of event * '''Date''' and '''time''' when the event occurred * The '''member''' to whom the event can be attributed In the Desktop App, events are shown on the ''History'' tab/view. == Triggering Events...") Tag: Visual edit
- 12:55, 6 October 2025 Mailbox Rule (hist | edit) [3,505 bytes] Bradley Smith (talk | contribs) (Created page with "{{Prealpha}} '''Mailbox rules''' provide a way to automate the selection of the document type and matter when uploading emails as documents to ContactsLaw. Since the variety and semantics of messages are likely to vary from mailbox to mailbox, each member has their own set of rules. The rules are evaluated for every email that is uploaded; however, once the conditions of a given rule have been met, the remaining rules are skip...") Tag: Visual edit
- 11:48, 30 September 2025 Desktop:Advanced Mode (hist | edit) [531 bytes] Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Advanced Mode (Desktop App)}} Various editors and windows in the Desktop App offer an option to toggle '''advanced mode'''. The meaning of this depends on the context, but generally speaking: * Additional fields/options are shown * You can access functionality to support advanced scenarios * You may require a deeper understanding of the software before proceeding Some editors open in advanced mode if ContactsLaw detects that any of the addition...") Tag: Visual edit
- 15:28, 26 September 2025 Release Notes Build 250905 (hist | edit) [3,336 bytes] Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Change] Client names for trust compliance purposes now include known aliases. *'''Documents''' **[Fix] Failure to read metadata from a document would also cause upload to fail. **[Fix] Unused roles/fields were not removed as intended. **[Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App). **[Fix] Document destination not correctly passed down to fragments. **[Fix] "In reply to" field missing from generate/catalo...") Tag: Visual edit
- 16:53, 22 September 2025 Import Transactions (hist | edit) [4,579 bytes] Bradley Smith (talk | contribs) (Created page with "{{Prealpha}} ContactsLaw can '''import''' transactions from an external data source, such as a CSV file from a bank. This is typically performed on accounts that mirror those held by a bank or other financial institution. It is likely that transactions will occur on these accounts which were not initiated by the business; for example, deposits made by external parties or payments by direct debit. In order to exclude transactions ini...") Tag: Visual edit
- 16:00, 12 September 2025 Release Notes Build 250814 (hist | edit) [1,840 bytes] Bradley Smith (talk | contribs) (Created page with "*'''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 subscript...") Tag: Visual edit
- 14:40, 5 September 2025 Release Notes Build 250717 (hist | edit) [1,931 bytes] Bradley Smith (talk | contribs) (Created page with "*'''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 specificat...") Tag: Visual edit
- 13:40, 19 August 2025 Regular Expression (hist | edit) [1,758 bytes] Bradley Smith (talk | contribs) (Created page with "A '''regular expression''' is a method for representing a search pattern. Compared to simple terms or phrases (which must appear literally within the text), regular expressions provide much greater power and flexibility. Broadly speaking, they provide the following features: * Alternation (multiple choices) * Repetition (multiple occurrences) * Generalisation (character groups or classes) * Capturing and reusing text The syntax and authoring of regular expressions is...") Tag: Visual edit
- 11:48, 19 August 2025 Function (hist | edit) [22,586 bytes] Bradley Smith (talk | contribs) (Created page with "A '''function''' is a type of expression that computes a result based on its arguments (inputs). Function calls can be nested within each other. This page documents each of the functions that can be used in ContactsLaw. The documentation is also available within the Desktop App. == Text Functions == These functions operate on text. '''An'''(''word'') Produces 'a' or 'an' according to grammar rules for a particular word. *''<code>word</code>'' - Word. '''F...") Tag: Visual edit
- 15:32, 14 August 2025 Release Notes Build 250627 (hist | edit) [2,351 bytes] Bradley Smith (talk | contribs) (Created page with "*'''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...") Tag: Visual edit
- 09:28, 18 July 2025 Release Notes Build 250612 (hist | edit) [2,036 bytes] Bradley Smith (talk | contribs) (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