• 2025-04-23
  • Always clear code when changing client on matter capture form.
• 2025-04-21
  • Improved anomaly testing.
• 2025-04-16
  • Fixed issue with percentage splits to more than 2 decimal places.
  • Fixed issue with filters on Matter Note report.
• 2025-04-14
  • Added rownumber as option in cost centre fields.
• 2025-04-10
  • Make papercut file upload available in interface.
  • Added option to show Qty in Fees Report.
• 2025-04-09
  • Allow deleting of Supplier if there is no activity yet.
  • Fixed issue FNB statements unable to tell if they are in reverse order or not when they're very very tiny.
  • ZeroGroup supplier allocation fix for blank reference numbers.
  • Fixed issue in Supplier Movement report when reporting on multiple currencies.
• 2025-04-08
  • Fix for rare case of numeric values as the only reference in Capitec Bank Statement import.
  • Fixed issue when automatically splitting invoices into matter sets where clients have different default tax types.
  • Added client and matter codes and search filter to bulk invoicing.
• 2025-04-07
  • Move matter should now appear in menu for masterfile managers
• 2025-04-05
  • Fixed bug in Invoiced Fees and Disbursement Reports for items with 'voucher_name' field when 'summed per invoice'.
• 2025-04-04
  • Link outgoing emails generated from Workflow Processes to the object that they're associated to.
  • Added VAT announcement for 1st May 2025.
• 2025-04-03
  • Added support for Standard Bank 'call account' statement layout for Reconzilla.
• 2025-04-02
  • Optimisation to Active Workflow List report.
  • Now using full narration in invoiced fees and disbursments report, rather than account posting narration which was limited to 255 chars.
  • Fixed date format in Excel report for Matter Note report.
  • Changed issue notifications (and auto-reply notifications) to go via new priority email routing.
• 2025-04-01
  • ZeroGroups: Added button to apply suggested grouping to all in the Unallocated Report.
  • Workaround for quirk in FNB Bank Statement CSV file.
• 2025-03-31
  • Option to customize name of Pro Forma Invoice for firm, eg Memorandum of Fees
  • Added Proforma Invoices to List by Type menu section.
• 2025-03-28
  • Workflow: Added additional way to link workflows to matters. Added email to login option for document generation.
  • Fixed bug with activity dropdown not refreshing after capturing fees in sequence. Supplier validation required when capturing disbursement from fee capture form.
• 2025-03-27
  • Added proforma (PF number) to reference in fees report, if draft item is on a proforma.
• 2025-03-26
  • Fixed new matters since report not showing department correctly when overriden on the matter.
  • Fixed issue where sometimes billed items were still showing in the Unbilled total on the matter.
  • Implemented attachment sending logic in statements too.
• 2025-03-25
  • Allow deletion of Subscriptions.
• 2025-03-24
  • Fees report: use invoice number for reference when unbillable has been invoiced (as addendum to invoice).
  • Added option giving the user the option to select a Workflow Template when adding a new Workflow Process directly.
  • Added third option for appending/attaching only disbursement PDFs
  • Improved Unreverse backup script.
  • Added firm detail setting to control attaching of line item + disb invoices to clients. Added indicators in invoice attachment list/thumbnails to the internal invoice view to indicate which behaviour is currently set.
  • Fixed same issue with addendums for Proforma Invoices.
  • Fixed issue with provisional items on Nedbank PDF statement import.
  • Fixed issue with invoice addendum attachment path.
• 2025-03-21
  • Added suggested supplier payment (or refund) groupings in Unallocated ZG report.
• 2025-03-20
  • Tweaks for analysing bounced email.
• 2025-03-19
  • Work on Sankey charts of financial flows.
  • Fixed Detail Target Report for instances where Fee Earner is not specified.
  • Fixed issue with Actionable Workflow report showing future-scheduled workflows.
  • Fixed issue with email address in workflow reverting to old email address.
• 2025-03-18
  • ZeroGroup Allocation Report includes all receipts within the date range, but places the amount into different columns if allocated date is outside the specified date range.
  • Improved WIP import
  • Fixed issue with Suppliers not showing to be reviewed if they're not assigned to a Supplier Type.
  • Optimisations in calculating Workflow Process todo list.
  • Added supplier code to supplier view
• 2025-03-17
  • Fixed issues with adding addendums to Split/Combined invoices.
• 2025-03-16
  • Lots of work on ZeroGroups.
• 2025-03-14
  • Expanding username in menu now clears menu filter.
  • Added special permissions zone to allow deleting of Workflow Processess.
  • Option to enter own freeze date.
• 2025-03-13
  • Added tweak for unsual Nedbank Statement layout.
• 2025-03-12
  • Fixed bug with supplier (expense) import.
  • Tweak to allow FNB Botswana bank statements to import.
  • Fixed FNB statement import to ignore provisional items.
• 2025-03-11
  • Fixed issue with Snapscan payment QR code on Proforma invoices.
  • Added unbillable by default flag to matter.
  • Added support for new Stripe.com statement layout.
  • Added support for ABSA Botswana bank statement layout.
  • Fixed issue with adding addendum items when combining fees on Proforma Preview, Proforma Invoices and posting to Invoices.
  • Added ZeroGroup reports to menu.
  • Fixed issue with Referer in creation of new issues.
• 2025-03-10
  • Added Supplier Type to Supplier Review report.
  • Improved layouts when uploading bulk Journal Entries from spreadsheet templates. Improved the Help with examples.
  • Added support for older Standard Bank Statement layout.
  • Improved mapping between workflows and document templates.
• 2025-03-09
  • Added the ability to save suggested Zerogroups directly form the unallocated receipts and payments report.
• 2025-03-08
  • Improved WIP import result screen.
• 2025-03-06
  • Fixed issue with Sales Invoices trying to append non-PDF attachments.
• 2025-03-05
  • Added department admin zone for subbookkeepers who need to run invoices/statements for specific department(s) only.
• 2025-03-03
  • Removed supplier help links for non-bookkeepers from disb capture page.
  • Added start date and as options to bulk send statement parameter form.
• 2025-02-28
  • Added Allocation Report (zerogroups).
  • Fixed FNB Trust Statement import for rows with blank dates.
  • Fixed issue with workflow lookup variables to archived items.
• 2025-02-26
  • Fixed Fees Report to shows Received money in pivot table.
  • Do not send diary notification to creator for completed tasks if completed by creator.
  • Forgive additional words in matter code when attempting to increment matter number.
• 2025-02-25
  • Support for new Capitec Bank Transaction History Layout
• 2025-02-24
  • Improved narrations template for workflow actions.
  • Added Supplier Type field to Suppliers.
  • Added duplication checks when capturing disbursement expense from fee (same invoice number for supplier, same date for supplier)
  • Fixed issue with FNB Interim Bank Statement import.
• 2025-02-23
  • New report for finding unallocated Receipts and Payments (zerogroups)
• 2025-02-21
  • Hyperlinked matters in client statement on webview
• 2025-02-20
  • Fixed bug when firm has no logo uploaded.
• 2025-02-19
  • Added attachments for suppliers; Created nicer supplier view;
  • Added diary note email notifications.
  • Added suppliers to masterfile managers who are not bookkeepers.
• 2025-02-18
  • Fixed issue on Workflow variables where user-entered values were overwritten by default value on subsequent updates in some cases.
• 2025-02-17
  • Cost Recovery can be now be top-level category like Fees or Disbursements.
• 2025-02-14
  • Fixed attachments uploaded directly to matter appearing in dashboard queue.
  • Mark invoices as sent when sent as attachments to statement.
  • Fixed issue with rendering of Workflow graphs if unusual characters in document template name.
  • Added additional creation date to Workflow processes.
  • Added option to show all fields in Workflow History Report.
• 2025-02-13
  • Fix appearance of SnapScan logo on invoices.
• 2025-02-12
  • Matter note report: added parameter form, added option to view as normal report, added Docx button as option to report, added options for running for whole client.
• 2025-02-11
  • Added import matter menuu item for non-bookkeepers with masterfile manager zone.
  • Fixed setting of hourly rate currency to home currency rather than ZAR when creating fee earner.
  • Now possible to have administrator user access without bookkeeper access.
• 2025-02-10
  • Fixed importing of SpanScan statements.
  • Added new Standard Bank PDF layout.
  • Optimisation to archive completed workflows.
• 2025-02-09
  • Added invoiced fees and disbursements pivots
• 2025-02-07
  • Changes to how permission is granted for deleting items.
• 2025-02-06
  • Set date order on unbillable report, added option to set date ranges.
• 2025-02-05
  • Added unbillable report button per matter.
  • Added department and client parameters to Send Statements
  • Added invoice totals to list of unsent invoices.
  • Added matter owner name in unsent invoice list if showing others' matters.
• 2025-02-04
  • Save bulk operation for creating or sending invoices (including proforma invoices) as PDF or ZIP bundles.
  • _Added notes field to matter, like already existed on client. Moved both notes fields to last field on update forms. Show both in matter header if set.
  • Added "to client" flag to matter notes. Fixed bug in posting code import.
  • If difficult bank accounts for matters are enabled and if a statement has more than 1 matter, with different associated receiving bank accounts, but they're all the same, then display that bank account's details.
• 2025-02-03
  • Changed assigned to checkboxlist
  • Added automated searching of manual to submit support issue form.
  • Fixed issue when creating Proforma Invoice with invoices was VAT rounding added.
• 2025-02-02
  • Added ability to send Proforma Invoices without actually sending them.
• 2025-01-30
  • Email word wrapping issue on some email clients.
  • Fixed issue in Unbillable Report if the 'owner' fee earner had multiple versions of their fee earner record.
  • Fixed issue where items may appear out of order if on the same date on the Pro-Forma invoice..
• 2025-01-29
  • Added additional exception information if WIP import fails.
  • Fee Earner reports changes: Moved new matters since to Reports menu, added separate option for Fees Report, added Matter activity and Matters with no activity reports.
  • Add default trust bank to matter header if set
• 2025-01-28
  • Set textwrap on BTI Report excel/pdf
• 2025-01-27
  • Moved matter owner to top of fee earner dropdown list when capturing fee.
  • Improved Workflow reporting.
• 2025-01-26
  • Added option to override receiving bank details per client or matter.
• 2025-01-24
  • Added bulk select search option to general lists.
  • Fixed spacing on Supplier Statement 'Opening Balance'.
  • Only show Actionable Workflows for workflows with permissions granted.
• 2025-01-23
  • Added target report to Fee Earner reports and added Fees Report option for fee earners without Fee Earner reports or bookkeeper zones.
  • Bankreconzilla Autosuggest optimisations.
• 2025-01-21
  • Improved speed of Bulk Proformas/Invoicing
  • New Matter Since report: added to regular bookkeeper zone and implemented missing balances.
• 2025-01-20
  • Sorting of WIP within same date changed to sort by time component.
  • Added completed-tense to workflow task names. Added option to trigger default values based on other variables in workflow variable update. Improved email notifications. Don't show completed tasks in normal workflow view.
  • Improved validation to check existing matters when uploading matter receipts by spreadsheet.
• 2025-01-19
  • Added workaround for bug on Apple Preview for Snapscan QR code on invoices.
  • Added get original file download button to WIP import.
  • Added Activity to Fees Report.
• 2025-01-17
  • Fixed an issue when creating a Pro Forma and changing the email address of the recipient before creation.
• 2025-01-16
  • Collections: added options for setting cap on collection commission and charging VAT on collection commissions, updated bulkload accordingly and some fixes to debtor lists.
  • Fixed issue where VAT rounding calculation was incorrectly considering unbillable items.
• 2025-01-15
  • Added ability to notify a while team from a workflow task. Improved Workflow Task Cards. Added Trust Balances to Workflow Task Card description templates. Added ability to notify creator of workflow task.
  • Added our ef column to list of debtors in matter for collection matters.
  • Added bulk proformas to menu for fee earners with Fee earner reports permission.
• 2025-01-14
  • Improved AutoSuggest times and load for Reconzilla. Improved checks for Investments and Withdrawals. Added Investment/Withdrawal to Matter Page. Improved after-capture redirects.
  • Fixed issue with uploading .xls (vs .xlsx) files to BankReconzilla.
  • Added matter code to list of debtors.
  • _Fixed issue with Collection Receipt is comission percentage was non-zero and the commission is not being raise.
• 2025-01-13
  • Added Collection Receipts to BankReconzilla's Auto-suggest feature.
  • Don't show unnecessary Investment Institutions on the Trust and Investments Commitments Report.
  • Fixed issue on Client Statement after recent optimisation around foreign currnecy balances.
• 2025-01-12
  • Improvements to Workflow Audit logs.
  • Optimisations to the Client Statement.
• 2025-01-10
  • Added matter owner to trust transfer report.
  • Added change tax type button for WIP, for bookkeepers.
  • Fixed detail view of trust receipts for archived matters.
• 2025-01-08
  • Added new Fees Report.
  • Fixed issue with FNB statement layout.
• 2025-01-07
  • Updates to Workflow processes.
• 2025-01-06
  • Added Contacts masterfile
• 2025-01-04
  • Added Paystack statement import facility.
• 2025-01-02
  • Matter Lists are now called Matter Groups.
  • Added workflow buttons to collections.
  • Added workflow to Debt Collections.
• 2024-12-27
  • Fixed bug with workflow attachments.
• 2024-12-26
  • Added new Unbillable Report.
• 2024-12-23
  • Optimised the calculation for the Trust Transfers report.
  • Added spinner to find posts on voucher detail view.
• 2024-12-20
  • Fixed update link on archived/expired matters.
• 2024-12-19
  • Corrected spelling from Vattable to VATable on invoice templates
  • Improved detection of running order for Investec imported bank statements.
• 2024-12-18
  • Added the trust bank identification on matters when processing Trust Transfer.
  • Allow matters with only unbillable items to be archived.
  • Fixed Supplier Statement to show post-dated items if no end date is selected.
  • Added report option in Trust Transfer proforma, and Trust Transfer
• 2024-12-14
  • Added facility to upload attachment directly to fee/disb.
  • Changed draft items widget to read Matters with draft billable items; Show all matters switched on by default only for bookkeepers
• 2024-12-12
  • Fixed bug where if the Trust Transfer was run today, it would incorrectly identify the trust bank account, if multiple trust bank accounts are in use.
  • Tweaked Supplier's Age Analysis on single Supplier Statement.
  • Decreased the x-width tolerance for text on FNB PDF statements.
• 2024-12-11
  • Improved VAT report for non-ZA customers.
• 2024-12-04
  • Added option in firm details for Unified Task-Based Management System (UTBMS) task codes. If enabled for the firm, additional task codes menu appears in Masterfile Maintenance, and when capturing a fee additional drop down is required to set the task code for the fee. UTBMS activity codes correspond to our normal posting codes.
  • Added a Client Report.
• 2024-12-03
  • Added option to generate encrypted PDF of invoice with password (using AES-256-R5 encryption)
• 2024-11-29
  • Fixed bug on Unbillable report.
• 2024-11-28
  • Added an option in Firm Settings to add/remove PDF Edit Password.
• 2024-11-27
  • Changed Unbilled Fees and Disbursements report to exclude Unbillable Items.
• 2024-11-26
  • Optimisation in speed of Client Age Analysis report.
  • Added concatenated narrations back into summed Invoiced Fees and Disbursements report.
• 2024-11-25
  • Speed optimisations for Client Age Anaylysis
• 2024-11-24
  • Updated WIP import to include unbillable flag; Added Expense & Disbursement import
• 2024-11-22
  • Removed unbillable draft items from dashboard.
• 2024-11-21
  • Fixed issue with Unbillable showing in preview pane of invoice in email.
  • Added direct receipts for collections.
• 2024-11-20
  • Added checkboxes to filter matter transaction list by type (voucher type).
• 2024-11-19
  • Added basic DocFox integration.
• 2024-11-18
  • Fixed issue where sometimes the Matter Receipts screen did not return to the correct place after saving.
• 2024-11-14
  • New attachments system tweaks.
  • Added PayFast Bank Statement import facility.
• 2024-11-13
  • Attachments can now be attached to unbilled, pro forma and invoice line items.
• 2024-11-07
  • Adjustment for FNB Botswana PDF Statement layout.
• 2024-11-05
  • Added date shifting to Document Templates.
  • Added more date formats in Document Generation.
• 2024-11-03
  • Tweaked slight change to statement dates in Afrikaans version of FNB PDF layout.
• 2024-11-01
  • Updating charge minute block setting in firm details now triggers background recalculation automatically.
  • Tweaks to Matter Overdue Interest page, and Customer Code option in Client Age Analysis
• 2024-10-31
  • Fixed issue with logo on Debtors Statement for Collections.
• 2024-10-30
  • Added additional e4 Bonds posting codes.
• 2024-10-24
  • Added constraint that you cannot change workflow task from Completed (or Skipped) to Pending (or In_Progress) if there exists other tasks that have that task as prerequisite and their status is Completed (or Skipped).
  • Fixed bug with editing matter notes.
  • Added 'autoschedule' to workflow tasks.
• 2024-10-22
  • Workflow: Added option to automatically raise a fee against a matter upon completion of a task.
• 2024-10-21
  • Added Email History to the Matter summary page.
• 2024-10-18
  • Added tariff bundles for Novus and Discovery.
• 2024-10-17
  • Allow workflow tasks to be scheduled in future.
• 2024-10-16
  • Added automatic document generation, and sent by email, from workflow task process.
• 2024-10-15
  • Added some DocFox integration.
• 2024-10-14
  • New attachments system with batch upload widget on dashboard and processing interface to link attachments to matters.
  • Workflow features.
• 2024-10-11
  • Fixed issue with VAT in foreign currency on reversed items.
  • Fixed bug in Target Report when Reversal Hidden.
• 2024-10-09
  • Many additional features to Workflow.
  • Added more support for custom variables in workflows.
• 2024-10-07
  • Fixed issue with sending out Proforma Invoices from Draft Items page.
• 2024-10-02
  • Make To and Optional Message fields more obviously separate in invoice/proforma sending popup.
  • More work on Workflow system.
• 2024-10-01
  • Work on Workflow Templates, and Processes.
  • Fixed issue with sending attachments together with invoices.
• 2024-09-30
  • Workflow updates.
• 2024-09-27
  • Fixed problem affecting diarising on collection matters.
• 2024-09-26
  • Fixed issue with Statements (with Invoices and Attachments)
• 2024-09-25
  • Fixed issue with Proforma Preview if VAT rounding lineitems are applied.
  • Added Department fields as 'sticky'. (Remembering previous entry)
  • Microsoft account quick login updates.
• 2024-09-24
  • Improved file attachments on invoices, proforma invoices and proforma preview.
• 2024-09-23
  • Improve bounced email classification.
  • Allow unbillable items to appear as addendum items on invoice addendum.
  • Improved bounced email classifications.
• 2024-09-20
  • Importing features. Speed Optimisations.
• 2024-09-18
  • Fixed presentation of unitprice, tax and transaction total on Proforma Preview.
• 2024-09-17
  • Fixed issue with Proforma Preview and unbillable items
  • Fixed error message when statement is blank, but multicurrency
• 2024-09-16
  • Improved MSAUTH login methods.
  • Change GL import to update existing account names if they exist.
  • Added new Magistrate and High Court bundles effective 20th of September 2024.
• 2024-09-05
  • Added clientref to new invoiced report
• 2024-09-04
  • Amended Stripe.com statement layouts.
• 2024-09-03
  • Work on Proforma Invoice history.
• 2024-09-02
  • Refactor how Proforma Invoices history work.
  • Changes to Proforma Invoice history settings.
• 2024-08-31
  • Added Unbillable Unbilled items
  • Added 6 minute block view to the timesheet.
• 2024-08-30
  • Fixed wording on balance due on multicurrency statements.
  • Fixed issue with reversing an invoice. (unbillable)
• 2024-08-29
  • Populate fields with zero if unitprice is zero on fee capture form.
  • Added Proforma Invoices to Draft Items report from Dashboard.
  • Tweaks to Proforma Invoice history
• 2024-08-28
  • Added Proforma numbers to Unbilled Report (new)
  • Fixed new Unbilled report.
• 2024-08-27
  • Added ability to copy from live database.
• 2024-08-23
  • Fixed import for old investec statements.
  • Added link to Income and Expense report in Financial Reports
• 2024-08-22
  • Fixed issues with new Invoiced Fees and Disbursements report.
• 2024-08-21
  • Allow senior bookkeeper to update investment institutions.
• 2024-08-18
  • Added clear cached search result option to header search.
• 2024-08-07
  • Added payment option by Credit Card from within LawPracticeZA
• 2024-08-06
  • Improved sticky dates.
• 2024-08-05
  • Added manual page re notes and attachments.
  • Tweaked Invoiced Fees and Disbursements report
• 2024-08-03
  • Fixed VAT fields in new Invoiced Fees & Disbursements report.
• 2024-08-01
  • Added new matters since report to any fee earner zoned user with all matters.
  • Tweaks to Invoiced Fees and Disbursements Report
• 2024-07-31
  • Reverted behaviour of draft items widget to show from all matters again if user has allmatters zone.
• 2024-07-30
  • New Invoiced Fees and Disbursements Report.
  • Added sale + receipt option for quickzilla btn.
• 2024-07-29
  • Added button to list imported fees for tariff bundles already imported.
  • New Outstanding Debtors report.
  • Reverted default department to new department for tariff import.
• 2024-07-28
  • Added ProForma history facility.
• 2024-07-27
  • added new Scorpion Platinum 1 July 2024 tariffs
• 2024-07-26
  • Main search now includes client reference too.
• 2024-07-25
  • Added 'next issue' warmup of cache.
• 2024-07-23
  • Improved Period End (FreezeDate) page.
  • Added Client Reference to Reconzilla lookup on matters.
  • Fixed everyone's matters filter on calendar.
  • Fix searching the manual when article is untitlled.
• 2024-07-19
  • Added sector field to client.
• 2024-07-16
  • Changed bundle import interface to allow for importing any bundle globally / into all departments.
• 2024-07-15
  • Changes to new Outstanding Debtors report.
  • Improved date options when capturing the Period End date.
• 2024-07-12
  • Added 'Outstanding Debtors' report.
  • Changed behaviour of Draft Items widget to show only own WIP for users without FE reports or bookkeeper.
• 2024-07-08
  • Added Time or Fees to Dashboard time and target chart.
  • Added new manual to main menu - filter menu for 'help' to find it quickly.
• 2024-07-04
  • Changed login zones layout.
• 2024-07-02
  • Fixed issue with matters with zero balance not appearing in the matter summary even if zero balances is requested.
• 2024-06-30
  • LegalWise 1 July tariff update
• 2024-06-29
  • Added new report for history of generated document by document template.
• 2024-06-28
  • Fixed issue with bank details being lost under certain rare conditions when changing other fields.
• 2024-06-27
  • Added Nedbank Credit Card PDF layout for bank statement import.
• 2024-06-26
  • Fixed issue with some amount fields appears as Date fields in Pivot table reports
  • Fixed issue with new FNB bank statement layout.
• 2024-06-21
  • Added check on report to ensure startdate was before the enddate.
• 2024-06-17
  • Fixed Test Invoice
• 2024-06-14
  • Added posting code column and filter option to invoiced fees and disbursements report.
  • Fixed issue with Statement of Accounts
• 2024-06-13
  • Fixed character set problem in filenames uploaded by dropzone in matter files.
  • Fixed the calculation of the automatic VAT rounding feature's taxtype.
• 2024-06-12
  • New option to show Statement of Account in a spreadsheet with one worksheet per account.
• 2024-06-11
  • Fixed bug on ListAllTransactionsByAccount where the opening balance of a deleted account should be excluded.
• 2024-06-07
  • Added Email Setup checklist and guide.
• 2024-06-04
  • Added drag-to-diarise on calendar.
• 2024-06-03
  • Added report to compare investment entries with uploaded bank statement entries.
  • Fixed font issue on invoice item description.
• 2024-05-31
  • Changed the default date ranges of the Unbilled report.
• 2024-05-28
  • Invoice line items now respect newline characters, from 2024-05-28
• 2024-05-24
  • Matters in matter sets (Associated Matters) can only belong to one set now.
• 2024-05-23
  • Fixed issue with Standard Bank Investment 'Computer Generated Copy' import.
  • Fixed issue with Quick Interest and Quick Bank Fees on Investment Bank Statement Reconciliation.
• 2024-05-15
  • Changed ordering of generated templates in docgen interface to most recent first.
• 2024-05-13
  • Fixed Acivity Repot log
• 2024-05-10
  • Improved Login Activity Report
• 2024-05-06
  • Added back-references in new help area.
  • Only show activity code in square brackets on fee capture form if suitable (short < 11 chars and different to default narration).
  • Fixed issue with Age Analysis not appearing on Statements when Matter Summary is not shown.
  • Tweaking greeting on invoices and statements.
• 2024-05-03
  • Allow users with creatinvoice who do not have editwip to invoice.
• 2024-05-01
  • Added Scorpion 1 May 2025 tariff bundle.
• 2024-04-30
  • Fix for FNB Botswana Statement.
• 2024-04-26
  • Include posting code's code in square brackets in posting code (activity) drop down on fee capture form, but exclude this from default narraiton.
• 2024-04-22
  • Included any account under Account Category FEES as FEES.
• 2024-04-19
  • Changed Age Analysis on suppliers to be flexible age categories.
  • Improvements to WIP import: show background task monitor after upload.
• 2024-04-18
  • Fixed billing when multiple associated matters in matter set.
  • Diary entries: reve: added further filters for fee earners and simplified buttons for non-fee earners to more clearly distinguish diary entries assigned and matters owned.
• 2024-04-17
  • Changed 'my' diary entries in the diary entry list to contain only matters owned by 'me' rather than also including assigned diary entries. And made headings more consistent: By, For, Due
  • Changed 'my' diary entries to rs in diary entry list to contain only matters owned by 'me' rather than including assigned diary entries to, and using consistent headings: By, For, Due
• 2024-04-16
  • Added ability to raise a time-based fee from the timesheet, by selecting empty duration on timesheet.
  • Added direct to XLS option in Client Age Analysis
• 2024-04-11
  • Fixed issue with SnapScan logo not appearing on non-VAT invoices.
• 2024-04-10
  • Added new report: New active clients for period
• 2024-04-09
  • Percentage Split to other matters.
• 2024-04-08
  • Added the option to include invoices in statements back to the statement screen.
• 2024-04-05
  • Added tests to test suite.
  • Improved Bank Reconzilla scoring for Trust Receipts and Bank Transfers auto-suggestions.
• 2024-04-03
  • Added option to send combined Business and Trust (btcombined) statements.
  • Fixed problem with deleting matter notes.
• 2024-04-02
  • Updated matter import to update client details even if only matter code is present.
• 2024-03-26
  • Fixed invoice link from statement.
  • Fixed issue with multipage FNB transaction history layout.
• 2024-03-25
  • Show time charge block setting on the fee capture form.
• 2024-03-21
  • Moved matter import to background tasks.
• 2024-03-19
  • Added option to upload attachment for an expense (purchase invoice) after the fact.
  • Added FICA information collection option for non-profit companies (NPCs / NPOs).
• 2024-03-18
  • Created masterfile manager permission (zone).
  • Added script to merge accounts.
• 2024-03-11
  • Fixed issue with posting foreign currency into VAT account.
• 2024-03-07
  • Added new Capitec Credit Card and Bidvest Bank layouts.
• 2024-03-06
  • Added Standard Bank Bond statement layout.
  • Enhanced the visibility of the 'Reversal' feature on sales invoices and credit notes.
• 2024-03-01
  • Changed matter header to list Users with access, no longer only fee earners.
• 2024-02-22
  • Changed Age Analysis to show Fee Earner information 'as at' the date of the requested Age Analysis instead of the date of the last posting to the matter.
• 2024-02-21
  • Newly created Bank Accounts will be in Assets by default.
  • Fixing issues pertaining to reversals.
  • Fixed issue with date detection on Standard Bank import.
• 2024-02-15
  • Added reversal button for collection receipt.
  • Changed sequence prefix for Collection Receipts to CLR from CR to avoid confusion.
  • Fixed error when empty bank statement.
• 2024-02-09
  • Added support for Bank of Baroda bank statements.
• 2024-02-07
  • Added Reconzilla facility for Section 86(4) Investment accounts.
• 2024-02-06
  • Fix Matter List error when matter list is empty.
• 2024-02-01
  • Changed issue and background tasks to collect data async.
  • Added unbilled with pivot button to matter
  • Matter receipts now require bookkeeper permission.
• 2024-01-29
  • Added option to delete diary entry.
  • Added preview for new proposed layout for statements which combined Trust and Business
• 2024-01-19
  • Restrict expiring of clearing matter.
• 2024-01-18
  • Changed department requirement for Business Payments and Business Receipts
  • Fixed calculation of draft item when using split fees. (actual posting of invoice not affected)
• 2024-01-16
  • Fixed issues with department filtering in Sales Chart
• 2024-01-15
  • Worked on Fee Cap calculation.
  • Updated fee cap - options for month or total fee cap
• 2024-01-10
  • Improved Age Analysis to look at ZeroGroups
• 2024-01-09
  • Added quick link to add client from add matter page.
• 2023-12-21
  • Fixed issue with preview of Supporting Document not showing up as a preview thumbnail.
• 2023-12-20
  • Fixed small issue with importing of Standard Bank CSV statement, when balance becomes exactly zero.
• 2023-12-19
  • Remember last used values for inis form when generating subsequent documents from same template and matter.
• 2023-12-12
  • Improved bounced email classification.
• 2023-12-07
  • Fixed issues with recurring billed to archived matters.
  • Fixed email loop.
• 2023-12-04
  • Added support for FNB Interim Statement PDF
• 2023-12-02
  • Fix issue with Investec Bank Statement overlaps
• 2023-11-24
  • Fix to Accommodation Supply for VAT
• 2023-11-10
  • Fixed INvestec automatic bank feeds.
• 2023-11-09
  • Added fee cap field with fee cap percentage progress bar in matter header if set.
• 2023-11-08
  • Added OpenAI library.
• 2023-11-03
  • Added new Senior File Manager permission, required to update or delete matter notes.
• 2023-11-02
  • Fixed bug showing hours on timesheet when greater than 1 day.
• 2023-11-01
  • Fixed bug handling .ods format collection bulk load spreadsheets.
• 2023-10-26
  • Added SnapScan QR code to invoices.
  • Made matters on Copy To Wip page searchable.
• 2023-10-24
  • Added Bank of Baroda statement layout.
• 2023-10-23
  • Small fix for FNB Statements that have an additional blank page.
• 2023-10-16
  • Added fix to re-assign a general ledger account to a bank account.
• 2023-10-13
  • Added receipt summary covy cover page for multiple matter receipts.
• 2023-10-12
  • Multiple matter receipts
• 2023-10-11
  • Added between dates to narration when merging WIP entries.
• 2023-10-09
  • Sorting of merge narrations according to date
  • Removing disbursement thumbnails from email body of invoices.
• 2023-10-02
  • Added option to look at a bank statement as normal report.
• 2023-09-30
  • Fix download button for OFX files.
• 2023-09-27
  • Improved profitability report to show multi-currency converted into home currency.
  • Limiting available disbursement posting codes to only the ones valid for the matter's department when capturing disbursement from expense.
• 2023-09-26
  • Fixed dashboard graphs to reflect Split Fees correctly.
• 2023-09-25
  • Fixed Fee Earner reports to take Split Fees into account.
• 2023-09-22
  • Work on ZeroGroups
  • Added bank reconciliation support for Stripe.com exports.
• 2023-09-21
  • Improved All Disbursements Report.
• 2023-09-19
  • Add workaround for faulty Capitec CSV files.
  • Fix to Bank Statement upload (Excel)
• 2023-09-16
  • Fixed credit note change date bug.
• 2023-09-15
  • Fixed small issue with supplier automatic startdate selection.
• 2023-09-13
  • Added FNB Investment Balance Report import feature.
• 2023-09-12
  • Changes to how logo's are placed on PDFs
  • Fixed an issue with reversals of Invoices on different dates, or changes on dates for reversed items.
  • Added department to fica status report, default ordering by client name for PDF
• 2023-09-09
  • Improved Mail Delivery Failure message.
• 2023-09-05
  • Tweaks to Investec CSV and PDF imports.
  • Changed FICA report to only include clients with active matters and also include number of active matters as new column.
• 2023-09-03
  • Fixed setting disbursement fee earner to matter owner when capturing disb via supplier expense.
• 2023-09-01
  • Fixed error if no Fee Earner in Invoices Report.
• 2023-08-31
  • Removed account code from by fee earner pivot on Invoiced Fees and Disbursements report.
• 2023-08-29
  • Added option to merge similar draft line items.
• 2023-08-28
  • Age Analysis also appears on Statement when there is a Matter Summary page.
  • Allow 2 decimal places for interest on overdue accounts
• 2023-08-25
  • Added option to show only Trust or only Investment on Statement of Accounts
• 2023-08-24
  • Improved interface for Firm's Settings (Email Settings)
• 2023-08-22
  • Added new Standard Bank statement layout.
• 2023-08-21
  • Fixed issue with saving disbursement for non-VAT registered clients.
• 2023-08-16
  • Changed how company logos are resized in invoice PDF
• 2023-08-15
  • Fixed 1c off issue when capturing supplier Disburment expense while capturing client's matter draft lineitem.
• 2023-08-11
  • Added menu option for Matter Diary Report.
• 2023-08-10
  • Improvements to Statement of Accounts report.
• 2023-08-07
  • Added option to include/exclude unbilled to Statement of Accounts
  • Added new ABSA pdf bank statement layout.
• 2023-08-05
  • Fixed problems with importing bad FNB PDFs
• 2023-08-03
  • Added Transaction Date option to Audit Trail report.
• 2023-07-31
  • Added Unbilled VAT account.
• 2023-07-26
  • Fixed trust receipts for Botswana Pula and other currencies.
  • Removed archived matters from Age Analysis even if Zero Balances are included.
• 2023-07-25
  • Fixed issue with values on Matter Export facility.
  • Added tweak when adding manual additional rows to bank statement imports.
  • Added option to include matters with zero balances in Age Analysis
• 2023-07-18
  • Fixed/updated how zero-groups work.
• 2023-07-17
  • Disabled browser autocomplete for email fields on clients and matters.
• 2023-07-14
  • Tweaks to zerogroup detection strategy.
• 2023-07-13
  • Added zerogroup grouping functionality to customer statements. Added option to reject suggested groupings.
• 2023-07-11
  • Fixed ZeroGroups to be multi-currency aware.
• 2023-07-07
  • Mail delivery notification changes.
  • Fixed Matter Movement report.
• 2023-07-06
  • Added the Email Delivery Report.
  • Fixed batch diarising v3, added assigned login.
• 2023-06-29
  • Added matter code to draft items list.
• 2023-06-26
  • Added more filter options to Client's Age Analysis
• 2023-06-19
  • Added Split Fee Postings.
  • Fixed bug with tariff import vat rate on v3.
• 2023-06-16
  • Fixed for WIP import when rate left out.
• 2023-06-12
  • Option to run statement of accounts report straight to Excel.
• 2023-06-08
  • Fixed issue with account_id in journalentry posting.
  • Fixed another FNB layout issue with statements.
  • Added matter as filter to recent receipt activity.
  • Fix Word document generation v3
• 2023-06-05
  • When capturing a supplier invoice which is a disbursement, it will now use the date of the supplier invoice on the matter invoice lineitem.
• 2023-06-02
  • Fixed ABSA Transaction History import. (multiline descriptions)
• 2023-05-31
  • Fixed issue ithe changing of invoice date after new reversal posting method.
• 2023-05-27
  • Changed how reversals work.
• 2023-05-26
  • Updated trust investment report for home currency on v3.
• 2023-05-24
  • Added date range to bulk proformas / invoicing.
• 2023-05-18
  • Added new ABSA PDF Transaction History layout.
• 2023-05-17
  • Improved the bank statement import test suite.
  • Improved import for Nedbank PDF transaction history.
• 2023-05-16
  • Added new Standard Bank CSV layout.
  • Added FICA Compliance Status report, to view FICA status and date of last FICA submission across all clients.
  • Tweaking taxtypes.
• 2023-05-12
  • Changed how old FNB PDF statements are imported.
• 2023-05-11
  • Bank Charges on v3 (quick option) were saving an incorrect taxtype.
• 2023-05-10
  • Allow strange date wrapping on FNB Transaction History
• 2023-05-03
  • Changed to Grindrod Investment report.
• 2023-05-02
  • Font sizes.
• 2023-04-26
  • Added supporting voucher (attachments) to Business Receipts and Business Payments.
  • Automatically select the correct currency after selecting bank account for Business Payment
• 2023-04-25
  • Fixed population of line items in supplier invoice (expense) on v3
• 2023-04-24
  • Fixed issue with Standard Bank PDF transaction history of the narration continued on following page.
• 2023-04-19
  • Added Claim Amount field to matter.
• 2023-04-18
  • Bank of America statement import facility.
• 2023-04-14
  • Fixed issue with submitting background task after bankstatement update on v3.
• 2023-04-13
  • Fixed spelling issue on comment.
• 2023-04-04
  • Added invoice output format for LEDES 98B.
• 2023-04-03
  • Added LegalWise tariff updates for Mar 2023
• 2023-04-01
  • Fixed home currency on Income and Expense report on Financial Reports.
• 2023-03-30
  • Fixed issue with Standard Bank statement import and detection of year change.
  • Email delivery tweaks.
  • Alert if trying to create unbilled report with items of different currencies.
  • Fixed issue with Account Statement with multiple currencies.
• 2023-03-29
  • Added integration API for LEXA.
  • Tweaks to reports.
  • Added import facility for new FNB transactiom history layout.
• 2023-03-27
  • Changed currency options in Bank Transfer
• 2023-03-23
  • Optimised Age Analysis Report
• 2023-03-13
  • Fixed issue with Bank Statement Autosuggest's Interest Paid option.
  • Allow for changes to Mercantile Bank statement layout.
• 2023-03-12
  • Prevent double submission of diarise form.
• 2023-03-07
  • Fixed new invoice templates so that they don't fail on bad cost centres
• 2023-03-06
  • Fixed issue with new FNB statement layout.
• 2023-03-02
  • Added tweak for Nedbank Statement import from PDF
• 2023-03-01
  • Tweak Nedbank import again.
• 2023-02-24
  • Fixed issue in v3 with foreign home currency.
• 2023-02-22
  • Tweaks to auto-suggestions in bank reconcilliation.
  • Added Matter Diary report
• 2023-02-17
  • Optimised how Client Age Analysis works.
• 2023-02-15
  • Added default trust bank to collections import
  • Fixed issue with reversals of invoices with foreign currencies and VAT
• 2023-02-10
  • Added e4 Bonds bundle.
  • Fixed offline bank recon in v3.
• 2023-02-07
  • Fixed issue with Nedbank Statement Enquiry PDF as Statement import.
• 2023-02-06
  • Added taxtype mismatch to anomaly report.
• 2023-02-02
  • Added Client Ref to each matter.
• 2023-01-31
  • Added AOC High Court bundle (x2)
  • Fixed v3 docgenerated.
• 2023-01-19
  • Added Discovery PDF format for bank import.
• 2023-01-18
  • Fixed issue with 'Generated by...' on v3 statements.
• 2023-01-17
  • Fixed posting code import for v3
• 2023-01-11
  • Adding invoice total to invoice selected confirmation.
  • Added quick link to Invoiced Fees and Disbursements report from Accounting transactions tab.
• 2023-01-10
  • Allow entering of minutes with hour indicator in capture fee form. Eg can enter 1h30 rather than 90.
• 2023-01-06
  • Fixed sync issue with some database replicants.
• 2022-12-14
  • Automatically set default investment institution when selecting a matter for post adhoc interested and charges.
  • Import matter fixes v3.
• 2022-12-13
  • Fixed issue with PDF version of VAT201 mockup.
• 2022-12-09
  • Added tools to migrate users from 2 to 3.
• 2022-12-06
  • Option to archive unused tax types.
  • Added supporting document to Matter Payment.
• 2022-12-05
  • Minor changes to Nedbank Statement Enquire upload.
• 2022-12-02
  • Fixed column name change in Grindrod Investment report upload.
• 2022-12-01
  • Prevent matters which transactions already captured (unreversed) from being marked for deletion.
  • Added Botswana BWP option to trial signup.
  • Fixed Investec automatic bank feeds with commas in descriptions.
• 2022-11-29
  • Added suppliers to DotNews export.
• 2022-11-28
  • Added caching function for home currency.
• 2022-11-23
  • Added All Disbursements Charged to fee earner reports zone.
• 2022-11-08
  • Tweaks to bank imports.
• 2022-11-03
  • Improved AutoSuggest scoring algorithm for bank reconciliation.
• 2022-11-01
  • Fixed Grindrod investment charges import for column name changes.
• 2022-10-25
  • Improved VAT Sales Invoices vs Income Accounts Report
• 2022-10-20
  • Fixed calculation of the number of accounts to be allocated to excluded reversed items.
• 2022-10-19
  • Adjusted FNB statement import to enforce that transactions given are within the given date range.
• 2022-10-13
  • Improved date pickers for supplier statement.
• 2022-10-12
  • Fixed issue with permissions when client viewing invoice.
• 2022-10-11
  • Added option for bookkeepers to move matter to a new client.
  • Fixed inconsistent expanded/collapsed state of left menu.
  • Improved Supplier Age Analysis for suppliers with multiple currencies.
• 2022-09-30
  • VAT breakdown report fixed to not give error in case of no input VAT for period.
• 2022-09-29
  • Fixed Nedbank Statement Enquiry import.
• 2022-09-28
  • Added physical address and email to trust receipts.
• 2022-09-27
  • Added option to generate single statement with summary and invoices.
  • Added X-Auto-Response-Suppress to automated email responses to help prevent email loops
• 2022-09-23
  • Improved error message when importing bad bank statements.
• 2022-09-21
  • Fixed issue with apportioned values in matter receipts.
  • Fixed rounding issue on receipt capture screen.
• 2022-09-20
  • Improved Supplier/Account default tax type.
• 2022-09-19
  • Fixed requests for foreign currency rates in the future.
  • Added sales invoice VAT reporting to Income Accounts recon report.C
• 2022-09-16
  • Removed Income accounts from account selection for supplier invoices.
• 2022-09-14
  • Added option to express foreign currency as home currency in supplier's age analysis report.
• 2022-09-13
  • Added option for users with 'allmatters' zone to see total of all feeearner and targets from dashboard.
• 2022-09-12
  • Fixed VAT report.
• 2022-09-07
  • Added receipt method hint on matter receipt capture page.
• 2022-09-06
  • Fixed department-specific email address not appearing on pro formas.
• 2022-08-30
  • Added a global email search
  • Added date range to Unbilled Fees Report
• 2022-08-29
  • Fixed issue with Nedbank Statement import.
• 2022-08-26
  • Added ZeroGroups to Supplier Statements.
  • Added ability to group items together that add up to zero, for easier reporting and reconciliations.
• 2022-08-23
  • Added kofax cost recovery integration.
• 2022-08-19
  • Allowed VAT to be charged in foreign currency.
• 2022-08-16
  • Fixed English wording on client statement when using multiple currencies on one client.
• 2022-08-15
  • Added Google drive integration to create matter folders via API.
  • Fixed Nedbank CSV import again.
• 2022-08-14
  • Added inter-department income and expense splitting tool.
  • Added option to split income and expenses in financial reports by department.
• 2022-08-12
  • Fixed issue with mis-reporting age analysis for customer with multiple currencies in recent history.
• 2022-08-10
  • Updated client export to XLS to improved layout for multiple currencies.
  • Fixed issue with exporting client statements to XLS
• 2022-08-02
  • Added support for kofax cost recovery.
• 2022-07-29
  • Added narration and reference to recent receipt report.
• 2022-07-27
  • Restrict timesheet view to own fee earner only it not permitted.
• 2022-07-22
  • Improved auto-suggest for Bank Transfer between banks.
  • Improved filename for PDF statement when served from frontend.
• 2022-07-21
  • Updated Investec PDF statement import.
• 2022-07-20
  • Fixed standard bank CSV transaction history import. (New layout)
• 2022-07-19
  • Added horizontal scrolling for trust transfer report for small screens.
  • Improved UI response when cancelling direct emails.
• 2022-07-14
  • Updated script to set charge minutes block setting on WIP.
  • Added Department filter to Financial Reports
  • Changed Recent Receipt report to any date range
  • Added Advanced Entry Search
• 2022-07-11
  • Added Matter Lists functionality: create lists of matters assigned to login(s).
• 2022-07-04
  • Sorting WIP entries by time component within same day on pro-formas.
• 2022-07-01
  • Display client code [in square brackets] in matter header.
  • Moved fee earner reports into its own zone (permission).
• 2022-06-28
  • Updated brochure site to google analytics 4.
• 2022-06-21
  • VAT Report. Fix for exempt and zero-rated items in foreign currency.
  • Fixed the account category of the calculated 'Retained Profit/Loss' account to align with actual 'Retained Profit/Loss' account category.
  • Added non-Business accounts to textual account category re-organiser
  • Improve Standard Bank import for 'Computer Generated Copy' PDF
• 2022-06-20
  • Added AS AT date to Trust and Investments report.
• 2022-06-15
  • Added filter for matter owner in Matter Movement with Owner report.
• 2022-06-14
  • Added Collections report - capital vs received.
  • Added Matter Movement by Owner report.
  • Fixed pivot XLS showing incorrect total.
  • Added Captured By to top of detail view of Invoices and Credit Notes
• 2022-06-13
  • Speed improvements.
• 2022-06-11
  • Fixed issue with creating the proforma PDF for pending trust transfer if only one matter selected.
• 2022-06-06
  • Change google sync to sync only current and future diary entries.
• 2022-06-03
  • Changed to ABSA PDF import.
  • Fixed millennium bcp bank import.
• 2022-06-02
  • Improved quick balance review for multi-currency matters
  • Added option, configurable in Firm Details, to exclude qty + unitprice columns from the table of line items on proformas and invoices.
  • Added invoice number finding tool to multiple matter receipt page.
• 2022-05-30
  • Added tools to convert WIP into different currency.
• 2022-05-26
  • Added reference number to post capture dialog for investment charges.
• 2022-05-25
  • Fixed Trust Receipts rounding issue.
• 2022-05-24
  • Fixed glitch with FNB bank statement pdf import.
  • Fixed rare floating point issue for Trust Receipts with multiple matters.
  • Disabled post-capture account allocation for reversed items.
• 2022-05-20
  • Removed all VAT rounding on invoices which only have one lineitem.
• 2022-05-12
  • Expiring fee earner now also reassigns all their diary entries to nominated fee earner, and if disabling login then sets the login to archived as well as clearing permissions.
• 2022-05-11
  • Separated all matters' diary entry and include others' matters dashboard switches.
  • Added support for new Standard Bank PDF: Computer Generated Copy layout
  • Added checks for bouncedomain on SPF, MX, A, CNAME records.
• 2022-05-10
  • Changed Invoiced Fee report to use last day of report as forex exchange day for 'Express ALL as Home Currency'
• 2022-05-04
  • Download button now downloads decrypted PDF if encrypted.
  • All kinds of improvements to Bank Statements import tools.
• 2022-05-03
  • Move bank statement import to background task for v2
• 2022-04-19
  • Fixed Standard Bank PDF import.
• 2022-04-13
  • Fix redirect on detail view of Trust Transfer lineitems
  • Allow Clearing account to have any matter code.
• 2022-04-08
  • Collection PDF statement.
• 2022-04-07
  • Collections - added collection commission options when capturing collection receipt.
  • Improved import of Afrikaans bank statements from FNB.
• 2022-03-31
  • Improved leave report to show payslips.
• 2022-03-30
  • Fixed issue with dashboard target report and currencies.
  • Fixed target report, dashboard report, and fees report to express foreign currency as local currency.
  • Default unit price of posting codes is now currency-aware.
  • Updated dummy test data.
  • Allow bank reconciliations a few days apart if they are in the same month.
• 2022-03-27
  • Fixed BTI Report: Payment vs Receipt terms
• 2022-03-24
  • Fix issue with Bad Debts.
• 2022-03-22
  • Improvements to VAT calculation.
  • Clean invalid characters from bankstatement import for CSV
• 2022-03-17
  • Improved email delivery management and reports.
• 2022-03-16
  • Fixed additional blank diary entries when updating matter.
• 2022-03-15
  • Added Age Analysis option on client statement.
  • Added customer code to draft items report.
• 2022-03-10
  • Added total to client receipt.
  • Added default bank if bank unknown in trust transfer report. Display multiple banks if trust interacted with multiple banks.
• 2022-03-09
  • Bulk load collection matters from spreadsheet.
• 2022-02-24
  • Added Age Analysis on customer statement.
• 2022-02-22
  • Fixed 'Parial Day Detection' in bank statements.
• 2022-02-17
  • Fixed showing of balances when capturing trust receipts.
• 2022-02-15
  • Fixed forex exchange representation on matter page detail.
  • Show matter code below banking details on HTML invoice instead of customer code.
  • Added support for new Nedbank PDF layout.
• 2022-02-08
  • Added List-Unsubscribe button to issues from incoming newsletter emails with List-Unsubscribe headers.
  • Added Top Client Report
• 2022-02-07
  • Added account code to Invoiced Fees and Disbursements report.
  • Added 'other' non timesheet totals to timesheet invoice for reference.
• 2022-02-03
  • Created separate permissions for reversals and for editing/deleting other peoples' WIP draft items.
• 2022-02-02
  • Added an update existing option to matter import, to allow for updating specific fields of existing matters from spreadsheet and also for bulk diarising of existing matters.
• 2022-01-31
  • Changed XLS generation from Sales Chart report.
• 2022-01-28
  • Fixed calculation of credit notes and reversed items on timesheet total.
  • Added clickable links to fee earner report.
• 2022-01-27
  • Fixed new statement of account for trust clearing accounts.
• 2022-01-26
  • Added contra account codes to account enquiry
• 2022-01-24
  • Updated Scorpion Tariff bundle.
  • Changed delay on email check trigger.
• 2022-01-12
  • Fix for currency calculator while saving forex transactions.
• 2022-01-05
  • Fixed issue with utf-8 in email statement on v3.
• 2021-12-09
  • Fixed opening balance issue with statements in multiple currencies.
  • Tweak with Standard Bank PDF Bank Statement import tool.
  • Offline Bank Recon fix.
• 2021-12-06
  • Improved ABSA pdf import.
• 2021-12-01
  • Improved identification of bank for trust transfer.
• 2021-11-24
  • Tweaked Standard Bank PDF import.
• 2021-11-18
  • Removed reversals from calculation of which bank is used for trust transfer per matter.
• 2021-11-15
  • Improved error message when Account Category in use is to be deleted.
• 2021-11-10
  • Changes to Paper Cut integration to include more job types.
• 2021-11-01
  • Improved support of other kinds of staff leave.
  • Fixed formatting of date column in supplier movement report.
• 2021-10-27
  • Added option to filter client age analysis for just one client.
  • Added a 'Show Detailed' to BTI Report which lists the lineitem individually.
• 2021-10-26
  • Removed duplicate t/a from pro forma trading as line.
• 2021-10-12
  • Added default trust bank column to age analysis
• 2021-10-11
  • Fixed issue with Trust Bank Charges on Reconzilla
• 2021-10-06
  • Updated client code suggestion to include numeric component if client name includes same.
• 2021-10-05
  • Fixed Quick-Interest button for Trust Accounts in Reconzilla
  • Improve issue replies using third-party email client.
  • Fixed Investec CSV imports as column headings changed
  • Added new tax type for Bad Debts @14%
• 2021-09-30
  • Added support for other kinds of Standard Bank Transaction History imports.
• 2021-09-29
  • Improved Standard Bank PDF import.
  • Added new date format for Nedbank Bank Statements.,
• 2021-09-28
  • Fixed duplicate Mag Court Defeneded 2017 posting codes in bundles.
• 2021-09-27
  • Slight change to calculation of unusual reverse trust transfers.
• 2021-09-17
  • Improved speed of multi-Trust Receipt PDF.
• 2021-09-15
  • Added option to include referenced invoices in a single client statement PDF.
• 2021-09-13
  • Fixed issue with Mercantile Bank Statement import.
• 2021-09-06
  • Added information about reversed postings which displaying account entry postings.
• 2021-09-02
  • Allow underscores in login names.
• 2021-08-24
  • Added tweaks to bank statement PDF importing for Standard Bank.
• 2021-08-18
  • New STD bank Bank Charges column quirks.
• 2021-08-09
  • Added support for Mercantile Bank Transaction History
• 2021-08-06
  • Added time portion to date on matter notes, to be able to chronology within a day.
• 2021-07-28
  • Corrected trading as on proforma if overridden per department.
• 2021-07-27
  • Added Assigned and Created columns to XLS export of diary. Added PDF flipbook for viewing uploaded PDF matter notes.
  • Improved error message for malformed bank statements.
• 2021-07-20
  • Fixed qty field when capturing a disbursement expense from draft items.
• 2021-07-14
  • Added narration options to reversals.
• 2021-07-08
  • Fixed age analysis to show expired matter if they were not expired at the time of the age analysis.
• 2021-07-07
  • Fixed auto calculation of startdate for client statement if the amount owed is negative.
  • Improved automatic calculation of supplier statement start date.
• 2021-07-06
  • Added BTI Report links.
• 2021-07-05
  • Fixed FNB PDF import.
• 2021-06-30
  • Added BTI report for matters.
  • Fix Monthly Profitability Report to exlude new year end postings.
• 2021-06-29
  • Added auto-archive facility for suppliers.
• 2021-06-25
  • Fixed investment report.
• 2021-06-24
  • Improved live inline email validation.
• 2021-06-22
  • Improved import for FNB Bank Statement CSV layout.
  • Improved PDF import for FNB PDFs
• 2021-06-21
  • Improved email tracking.
• 2021-06-15
  • Fixed caching issue on auto suggestions on bank reconciliation.
  • Added new FNB CSV bank statement layout.
  • Fixed date format of export of Recent Receipts Report.
• 2021-06-11
  • Improved the calculation of the automatic start date for customers.
  • Fixed duplicate 't/a' in proforma invoice.
  • Added stamp date for consolidated statement.
• 2021-06-10
  • Added an option to select a specialised expense account per staff member.
• 2021-06-09
  • Fixed FNB statement import for new PDF
• 2021-06-08
  • Improved description of fees in fee level interface in order to differentiate between categories, unitary and time-based.
• 2021-06-06
  • Updated Scorpion Tariffs May 2021
• 2021-06-02
  • Added information about spam folders to the manual.
  • Exclude client name from list of matters when capturing a split receipt for multiple matters on a single client.
  • Changed subscriptions to require Activation Date
  • Fixed scheduled subscriptions report if Activation Date is not set.
• 2021-06-01
  • Fixed bug with leaving out certain matters from statement if no recent rows.
• 2021-05-31
  • Fixed VAT rounding check on rounding line items.
• 2021-05-28
  • Improvement in importing Standard Bank PDFs from Transaction History
  • Improved error message.
  • Found workaround for FNB PDFs statements with difficult to read statement dates.
• 2021-05-27
  • Added new VAT rounding preference. To maintain the inclusive amount when doing invoice VAT rounding.
  • Added matter note report
• 2021-05-26
  • Added additional check to enture Trust Transfers cannot be processed twice by accident.
• 2021-05-20
  • Automatically upload images pasted into issues.
  • Fixed issue with new per product category VAT rounding strategy.
• 2021-05-18
  • Added test data for test invoice.
• 2021-05-16
  • Fixed issue with clearing away QR code verification setting.
• 2021-05-14
  • Added an option to split Fees by Fee Earner and Department in Financial Reports.
• 2021-05-13
  • Added edit option for matter notes
• 2021-05-12
  • Added sequential numbers to Supplier Payments in addition to external reference numbers.
• 2021-05-11
  • Added option to hide the 'VAT Rounding' lineitem if the department uses round VAT to Invoice or Category totals
  • Added department column to client list
• 2021-05-10
  • Added readonly field to support query to show email address of user.
  • Link direct to entire credit note from accounting matter tab rather than to line item view.
• 2021-05-07
  • Added detection of failed email recipients in issues and include links to source documents.
• 2021-05-06
  • Improved the background task error messages and management actions.
  • Improved errror messages for failed background tasks.
  • Fixed small changes to FNB PDF which caused bank statement upload issue.
  • Added cost centre column to xlsx version of invoice.
• 2021-05-05
  • More auto-assigned reference numbers reported back to the user on save.
  • Added new 'Recent Receipts' for matters report.
  • Fixed issues with reversal of Credit Note
• 2021-05-04
  • Next issue button
  • Fixed bug setting income/expense flag on accounts in subcategories of income/expense accounts.
• 2021-04-28
  • Improved posting code import to give better error message if type (fee/disbursement) is not correct.
• 2021-04-21
  • Added warning if trust matter payment is made from a matter without sufficient funds.
  • Report reference number in popup dialog when saving Matter Payments (Trust or Business)
• 2021-04-19
  • Fixed issue with interest on overdue accounts.
• 2021-04-14
  • Updated dimensions of Sky QR codes
• 2021-04-12
  • Fixed export general ledger function.
  • Added option to filter invoices fees & disbursments by primary fee earner or work fee earner.
  • Added issue_code to all outgoing emails regarding issues.
• 2021-04-01
  • Fixed issue with auto start date of customers with lots of matters.
• 2021-03-29
  • Added option to override client VAT number on a per-matter basis, for large clients that may have departments/divisions with different VAT numbers.
  • Fixed Nedbank Statement Enquiry imports
• 2021-03-25
  • Changes to Nedbank Statement import (CSV layout).
• 2021-03-23
  • Added options to review, and reprocess previous Period Ends
  • Adjustments to Nedbank bank statement import.
• 2021-03-22
  • Improved wording on statements when balances are unusual.
• 2021-03-18
  • Improved headings of Financial Report to include 'as at' dates.
  • Improved error message on journal entries multi-line capture.
  • Added function for clients to click to view/download business and trust receipts from their statements.
  • Improved Journal Entry by spreadsheet import feature.
• 2021-03-16
  • Added Systems Stats Report
  • Added multicurrency options to more reports.
• 2021-03-10
  • Refactoring the client statement sending.
  • Added postings review for bad debt postings.
  • Fix issue with 2019 Mag Court defended bundle.
• 2021-03-08
  • Fixed issue with ordering on periods in Account Movement Report.
  • Fix wrapping of negative numbers in some browsers.
  • Fixed order of entries in new Business & Trust Entries tab on matter view.
• 2021-03-05
  • Added the 'Year End' column to Account Movement report.
• 2021-03-04
  • Combined business accounting entries and trust accounting entries onto the same tab on matter view.
• 2021-03-03
  • Added a Proforma PDF summary of trust transfers before they are processed.
  • Added the Trust Reverse value to the trust transaction tab total heading.
  • Added option to create invoices on a specific date.
  • Changed default ordering of matter notes to most recent first.
• 2021-02-25
  • Fixed Nedbank Bank Statement layout upload.
• 2021-02-24
  • Hide archived matters from all matters in statement view even if all non-zero matters are selected.
• 2021-02-22
  • Improved support for bank statements with partial day information.
• 2021-02-18
  • Changed default sorting of posting code/activities from name to code.
• 2021-02-17
  • Fixed rare duplicate columns in Unbilled Report
• 2021-02-15
  • Added the updated LegalWise 2021 Tariffs
  • Improved multi-currency in the Invoiced Report.
• 2021-02-10
  • Improved logging of background tasks.
• 2021-02-08
  • Improved layout of multi-currency matters.
• 2021-02-07
  • Added option to add salesinvoice lineitems that are zero as addendum, instead of on the invoice.
• 2021-02-05
  • Improved unbilled report to account for multi-currency.
• 2021-02-04
  • Added Excel pivot template for Target Report.
  • Added support for ActivoBank bank statements in Reconzilla.
• 2021-02-03
  • Fixed permission problem switching to another user's calendar.
• 2021-02-02
  • Added [account/supplier/customer/matter] codes to Audit Trail.
  • Fixed Nedbank layout again.
• 2021-02-01
  • Added a 'New Matters Since' report.
• 2021-01-31
  • Allow for importing GL accounts with default VAT type.
• 2021-01-30
  • Added Account Category filter to Account Movement Report.
• 2021-01-29
  • Added a change to the Nedbank CSV layout.
• 2021-01-28
  • LawDotNews email recipient list export
  • Allow for importing numeric account codes for GL accounts.
• 2021-01-27
  • Fixed issue with Invoice Fees and Disbursements Pivot table when not all product categories are represented.
• 2021-01-26
  • Added matter description to subject in email links from matter header.
• 2021-01-25
  • Added facility to reverse a Sales Credit Note provided it is not serving as a reversal to an invoice.
• 2021-01-24
  • Fixed the narration on the supplier account to include description of the invoice, not just the lineitem.
• 2021-01-23
  • Added Department Name to matter inactivity report.
• 2021-01-21
  • Receipts now immediately report the reference number allocated to them on save.
  • Improved new Supplier code autosuggestion.
  • Ignore blank lines in multi-lineitem receipt capture.
• 2021-01-20
  • Tweaks to new matter code suggestion.
• 2021-01-19
  • Added background task indicator
• 2021-01-16
  • Changed how currencies are presented.
• 2021-01-14
  • Added convert ALL currencies to home currency for Client Age Analysis
• 2021-01-11
  • Fixed customer business receipts via spreadsheet upload.
• 2020-12-22
  • Improved error message if dates are incorrectly selected on certain reports.
• 2020-12-21
  • Exclude rounding from selectable posting codes on fee capture interface.
• 2020-12-11
  • Restrict posting code on expenses to disbursements only.
• 2020-12-08
  • Added journal upload spreadsheet example.
• 2020-12-07
  • Added pivot template for client (debtor) age analysis
  • Fixed issue with receipt of multiple matters, multiple clients, one receipt.
• 2020-12-02
  • Added WIP History Report with excel pivot template
• 2020-12-01
  • Improved selectize to select first row if only 1 row is returned.
• 2020-11-30
  • Add multi-journal lineitem narration field.
  • Allow matter receipts to be for multiple clients for payments from company groups.
• 2020-11-29
  • Added new multiline journal
  • Added Export Matters facility.
• 2020-11-26
  • Changed 'supplier statements' to display credits as negative amounts to improve consistency.
• 2020-11-24
  • Added save and add another / save edit next to line items popup forms.
  • Fixes to report data when inserting into Excel pivots for cases when disbursements are zero in unbilled, or when summed per invoice was selected in invoiced.
  • Fixes to report data when inserting into Excel pivots for cases when disbursements are zero in unbilled, or when summer per invoice was selected in invoiced.
• 2020-11-23
  • Improved how disbursements link to supplier invoices.
  • Fixed uploading trust receipts by spreadsheet.
• 2020-11-21
  • Temporary freezedate now actually expire after one hour.
• 2020-11-19
  • Changed presentation of error messages and now include a reference number.
• 2020-11-18
  • Added options to see last entry on Fee Earner report.
• 2020-11-17
  • Reviewal process for trial signups
  • Fixed issue with disbursements being saved from supplier invoices.
  • Fixed Nedbank import layout.
• 2020-11-16
  • Added way to upload trsut receipts via spreadsheet.
• 2020-11-12
  • Added rate / unitprice column to draft items / WIP table on matter detail.
• 2020-11-11
  • Added option to show already reconciled items in the bank reconciliation report.
• 2020-11-09
  • Tweaks to Supplier Invoice narrations.
• 2020-11-05
  • Added option to generate excel data into excel templates which contain pivot tables already - started with Invoiced Fees and Unbilled Fees reports but more to follow.
• 2020-11-03
  • Changed monthly view in timesheet view to exclude previous months work.
• 2020-11-01
  • Added option to include invoices in the statements PDF
• 2020-10-31
  • Tweaks for spreadsheet view of statement.
• 2020-10-30
  • Changed behaviour of calculate minutes button to assume same-day.
  • Fixed Excel version of draft items report
  • Added menu items for clients and matters for users without full Master File access.
  • Fixed email address presentation on 'Send Statements'. Also added clickable links for convenience.
• 2020-10-29
  • Added Investec bank feeds.
• 2020-10-28
  • Added 'owner' to Unbilled report.
  • Added more bank statement layouts.
• 2020-10-27
  • Improved wording and layout of auto suggest in Reconzilla.
• 2020-10-26
  • Added option to notify matter owner by email when receipts are received.
• 2020-10-22
  • Fixed Journal Entry capture by spreadsheet.
  • Added links to account statement, from account posts.
• 2020-10-21
  • More ways to import journal entries from a spreadsheet.
• 2020-10-19
  • Added link to voucher from bank statement in Side-by-side view.
• 2020-10-12
  • Per-invoice fee allocation report
• 2020-10-08
  • Fix error when editing html-based generated document.
  • Upload multi-line journal entry from spreadsheet.
• 2020-10-06
  • Added the Account Code to all Financial Reports.
• 2020-10-05
  • Option to add portion of trust receipt to trust reserve, and also show the reserve in selection list for matters with trust balance.
  • Improved Investec bank statement import for CSV
  • Fixed word-wrapping on some browsers.
• 2020-10-02
  • Added support for Millennium BCP Bank Statements XLS
• 2020-09-30
  • Improve links in Debtor Days report.
• 2020-09-28
  • Fixed date format in xls export of Time Allocation report
  • Fixed error in Account Movement Report if Opening and Closing balances are not selected.
  • Fixed issue with AutoMatch on Reconzilla and reversed items.
• 2020-09-19
  • Set Period End default for new users.
• 2020-09-17
  • Improved issue-snooze feature.
• 2020-09-16
  • Fixed Zero-rated VAT exported goods on VAT201 form.
• 2020-09-14
  • Added support for new Nedbank Statement Enquiry layout.
• 2020-09-10
  • Updated High Court Rule 70 Tariffs effective 11 Sept 2020
• 2020-09-08
  • Added some support for ABSA's 'invoice' (statement) layout.
  • Fixed issue with Reconzilla overlap detection.
• 2020-09-07
  • Added snooze button for issues.
  • Improved Standard Bank bank statement import.
  • Prompt for deadfile number when archiving matter.
  • Fixed issue with deleted customers in Debtor Days report
  • Improved Reconzilla generic import to make heading values more flexible.
  • Added links to relevant client+matter issues for failed batch jobs.
• 2020-09-03
  • Fixed Creditors & Debtors control suspense account on General Ledger import issue.
  • Fixed date format issue on XLS export of Target Report.
  • Fixed issue with ABSA PDF import.
• 2020-09-02
  • Added a new investment report.
• 2020-09-01
  • Added monthly VAT submission option.
• 2020-08-30
  • Fixed issue when importing PDF bank statement if the closing balance is zero.
• 2020-08-26
  • Added department filter to invoiced fees and disbursements report
• 2020-08-25
  • Tweak in bank statement overlap detection.
  • Fixed issue with Nedbank CSV import.
• 2020-08-24
  • Changed the calculation of age in Age Analysis for historical reporting.
• 2020-08-20
  • Added time and matter_code to unbilled report.
• 2020-08-19
  • Added Debtor Days report.
• 2020-08-13
  • Added time allocation report.
  • Improved ABSA Bank Enquiry Import for Reconzilla
• 2020-08-10
  • Added Investec Cash Management CSV for Reconzilla import.
• 2020-08-05
  • Fixed issue with roll-up on matter movement report.
  • Streamlined how email addresses are selected for invoices and statements.
• 2020-07-31
  • Fixed rounding issue in re-calculation of draft items when changing a customer from one tax type to another.
• 2020-07-30
  • Removed Reconzilla options not allowed for bank statement type (B/T).
  • Improved search for selection on account using account code.
• 2020-07-29
  • Fixed issue with 86(4) from reconzilla.
• 2020-07-24
  • Fixed issue with zero fees showing in internal summary on matter detail view.
• 2020-07-22
  • Added 'Debtor Days' for Age Analysis
• 2020-07-21
  • Added LPA 86(4) to Side-by-side view in Reconzilla.
• 2020-07-20
  • Added option to limit invoiced fees and disbursements report to a single client
• 2020-07-17
  • Fixed issue with matters with zero balance not appearing in emailed statement.
• 2020-07-14
  • Fixed statement without page breaks.
  • Added option to summarise invoiced fees + disbursements report to invoice level.
• 2020-07-09
  • Added option to upload attachment to supplier expense (purchase invoice).
  • Added facility to attach disbursement source document (eg Advocate account) to draft item, and then have that available to download from the invoice and sent as an attachment to the invoice, when the disbursement is invoiced.
• 2020-07-08
  • Fixed issues associated with Hide Reversals
• 2020-07-07
  • Created view for postponed issues
  • Added optional display of QR code for verification of bank details on invoices and statements, if using service such as SkyQR.
  • Added matters with no transactions to detailed matter ledger if they have an opening balance.
• 2020-07-06
  • Added ABSA statement enquiry layout for Reconzilla.
  • Added option to update new posting codes from tariff bundles if previously imported.
• 2020-07-05
  • Adjust target report to show fees written which are not assigned to any fee earner.
• 2020-06-26
  • Fixed currency reporting on 'confirm invoice reversal'.
• 2020-06-23
  • Added option for delivery levy to Fee Allocation - ie percentage to be deducted from pro rata fees
• 2020-06-22
  • Fixed issue with rounding on copy to WIP
• 2020-06-17
  • Fixed multicurrency issue with business payments.
  • Fixed user input issue on subscriptions.
• 2020-06-16
  • Added import for Bank of America CSV statement.
• 2020-06-15
  • Improved forex conversion shortcuts.
• 2020-06-12
  • Improved speed of Fees and Disbursement report.
• 2020-06-11
  • Improving relationship between Disbursement Income and Disbursement Expense.
• 2020-06-10
  • Added more email validation techniques.
  • Allow for FNB statement quirks.
  • Changed returnpath for notification and backup email services.
• 2020-06-08
  • Client XLS statement to include Trust and Investment
  • After re-importing a bank statement, keep already reconciled rows.
• 2020-06-04
  • Added support for TransferWise in Reconzilla
  • Added support for Capitec Transaction History CSV files.
• 2020-06-03
  • Added retirement fund / medical aid to FICA types.
  • Various improvements to Reconzilla's AutoSuggest
• 2020-06-02
  • Moved buttons on VAT201 report.
• 2020-05-29
  • Added support for zipped bank statements.
• 2020-05-28
  • Fixed department autosuggest on matter update screen.
  • Revamped Document Automation interface
• 2020-05-26
  • Added support for Word documents with Jinja2 tags to be templates in Document Automation
  • Bank Reconzilla tweaks.
  • Tweaked layout of PDFs
  • Better overlap detection on bank statements.
• 2020-05-25
  • Added subscription report.
  • Added shortcut for currency conversion in supplier statement.
• 2020-05-23
  • Moved LawPracticeZA onto new infrastructure.
• 2020-05-22
  • Tweaked font sizes in PDFs
• 2020-05-21
  • Minor payroll improvements.
• 2020-05-20
  • Fixed collation issue on Invoices Fees and Disbursements report.
• 2020-05-19
  • Improvements to Reconzilla new AutoCreate tool.
• 2020-05-18
  • Fixed issue with freeze date and trust transfers.
• 2020-05-15
  • Added end time with calculate minutes button to fee capture form.
• 2020-05-14
  • Added third-party integration with Print Director cost recovery software.
• 2020-05-13
  • Fixed issue with large PDF Bulk Invoices
• 2020-05-10
  • Added default trust bank account setting on matter
• 2020-05-08
  • Experimental new bank statement AutoCreate feature.
• 2020-05-05
  • Reconzilla: implemented improved automatch
• 2020-05-04
  • Added purchase account re-allocation.
  • Fix supplier age analysis breakdown when viewing historical data
• 2020-05-03
  • Fixed issue with matter receipts from Reconzilla
  • Reconzilla: removed right-click menu from bank statement rows and instead changed to a button toolbar
• 2020-05-02
  • Improved various bank statement imports.
  • Standard Bank PDF import fixes.
• 2020-04-30
  • Fix customer statement if no bank details supplied.
• 2020-04-29
  • Changed how temporary freezedates are stored.
• 2020-04-28
  • Added tools to rename and delete submitted FICA documents
• 2020-04-27
  • Fixed bug where changing date range on a matter statement would revert to showing all matters for client.
• 2020-04-22
  • Allow authorised users to upload full or partial FICA information and documents on behalf of clients.
• 2020-04-20
  • Added department column to Unbilled Fees & Disbursements report
• 2020-04-16
  • Supplier Age Analysis for non-ZAR currencies.
  • Improved General Ledger import for non-ZAR accounts
• 2020-04-15
  • Added an option to exclude/include zero balances in Suppliers Age Analysis
  • Fixed link to account statement from bank account detail view.
• 2020-04-12
  • Created thumbnail gallery for uploaded attachments with image preview and first page preview of PDFs with option to browse and download.
  • Improved headings detection in generic text import in Bank Reconzilla
• 2020-04-11
  • Added a link to GL from Reconzilla, if the accounts don't match.
• 2020-04-06
  • Changed Billed and Unbilled report to show date work was done, rather than the posting date.
• 2020-04-05
  • Refactored matter timer to fix paused timer bug
• 2020-04-03
  • Added feature to automatically resolve overlapping bank statements.
• 2020-03-31
  • Updated bulk invoicing page to show which email address(es) the invoice will be sent to (as opposed to just the accounts email).
• 2020-03-30
  • Added a video about the textual tool to arrange Account Categories
• 2020-03-27
  • Improved speed of listing bank statements in Reconzilla.
• 2020-03-26
  • Fixed recalculation of total after clicking Toggle All on Trust Transfers.
  • Tweaks for GL import.
• 2020-03-25
  • Fixed issue with journal entries for Investment accounts.
  • Added option to format the 'for ' narration on recurring billing schedules, for cases of advanced billing as opposed to in arrears.
• 2020-03-24
  • Fixed issue with duplicate account on GL import.
• 2020-03-22
  • Fixed trust & investments report if matter is incorrectly archived.
• 2020-03-21
  • Fixed some subtle changes to Investec file format.
• 2020-03-17
  • Improved import of FNB pdf statement for EDO COLLECTION ATTEMPT
  • Fixed issue regarding reversals in Age Analysis
• 2020-03-16
  • Changed Age Analysis for Clients and Suppliers to exclude reversals.
• 2020-03-09
  • Fixed issue with modifying unbilled data prior to Period End (freezedate).
• 2020-03-04
  • Added Period Start date to the sidebar.
  • Added FICA requirements for foreign companies
  • No longer silently posting older transactions into new period without warning.
• 2020-03-02
  • Added additional posting information to the reversal preview screen of vouchers.
• 2020-02-24
  • Added facility to import pricing for fee levels when importing posting codes from spreadsheet.
• 2020-02-18
  • Changed bulk sending of unsent invoices to performed via background task.
• 2020-02-16
  • Fixed issue with new payslip rendering.
• 2020-02-11
  • Improved alignment of company headers.
• 2020-02-07
  • Allow users with 'All Matters' permission to send statements.
• 2020-02-03
  • Fixed issue with generic text bank imports.
• 2020-01-29
  • Integration with Softlog cost recovery software
  • Bank Statement tweak regarding starting and ending dates.
  • Fixed issue with reversal of payslip.
• 2020-01-21
  • Added ability to send emails via client's own SMTP server.
• 2020-01-17
  • Fixed issue with reversal of a journal entry.
• 2020-01-15
  • Fixed issue with FNB PDF import.
  • Allow generic text import to be in reverse order
• 2020-01-13
  • Added date range to draft items if multiple draft items.
• 2020-01-10
  • Added drilldown report from target report with columns for invoiced, credited and draft fees (for fee earner in question)
• 2020-01-07
  • Fixed issue with reversal of bank transfer.
• 2020-01-03
  • Fixed issue where some items were allowed to be reversed twice.
• 2019-12-18
  • Fixed bank import for ABSA PDF layout.
• 2019-12-12
  • Fix issue where some matters were duplicated in the client statement if they had version history and a balance was non-zero.
• 2019-12-11
  • Added assertion to prevent vouchers being created for different bank accounts from Reconzilla.
• 2019-12-10
  • Added a report to list matters with no activity.
• 2019-12-09
  • Fixed sign of amount when adding a Supplier Invoice directly from the Bank Statement.
• 2019-12-05
  • Added a geographic map of customers.
• 2019-12-04
  • Fixed issue with supplier invoice lineitems.
• 2019-12-03
  • Improved narration of supplier invoice lineitems in Statement Enquiry
• 2019-12-02
  • Added additional Section 86(4) investment checks.
• 2019-11-29
  • Fixed issue with Nedbank Provisional single statement format.
• 2019-11-14
  • Added option to add an invoice comment when bulk invoicing.
• 2019-11-13
  • Added support for Nedbank Statement Enquiry layout in Reconzilla.
• 2019-11-12
  • Fixed rare issue with multiple credit notes issued when reversing an invoice.
• 2019-11-07
  • Deploying fix for rounding on approtioned client receipts.
• 2019-11-05
  • Fix for comments in supplier statement.
• 2019-10-29
  • Fixed unbilled report is no data.
  • Disabled the mouse wheel from modifying numeric fields.
• 2019-10-28
  • Fixed issue with bank transfers from bank reconzilla.
• 2019-10-25
  • Added loan repayments on payslips.
• 2019-10-24
  • Split bookkeeper permissions into general and Senior Bookkeeper; Create separate 'Raise Invoice' permission
• 2019-10-23
  • Option for fee earner to capture disbursment expense at same time as raising disbursement charge
• 2019-10-22
  • Added additional checks on product and account save to prevent cycles in hierarchies.
• 2019-10-21
  • Improved error message on Take-On import.
• 2019-10-18
  • Improved staff statement.
• 2019-10-17
  • Added date range selector for supplier statements.
  • Fix for Matter Payments from Trust accounts in Reconzilla.
• 2019-10-16
  • Fixed issue with 'Quick Interest' in Reconzilla.
  • Fixed issue with 'Quick Bank Charge' in Reconzilla.
• 2019-10-15
  • Automatically redirect to voucher from account-entry detail view.
  • Added option to reverse staff payments.
• 2019-10-14
  • Added quick date range changer for some reports.
  • Added option to change dates on account enquiry.
  • Optimisations on draft items summary.
• 2019-10-08
  • Fixed issue with Purchase Order numbers longer than 30 characters.
  • Added an extra check for VAT on subscription items.
• 2019-10-03
  • Added an option to export an invoice to XLS.
• 2019-10-02
  • Added Product Category Code
  • Fixed issue with some FNB PDF bank statements.
• 2019-09-30
  • Added new General Ledger export. Changed the Take-On import facility to take existing balances into account and to only adjust them if necessary. Added a 'narration' option to Take-On for General Ledge.
• 2019-09-27
  • Fixed issue where multi-item receipts were not allowing zero allocations to matters.
  • Improved error messages on invalid entries for VAT201 report.
  • Payroll: If payroll permission enabled, then there are options to enter staff details, capture and generate payslips, and capture staff payments either from menu or from Reconzilla
• 2019-09-26
  • Documentation updates.
  • Fixed issue in Account Movement Report not displaying.
  • Monthly profitability report: added separate totals for disbursement income and disbursement expenses (costs) and a profit without disbursements total
  • Added several system performance optimisations.
  • Fixed issue with reversing a matter payment.
• 2019-09-25
  • Changed report parameter forms to remember their last inputted values when navigated back to in browser history (like by using browser back button)
  • Paper Cut integration: added configuration option to select a matter to which any unknown/unassigned print jobs will go to (like a special unassigned matter). Cost recovery fees can then either be moved or deleted from that matter.
  • Fixed issue where reversed journal entries were still showing up in bank reconciliation.
• 2019-09-23
  • Changed Account Movement Report to accept arbitrary start and end input dates.
• 2019-09-20
  • Added recent updates box to dashboard
• 2019-09-12
  • Fixed issue with Standard Bank bank statement import.
• 2019-09-06
  • Added fee allocation report: configurable percentages (including provision for levy off the top for whole firm) with report which can be pulled for a date range, per matter, to calculate allocations for remunerating professionals and support staff
• 2019-09-04
  • Added reserve trust to debtors age analysis
  • Fixed effective and expiry date selection bugs
• 2019-09-02
  • Moved Calendar menu to top level as all users now get a calendar
• 2019-09-01
  • Changed matter diary entries so that they can be assigned to any user, not just fee earners
• 2019-08-31
  • Added responsive plugin for DataTables lists
• 2019-08-30
  • Added user name and date to list of uploaded bank statements in Reconzilla
• 2019-08-28
  • Fixed issue with reversal of Business Payments not unreconciling themselves.
• 2019-08-19
  • New Detailed Matter Ledger Report
• 2019-08-14
  • Updating of the last statement date is fixed when sending from bulk statements tool.
• 2019-08-13
  • VAT201 Report is now printable.
• 2019-08-13
  • Created this changelog page.