v10.1.7 was made available for release from 29/09/2022.
New Features
System Area | New Feature | Description | Contact Support to Use |
Reporting | Don't send scheduled report if empty | A checkbox has been added to the scheduled reporting form, allowing the report not to be sent if no results exist in the report |
Improvements
System Area | Improvement | Contact Support to Use |
Reporting | Added hyperlink to the 'charge description' field in report generator finance reports, linking to the charge details | |
Reporting | Updated handling so case codes and invoice numbers are treated as text in Excel report exports | |
Global Search | Case custom fields are now searched when using the global search for cases | |
Address Book | Added advanced search for person on OC override action form | |
API | Added better error handling when adding charges and updating invoice payment statuses via the API | |
Invoicing | Updated combined invoicing logic to use the system defined preference word for VAT | |
Matters | Improved performance of Nationalise PCT tool | |
Xero | Added handling for the Canadian tax code system to the Export to Xero functionality |
Fixes
System Area | Fix |
API | Resolved issue with retrieving case contact information via the API |
Matters | Resolved issue with preference clash affecting case codes on Nationalise PCT tool |
System | Resolved issue with updating plugin settings in Equinox |
Notifications | Resolved issue with manually sent notifications |