[LCSILB-7948] — On a matter which does not have limits set up, the Time Posting screen now opens cleanly without appearing to flicker around the screen.
[LCSILB-7893] — When recording time on a matter with limits set, should you wish to cancel out, the warning messages regarding closing with a time service running and closing without saving the changes are no longer obscured by the limits dialog box allowing users to cancel out of the time recording.
[LCSILB-7798] — When the VAT rate of a disbursement is amended during Bill Posting, the rate shown on the merged document is now the amended rate. For example, a disbursement is posted using a VAT rate of 17.5% but amended to 20% during bill posting, the merged document displays the VAT rate for the disbursement correctly as 20%.
[LCSILB-7685] — Where no postings or balances exist, it is now possible to delete a Nominal.
[LCSILB-7175] / [LCSILB-7176] — When merging a bill which includes a table with anticipated disbursement variables, the system no longer displays an error message.
[LCSILB-8168] — When you select a module from the matter details via time recording, the exception error no longer displays. Specifically, if you open the time recording window, search for a matter, click on the matter hyperlink to display the matter details, when you click on the module, an error message no longer displays.
[LCSILB-8157] — The audit viewer timestamp now displays using the 24 hour clock format to allow for those users working outside standard office hours.
[LCSILB-8054] — When in Accounts Enquiry on the time tab with a matter with a lot of time entries, clicking on the scroll bar several times, to scroll down the list, no longer opens a time entry.
[LCSILB-7962] — When in Supplier Enquiry / Actions / Allocations screen and allocating cheques to invoices, it is no longer possible to exceed the value of the postings being allocated.
[LCSILB-7669] — When time recording using "if Proceed: Mags Rep Order" as the charge rate and "travelling" as the time type and travel units are input, when "Post Now" is selected, the time will now post without having to open the additional time details tab.
[LCSILB-7620] — When listing credit note details in the VAT Summary Report, the VAT figure now shows the amount correctly as a negative.
[LCSILB-7485] — When a cheque request includes part VATable and part non-VATable amounts and the VAT amount has been amended to reflect this, on authorisation, the VAT amount is no longer recalculated as a percentage of the total figure.
[LCSILB-6898] — When in the Post Interest Payment / Client Multi Interest Payment screen, the date field is now editable. The default setting is "End Date" as before, but you can now amend this to any valid posting date.
[LCSILB-8263] — When performing a Bank Enquiry, all matters display irrespective of the format of the matter reference. This also applies to the Supplier list and Nominal postings.
[LCSILB-6718] — To comply with SAR, there is a new Foreign Currency report in the Accounts / Financial sub-folder. This allows you to select the Year and Period the report covers, All Branches or a specific branch and you can choose to produce a summary or detailed report. In summary mode, the client, matter and fee earner details are suppressed.
[LCSILB-8149] — In Purchase Ledger, the issue stopping you from being able to unpay an invoice has been resolved.
[LCSILB-6999] — In the Purchase Ledger Enquiry, the display issue which showed duplicate payments has now been resolved. This has also been rectified in the Allocation History and the Purchase Ledger Balance Report which has the same issue.
[LCSILB-8519] — In the Purchase Ledger payments, when using the manual payment method and have the invoice selected, you can now enter a minus sign in the amount field to part pay a credit note.
[LCSILB-8508] — The error that occurred when clicking on the Auto Select button when the matter had anticipated non-VATable disbursements posted no longer occurs.
[LCSILB-8504] — The restriction on transferring time between different work types and billing codes has been removed. However, you cannot transfer time from private matters to public matters.
[LCSILB-7699] — The nominal transaction screens now show any credits correctly with a minus sign.
[LCSILB-8708] — When recording time on matters with a time limit using the Time Recording module and recording new time entries, the time limit is now working when the limit is exceeded and the 'Proceed with Entry' on the Time Limits screen now displays attached to the entry.
[LCSILB-7953] — When setting a reminder for a diary task and an invalid time is entered, e.g. 25:00, a warning message now displays and users can cancel out.
[LCSILB-7944] — When adding a Department to a Branch in the Core PMS utilities, where relevant the Client and Office bank reference numbers are known, they can now be keyed in, as opposed to using the lookup, and the relevant bank details are saved and displayed, instead of showing as "Not Set".
[LCSILB-7850] — When a user is in Utilities / Modules and has a folder highlighted, should they press the spacebar, nothing now happens. Previously an obscure message used to display.
[LCSILB-7795] — An error message no longer displays when adding documents to more than one step in an agenda.
[LCSILB-7399] — When adding a matter and using the client lookup tool, if the user enters the % wild card in the client name field, the search results now display all clients without the user having to manually extend the window default size.
[LCSILB-7230] — In the Matter Details screen, where the matter description is 28 characters or more, the text is now displayed under the Summary tab, Matter Details section, next to Description.
[LCSILB-7998] — When running the Add Client wizard, the warning regarding any possible duplicates is now displayed, even if the Automatic Conflict Check option in Utilities / System Parameters is set to "No".
[LCSILB-7439] — Having searched for and opened a General Contact, displaying its details, the Edit Address button is no longer greyed out.
[LCSILB-8201] — In the Family module, information held under the Supplementary Details tab can now be viewed again.
[LCSILB-8194] — When searching for clients, general contacts and services, if you use the "Do Not Mail" option in the "Use Mailshot Criteria", the search no longer produces an error.
[LCSILB-8306] — When editing the description on contacts in deeds you no longer get a system communication error.
[LCSILB-8228] — Having added several pages to an agenda, the intermittent error that occurred when adding documents to the second or subsequent pages no longer happens as the pages are now saved automatically.
[LCSILB-8190] — When performing a static conflict check and exporting to Microsoft Excel, the column heading "Ref" has been amended to "Client Ref" as this is the information displayed, not the matter reference.
[LCSILB-8187] — When switching between Legal Aid and Private matters, the screen now refreshes correctly and the issue with span codes no longer occurs.
[LCSILB-7950] — When using the "Produce Document" choice from the Actions menu when in a matter, the application combo box in the Templates tab is now disabled with the value defaulting to PMS.
[LCSILB-7867] — Should the PMS database window be closed whilst a document generated from PMS is still open, a message displays asking the user if they wish to save and close the document or abandon any unsaved changes.
[LCSILB-7638] — Similar to above, [LCSILB-7867], should any module window be closed when a document generated from that module is still open, a message displays asking the user if they wish to save and close the document or abandon any unsaved changes.
[LCSILB-8295] — When a PMS document template is edited in Utilities \ Documents and Agenda Setup, the last modified date is now updated.
[LCSILB-6030] — The clipboard now remains fully functional during and after the IRIS Law Business merge process has completed.
[LCSILB-8216] — In Document History, having right clicked on a document, selected Edit and checked the Versioning box, when you click Save the change is saved and the version option remains set.
[LCSILB-8689] — On matters with a large number of items in their histories and the history being refreshed each time has been improved. The history will only be refreshed when one or more documents have been amended and saved.
[LCSILB-7723] — In Document History, the "Is Public" column, to indicate whether a client can view the document via the Fee Earner Desktop (FED), now displays Yes or blank, instead of True or False. Yes for when the document is viewable by the client and blank for when it is not.
[LCSILB-7633] — When using Laserforms' SDLT (ES) forms for esubmission through IRIS Law Business, there is now a validation to ensure that form SDLT1(ES) has been included at the point of submission.
[LCSILB-6217] — When in the Probate Module and merging to form IHT406, the bank and building society accounts section now merges the correct amounts, that is, the capital value plus any accrued interest.
[LCSILB-8270] — When using the "AddGeneralContactAssociation" in XML Gateway, if no matter reference is specified the contact is added to the matter in focus, i.e. the matter just created by the XML Gateway process.
[LCSILB-8153] — When the Anti Money Laundering report is run, any suspicion, entered and checked to be reported to the NO/MLRO with who and a date, is now included in the report.
[LCSILB-7322] — Having selected Bank Enquiry and a bank account, when selecting Bank Reconciliation for either cleared or uncleared items and clicking on the print button, the report now defaults to A4 paper size so the user no longer needs to change this prior to printing.
There are no System fixes in this version.