CSI Lawyer 11.0 errors corrected 15.11.23

When publishing the CSI Lawyer version 12.0, a number of reported software errors were also corrected. Customers installing the version 12.0 get these corrections automatically. In case your office has a customer specific update package, you can contact us to get a new 11.0 update package containing the corrections.

The corrected software defects are as follows:

Customer

• The identification expiration check worked incorrectly in the matter views, showing a red warning triangle unnecessarily.

Matter

• For a sub-matter that was not invoiced through the main matter, the user could only choose the principal of the main matter.

Transactions

• When the user opened a new transaction posting period, all the intervening unopened posting periods were locked. After the correction 1) By default, from the opened week backwards, all weeks up to the previous entry week are opened. 2) If the number of weeks to be opened exceeds the allowed maximum number, the exceeding weeks are locked from the oldest end. 3) If the “Allow opening in the future” parameter is on and the number of allowed posting periods is e.g. 3, the user can open a new posting period one or two weeks ahead. If the parameter is not on, the user can only open posting periods up to the current week.

Pricing

• When a standard price was set for a transaction type, a warning triangle and the text “Total price set manually” were displayed next to the Total field of the transaction. After the correction, neither of them is displayed.
• In the Swedish user interface, the source of transactions’ hour price was displayed incorrectly due to a translation error, when the price was determined according to the employee role or transaction type defined for the matter.

Invoicing

• The view in the ‘Billable Matters’ folder also displayed main matters that did not have any billable registrations, if there was billable in its sub-matter that was not even to be invoiced through the main matter.
• The printing function of the proof invoice did not print all the information, especially in the page footer.
• Sending an e-invoice to Maventa in the Peppol 3.0 format did not save the invoice to the invoice notes an XML file but only a PDF file.

Bookkeeping integrations

• The Procountor integration did not transfer a normal invoice for which advance had been used, if a balance sheet account for advances had been defined in the integration parameters.
• When an invoice was printed in the CSI software in a foreign currency, the invoice was incorrectly transferred to Fortnox in the printing currency as well. After correction, the invoice is transferred to Fortnox in the bookkeeping currency.
• The integration transferred the cost center to Fortnox even when its name was longer than six characters. After the correction, too long cost center names are not transferred to Fortnox when transferring invoices. The cost center field of the invoice and invoice rows is left empty in Fortnox, and a warning is recorded in the integration log of the CSI software.
• If an attempt was made to transfer to Hogia an invoice whose debit and credit would not have matched in the bookkeeping, for example due to a rounding error, the invoice was marked as sent in the software, even though it was not actually sent and the invoice was not found in the bookkeeping system. After correction, invoices that cannot be sent to Hogia will not be marked as sent in the CSI software.

Payments

• If an invoice was already paid, and reference material was imported into the software containing a payments to the invoice in question, it was adjusted to the invoice with a zero amount. After the correction, the payment in question remains unadjusted
• In a payment, it was possible to select a deactivated corporate or private customer as the payer.

Document management integrations

• If the NetDocuments login was expired or missing altogether, the software gave a unclear error message from which the user could not understand the reason for the error.
• If an external user group was in use, NetDocuments did not update the access rights of the matter’s documents, but gave an error message.

Reports and views

• When, on the review date, the user had made a credit to the invoice for the full invoice amount, the ‘Overdue invoices – On the review date’ report showed the invoice with a zero amount, but as open.
• A custom field added to a view broke the search function in that view.