CSI Lawyer 11.0 update package 22.2.23

Today we’ll release a new update package for CSI Lawyer. It also covers some improvements of the bookkeeping integrations and of the management of user rights related to customer identification. There will be a separate description published for these. For data security reasons, we recommend version 11.0 to all our customers still using older versions.

The new update package will fix the following software defects:

• When a user selected a function (e.g. to add a new transaction) from the upper bar of the software while editing information on a list the software did not inform about the need to save the edited information but performed the function and the unsaved changes were lost. 
• In customer identification events, the nationality of all board members was incorrectly Finnish.
• The parameters for entry security made the customer responsible see only their own entries, even though they should have had the right to see everybody’s entries. 
• When a subsidiary was added to a corporate customer, the software did not establish a link between these companies. Thus, it was not possible to apply the parent company’s discount table for the subsidiary. 
• When a power user changed the column order of a mailing list view in the settings, the mailing list view incorrectly displayed all private persons instead of the actual mailing list members. After the fix, the mailing list views can no longer be edited in the settings but all changes are to be made directly in the view itself.  
• If a party had plenty of party roles, only part of the party’s name was displayed in the Party folder.  
• When a user added an attachment to a note and then immediately registered another note without closing the window in between, the “Click here to add file” text disappeared from the note window.
• It was possible to attach a role price list to a matter with differing currency. This was possible if a star was used in the “Attach role price list” window when looking for available role price lists. 
• The software always saved the workload of opportunities as an integer even when it had been entered more precisely.  
• When a transaction was created via the calendar and its duration changed, the software did not round the price to cents correctly.  If there were several such transactions in an invoice, the total amount of the invoice had a rounding error. 
• When a user made a transaction entry in the calendar and a matter was simultaneously selected in the menu on the right side of the window, the software added that matter to the entry even though the user tried to drag and drop a different matter to the entry window.  
• When a transaction to a private person’s matter was recorded using CSI Mobile, the software incorrectly ignored the role price defined for the customer. 
• Plugin functions related to entries were also visible not only in the entry view, but also in the entry window. 
• When a user added to a matter a cost-forward expense and then selected ‘Tax-free’ as the VAT base and printed a proof invoice of the expense, the VAT percent of the proof invoice was incorrectly not 0 % but 24 %.  
• When payer shares where changed in a preliminary invoice of a matter which had foreign currency and multiple payers, the new shares were incorrectly calculated. For one payer they were calculated using the currency, for another payer as a net which resulted as incorrect shares. 
• When payers share were changed in a preliminary invoice of a matter which had foreign currency, the software gave an error message and the function failed. 
• When sub-matters were invoiced through the main matter and the user chose “Specification by matter” in the printing parameters window, the invoice got several Total rows.
• The preliminary invoice preview incorrectly displayed invoices also for payers with 0 % share even though invoices were only created for the ones having something to pay.
• When an approved preliminary invoice was returned as reviewed, the fields in the preliminary invoice payer window remain locked until a user closed the payer window and reopened it. 
• When multiple invoices were simultaneously printed as PDF, the software displayed an incorrect confirmation of the function. 
• When adding attachments to an e-invoice, the headline “Send” was missing from the checkbox column, making the window confusing. 
• The LEDES codes in the LEDES plugin didn’t match the official LEDES codes.
• Invoices which were sent to Maventa in a Peppol format included an ID number in the beginning of the EDI code even though it should have been left out. This caused problems in Maventa when invoices were further sent payers. 
• Payments with missing or wrong reference numbers weren’t transferred from Procountor to CSI. 
• When the bookkeeping integration was in use and a user cancelled an advance invoice, the date of the credit invoice which was transferred to bookkeeping was incorrectly the date of the original invoice and not the cancellation date.  
• When a power user tried to add a translation to a currency in the settings, the software opened the currency window but did not enable selecting the language for the translation. When the OK button was selected, the user got an error message about the record already existing.   
• When a power user opened the Languages list in the settings and tried and add a translation for one of the languages, the software opened a window for adding a completely new language and did not enable adding a translation for the selected language. 
• In the Settings under Customer Types, when a power user selected the Get Translations button to view the existing translation or to create a new one, the window was lacking the Translation field. 
• When a power user created a new chart in the settings by using the Use as template button, the software did not copy the graphical part of the chart to the new chart. 
• Additions and removals made to the preliminary invoice review process did not update the numbering in the Order column. 
• When a new navigation right was being added and accesses to folders were first selected and then deselected, in some cases the navigation right was saved incorrectly.