CSI Lawyer 12.0 update package 13.8.24

We’ll release today a new update package for CSI Lawyer 12.0. The update package

• facilitates the Finnish VAT change 1.9.24 by enabling the change of the VAT rate of multiple transactions at once
• ensures that e-invoices sent via Maventa in Finvoice format are delivered via Osuuspankki’s network even after the upcoming changes to their banking network’s invoicing standard
• fixes several software defects.

The new functionalities are as follows:

• The change in the Finnish VAT rate on September 1, 2024, may create a need to modify the VAT rate of individual transactions. You can now change the VAT rate of several transactions at once with the Edit Multiple function in the Transactions list. Actions to be edited must have the status “Open”. Other transactions are skipped, and the reason for it shown in the function summary window. The parameter “Transaction VAT base selectable” also needs to be activated.

• Osuuspankki will make changes to the invoicing standard of its banking network in the fall of 2024. So that Finvoice-formatted invoices sent via Maventa will also be received through OP’s network in the future, creation of e-invoicing material has been changed. The company ID is only entered into the BuyerPartyIdentifier element if it is at least 6 characters long in the customer’s data in CSI. If it is shorter or missing, the element is not included in the material. In addition, the content of invoices is encoded according to the ISO-8859-15 standard.

The version fixes the following software defects:

• The Amount field of the saved customer fund transaction was misleadingly editable, but the changes made were not saved. After the correction, the Amount field turns inactive (grey) when the customer fund transaction is saved.
• It was possible to circumvent the restriction to edit insider matter details with the “Edit Multiple” function. After the correction, a normal user who is a team member of an insider matter, belongs to the user group specified in the “Extended rights (matter and preliminary invoice)” parameter and selects several matters in the matter list, including the insider matter in question, will receive a notification in the summary window of the “Edit Multiple” function that only the matter owner and responsible are allowed to make changes to the insider matter.
• In some cases, the software created two overlapping transaction posting periods for the user for a given week.
• When you created a new expense from an expense on the preliminary invoice by selecting the “Use as template” function but selected for it a matter from another customer, the new expense remained visible on the preliminary invoice.
• Changing the preliminary invoice payer’s discount from percentage to amount or vice versa was not saved.
• A percentage discount in a foreign currency matter caused an unnecessary rounding row in the preliminary invoice preview (whether the preliminary invoice was approved or not).
• When the payer of a preliminary invoice for a foreign currency matter was given a discount as an amount, the discount was not displayed in the preview of the unapproved preliminary invoice, but only after the preliminary invoice was approved.
• If the user edited the note which was automatically created when creating a preliminary invoice, the change was not saved.
• The “Overdue invoices on the review date” report ignored the value defined in the “Collection prohibited” parameter in the report but listed overdue invoices for customers with collection prohibited regardless of the parameter value.
• If a user tried and initiate authentication in CSI for a customer that was archived in DOKS, the software just displayed a non-informative API error message. After the correction, the error message shows that the customer is archived in DOKS.
• The activity type that was just created could not be deleted, but the software incorrectly reported that it was in use in another record.
• The matter deletion run failed due to various foreign key errors.
• The tool for deleting multiple matters did not work when the matter type or business area was longer than 20 characters.
• When closing the software, an error “Unable to specify object instance as object reference”/”Unexpected error. Contact CSI support.” occurred.