CSI Lawyer 12.0 update package 17.4.24

We’ll release today a new update package for CSI Lawyer 12.0. The update package will make saving of conflict checks quicker due to software code optimization and fix the following software defects:

Customers

• When a corporate or private customer identification was marked as reviewed, the software did not update the “Reviewed by” field.
• Restricted users were displayed the information on the identification tab of customers. Now the tab is hidden from restricted users.
• The field in the customer and party windows where you can specify the CC recipients of the invoice had an unclear name. After correction, the field is named “CC when invoicing”.

Matters

• When an insider group had been defined in the database and a restricted user was set e.g. in an assistant role of a private customer’s matter, the user gained access to the Insider tab of the matter through the transaction he/she recorded in the matter.

Entries

• In CSI MyDesk, the arrow buttons did not work when trying to edit the duration of a transaction which was previously saved or was created using an existing transaction as a template.
• The text of a transaction could no longer be copied if the related matter had been closed.
• The search function which was carried out on the Transactions to review list crashed if the view included a relational custom field.
• When the invoicing information for an expense was edited, its purchase information was cleared.

Preliminary invoices

• The matter related field “Required parties identified” which was added as a customization to a view (e.g. to a preliminary invoice view) displayed numbers instead of icons (yellow/red warning triangle).
• When a matter in a foreign currency had multiple payers and the preliminary invoice had either a general expense or an expense recorded in the matter currency, the mass preview of the preliminary invoice displayed different amounts than the normal preview.
• The filters in the Open and Approved Preliminary Invoices view worked incorrectly and did not comply with the criteria in the view.

Invoices

• Changes have been made to the invoicing material in Peppol 3.0 format. The invoice material now shows “order number – subject” as a reference. The subject is primarily the Invoice subject, and in its absence, the Subject of the matter. An e-mail address and phone number, obtained from the business unit, have been added to the seller’s information. The invoicing contact person or the business unit (in case there is no invoicing contact person) is displayed as the seller’s contact person.

Settings

• When the shared folder was in use, the user logging in to the software and viewing the documents was incorrectly marked in the Activation report as an active user.
• In case a transaction was registered from an Outlook email message, the Outlook AddIn saved the email as a draft to the shared folder.