CSI Lawyer 12.0 update package 21.12.23

A new update package for CSI Lawyer 12.0 has been released. The update package will fix the following software defects:

General

• The views (for example in the Workplace > Transactions folder’s view menu) were not listed alphabetically.

Matter

• When matters were listed by matter number, sub-matters were not arranged under the main matter, even though the numbering of sub-matters according to the main matter was in use.
• In the main/sub-matter structure, the parties were displayed the Legal Aid tab with only some of the required fields. After the correction, the tab will not appear at all for the parties in the main/sub-matters, but only for the parties in the normal matter.

Pricing

• In the Role Prices folder in the customer and matter windows, the role prices were not in alphabetical order.
• A discount could not be set for the payer of the main preliminary invoice in case the main preliminary invoice had no transactions.

Entries

• Although the Business Unit level parameter Expenses > Expense parameters > “Allow adding expenses from the matter list” was in use, the normal user was not able to add a new expense directly in the matter list, but only in the matter’s Expenses folder. Adding an expense to a preliminary invoice also had to be done through the Expenses folder of the preliminary invoice, as it was not possible in the preliminary invoice list.

Settings

• It was possible to save a new country without selecting a region, in which case its sales were displayed as domestic sales.  After the correction, the software still allows saving a country without a region but gives a warning.
• The invoice template could not be imported from a file if the template was linked to an email template.
• In the expense type window, the name of the Cost forward invoicing check box did not indicate whether the expense was to be invoiced using payer’s taxability or taxability of purchase information.  After the correction, the check box name is “Cost-forward invoicing (by payer)”.
• When users were defined navigation permissions based on their workspace, they incorrectly saw also the hidden folders.

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.
• The TeAppsXML bookkeeping material did not include a customer number, customer’s business ID or VAT number.