CSI Lawyer 12.1 update package 14.10.25

We’ll publish today a new CSI Lawyer 12.1 update package. Again, it fixes the software defects reported by customers and offers two new features to bookkeeping integrations used in Sweden.

Fixed software defects

Customer

• The icons for the “Send Conflict Inquiry” function were different in the ribbon for the matter request and the conflict check. After the correction, they are consistent.
• In the “Customer identification” window, the fields “Information Reviewed on” and “Information Reviewed by” remained empty in a situation where the identification level was initially “Not required” and the status was “Done”, but then the identification level was changed to something else than “Not required” and the status to “Started”. After saving the identification, reopening the window, and changing the status to “Done”, the fields remained empty.

Critical tasks

• Normal users and restricted users could not delete critical tasks, even though they were themselves responsible persons for the critical task.
• From the activity list, the power user could not remove a critical task created by another user, even though it was possible to remove it from the critical task calendar.

Preliminary invoices

• In price adjustment of the preliminary invoice, an unclear error message appeared: “Object reference not set to an instance of an object” in a situation where the business unit lacked necessary information. After the fix, the error message displayed is: “At least one payer’s taxability has no VAT rate defined.”
• The quick preview of the preliminary invoice retrieved the invoice printing parameters differently than the normal preview.
• Editing an expense affected the print order of the preliminary invoice so that unedited expenses were printed first, followed by the edited ones. After the correction, expenses within the same day are printed in the order in which they were created.

Invoices

• In the invoice printing parameters window, the home countries of the invoicer and the payer were incorrectly checked. This error affected whether the “Print Transfer Order Template” checkbox was active or not.
• The mass printing of invoices handled the “Print Transfer Order Template” parameter differently than printing a single invoice. When “Print Transfer Order Template” was greyed out/not set and “Show dialog when printing multiple invoices” was red/not active, the mass printing still produced an invoice printout with the bank transfer form.
• When the invoice was printed in a different currency, the payable amount and the amount in the VAT specification were calculated differently, which caused a rounding error.
• In the “Invoice printing” parameters, the texts “Hide expenses” and “Hide expenses from specification” were reversed: “Hide expenses” was in the specification page parameters and “Hide expenses from specification” was in the front page parameters.
• When a matter was set with an exceptional VAT handling as “Taxable”, the proof invoice showed a VAT rate of 25.5 %, even though the transaction was invoiced at a VAT rate of 24 %.

Payments

• The import of reference payments was unable to correctly adjust the payment to the summary invoice. The problem also occurred when the payment was manually adjusted to the summary invoice.

Reports

• There were two versions of the “Conflict Check Parties” report in the publication service.
• The calculation formula in the “Matter profitability calculation” report was incorrect. The incorrect formula was (price of open and invoiced transactions – cost price) / price of invoiced transactions. The corrected formula is (price of open and invoiced transactions – cost price) / price of open and invoiced transactions.

Bookkeeping integrations

• When a taxable invoice created for a foreign currency matter was transferred to Hogia, rounding was applied, even though no rounding was done in the CSI software.
• If a voucher from Hogia was imported into the CSI software as an expense, and the voucher itself contained a description, but the voucher row did not have a separate text description, the expense was not imported. After the correction, the text is retrieved in the following order: 1) voucher row text, 2) voucher text, 3) generic “Expense from bookkeeping” text.
• When a tax-free expense to be cost-forwarded was imported from the Visma Net accounting system into the CSI software, its purchase VAT was not set to “Tax-free”.

New features

Speeding up the import of payments from Hogia

• The import of payments from Hogia to the CSI software has been accelerated so that customers can transfer them more frequently than before. The integration no longer goes through each open invoice in CSI one by one, but instead identifies, in a single search, the invoices and their payments that have been modified since the previous payment import.

Further development to the expense handling in the Visma Net integration

• Parameters have been added to the Visma Net bookkeeping integration to create two additional voucher rows from the expense rows of invoices transferred to bookkeeping. This way, expenses that have been imported from Visma Net’s cost-forward accounts to CSI and invoiced to the customer can be transferred back to bookkeeping as three invoice rows: 1) to the account according to the regional sales account, 2) to the cost-forward account from which it was originally imported, and 3) to the Invoiced Expenses account (taxable or tax-free).
• The checkbox “Add Sales Booking for Cost-Forwarded Expenses” determines whether extra sales account entries are made for the expenses. If it is selected, the “Contra Account for Expense Sales Account” parameter must be filled in with the counter account for the sales account, to which one of the extra expense rows will be posted.