CSI Lawyer 12.1 update package 16.10.24

The new update package for CSI Lawyer 12.1 has just been released. The update package fixes the following software defects:

Conflict checks

• Saving of a conflict check failed if the name of the corporate customer, the full name of private person, the subject of the matter request or the matter number+subject combination was more than one hundred characters long.

Matters

• The matter lists of corporate and private customers only showed matters where the customer was the principal, but not those where the customer was in some other role.
• A user who was removed from the matter’s team could still have access to a protected or insider matter. After the correction, the removal of rights is always ensured when the software is started.

Pricing

• When a standard-priced transaction was moved to another matter without selecting the “Move Pricing Information” field, only the unit price was moved to the destination matter and its total price was reset to zero.
• It was possible to change role prices in the role price list and close the window without updating the new prices for customers and matters.

Proof invoices

• When an expense that had already been invoiced was added to a proof invoice, the proof invoice row in certain situations had a different VAT rate than the one with which the expense had been invoiced.
• A tax-free expense that was to be cost-forwarded by payer taxability, was not tax-free on the proof invoice.
• When an expense that was to be cost-forwarded by payer taxability was added to a proof invoice, it had an incorrect taxability.

Preliminary invoices

• The quick preview function of preliminary invoices did not use the invoice template specified in the business unit/matter parameters.

Invoices

• When advance was adjusted to an invoice afterwards, the software failed to find open advances.
• It was possible to change the payer for the invoice, even though an advance payment had already been adjusted to it.
• When invoice material in any format was created from an invoice, the invoice window closed.
• When a payment request was printed as a PDF, the note saved in the invoice notes had incomplete information.

Payments

• When country-specific add-ons (Sweden, Estonia, Latvia, Lithuania) were in use and reference payment data was imported into the software, no information about the supported data formats was shown.
• The software did not show a clear error message if the format of the reference payment data which was being imported into the software was not supported (KTL, camt).

Settings

• It was possible to add to the software a language that already existed.
• The e-invoice operator ID for Posti Messaging Oy (003710948874) was expired, the current one is FI28768767.

Integrations

• The import functions of the Netvisor integration did not work unless the region/date settings of the operating system were in accordance with the Finnish settings. Now the integration makes the necessary transformations to the data.
• Setting the just-created matter as insider crashed the software if the NetDocuments integration was in use.
• In the NetDocuments integration, different permissions were set for a new matter when it was opened from a matter request compared to when it was opened directly as a matter.
• When the matter subject is modified in the CSI software, the change is now reflected in NetDocuments which is integrated into the software.