CSI Lawyer 12.1 update package 16.9.25

A new CSI Lawyer 12.1 update package has been published. The version fixes the following software defects and offers some new features:

• The entire group structure is shown in the customer and disqualification search.
• The bank account is saved for the imported reference payment even when the payment cannot be adjusted.
• In mass changes of NetDocuments access rights, only errors are reported to the responsible user.
• The iManage integration supports Flexible folders.

Software errors corrected

General

• In the Views, the cursor was unable to select the first row when the list opened if the list was sorted by a parent field (for example, the principal of the matter).

Customer

• Although saving transactions was set to be allowed despite a service restriction, the user received a warning in case the payer had both a service restriction and overdue invoices.
• Texts related to the service restriction were unclear in the software.

Matter requests and matters

• It was possible to replace the conflict check of a matter request with another one. After the fix, the Conflict check field is always locked.
• When a customer had either a service restriction or an overdue invoice, and both were set as blockers for saving the matter, the software displayed multiple error messages but still allowed the saving.
• It was possible to save a matter by entering only a space to its mandatory fields, e.g. to the matter subject.
• The Default User Group field caused problems with access rights after the first save of the matter when the matter was first saved with one default user group, then access rights were added for another user group, and finally some change was made to the matter, and it was saved again. After the fix, the Default User Group field is locked and hidden after the first save of the matter.

Transactions and other entries

• The Phase field of a transaction was cleared if the transaction was used as a template and the author was then changed for the new transactions. After the fix, the phase either remains as it was or, if the phase is empty, the default phase found for the new author is brought in.
• Copying a transaction to the same matter was not allowed.
• When a work time entry was converted to a transaction in an internal matter, hours of the work time entry added in the calendar were not transferred to the transaction. 
• The save of a work time entry/activity failed when the user had recorded it using an entry/activity which had unsaved changes.
• The work time calendar warned about the customer’s service restriction, although the user was not creating a transaction from the work time entry.

Preliminary invoices

• If there were customizations in the transaction, the software was unable to handle an already approved preliminary invoice when adding to it a transaction whose window had been opened before the preliminary invoice was approved.
• Changing the payer with the Change Payer function on a preliminary invoice failed if the taxability of the new payer did not equal to the former one.

Invoices

• An invoice row created from an expense was generated with the wrong net amount when the VAT rate of the expense was changed to something else than the VAT rate from the expense type.
• If the “Round invoices to whole numbers” parameter was enabled, the rounding difference on the invoice printout had shifted to the wrong VAT row.
• There was an incorrect translation in the Swedish version of the invoice template used to send insurance company invoices. “Rättssäkerhetsnummer” has now been fixed to “Rättsskyddsnummer”. 
• After creating a summary invoice, the software added a value to the  ‘last_payment_reminder_date’ in the database although there were no payment reminders. 
• If the “Round invoices to whole number” parameter was in use and a TEAPPSXML-formatted material was created from an invoice, its totals were incorrect. 
• When a Finvoice 3.0 formatted payment reminder was sent to Maventa or invoice material of a payment reminder with a delay interest but without a reminder fee was created, the software gave the error “Object reference not set to an instance of an object.”
• Invoice rows of uninvoiced entries on a proof invoice had an incorrect VAT 25,5 % although in the business unit parameters the VAT was set to be defined according to the latest invoice row, in this case 24 %.
• The “All summary invoices” view did not include integer rounding in the billable amount (Total column), which caused a paid summary invoices to remain open or show a negative balance (Open column). The problem occurred when payments matching the integer-rounded amount were allocated to all invoices in the summary invoice to mark them as “paid”, or a full payment was made to the summary invoice using the amount suggested by the software.
• In the summary invoice window, a user was asked if the changes were to be saved although no changes were made. The issue also appeared occasionally when previewing a summary invoice.
• If the credit invoice was created from an invoice that contained only expenses and the original invoice had integer rounding enabled, the rounding amount was incorrectly recorded as fees, even though there were no fees on the original invoice.

Reports

• When an advance payment was refunded for the full amount of a paid advance invoice, the advance did not appear on the “Open Advances” report printed for day X, even though the refund posting date was after day X.
• The Matter Profitability report did not work correctly in a main/sub-matter structure where invoicing was done through the main matter. After the fix, when you try to run the report from such a sub-matter, the software prompts you to run it from the main matter.
• The Matter Profitability report showed the non-billable transactions as invoiced.

Settings

• In certain situations, opening a report in the Settings took very long and caused the function to time out.
• The Bing map type, defined in the software parameters, no longer worked. The fix automatically replaces Bing with the Open Street Maps service.
• Sending of an activation report led the version information in the application to be updated although the database actually was not upgraded.

Legal aid claims

• If a legal aid claim had an attachment and you tried to delete the application, the software gave the error “The selected record cannot be deleted because it is used in another record.” After the fix, the legal aid claim and its attachments are deleted, and the deletion confirmation dialog is not shown.

Document management integrations

• The document management integrations did not update the access rights in the document management system (iManage, NetDocuments, M-Files) for the user group that was marked in the CSI software in the Default User Group field.
• Linking users and user groups in NetDocuments did not work if multiple users or user groups had been removed from NetDocuments, or another document management system had been integrated to the CSI software before NetDocuments.
• The iManage integration parameters contained an unnecessary “customerId” parameter although its value is retrieved automatically when logged in and saved to the same place in the software as earlier.
• Although the iManage AddIn was removed, the software still tried and handle the iManageWorkspaceTemplate entity, causing trouble with customizations. After the fix, a customized table or field added to the entity only cause an error to the log file but are not displayed in the user interface.

Bookkeeping integrations

• The name of a private person sent to Hogia was too long. After the fix, the name will be shortened if necessary. The last name is prioritized, i.e., the first name will be truncated or may be omitted entirely if the last name alone is already too long.
• When an invoice had a PDF attachment, the Procountor integration only transferred the invoice but without the PDF file.
• When a payment from Procountor was imported into the CSI software for a legal expenses invoice where the payer was a private person, the import failed with the error “The INSERT statement conflicted with the FOREIGN KEY constraint ‘FK_InvoiceAdjustmentCustomerPayer'”.

New features

Customer and conflict search also showing parent companies and subsidiaries

• To ensure the Customer and Conflict Search field also finds the parent or subsidiary of a customer, a new Corporate column has been added to the conflict search list. The column shows a green circle if the company has a parent or subsidiary, and a red circle if no parent or subsidiary is found.
• The “Show Full Corporate Level” function on the ribbon opens in the Subcustomers folder in the customer window, showing a list of the entire corporation. The function is only active if the selected customer has a parent or a subsidiary.

NetDocuments only reports errors when changes are made to multiple access rights

• NetDocuments only reports errors during mass changes to access rights. When access rights are updated in NetDocuments, the contact person receives an email only about failed update attempts.

iManage integration supports “Flexible” folders

• In the iManage integration, matters can be opened using “Flexible” folders. In iManage, the workspace template folders can thus be set either as mandatory (default) or optional. If a template selected for the matter contains optional folders, they are not automatically created in iManage.

A bank account is set to payments even when “Import reference payments” cannot adjust them

• When reference payments are imported into the software, the bank account is also saved for payments that cannot be adjusted to an invoice, provided that the bank account exists for the invoicer in the CSI software.