CSI Lawyer 12.1 update package 20.1.26

We’ll publish today a new CSI Lawyer 12.1 update package. The version fixes the software defects reported by customers and enables transfer of non-approved expenses when using the Procountor integration.

Fixed software defects

Pricing

• When creating subscription fees in bulk, a summary window was displayed separately for each fee, and the user had to acknowledge each one to continue the process.

Activities and critical tasks

• When a recurring activity was used as a template, the recurrence was copied as‑is, which did not work logically if the start date of the new activity and the recurrence start date did not match. After the fix, the user is prompted to check the recurrence start date when saving a recurring activity created from a template for the first time.
• When critical tasks were synchronized to Outlook, a special character (Unicode character 56842) found in the critical task’s description prevented both the Outlook synchronization and editing of the critical task. After the fix, the special character is removed during synchronization.

Summary and credit invoices

• The PDF attached to the summary invoice email was named incorrectly when the ‘Print with Original Sum’ function was used.
• In the Finvoice material generated from a credit invoice, the OriginalInvoiceNumber element did not contain the number of the original invoice that the credit referred to.

Document Management Integrations

• When the NetDocuments document management integration was in use, access rights were updated to the document management system twice when an insider matter request was converted into a matter, when a matter was converted into an insider matter, or when an insider matter was changed back into a normal matter.

New features

The Procountor integration also transfers expenses whose status is other than ‘Approved’

• Previously, the integration transferred only expenses in the Approved status, but expenses are not always approved separately before payment. Now, expenses with the statuses APPROVED, PAID, PARTLY_PAID, and MARKED_PAID can be imported from Procountor.