CSI Lawyer 12.1 update package 24.3.25 with new features

We’ll release today a new update package for CSI Lawyer 12.1. The update package

• fixes several software defects
• includes a new code signing certificate, confirming that the CSI software is safe to install and use
• brings to software multiple new features, e.g.
  • Improvements to Conflict Check Parties report
  • View for expired or expiring identifications
  • Possibility to create transactions from activities with multiple time entries
  • New Romeo interface
  • Possibility to define matter owner also as responsible
  • Recipient and returner information for movable properties
  • Clarified functionality when to print specification to payment reminders
  • Default VAT for expenses transferred from Hogia/Fortnox

The software defects fixed

Matter and matter request

• In the matter request list, when the user clicked the link in the Principal column, software incorrectly opened the party window instead of the customer window.
• The Has Notes column e.g. on the matter lists had a mix of Finnish and English when English was selected as the user interface language.
• Deleting a matter failed if the matter had been created before the sub-matter feature was introduced in version 11.0.

Transaction

• On the Transactions list, the tooltip for the text field of the selected transaction did not stay visible long enough to read the entire transaction text. After the fix, there is no longer a time limit for the tooltip to remain visible. This applies to all text fields where it is possible to enter long texts.

Invoice

• When an invoice was made directly from a matter, the total adjustment did not take into account the VAT percentage setting for the invoice if in the business unit parameters the selection in the “VAT base date” parameter was “Last invoice row date”.

Invoice and bookkeeping materials

• Peppol unnecessarily required a VAT number in a situation where invoice material was being created from an invoice of a domestic/EU customer without a VAT number. After the correction: 1) if the VAT category AE (reverse charge) or K (intra-community supply) has NOT been used in the invoice rows of the invoice/credit invoice, the material is created and the VAT number field is left blank unless the payer has one, 2) if the invoice/credit invoice is tax-free, the VAT number is left blank, 3) in other cases the VAT number is mandatory and the material generation function gives an error about missing information.
• The Finvoice bookkeeping material that was manually exported was not valid for Fennoa because some of the data was missing from the share, discount and credit invoice rows.

Document management integrations

• The installation of the Netvisor add-on was interrupted in a certain situation due to a timeout.
• There were (still are) occasional problems starting the Fortnox integration. Logging has been added to the integration to help determine the cause of the problem.
• In NetDocuments, it was possible to link a user or user group to an external user or user group, which caused errors.
• NetDocuments user and user group link lists displayed an ambiguous “editvalue isnull” error message when the user or user group was not linked to NetDocuments.
• If the launch of the NetDocuments licence update failed, the user was shown an uninformative error message. After the fix, the error message instructs the user on the information to be reviewed.
• Removing the NetDocuments user link saved the external ID in the database as “” instead of NULL, which caused problems with the integration.
• The linking of NetDocuments users and user groups was unable to correctly handle a user or group deleted in NetDocuments. After the fix, an error message will be displayed in the situation, after which the invalid external identifier will be removed.
• If an error occurred when linking a user group to NetDocuments (for example, the group name contained a colon or other illegal character), the error message the user received was not clear enough.

Customizations

• For matters, invoices, and draft invoices, it was possible to customize fields that would break the text search. Such fields are now hidden from the view’s column selector.

New functionalities in the version

Improvements to the Conflict Check Parties report

• Grouping options have been added to the Conflict Check Parties report. The matters listed in the report can now be sorted by matter opening date (default) or matter number in descending order. In both cases, completed matters are placed at the end of the list, making the list easier to read. In addition, the report displays the same fields Owner, Responsible Person, and Last Entry (last date of entry of the transaction or expense) that were added to the matter list of a conflict check after the Matter column.

View for identifications expiring within 30 days

• A new view “Expired and expiring identifications” has been added to the Workplace area > Inspections > Customer identifications list. It displays all customer identification events that have already expired or will expire within the next 30 days. The same view can also be found in the Customer Identifications folder of the matter request, matter, private person and company. The “Expired and expiring identifications” view also allows you to set a view reminder, if necessary, which makes it easier to manage identifications.

Possibility to add the matter owner automatically as the responsible person

• The matter owner and the responsible person are mandatory fields, and in some offices the same user is usually assigned to them. The matter owner added when opening a matter can now also be assigned to the Responsible person field by default. In the Business unit and System parameters, Default values > Matter responsible person parameter now offers the “Matter owner” option.
• If selected, the value of the Owner field added to a new matter is also copied to the Responsible person field by default. If the “Matter owner” parameter has been set to the default value, for example, a customer responsible, it is also copied to the Matter Responsible field. The responsible person can be changed manually, but if the owner is changed afterwards, the new owner will also be updated to the Responsible field. Once the new matter has been saved, editing the owner information will no longer affect the Responsible field.

Billable transactions created from activities with multiple time entries

• The software now allows you to attach multiple time entries to the same activity and automatically create a billable transaction from the activity when it is marked as completed.
• This requires defining a specific activity type in the settings and selecting two options for it: “Time entries are invoiced via activity” and “Automatically create a transaction when activity is marked as completed”. When a time entry is defined to be invoiced via an activity, the software prevents the creation of a transaction from a time entry that has that activity type. This means that multiple time entries can be collected for a single activity, and the transaction is automatically created only when the activity is marked as completed.
• To create a transaction, the duration of the activity must be greater than zero, and the total duration of the activity is also marked as the duration of the transaction. If an activity is missing any mandatory information required from transactions (e.g. transaction type), the activity is marked as completed, but the transaction is not created.
• If in the activity type, time entries are set to be invoiced through the activity but the automatic creation of the transaction has not been selected, the software will display a warning to the user when an activity with time entries attached is about to be marked as completed.

Clarification of the “Do not print specification on payment reminder” feature

The “Do not print specification on payment reminder” parameter has been clarified as follows:

• When the parameter is selected green, the “Print transaction and expense specification” check box in the payment reminder printing parameters is unchecked. The selection cannot be edited, so no specification is printed for the payment reminder.
• When the parameter is selected red or gray, the “Print transaction and expense specification” check box in the payment reminder printing parameters is initialized with the same value as for a normal invoice. The selection is editable, and depending on the selection, the specification is either printed for the payment reminder or not. In mass printing, the specification is printed according to the individual payment reminder parameters.
• When mass printing payment reminders of multiple business units and selecting “Print all using the same settings”, the parameter is checked from the main business unit. If specification is prohibited at the main business unit, the specification is not printed even for payment reminders whose business units allow it. If specification is allowed at the main business unit but prohibited at the business unit of the individual payment reminder, the specification will NOT be printed for that payment reminder (the prohibition always overrides).

New Romeo interface and “Electronic services” replacing the Fax option

• The Legal Register Centre (in Finland) is removing the old Romeo interface, so a new interface has been developed for sending claims. At the same time, the “Fax” option in the “Notification Method for Assistant” field of the claim has been replaced by “Electronic services”. The “Fax” option in old claims will also automatically change to electronic services.
• If the customer has an older CSI software version that does not yet have this change, the “Fax” value selected in the claim will however be transferred to Romeo as electronic services.

Information about the recipient and returner in the Movable Property window

• The Movable property window now also shows information about the recipient and returner of the movable property. When registering a new movable property, the recipient is mandatory information, which can still be changed until the movable property is returned. The returner is mandatory information when returning movable property, and the information stored in the software cannot be edited.
• When this update version is taken into use, the user in the Created by field stored in the software will be updated as the recipient for each movable property row.

Default VAT for expenses transferred by the Hogia and Fortnox integrations

When an expense is created in the CSI software from a voucher line transferred from the Fortnox/Hogia accounting system and the correct input VAT of the voucher line is not known, the software minimizes the need for manual corrections by defining the VAT as follows:

• If the voucher line’s bookkeeping account is listed in the “Voucher Account Numbers to Import (Tax)” field -> The expense’s purchase VAT is set according to the domestic payer’s VAT settings, the Tax-free check box is not selected and Cost forward selection is “No cost forwarding”.
• If the voucher line’s bookkeeping account is listed in the “Voucher Account Numbers to Import (No Tax)” field -> The expense’s purchase VAT Base is Tax-free, the Tax-free check box is selected and the Cost forward selection is “No cost forwarding”.
• If the voucher line’s bookkeeping account is listed in the “Cost-forward Expenses Account (Tax)” field -> The expense’s purchase VAT is set according to the domestic payer’s VAT settings, the Tax-free check box is not selected and Cost forward selection is “By payer taxability”.
• If the voucher line’s bookkeeping account is listed in the field “Cost-forward Expenses Account (No Tax)” -> The expense’s purchase VAT is set to Tax-Free, the Tax-Free checkbox is unselected and and Cost forward selection is “By purchase information taxability”
• In other cases (for example, if there is only voucher series filtering but no accounts defined), the processing takes place the same way as in the option “Voucher Account Numbers to Import (Tax)”.

The VAT base of a domestic payer can be searched for with the following conditions:

• Date: Date of the expense, or if not known, the current day
• Taxability: Taxable
• Location: Main business unit