CSI Lawyer 12.1 update package 7.11.24

We have just released a new update package for CSI Lawyer 12.1, which enables overriding the invoice row based cost centers with the invoice cost center and fixes the following software defects:

General

• When a list opened in a view, its first line was not selected if the list was organized according to the parent field (for example, the expense author).

Conflict check

• Conflict search was unable to load the fields added to the view if the search was performed using the “Customer and Conflict search” field.

Matter

• If the customer was not in the principal role in any matter, the customer’s Matters folder did not show the matters in which the customer was in a role other than principal.
• The matter deletion run crashed if, during the run, invoice rows from 2008 were found that were not linked anywhere.

Transactions

• When a transaction with a standard price was transferred to another matter without selecting the “Move Pricing Information” field, only the unit price was transferred to the transaction in the target matter and its total price was reset to zero.
• CSI MyDesk created a duplicate of a transaction if the user added a new transaction and immediately opened it in editing mode before MyDesk had confirmed that the transaction was saved successfully.  After the correction, the fields of a new transaction remain inactive in MyDesk until the user is notified of a successful save.

Advance invoice

• When an advance payment that had been registered to an advance invoice as a partial payment was used for a normal invoice, the Open column of the Advance Invoices view did not reset to zero, but incorrectly displayed the amount that had not been received in the advance invoice.

Preliminary invoice

• A preliminary invoice could erroneously return to the status Open, so that it was possible to approve it twice, in which case the invoice rows and VAT rows were also duplicated. After the correction, the attempt to approve such a preliminary invoice changes the status of the preliminary invoice to Reviewed and displays an error message, which is also saved in the notes of the preliminary invoice. Even when approving several preliminary invoices at once, the software will notify of a possible incorrect preliminary invoice.

Proof invoice

• When a proof invoice was printed in Swedish, the content “Moms 25.5%” in the VAT percentage column did not fit on one line.

Invoice

• When “Every three months” was selected as the invoicing period and either a preliminary invoice or a normal invoice was created as a periodical invoice, the function gave the error message “Index out of bounds”.
• The specification page of the Default (Estonia) invoice template was missing the Estonian translation for the unit price heading.

Payments

• Importing reference payments in the Finnish KTL format gave an “Unknown format” error, because the validation of the data format had been tightened and the last line of the totals also needed to be 90 characters long to be acceptable. Now the validation has been loosened again.
• When reference payments were imported into the CSI software in Finnish KTL format, the letters ä and ö were lost from the payer’s abbreviation.

Reporting

• The “Open” filter in the Transaction Entries report also included transactions with a status of “Not Billable”.

Settings

• In the settings, it was possible to add the same language translation multiple times for a VAT base, which messed up the reports. As a correction, the language fields of the VAT base have been locked. The same locking was also done for the language fields of the payment term, notice period, user titles and customer relationship roles.

Integrations

• When the CSI Outlook Add-In was in use, the e-mail message being sent could be stuck in the Outbox. As a corrective measure, an update of the Addin Express and Redemption libraries has been made, which has previously fixed the problem. 
• The ND integration didn’t work in 12.1, instead the Documents folder gave an error “Method or function not implemented”.
• In the Fortnox integration, it is now possible to export the cost center of the entire invoice also as the cost center of individual invoice rows. If the cost center override parameter is selected, the cost center of the invoice replaces the cost center of the invoice rows when invoices are transferred to Fortnox.