CSI Lawyer update package 20.9.23

Today 20.9. we’ll release a new update package for CSI Lawyer 11.0. The update package will enable NetDocuments login for several users and fix the following software errors:

Views

• The “Matters until the end of the previous invoicing period” view excluded matters in cases where a) no invoicing period had been defined for the only business unit in the database, b) the matter’s business unit was a branch office, and the invoicing period was missing from either it or the main business unit, or c) the invoicing period was defined only to a specific customer or matter.
• Email reminders for view alerts were not created to be sent if the view had the “isCurrentUser” parameter enabled.
• When a view was sent by email more than once and the filters were changed between sending, the first PDF sent was always attached to the message.

Conflict search

• When a conflict search was made for a customer who had a rejected matter request,the software still displayed a green circle in the opening request column of the conflict search view.

Matters

• When there was a large number of matters in the database and the main/sub-matter structure in use, the Main matter field in e.g. the Billable Matters list slowed down the text search.

Entries

• When a transaction was moved from an EUR matter to a foreign currency matter, and a preliminary invoice was created from it, the preliminary invoice was price adjusted and then rejected, the transaction could not be moved back to the original matter because its total price was considered to have been set manually.
• When an existing activity was opened, its Description field clicked with the mouse without making any changes, and the window was closed, the software unnecessarily requested the activity be saved.

Payments

• Importing of reference payments ignored payments which were -related to canceled invoices. After correction, also these payments are imported into the software and left unadjusted.

Document management integrations

• When the NetDocuments integration was in use, NetDocuments permissions did not work correctly in all situations, e.g. in CSI’s insider matters.
• When the NetDocuments integration was in use, linking a user to NetDocuments in CSI reset the user’s hour price.
• When permissions which were defined for a matter were removed in the CSI software, they still affected folders and documents in NetDocuments, which is integrated with CSI.
• The change of CSI matter related permissions failed due to an error if the change concerned a CSI user whose external ID could not be found in NetDocuments which was integrated with the software.
• When the NetDocuments integration was in use, and, a matter with a large number of documents was protected, the NetDocuments API disconnected the operation after a certain period of time. Now the time limit has been removed.
• When the NetDocuments integration was in use and several team members were removed from the insider matter at the same time, document rights were updated in NetDocuments for each deletion separately, which caused the software to be slow and extra inconvenience for the user.
• If the M-Files integration was in use, a CSI matter was protected for a specific user group, and changes to the user group were made in the settings, Users folder, by selecting the Manage user groups button, the changes were not updated in M-Files.

Other corrections

• Matter related document templates which were created before June 2023 were unable to correctly use placeholders, such as <<assignment_number>><<subject>>. 
• If the CSI.ModulePlugin.CreateInvoice plugin was in use, creating an invoice for a single payer from the Payers list of the preliminary invoice caused the error “Unable to cast type … PreliminaryInvoicePayer to type PreliminaryInvoice”.
• When adding to a user a budget of a budget group the error message displayed was not correct.
• The tax-free VAT base in the software did not show that the VAT base was really tax-free, because the value 0% was displayed in the VAT % field of the tax-free VAT base. After the correction, that field is empty and disabled. The tax rate dialog has a new No Tax check box, which is always disabled and, if it is a “No Tax” tax rate, there is a check mark in the check box.
• In the Swedish user interface, the text on the Save and Cancel buttons in the Notes window did not display correctly.