New 9.1 version update on October, 20th, 20

The new update package for CSI Lawyer and CSI LakiMies 9.1 has been released. Customers getting their software versions from the web can download it in the Settings (> System Updates). The version contains the following bug fixes:

• In Look Up Records windows, the cursor is automatically in the Search for Records field for entering a search criteria.
• If a mandatory field has been customized e.g. to Assignment, an assignment can no longer be saved as long as the field is empty (not in CSI LakiMies)
• Replacing the current principal by setting another assignment party as a principal no longer shows error
• Changing the principal in the Parties folder no longer prevents changing the payer share or closing the assignment window after removing the old principal from the list
• When automatic conversion of calendar entries to transactions has been activated, dragging an assignment to a calendar entry no longer shows error
• When saving a critical task which has been added in an assignment, its dates and hours remain as entered
• A discount table can be edited only in a customer’s details and e.g. not in the details of preliminary invoice payers
• When changes are made to a subscription and they are saved, the default in the confirmation window is to remove old subscription fees and to create new ones (not in CSI LakiMies)
• When using the buttons above the ribbon to move e.g. from the Proof Invoice Rows folder to the whole proof invoice, the window displays the content of the proof invoice’s Information folder  and no longer proof invoice rows
• Arrow buttons work correctly when moving between preliminary invoices (not in CSI LakiMies)
• The Save button in the ribbon of the Preliminary Invoice Rows window saves changes made to any column (not in CSI LakiMies)
• When an invoice is being created from a fixed-priced transaction of a fixed-priced assignment, the system shows an informative error message
• In the invoice printing parameters window, by using a magnifying glass, it is possible to select an active bank account which has not been defined as to be shown in invoices
• You can cancel a negative invoice created from a negative transaction, or adjust to it a payment refund matching its open total
• PeppolBIS 3.0 invoicing material file includes SE:BANKGIRO also when a payer is Swedish and no bank account has been selected
• When creating LEDES invoice material, the value of the ACCOUNT_TYPE column can be set either to “O” (own account) or “T” (third party)
• When creating LEDES invoice material, the date of all invoice rows is inside the invoicing period
• When creating LEDES invoice material,  the invoice creator is added as the TIMEKEEPER for discount rows
• When transferring invoice material to Wintime, the integration skips advance invoices which earlier made the transfer fail
• When adjusting a payment, the search for invoices displays only open invoices of the payer
• An inactive Swedish plugin no longer blocks the Hogia plugin’s “Importera betaljusteringar från Hogia” action  from the ribbon of the Payments folder
• The status of advance and normal invoices is displayed correctly in the Invoice folder of a payment
• The Advance invoices folder of a payment enables changing the assignment for the advance invoice
• When using the Estonian plugin and importing bank reference data, payments are adjusted to invoices even when the invoice number includes a dash
• When a new column is added to a view, its content is displayed immediately after the change has been saved
• When a dashboard has been defined to be displayed for a specific employee role, the role is displayed in the Settings, in the dashboard’s Visibility field (for power users)
• In Report folders, attaching a report to a view with a pin no longer shows error
• An index has been added to the database to speed up the system when e.g.  fetching reports utilizing database views
• Database views and functions can be included when exporting a report to a file.