New CSI Lawyer 10.1 update package 19.10.2022

We’ll release a new update package for CSI Lawyer 10.1 today. The update version fixes the following software defects:

• When a user performed (e.g. in a preliminary invoice window) an action which added a new note, it could not be displayed on the Notes tab using the Refresh button, but the window had to be closed and reopened.
• When a user created a preliminary invoice and changed it status, the notes generated by the system did not go to the ‘Archived’ column but to the ‘Normal’ column which brought a yellow notes icon to the lists.
• When creating a new assignment, if the principal did not have a customer responsible selected, the system gave a non-informative error message.  
• When a user first opened a timer from the quick selections and then clicked the magnifying glass of its assignment field, the list of assignments incorrectly opened in the ‘Search results’ view instead of opening the ‘My Favorites’ view.
• When warning was selected as the alert type for an advance invoice in the business unit parameters, (customer identification group), and a user created an advance invoice for an assignment where the parties had not been identified, the software unnecessarily issued a warning even when, after the first warning, the advance invoice was created and reopened.
• Selecting the Refresh button in the “Show transactions” window of an assignment’s Phases folder caused the error message “Object reference not set to an instance of an object”.
• The due date of an activity was not mandatory even though its start date was. Now, the mandatory start date for an activity type also means that the due date is mandatory.  However, if an activity type’s dates are supplemented by times, the start time may be mandatory without the due time being mandatory.
• When several timers were opened in the timer window, they were not visible under each other, but remained hidden behind the elliptical button (three dots). Now the window displays five timers with data by default and the rest can be found behind the elliptical button.
• If using the shortcut keys in the top bar of the software to first mark a preliminary invoice as reviewed and then approved, the invoice creation button was not activated until the user visited another folder and then returned to the folder in question. 
• The software did not create a note of changes of the preliminary invoice status when a preliminary invoice was reviewed, approved, returned to the reviewed status, when an approved preliminary invoice was converted to an invoice, or the preliminary invoice was returned to the reviewed status by cancelling the invoice.
• If a preliminary invoice had more than one payer, the ‘Save printing parameters’ button was not available in the printing parameters window. 
• When a user selected a preliminary invoice from the Preliminary invoice list and moved to its Transactions folder, the arrow keys in the top bar did not move the user to the transactions of the previous or next preliminary invoice, but only worked in the Information folder.
• The creation date displayed in the invoice history was updated when a user modified the invoice date.
• The report “Prices defined for customers”, was in the Quick reports folder, now it has been moved to the Financial reports folder.
• When the archiving system is a shared folder, the “Use assignment as a template” action copied the original assignments document archive with its contents to the new assignment. After correction, the Documents folder for the new assignment is empty.
• Changing the customer’s name resulted as an error message when the software was integrated to SharePoint.  
• New voucher series could not be saved in the settings window of the Fennoa integration. When a user added a new voucher series and selected the Tab button, the voucher series seemed to be saved but when selecting OK and then reopening the window, the voucher series was not saved.