New CSI Lawyer 10.1 update package 22.4.22

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

• In a corporate customer’s identification event, if a private person was added as a board member and set as its chairman and the user tried and set the same private person as a chairman again, the software showed an incorrect error message. 
• When a user created a new activity, added another user as its responsible and then opened the Delegated Activities view, the activity just created was not displayed on the list. 
• If the insurance information was filled in for the assignment principal and a payment adjusted to an advance invoice created from the assignment, the software did not ask if an invoice for deductible should be created when the normal invoice was sent to the insurance company.
• The preview of an unapproved preliminary invoice showed incorrect totals for a community sales customer in a situation where a) there were multiple payers, b) one of the payers was a community sales customer and c) the preliminary invoice contained a cost-forward expense. 
• When a user created an invoice from an assignment and made to the invoice a total adjustment to change payer shares, the software was unable to handle cost-forward expenses correctly. 
• If the assignment had two payers with different taxabilities and a user tried and create an invoice directly from its transaction and to make a total adjustment to the invoice, the software gave an error message.
• If Teappsxml 3.0 bookkeeping material creation failed, the software saved a PDF file of an invoice although in such an error situation neither XML material nor PDF files should be created. 
• When creating bookkeeping material from multiple invoices and one of the invoice payers did not have an e-invoicing address, the function resulted in an error, the bookkeeping material was not created but a PDF file of an invoice was saved. 
• When an invoice having a delay interest was transferred to Procountor, the delay interest did not transfer.
• When using the Estonian e-invoicing plugin, having the ‘Show Printing Dialog’ parameter activated and selecting multiple invoices to create bookkeeping material, the material only contained one row which summarized transactions and expenses. 
• When the assignment subject or free text field in an invoice contained some special characters and the invoice was transferred to Fortnox, it gave an error of invalid characters. 
• A user was able to set multiple bank accounts as primary accounts although there should be only one primary account. 
• When a file was attached to an assignment in M-Files and then an assignment’s party changed to another one, the window summarizing the file transfer still showed the name of the former assignment party and not the customer to which the file was transferred.  
• If documents related to an assignment were saved in M-Files and a CSI user changed the assignment principal from a corporate customer to a private person, the assignment’s M-Files metadata was not updated. The CSI software showed an error message of a failed file transfer but the principal was still changed successfully. 
• When the M-Files parameter “Use automatic permissions in M-Files” was selected in the CSI software, it protected assignments but not the related documents in M-Files. If new team members having an external ID (according to the M-Files ID) were added to a protected assignment, they should have access to assignments and documents according to the access rights defined in M-Files.