CSI Lawyer 12.1 update package 11.11.25

We have published a new CSI Lawyer 12.1 update package. Again, it fixes the software defects reported by customers and offers two new features for our Swedish customers.

Fixed software defects

Matter request

• A user belonging to the group defined in the “Extended rights (matter and preliminary invoice)” parameter could not edit the responsibility roles of the matter request, even though this was allowed for the matter.

Transactions

• If the taxability of a transaction was changed from tax-free to any other taxable option, the Tax-Free checkbox was reselected when saving the change.

Preliminary invoices, invoices and credit invoices

• Changing the print order of transactions having the same date did not work on the preliminary invoice/invoice.
• When initializing the bank transfer template for the payer of a preliminary invoice, the Finnish origin was checked incorrectly (based on the address country, when it should have been checked from the payer’s/invoicer’s country).
• In the Preliminary Invoice’s Transactions folder and in the Invoice’s Invoice Rows folder, the Author/Original Creator column names were not in alphabetical order. The issue occurred in all so-called parent fields containing a link. After the fix, the names are displayed in ascending alphabetical order.
• Rounding the invoice total to a whole number caused issues in the summary invoice printout and VAT specification. The correction has been applied to the invoice print template, both for the default front page (when nothing is selected) and for the front page when having in use a country-specific addon (Finland, Sweden, Latvia, Lithuania).
• Net amounts were missing from the VAT specification of the credit invoice.

Integrations

• In Visma Net, Visma Business, Fortnox, and Wintime bookkeeping integrations, invoice row discounts were calculated incorrectly when an invoice had fixed-price transactions.
• When the quarter changed, running the bookkeeping integration produced the error ‘database is in read-only mode’ because the activation report was incorrectly interpreted as expired.
• In the bookkeeping integrations, importing payments failed with a ‘Foreign key’ error in a rare situation related to the activation report process.
• When NetDocuments was integrated with the CSI software and matter-related permissions were updated in bulk in CSI, a separate summary window was displayed for each matter instead of showing a single summary after all updates were completed.
• The NetDocuments and SharePoint365 integrations did not work when conditional access was configured in Azure.

Other

• Changing the theme produced the error ‘Object reference not set to an instance of an object’ if the matter party window had been opened and closed before the change.
• It was possible to save the same country code multiple times, which prevented, among other things, the installation of the CSI API required for the new mobile application. The fix now prevents saving duplicates.
• The internal database backup in the CSI software did not work if the database name and the name of the SQL login in use were the same.

New features

Handling of invoice discounts in Hogia bookkeeping integration

• In the Hogia bookkeeping integration, the method of sending invoice discounts has been changed so that, for invoices containing discounts, the amounts of lawyer-specific postings in Hogia match the discounted invoiced amounts shown in CSI reports.

IBAN and BIC/SWIFT in the Peppol material for a Swedish customer

• To ensure that IBAN and BIC/SWIFT appear in the Peppol material even when the recipient’s home country is Sweden, the data processing has been modified as follows:
  • When the BIC/SWIFT field value of the bank account is SE:BANKGIRO, the Kontonummer field label is changed to Bankgiro (a mandatory field for saving), and entering information in the IBAN field will produce the error: “IBAN is not available for BANKGIRO accounts”.
  • Account retrieval has been modified so that: a) If the account has an IBAN and the BIC/SWIFT is not SE:BANKGIRO, IBAN + BIC/SWIFT are included in the Peppol material regardless of the customer’s home country; and b) If BIC/SWIFT is SE:BANKGIRO and the customer is Swedish, the material includes Kontonummer + SE:BANKGIRO.
  • The retrieval of bank accounts for all invoice printouts has been changed so that if the payer’s home country is other than Sweden (different condition than “payer is foreign”), bank accounts with SE:BANKGIRO in the BIC/SWIFT field are excluded, and in place of the excluded accounts, the next active bank accounts defined to be displayed on the invoice are retrieved in order, so that the number of accounts is at most four.