The program now has an improved method of capturing Outlook emails sent through Exchange server.

• If a bank reconciliation is set to use deposit slips but skip zero balance receipts, while both a deposit slip and zero receipt exist in the period being reconciled, the details of the deposit slip may be incorrect, or completely blank.



• If you select to clear a zero balance deposit slip on a bank reconciliation, the same deposit slip is outstanding on the next reconciliation period.



• If you enter Trust Receipt with a Hold status, editing the receipt to remove the hold removes it from the Client Ledger but not from the Client Summary.

• If you select Bill Only Disbursements with Mass Billing in the Matter Manager, and the matter has a Requested Bill that was previously billed (not mass billed), then the Fees become zero in the Billing Info window after you process the Bill.



• If a matter is set to automatically create a one time disbursement and transfer trust at billing, with more than enough in trust to cover the bill total bill, a prebill shows a trust transfer with double the amount of the disbursement, showing an A/R of negative the amount of the disbursement.
  NOTE: The actual bill is correct.



• If the last matter during a mass bill skipped, the next invoice number increments by the program as if the matter billed.



• When using Select Charges to create a Settlement Statement, any Fee Write Downs you select do not display on the statement.



• Taxes do not calculate on the Recreate Bill, and another copy of the first split bill matter is produced.



• When you enable Prompt before Posting Bill and select email as one of the output options, the output generates before and after the prompt to post the bill.



• Auto Disbursements that you reduce to zero on the Billing Info screen still bill in full.



• If split matters have a discount applied to fees on the Matter Manager, and this discount is applied at time of billing on the Billing Info screen, the amount of fees split to other matters is subtracted from the discount.



• Billing a single entry using a template with paragraph style explanations enabled displays the explanation code used for that single entry twice on the bill.



• If a bill containing No Charge fees is undone, the fee adjustments created at the time of billing to offset the No Charge fees are not removed from the matter.



• During a split bill, when split matters create auto disbursements based on the percentage of fees, one matter allocates the percentage of the full amount of fees on the main matter, rather than the percentage of that split matter's share of fees.



• Total Taxes on Charge Selection screen calculate at current rate even when the entry date for items qualifies for an earlier rate.



• Trust funds can transfer at the time of billing regardless of the trust balance on the actual bill date.

Printing a label for a single contact in a large SQL database can cause the program to fail.

If the list of G/L Accounts prints while the list is not in tree view, the sub accounts fields on the printout are blank.

Clicking the Unbilled Disbursements button on the Matter Manager Summary tab shows Trust Disbursements unbilled or billed in the list of Register items.

If a Past Due Notice is output to the editor, the Edit Disk Image list can show the wrong client name and matter number for this file if the matter number matches an invoice number for another matter.

• On the Invoice tab of the register, after changing an invoice and selecting Write Off All Outstanding Invoices for this Matter on the Change-Bill screen, fees are not written off, and disbursements are only written off with manual adjustments.



• If you enable Show GST/HST on Trust Check (cheque) Entries, correcting a trust check produces an error.

Selecting Notes in addition to the default parameters fails to search notes. Only when selecting Notes in addition to Appointments/Phone Calls/To Do's does Global Search return the correct results.

• If you apply a general retainer at billing and the amount applied is less than the amount on the bill, the program records the entry twice to different GL accounts.



• If your firm uses explanation codes followed by text in the description field of time or expense entries, when billed, the space that normally appears between the explanation code and text is missing.



• A full write down of fees during final billing are missing on the Client Ledger, Client Summary, and bill. The Client Ledger does not reflect the write down and appears as if you did not make an adjustment. The Client Summary in the Matter Manager shows a negative unbilled fee entry, which is not visible from the Client Ledger.



• Full or partial fee adjustments during Request Bill or Release Bill are missing. A write down shows as a negative fee entry on the Client Summary but the Client Ledger and bill reflects the full amount owing.



• When billing by client for multiple matters and you enable automatic discounts for those matters, the invoice total does not calculate the discount correctly and causes the total bill to be incorrect.



• Writing off a bill by an amount that is less than the retainer balance causes an imbalance between the Client Ledger and Billing Fees Journal reports.

• When adjusting a GL entry and saving, the adjusting entry is incorrect.

If you select a date format other than MM/DD/YYYY under the Other tab of the System Settings window, the Daily View in the Calendar still shows the month's full name in front of the date.

If you enable the connection for email tracking and timer and use the Advanced Find two times in a row, Microsoft Outlook closes.