pclaw 12.0 release notessupport.pclaw.com/techdownload/plreleasenotes120sp3.pdf · pclaw ® 12.0...

PCLaw®12.0

Service Pack 3 Release Notes

Obtaining the softwarePCLaw is available either via download or on CD. A download link appears in your product key email. To obtain a CD, call Sales at 800-328-2898.

Note

PCLaw service packs and hot fixes are only available by download, and not available on CD. For assistance in downloading service packs or hot fixes, please visit the Support Center, contact your LexisNexis CIC (Certified Independent Consultant), or call LexisNexis Technical Support at 800-387-9785.

Before you installBe sure to do the following before installing PCLaw® 12.0 data files and documents.

n Perform a complete backup on your PCLaw data files and documents.

n Close PCLaw and all open applications on your computer.

What's new in this releaseThe following Canadian regulations have been implemented in PCLaw 12.0 Service Pack 3. Also see the "Issues addressed" section for a list of fixes included for this release.

Regulations for Quebec

n the default tax rate for all new installations is now 9.975%

n QST will be calculated on the sale amount, not including GST.

Regulations for Prince Edward Island

n effective April 1, 2013, HST of 14% will come into effect, replacing the GST/PST

n the default tax rate for new installations is now 14% HST.

Regulations for British Columbia

n effective April 1, 2013, GST/PST will replace the current 12% HST

n the default tax rate for new installations is now 12% HST.

LexisNexis® PCLaw 12.0 Service Pack 3 Release Notes

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http://support.lexisnexis.com/PCLaw12/record.asp?ArticleID=pclaw12_default



n a new List of Clients Report layout is available to identify individual matter tax rates for the transition from HST to GST/PST

Regulations for all other Provinces

n due to the removal of the Canadian penny from circulation, the government of Canada has prescribed that cash payments for transactions be rounded to the nearest 5 cent increment. If 'Cash' is selected as the payment method in PCLaw, the program rounds to the nearest 5 cents accordingly.

Previous features and enhancements The following features and enhancements were included in PCLaw® 12.0.

Time Entry Advisor

Used to monitor phone calls, emails, documents, events, and tasks performed in PCLaw and reminds users to complete the necessary billing information where it has been omitted. It also allow users with appropriate user rights to review and assign unbilled work activities.

General Retainer/Overpayment Handling

The General Retainer allows users to enter/update client receipts in the general bank account that should be applied to outstanding invoices. Amounts over and above outstanding amounts can be reallocated to pay other invoices, transferred to trust accounts, added to the retainer for a matter, and/or refunds can be sent to the client.

Matter and Matter Manager

The Matter Manager has been enhanced to provide users with the ability to:

n differentiate between clients and/or contacts that have the same first and/or last name

n add a nickname, and/or assign more than one name to a matter

n create and assign a category to a client or contact (i.e., active, inactive, deceased, etc.)

n provide multiple names and addresses on communications and bills, with the ability to make a distinction between the client and billing addresses.

Calendar

Calendar enhancements now allow users to view the work week, Mon - Fri, or the entire 7 day week. Other Calendar enhancements include providing users with the ability to:

n color-code events which assists in tracking deadlines and optimizing staffing and workloads

n link events using the Tickler and Continuance features


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n add notes/additional detail to events

n add, view, and/or create time entries using the Time Entry Advisor.

Other Enhancements

Additional enhancements in PCLaw® 12.0:

n new Client and Contact Manager field access restrictions and security

n twelve-month General Ledger budget views

n consistent Template Editors

n an enhanced PCLaw upgrade process.


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Issues addressed

Service Pack 3The following issues were addressed in PCLaw 12.0, Service Pack 3:

Billing

4388670When you bill by client and have a fixed fee matter, it no longer skips the matter if there are no new charges and no longer displays the charges as regular hourly.

4248253Fee Allocation changes are now displayed on the Fee Adjustments report when allocations are made using the Allocation button inside the calculator of the Billing Information window.

4574673 In the Trust section of the Quick Bill, trust receipts are no longer displayed twice and totals are no longer doubled.

4586142 Removing an item from the Select Charges screen now takes a single click versus multiple clicks.

4577980When a Settlement Statement is generated and the Include Fees option has been deselected, PCLaw now excludes the deselected item when the fees are billed.

4587814

Expense entries made with the Use Special Fees option enabled with Automatic Disbursement on at time of billing, no longer displays the Unrecorded Disbursement window during billing and the expense entry is no longer doubled.

BillFlow Manager

4540704 When using the BillFlow Manager, correct retainer balances are applied when a second invoice is created.

Calendar

4529273, 4507433

Calendar appointments are sent to all recipients and a blank page is no longer displayed when the Send Notification option is used.

4589759 Reminders are now properly displayed in the ToDo section of the Calendar when a Reminder date has been set.


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Contact Manager

4606376 Blank pages are no longer displayed when a Contact label is printed from the Contact Manager.

Database

4498397If the rate for a lawyer is changed, saved, and then reopened, it no longer creates rate histories of zero (0) value and the LawRate.dat file no longer increases in size.

Electronic Billing

4546186 When a matter is billed, the 'Tax Type' is now displayed correctly (GST - Alberta' or 'GST - Canadian) for Canadian/Alberta users.

Past Due Notices

4587739When the Matter field is auto populated from the Matter Manager, Past Due Notices are now generated only for the specified matter(s), and not for all matters.

QuickBooks

4533690QuickBooks Link - QuickBooks no longer rejects payment amounts that are not rounded to two decimal places, and 'Invalid Amount' error messages are no longer being generated.

4537890 Time entry and Trust Receipt charges for a matter that's included in a BillFlow are now being transferred to QuickBooks as expected without timing out.

Register

4511475On the Register, the Amount column of the Ledger tab now properly reflects the correct Quantity Calculation amount for Accounts Payable entries made using the Quantity x Rates calculator.

Reports

4634276 Checks are now displayed in the Vendor Ledger regardless of the number of characters (e.g., > 25 ) in the last name.

3868107, 3449234

When reallocating an overpayment for a matter with interest, the interest paid is no longer posted multiple times to the 1210 account, and no longer affects the General Bank Journal or General Ledger.


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3650223 G/L codes and their associated explanations are now displayed in the Payable Listing - AP Allocation Summary Report.

3491538, 4272194

The 'Total' value in the Write Up/Down Journal now matches the fees in Write-offs section from Lawyer WIP Billing & Collection Summary Report.

4469316Performing write up /write down changes by drilling down values from the Write up/Down Journal no longer displays incorrect values on the Client Summary Report.

4451175When customizing the layout of the Receivables by Client Report and specific aging categories are removed (e.g., <=30 or <= 60), the resulting report now correctly displays the remaining aging categories (e.g., <=90 and >90).

4506651The Audit Trail Report no longer comes up blank, and now displays corrected time entries when the Show Only Corrected Entries option has been selected.

4490161The Lawyer Budgeting Report no longer displays Not Set in the Hours Budget / Value Budget column when running the report using the Reports > Productivity > Lawyer Budgeting menu options.

Security

3660971

Advanced Security Settings options (Options > Administrator > Security > Security Setup > Advanced > [selected options]) now allow users correct access to the Calendar, appointments, and time entries of lawyers, unless otherwise restricted.

Template Editor

3515510, 4458908

When a Trust check is reprinted using the Quick Check Printing option, the matter number, is now printed on the top and bottom of the check, and is no longer truncated after the fourth character.

3237961Adjustments made to the Billing template 'Template Editor - Adjustments Since Last Bill & Balance as of Last bill' tokens now correctly displays adjustments in subsequent bills after a Write Up/ Down.


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Accounts Payable

4365731, 4398357

When processing a new payable and the Pay Now option is selected, the vendor name now displays in the correct format in the 'Paid To' field (e.g., First Name, Middle initial, Last Name) of the printed check.

4287298 The Multi-Vendor Invoices Process Help window now displays appropriate Help content when the associated Help button is clicked.

Accounting – Modified Cash

4393076For books that are set to use the Modified Cash Accounting Method, if a matter-to-matter transfer is performed, the retainer now debits the original asset account (e.g., 1210) instead of debiting an expense account (e.g., 5210).

Banking – General Bank

4473959Australian Set of Books Only: The Receive Payment window now displays the Pay Other Invoices button and the Transfer to Trustfield in their proper locations.

4491849 Accounts Payable and/or General Check amounts are now reflected correctly to account for GST/HST adjustments.

Billing

4437929 The 'File Already in Use' error message is no longer generated when selecting a fee entry during pre-billing.

4487293 Retainer payments are no longer displayed as a negative value in the Receipts section of the Settlement Statement.

4321371 When the 'Automatically Transfer Trust at Billing' option is enabled, balances are no longer displayed as a negative value when billing is performed.

4181938Invoice numbers are no longer being assigned to the checks/receipts of unrelated matters when a matter is opened from the Matter Manager, and a Quick Bill is generated for another matter.

4258999When the Time entry for a Pre-bill has been written off using the 'Select Charge' option, the hours for the write off in the Register is no longer being added to the total hours. The hours are now being subtracted as expected.


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4308212

The error message 'Could Not Find Retainer' is no longer generated when the options 'Automatically Transfer from Trust at Billing' and 'Apply Trust Transfer to Existing Invoices' are set on the Billing Tab of the Matter Manager.

4455241, 4466438, 4440540

The 'File number already in use' error message is no longer generated when you recreate a bill with the 'Multiple Invoices' option selected for the purpose of creating multiple invoices.

4453823 Split billing is performed, no error messages are generated, and billing is no longer cancelled when mass billing for a client is performed.

4451426 Quick Bill now works with no issues when the 'Prompt Before Posting Bills' options is set on the System Settings Billing tab.

4458829 The 'Previous Balance' and 'Previous Payments' details no longer differs on a recreated bill from the original bill.

Calendar

4454067 The total number of hours are now displayed properly in MTD Totals area under the calendar's Time tab when switching between months and/or lawyers.

4198183, 4458677

Appointments can now be dragged to a different date for PCLaw 11.0 Service Pack 2 users, using Windows XP.

4408898 Time entries can now be changed using the Time tab of the Calendar.

4451333 The Calendar no longer opens a blank Time Sheet when drilling down on a day in the Time tab of the Calendar.

4396346 The Calendar's search function (find the specific text) using the binocular search tool now finds the text being searched for as expected.

Data Entry

4271143 Void checks no longer appear on reports before the actual check in the Trust Statement of the client's bill.

4397101 The response time for posting Time Sheets, searching for and correcting Time entries is now improved.

3878600Receipts are now held for the proper amount of time (days) when a Trust Receipt is allocated to multiple matters with the option to hold the receipts for a specific number of days.


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Document Management

4433839, 4451701, 4444412

There are no longer any PCLaw, Outlook, or operating system interruptions when adding an email or document to the Document Manager.

4392260 The response time for opening documents and saving emails to PCLaw is now faster and does not generate the Not Responding message.

Electronic Billing

4491486The .edi file is now generated after adding a custom tab (e.g., Electronic Billing tab) to a client through the Client Manager in an earlier version of PCLaw (e.g., PCLaw v11.0) and then converting to a later version of PCLaw.

4325797 The .edi file is now created in the Dyndata folder when billing multiple matters for one client.

4408997 A negative one (-1) is no longer being appended to the end of the .edi file name (e.g., INVOICE-1.EDI) by default.

Matter List

4252847, 4466555

Matters in the Matter List can now be selected by checking the associated check box.

Matter Manager

4462790, 4454916, 4371780, 4460546,4371780, 4466971

The Matter Mananger and associated functions no longer freezes/responds slowly when adding/removing documents, tabbing between fields, or performing data entry.

3327118 A contact no longer remains on the Contact List after it has been removed from the list on the Contact tab of the Contact Manager.

4398535The error message 'Could not save changes for matter' is no longer generated, and time sheet entries are posted from the Billing tab with the Matter Manager open.

4420838 Matters are now sorted in the proper order (starting with numbered clients, followed by client names in alphabetical order) after upgrading to PCLaw 12.0.


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Past Due Notices

4187189Clicking the Load Last button after lawyer information has been added to the Lawyer box (field) of a Past Due Notice now fills the Lawyer box with previous selections, and the field is editable.

QuickBooks

4288430 Imports to QuickBooks from PCLaw no longer fail for Matter-to-Matter trust check transfers.

4474607The error message 'Error writing QuickBooks ID to PCLaw Entry Trust record' no longer displays and the PCLaw and QuickBooks synchronization no longer fails for Trust checks or receipts with multiple allocations in PCLaw.

Reports

4383871 The PCLaw application no longer crashes when the 'Exclude General Retainers' option is selected on the Payment Allocation Listing Report.

4506864, 4506897

The time required to generate reports like Trust Listing and List of Clients for very large customer datasets has been enhanced and they are now generated in seconds instead of minutes.

4504636The Client Ledger Report now displays the correct amount under the Fees heading when the Time/Fees option has been unchecked, and the Include Corrected Entries option has been selected.

4490061

The interest due in the Interest Calculation Report now matches Client Ledger amounts, and is no longer calculated as a negative amount when the report for the invoice that is fully paid (both principal and interest amount) has an outstanding amount of zero.

4157950, 4231122, 4431962

The Client Accounting Ledger Report now displays GST amounts under AR column of the report.

4168156 The Invoice Journal Report can now sort by 'Invoice #' and displays sequentially based on the Invoice number.

Recurring Entries

3706212When a Recurring Entry is entered after enabling the Memorized Transactions for Addresses option, the address information is now displayed for the vendor in the Accounts Payable window.


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Security

3405475 Calendar security options can now be set to restrict users to 'View Only', whereby, they are not allowed to add, change, or delete entries/records.

System Settings

4307664 The New Matter Default for department set in System Settings is now populated in a new matter.

Template Editor

4183117, 4340498

When using the Quickbks.rch template to run an AP check, the Matter and Lawyer tokens (fields) are now being completed correctly, and are no longer left blank.


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Accounting

3919759When the G/L is run using different accounting methods, balances for the G/L Account now displays the correct bank balance in the G/L and Trial Balance Detailed/Non-Detailed reports.

Accounting - Cash

4369239, 4379854, 4379822, 4378600, 4356495

When a retainer is allocated during/at billing, the G/L 5010 is now properly debited and the 4000.xxx fee income account is credited as expected.

Accounts Payable

4365731 When a new vendor is added, or when a check is slated for printing, the vendor's name now displays correctly (first name, middle initial, last name).

4154378When an entry is prior to the accounting restriction date, even though the 'Void' date is during an open period, users can now 'Void' an A/P payment/check.

3976747

If a check number is changed while processing a payable, it no longer reverts back to the original number after fields have been completed and the 'Use explanation from invoices' check box is selected on the Process Payable screen.

4120887When a vendor is selected for the purpose of processing multiple payables (Process Payables), the value of the payables in the 'Payment' column now remains consistent with value listed in the 'Billed' column for each payable.

4121131 Inactive vendors are no longer displayed in the 'Pop Up Help - Vendors' window when the 'Include Inactive Vendors' check box is not selected.

4223852The Open Payable window now properly updates to display the correct value in the 'Balance' field when the allocations are made and/or the default GST value has been changed.

4302536 The GST value for Accounts Payable now remains constant after changing the restriction date in system settings.


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Backup

4365373 The Backup process no longer skips the 'Geinfo.32' file when executing.

Banking – Banking Reconciliation

4234201 Reading the bank statement from disk (Quicken) now functions properly.

Billing

4338082If a user chooses a different output (e.g., RTF) when the Editor check box on the Bill Selection screen is selected, the selected output no longer changes until a new output is manually chosen.

3858685 Now only one trust check is produced for split matters when the 'All Trust Transfers on One Check' option is selected on the Bill Selections screen.

3943489Payment details now displays 'Retainers Carried Forward' and 'Total Payments' information correctly when multiple bills are created for a General Retainer using the same date.

4044315 Invoice numbers are no longer being re-used during billing.

4136527Automatic disbursements are no longer being charged to subsequent bills when the 'Automatically Create Disbursements at Billing - One Time Amount' option is selected for a specific matter.

4136527, 4362140, 4369835

When a bill is undone, automatic disbursements can now be charged to subsequent bills when the 'Automatically Create Disbursements at Billing - One Time Amount' option has been selected for a specific matter.

4170119When an invoice is recreated, now only the payment details of the recreated invoice is being displayed, and not the details of the original invoice.

Calendar

4402993 The Calendar now prompts and opens recurring entries/events (appointments) across the network more appropriately when selected.

4370702The Calendar no longer fails to respond and now refreshes at a quicker pace, and more appropriately when switching between tabs and/or functions.

4360430 When a new lawyer is selected while viewing the Calendar, the Calendar is now automatically refreshed and updated.


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3502809Linked appointments are now properly displayed in the 'Linked Items' window, and the number of items in Print Report and Linked Items windows are also the same.

4309487 When a To Do that is associated with a 'Linked Date' is modified, it no longer changes to an appointment.

4373504

When the '15 Minute Intervals on Daily View' option is selected on the Workstation Settings - Calendar screen, the time now displays the A.M./P.M. time appropriately when the Day View on the Calendar is accessed.

Contact Manager

4383175 The Contact manager no longer crashes when Calendar Security has been enabled for Windows® 7.

Database

4376717 The Time Entry Advisor Table is no longer missing from the Reindex Tables, Accounting menu.

Data Entry

4255175When the same Explanation Code is used for multiple entries and the option to 'Always Summarize' has been selected, it will now always be summarized on a bill.

Electronic Billing

The Uniform Task Based Management System (UTBMS) has developed 34 new e-Discovery codes for the purpose of simplifying the billing process.

4282205The LINE_ITEM_TAX_RATE and the LINE_ITEM_TOTAL values for non-taxable disbursements are now displayed correctly when billing with e-billing templates.

4266870The LINE_ITEM_TOTAL data token can now be set to utilize 3 decimals, no longer defaults to 2 decimals, round off numbers, and does not display an incorrect amount.

4252852 The TK_RATE and the discount rate information is no longer missing on the invoice file, and now displays for the 'Responsible Lawyer'.

Link - API


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4369568When the 'Enable Connection with Internet Explorer' is enabled, the Timer on the PCLaw Internet Explorer toolbar no longer stops when browsing to a different web page.

Matter List

4316949 Selecting archived Matters to display on the Matter List no longer causes the PCLaw application to crash.

Matter Manager

4376236, 4382171, 4392804, 4382080

After upgrading to PCLaw v12 from a previously supported version (i.e., PCLaw v11/v10), the client address information (name and address) no longer disappears.

3789139Selecting a Contact from the 'Properties' of a document that has been accessed using the Docs tab of the Matter Manager is now saved to that record.

3467102When the 'Filters' option is selected on the Ledger tab of a Matter, now only the entries (e.g., Fees, Unbilled, etc.) that have been selected are displayed on the Ledger screen.

4189127 The PCLaw application no longer crashes when an Expense Recovery entry for a Matter is removed using the 'Remove' button on the Ledger tab.

Register

4314657 Spelling corrections to text in the 'Explanation' box of the Register's Time tab no longer duplicates the explanation after clicking the 'Select' button.

Reports

4386878The Firm Summary section of the Work-in-Progress Report no longer display all values as 'zeroes' when the 'Client Balances Only' option is selected.

4403014, 4402910

When selecting a client after performing an upgrade to PCLaw 12.0 or higher, the response for reports across the network is no longer slow.

4321859Formatting the Trust Running Balance from 'Blank' to the ability to handle cents [e.g., $1,234.10, $(1,234.10)], now properly displays trust balance totals as dollars and cents as expected.


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3294627Changing the default 'Begin' Review Date on the Safe Custody List now generates the report, and lists the Safe Custody Record packet information as expected.

3342217The 'Billed' and 'Paid' columns of the Receivables by Lawyers Report now matches the 'Billed' and 'Paid' columns of the Summary by Fee Credit Lawyer section of the Billing Fees Journal Report.

3852402 The Payment Allocation Listing Report now lists the payment received data for invoices with numbers greater than 1000.

3753087 The G/L Reconciliation Report now considers the entry date of a discount when calculating an outstanding amount.

4181209 The Client WIP, Billing and Collection Summary Report now allows a user to drill down the report to view data displayed based on a specified date range.

4112398The Interest Calculation Report now reflects the correct amounts in the 'Activity' and the 'Balance Owing' columns if a retainer is applied to an invoice.

4300461 The 'Summary by Resp Lawyer' option is now available on the 'Other' tab of the General Bank Journal Report.

4288210The Fee Allocation Summary Report now displays the Client Introducing Lawyer and other information the same no matter whether the 'Use Queries for Reporting' is on or off.

Security

4256562

Users are no longer able to use the 'Copy Address' function under the Contact Address tab of the Contact Manager when the 'Address Information Hidden' option has been selected on the Advanced Security Setting Permissions tab.

Tax

4255061 The 'GST/HST' category in the Time or Fee Sheet no longer displays a 'Y' for a matter when the 'GST/HST' category for the matter is set to 'N'.

Template Editor

4369684A '0' is no longer displayed in the 'Date on Bill' area of the Billing Template, but instead, displays the corresponding date of previous invoices and/or the date for other invoices as expected.


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2985520 The 'Previously Billed Fees' token in the Miscellaneous section of Billing templates no longer displays a '0' if fees are not included on the current bill.

3157074The 'Net Write Offs" token in the Miscellaneous section of Billing templates now returns the value of all invoice write offs that's associated with a matter.

3683053 The text format and layout of the Billing Custom template has been enhanced to omit random spaces, and now displays more uniformly.

3484885 The 'Total Billed to Date' value in the Invhist.rbf Billing template now displays correctly to display the sum of all invoices billed to date.

3697827 When a bill is recreated, the 'Lawyer Realized Rate' value is now the same in the recreated bill as it is in the original bill.

3730819 When new tokens are added to a check template, all tokens are now being displayed and printed on the check.

4120005The 'Task Default Rate' and 'Task Effective Rate' codes in Billing templates are now displaying for pre-bills when the 'Use Matter Rate' option is set to 'No Charge'.

4320819, 4306436

When full or partial payment of interest for a Matter is done, the 'Interest Accrued Since last Invoice' now displays the correct amount.


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Hot fix 1The following issues were addressed in PCLaw 12.0, Hot Fix 1:

Calendar

4338542, 4336474

The Calendar no longer freezes/locks up ( responds slowly) when switching between tabs.

Conversion

4331273 When converting from PCLaw v9.31 or earlier to PCLaw 12.0, the process no longer stops at Conversion number 90.

Link - API

Errors are no longer generated in Mobility when a matter is linked to a Contact that is associated with a newly created 'Category'.

Matter Manager

4337094 PCLaw no longer crashes when a To Do is marked as 'Done' under the Events tab in the Matter Manager.

Phone Call Manager

4338324, 4334590

Users are now able to see their phone messages when Advanced Security settings has been enabled for that user to view and modify the Calendar for other timekeepers.

Reports

4339848 The Daily Time Summary Report no longer display asterisks '*' in fields where there should be numbers.


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PCLaw 12.0The following issues were addressed in PCLaw 12.0:

Accounting

4067404Check totals in the Trust Bank Journal and balances reflected on the G/L Reconciliation Report are displayed correctly when old entries with an opening balance are purged.

3919759 The G/L Statement Bank balance is no longer wrong if reports are generated using different accounting methods.

Accounts Payable

2954551 The Vendor Ledger now displays the correct balance, invoice and/or paid amounts for a new vendor’s opening balance.

Banking – Banking Reconciliation

3108837If you change the Trust Bank account number pertaining to a trust receipt that was included on a deposit slip, the entry now correctly displays in the new account’s Reconciliation report.

Billing

4099871, 4201748

When releasing/requesting a bill, only one check/cheque is printed when the All Trust Transfers on One Cheque option is selected.

3607715 The payment type token always displays the correct type of payment (e.g., cash) when a Quick Bill is generated.

3741267 For a single client, the Client Summary report can now be created for multiple invoices.

3349728, 3497216, 3980466

The error message ‘Trust transfer too large’ is no longer displayed for Trust transfers during billing.

3727287Explanations that are entered in the Fees Billed Calculator window are no longer displayed on the invoice when the Show this explanation on the invoice option is not selected.

3756350Users are now properly warned that time entries are not correct if the allocated amount exceeds the amount(s) designated in the Quoted Type and Max Fees fields of the matter Billing tab.


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BillFlow Manager

3472070, 3426735

When a bill is created using the BillFlow Manager and the Produce Summary Report and Print Client Summary options are selected, both reports now prints as expected.

4068391 All time entries are properly displayed in BillFlow Manager when it is opened and the entries are viewed from the Time tab.

Calendar

3921313When an appointment has been designated as ‘Private’ and the Show Alert option is selected, the alert will no longer display the details of the appointment.

4049871 Modifications made to a To Do in Microsoft® Outlook no longer changes the reminder date if the reminder date was not changed.

3159681When the event color for a timekeeper is changed on the Calendar, it is also changed and displayed throughout the application rather than simply on that timekeeper’s workstation.

Client Manager

3985127 Clicking the ‘Copy Address to Clipboard’ icon on the Client Manager now also copies the address to the clipboard.

3076295 When a client is renamed using the Client Manager, the Active Document Directory is now updated to reflect that change for the client.

Connection Settings

2812633 Fields from Custom tabs that has been added to contacts can now be added and displayed in Microsoft® Word documents.

Contact Manager

3190763, 3890569, 3907014

Any notes added to a matter that’s associated with a client are now properly displayed in the Contact Manager’s Notes tab when that specific client is selected.

Cosmetic

3607715The columns of the register associated with the Summary tab of the Matter Manager now displays complete information without having to click the Restore Columns option from the menu list.


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Data Entry

4058002, 4166249

When a spell check is performed on a time entry, the status no longer changes from Never Bill to No Hold.

3883937If a user attempt to add a new lawyer that has the same nickname as an inactive lawyer, an error message is now generated that forces the user to make the G/L Account nickname unique for the new lawyer being added.

3014546, 3707924

When balances are reset for a specific or multiple matter(s), files are no longer locked during re-indexing.

Document Management

3803879, 3803963

When multiple attempts are made to open an email that has been saved to PCLaw from the Email tab, error messages are no longer generated, and the email can now be opened.

Electronic Billing

2632009 Charge types are now set and properly displayed for expense entries on XML 2.0 templates.

Matter List

3873786 When a column is removed from the Matter List, it is no longer displayed when the list is re-opened.

3622855When multiple matters are selected using the Select Matters button on the Receive Payment screen, the first matter selected always displays, even if the Select Matters button is re-opened.

Matter Manager

3680032 The column widths associated with the All tab of the Matter Manager now displays all expected content when the Restore Columns option is selected.

3123951The Add button on the Research tab of the Matter Manager has been removed since research items are effectively added from the Save Lexis Research window of the Internet Explorer® toolbar.

3951452 The ‘Copy Address From List’ button in the Matter Manager now copies the complete address and other details including the phone number.

Miscellaneous


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3224323When PCLaw is integrated with Time Matters and an expense is received from Time Matters, the Tax category in PCLaw displays as expected, and not as an invalid ASCII character.

3355309 The G/L menu is no longer available if the Use G/L Accounting option is not selected in System Settings.

3909922 When creating a new client and selecting the Open From option, the client's information is then used to populate the new client’s form.

3418361 Error messages are no longer received when the VDI tool is run while the Calendar is open.

Outlook Connection

3676609The lawyer’s nickname and name now matches in the Time Entry Review and the Lawyers and Rates windows when connecting to Microsoft® Outlook from PCLaw.

3846738The Add-Ins tab is now displayed in the new/existing/forward mail window any time they are opened when PCLaw and Microsoft® Outlook are integrated.

2571256All appointments created for lawyers in PCLaw are now properly synched for those same lawyers in Microsoft Outlook, even if multiple workstations are used.

3650991Emails that are sent from Microsoft® Outlook to PCLaw that contains either a question mark ‘?’ or a colon ‘:’ in the subject line now prompts the user and saves the message to PCLaw.

Phone Call Manager

3347514 Selecting a contact from the New Phone Call window, now displays the contact’s assigned phone number as expected in the Phone # field.

Practice Suite

4199728 Firm KPIs for a large database no longer takes a long time to load.

QuickBooks®

3295957 The filename and the path remain constant and will not change when End of Month entries are exported to QuickBooks.


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4114471, 4012483

Importing archived/purged matters and/or inactive lawyers from PCLaw to QuickBooks no longer fail to complete.

Register

3418775Now when the Register is closed and reopened after customizing/adding new columns, the newly added/customized columns remains unchanged relative to width and/or location.

Reports

3602259The PCLaw application no longer crashes when running the List of Clients report when the Advanced Search field, ‘Has Sub Matters (Split Billing)’ is used.

3312685If a report resides in two different groups and is given a new report layout name in one group, it is no longer given the same layout name in the other group.

4031479 The G/L Reconciliation report no longer displays an inaccurate Trust Bank G/L balance.

4225833 The vendor name(s) and the correct total are now displayed correctly on the Purchases Journal.

3763299 When the Editor or E-mail option is selected in the Reports-Client-Ledger area, reports can now be saved and/or mailed as a PDF as expected.

3429183 The Explanation field on the Disbursement History report is no longer limited to three characters and now completely display codes with four characters.

4157950, 4231122

GST amounts are now properly displayed in the A/R column of the Client Accounting Ledger report.

3879956 The Work-In-Progress report displays the balance for multiple clients when the Client Balances Only option is selected.

3320730 PCLaw (SQL) properly displays collected fees in the Fees Collected area when performing a Lawyer Overview.

4140871, 4147625

Both the Receivables by Lawyer and the Receivables by Client reports display correct/matching amounts even if the invoice is prepared prior to a specified cut-off date.

Reports - Customizable


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3879976, 3997121, 4067519

When a user enters an explanation code for a Time Sheet entry and runs a Time Listing report, the explanation for the entry is now appropriately displayed on the report.

3798140The report date format is properly displayed based on the selected format (e.g., mmm dd/yyyy).

Satellite

3277691A version incompatibility error message is no longer generated if there are entries that are not exported to the host before performing a Satellite upgrade.

Security

4004909 Emails that contain a numerical value (i.e., 2) after the ampersand ‘@’ no longer generate an invalid email address error message.

System Settings

3377542When changing the firm’s name from Systems Settings, a message now alert the user that registration is required, and they are then provided with the correct contact information to the PCLaw Support group needed to proceed.

Timers

3409553 When the Quick Timer is started and then stopped, if the user chooses to delay the post, the timer properly resets.


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Plans for the futureThe following issues will be addressed in a future release.

Billing

4559556When matters are billed, no invoices are not being produced and causes error messages to be generated when the Use Special Fees option is enabled while performing a trust transfer.

Calendar

4557332 Calendar recurring events are not calculating the next date correctly after a weekend when the end date is greater than a year past the start date.

Reports

4552222The Fee Allocation Summary Report does not display correct entries/data when the Matter Intro Lawyer is manually selected under the Matters tab, and the Use Queries option has been enabled.

LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. PCLaw is a registered trademark of LexisNexis Practice Management Systems Inc. Other products and services may be trademarks or registered trademarks of their respective companies.Copyright 2012 LexisNexis. All rights reserved.Version 2013.01.31.11.45


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