| December 17, 2015

Update V10.2.49 CLIDoc V1.6.8 (update NOT mandatory) – If clidoc is disabled this not influence the change of normal.dot (m), macros etc. RELATIONS – Fix regarding control registry number after 31/12/1999. – Several optimizations regarding the wizard functionality (including possibility to undo). – When taking over legal identity while creating contacts, communication data of the relation will also be filled. ADMIN > Tabels – Maintenance payments / debt-collection groups improved. ADMIN > Templates – At remove added an extra check whether the template is linked to a record-db. ADMIN > Collection – Settings added regarding no currency symbol and charge statutory interest on debt / payments that were entered via accounting. MATTERS – Fix regarding sorting case groups. – CaseID-field turns RED at the top if ‘stop’. – Several optimizations regarding the wizard functionality. – Several optimizations regarding the wizard functionality (including possibility to undo). COLLECTION – Fix regarding pay / debt groups incomplete. – Added ability to email the organi command directly from the case. – Several optimizations regarding automatic succession in combination with organizational tasks. – Performance optimization regarding imports. – Added option to import the data directly without additional control. DOCMERGE / DMS – Aspose updates. ACCOUNTING – Fix regarding creating sales outside Europe (VAT grid not required). TASKS – Fix in combination with CLIDoc when selecting DMS-subfolder attachments. REPORTS – Fix 043 > Grouping level bigger than 1 was not working. BILLING – Fix regarding total count in export. GUI – Quick tasks renamed; naming was confusing.

| December 4, 2015

Update V10.2.48

TASKS
– Provided insight in the ‘of / by’ user on several grids at meta data.
– At task scan added the option to click through directly to the case.


COLLECTION
– Several fixes regarding succession/organi.


ADMIN
– Added option to export the list of users and their user rights to excel.


HELP
– Updates several manuals.

| November 30, 2015

Update V10.2.47

CLIDoc – V1.6.7. (Update NOT mandatory!)
– Support additional outlook task statuses added (pending / deferred).


GUI
– ‘Quick tasks’ quick menu added.


REPORTS
– Added option to add reports to ‘favorites’ of quick menu (using plus icon in the submenu).


TASKS
– Support additional outlook task statuses added (pending / deferred).
– Timers directly show the linked case in the list.


MATTERS
– Tab ‘timers’ added to all active timers on the case (newest at the top).
– Added ability to start a case-related timer directly from within the case.


BILLING
– Fix regarding generating OGM-number.

| November 27, 2015

Update V10.2.46

GUI
– Layout fix F2 lookup.
– Logic fix for datepicker-control (From/until).


DMS
– Fix for uploading documents (if no subfolder is selected).

| November 26, 2015

Update V10.2.45


COLLECTION
– Several fixes regarding import of CLP files.
– Several minor fixes on the ‘Overview’ screen.


CAMPAIGNS
– Fix regarding creating email-template.


ADMIN > Users
– Per user can be indicated to which Accounting partner the user has access rights.


ADMIN > Groepen
– Per group can be indicated to which Accounting partner the user group has access rights.


MATTERS
– When adding parties the ‘left exact’ search replaced back to ‘like’.
– Fix about 1st time integral initializing the F2 control.


RELATIONS
– Fix for clicking communication types with https in the url.
– Fix regarding remove relation if an eID record was existing.
– Button ‘update’ renamed to ‘Save’ at eID.


GUI
– Several minor fixes.

| November 23, 2015

Update V10.2.44


– Stability update.

| November 23, 2015

Update V10.2.43


ACCOUNTING > Tools
– Fix regarding loading VAT box to edit purchase mutations.


ACCOUNTING
– Disabled the selecting of VAT boxes 81/82/83 at various input screens (to prevent an issue in VAT declaration).
– At settlement of dept added the ability to book a payment difference directly with a variety of booking.

| November 23, 2015

Update V10.2.42


GUI
– Optimized all from / to date filters.
– Several minor fixes.


COLLECTION
– Fix regarding selection criteria automatic succession.
– Fix regarding reckoning (double penalty clause).
– Fixes regarding repayment calculations.


BILLING
– Payment requests now also allowed for companies.


RELATIONS
– Fixes about showing communication data social media.
– Moved buttons into journal entries so that you can click through if no purchases / sales invoices are posted.


REPORTS
– 026: added option ‘trial balance’.


MATTERS
– Fixes about showing communication data social media at parties.
– Adjustment in F2 Lookup when adding parties; ‘LIKE’ filter is replaced by ‘Left Exactly.


DOCMERGE
– Update of ASPOSE-components.

| October 30, 2015

Update V10.2.41


– Stability update.

| October 30, 2015

Update V10.2.40

DASHBOARD
– Creditor data will now also be displayed in notifications concerning purchase invoices.
– After changing purchase invoice the dashboard will be updated.


MOBILE
– Notifications added to the dashboard.
– Menu structure changed.
– Tasks list in combination with gap analysis added.


RELATIONS
– Added button to search the relation directly in Google.
– Added communication types ‘LinkedIn, Twitter, Facebook, Skype ‘.
– Increased Memo field in contact list.


COLLECTION
– Organi export format expanded to include additional fields (case archive / memo field and per party the party address-reference).


CAMPAIGNS
– Several minor fixes regarding upload mail template.