| 16 maart , 2017

Update V10.3.41

DMS
– Mobile mail added.

TASKS
– Option added in bulldozer to modify Performed and Billable.

COLLECTION
– Fix regarding creating new payments (the set allocation rule was not always applied correctly).

| 3 maart , 2017

Update V10.3.40

CLIDoc (V1.8.9 – Update NOT mandatory!)
– Fix regarding ‘booked’ message when store again to the CLOUD environment.

ADMIN > Settings
– Setting ‘bookZeroTaskInAccounting’ added (True/False) to determine whether or not 0 Rules of invoices (after changing red figures) must be booked as 0 line in accounting.

ADMIN > Configuration > Tasks
– We now distinguish between ‘enabled’ and ‘history’. ‘Enabled’ is linked to rights, ‘history’ is no longer accessible to anyone.

ADMIN > Users
– Right Setting ‘Consult inactive task codes’ added.
– Right Setting ‘Insight company sheet case’ added.

DASHBOARD
– Performance-graph now also linked to right group ‘performance KPI’.

| 28 februari , 2017

Update V10.3.39

CLIDoc (V1.8.8 – Update NOT mandatory!)
– Word Styles are now well supported for generated documents.
– Bookme / Storeme from Excel retains the filename.

ADMIN > Users
– Option added to indicate whether the Word Styles from the normal.dot (m) file can be applied to generated documents also.

MATTERS
– Added ability to instantly add multiple employees / lawyers as a party to a case.

COLLECTION
– Optimization regarding zip code/residence recognition in imports.

DMS
– Fix regarding multiple file upload.

BILLING
– CICData codes FH.93 till FH.95 added with payment terms of the debtor.
– Checklist 16 added for billing addresses without email address.
– Sorting of PDF output (chain) based on case ID.

REPORTS
– For all reports now applies that the selection options for the parameter ‘Accounting Partner’ are dependent on the rights set on the user.

| 11 februari , 2017

Update V10.3.38

CLIDoc (V1.8.7 – Update NOT mandatory!)
– Added option in Settings to edit the normal.dot (m).

ADMIN > Users/Groups
– Added two law types: Insight rates case, Insight finance creditor.

MATTERS
– Applied rates only visible if the user has the rights.

RELATIONS
– Finance creditors/suppliers only visible if the user has the rights.
– On the contact address is also visible if a contact has the status present / absent for a campaign.

DASHBOARD
– Fix regarding balance outstanding/overdue invoices.

COLLECTION
– When importing in the overview of payments the option is added to specify which debt has priority.

BILLING
– Checklist 15 is expanded with the option to reset the records to the standard office storage.
– Deviating invoice templates are now also used for the proof.

| 8 februari , 2017

Update V10.3.37

ACCOUNTING
– Fix regarding trimming particial payments.

| 7 februari , 2017

Update V10.3.36

DMS
– Support SharePoint 2013 search added.
– Previewpane added for faster access to documents (by clicking a row, on the right appears the preview).

COLLECTION
– Various fixes regarding debt calculation priority.
– Various fixes regarding import procedure.

ADMIN
– On user level the different license types are made adjustable (START / MEDIUM / FULL).
– CICERO updates will now be automatically installed for you at an appropriate time.

| 20 januari , 2017

Update V10.3.35

CLIDoc V1.8.6 (Update NOT mandatory!)
– Various improvements regarding use StoreMe functionality.
– Various optimizations regarding locking mechanism.

MATTERS
– PO-no deleted; from now the PO-no will be placed on the party with billing participation (tab billing participation).
– Fix regarding error when conflict check in specific cases.

MAILBOX
– Minor tweaks regarding showing existing e-mails in webmail-viewer.

DMS
– Added option to download the full case folder.

ADMIN > Users
– At Rights added the option to download a case from within DMS.

ADMIN > Settings
– Added option to download the latest DB Backup.

RELATIONS
– Fix regarding creating zip codes.

ACCOUNTING
– Fix regarding incorrect balance on a creditor in Netbanking (for credit notes).
– Fix regarding filter in 0-case (Third party funds).

BILLING
– Fix regarding reprint payment request commission.

CICData
– Fix regarding culture issue for recalls/collection.

| 16 januari , 2017

Update V10.3.34

WEBMAIL
– If webmail is enabled, all stored emails from the case / tasks etc. open in the webmail viewer.

BILLING
– Fix regarding double-created credit notes when sending automatic credit note.
– Various minor fixes.

CAMPAIGNS
– Fix regarding images in e-mails.

| 9 januari , 2017

Update V10.3.33

– Stability update.

| 4 januari , 2017

Update V10.3.32

DMS
– Fix regarding storage principle 3.