Article ID: 11273 

Issues Addressed in PCLaw 12.0 Service Pack 3 (SP3)

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

Billing:
Description:

4388670

When 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.

4248253

Fee 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 no longer display twice and totals are no longer doubled.

4586142

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

4577980

When 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 the time of billing, no longer displays the Unrecorded Disbursement window during billing and the expense entry is no longer doubled.

BillFlow Manager:
Description:

4540704

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

Calendar:
Description:

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.

Contact Manager:
Description:

4606376

Blank pages are no longer displayed when a Contact lable is printed form the Contact Manager.

Database:
Description:

4498397

If 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:
Description:

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:
Description:

4587739

When 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:
Description:

4533690

QuickBooks Link - QuickBooks no longer rejects payment amounts that are not rounded to 2 decimal places, and Invalid Amount error messages are no longer being generated.

4537890

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

Register:
Description:

4511475

On 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:
Description:

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.

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 the Write-offs section from Lawyer WIP Billing & Collection Summary Report.

4469316

Performing 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.

4451175

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

4506651

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

4490161

The 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:
Description:

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:
Description:

3831482

When time entries are billed using a template with the Lawyer Effective Rate token, its value is now displayed correctly, the same as in the Client Ledger.

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.

3237961

Adjustments 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.