TIME MATTERS BILLING MATTERS AND LEXISNEXIS TOTAL PRACTICE ADVANTAGE

1 TOPIC 15 HOW PARTICLES INTERACT MATTER MATTERS
1 SURFACE MATTERS CASE CONFLICT IN FREE RELATIVE CONSTRUCTIONS
1018 INTERSTATE AND NEW ZEALAND MATTERS PURPOSE THIS PROCEDURE

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13 IT MATTERS WHAT WE BELIEVE JOHN L SAXON
17 IMPORTANCE IN SCIENTIFIC DISCOVERY 1 WHY IMPORTANCE MATTERS
22 AUGUST 2016 GOOD EARTH MATTERS CONSULTING LTD PO

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Release Notes for Time Matters 10

Release Notes for Time Matters, Billing Matters, and LexisNexis Total Practice Advantage 10.0

CONTENTS

New Features

Note on Enhanced Power Views

Known Issues

Fixed Issues

New Features

The following are new and enhanced features in version 10.0.

• Time Matters Desktop Extensions: add-ons that let you access Time Matters data and features through a simplified interface.

• Database powered by Microsoft SQL: all Time Matters installations now use a SQL database for enhanced performance, improved search speed, and better scalability.

• New backup functionality: run backups from the command line, or set up automated backups using the Windows scheduler.

• New Comprehensive Power View: shows all the information about a case in one easily accessible place.

• Enhanced TM Connect functionality: you can complete additional fields when using the “batch create” feature to create multiple Time Matters records from Outlook emails.

• Enhanced merge templates: simplified organization, with support for sub-folders.

• Enhanced compression technology: now uses Chilkat instead of Dynazip, allowing for files of unlimited number and size within a .zip and removing the 2GB total file size limitation; this affects backup and restore, data import, remote synchronization, Time Matters utilities, and other functions.

Note on Enhanced Power Views

We have taken advantage of the benefits of using the SQL Server platform to make enhancements to the Power View architecture. Those enhancements have allowed us to create the Comprehensive Power Views that are a new feature of this release, as well as adding speed to the overall retrieval of records for display in the Power View.

We are mindful of the fact that many people create and rely on custom Power Views when using Time Matters. If the changes in the Power View architecture have a negative impact on custom Power Views that you are using, we would like to hear about it. We hope to do more work in this area and your feedback would be very helpful. Please contact LexisNexis Customer Support to provide feedback on the changes to the Power View architecture.

Known Issues

Issues outstanding in version 10.0 are documented in this section.

• Uninstallation leaves behind program folder: Now that data and configurations are no longer stored in the program folder, uninstalling the software should remove the program folder. (9691)

• Power View search: Clicking the Search link at the top of some Power Views opens the Combined Search window. When you type a search term in the Name/Text box and click OK, no search results are returned. (9663)

• Desktop Extensions security: The Favorites and Last Viewed record lists in some Desktop Extensions persist and are still displayed after a different user logs in. (9650)

• Juris Import: If Juris is not open, the Time Matters Juris Import feature does not recognize the selected Juris data source, preventing the import. (9631)

• External drive connected during installation: If an external or shared drive is connected during Time Matters installation, when you disconnect the drive, the installation will attempt to repair itself when you open a folder or follow a link that opens in Internet Explorer. (9611)

• PA Save: The PA Save button in Microsoft PowerPoint uses TM icons. (9602)

• Document Index Search: When a search term is found in the file path name but not in an actual document, clicking the Next/Prev Hit button causes a runtime error. (9567)

• File Sharing on Windows Vista: The shared folder created during installation does not include the Everyone group, which can prevent access to the shared folder from some computers. (9521)

• Document records created from Invoices: In the Documents list, if you right-click a Document that was created upon posting an Invoice (this requires the Program Level option “Create Document Records when Posting Bill” to be enabled) and select “View File”, Time Matters displays an error message indicating that the invoice file could not be found. (9556)

• Data Indexer running during backup: If the Indexer is running during a backup, index files are not backed up. An error message indicates that the backup was not successful, even though Time Matters records were backed up (only the index is left out of the backup). (9502)

• Document Index imported from Time Matters 8: A document index imported from Time Matters 8 is not valid and cannot be used in version 10.0. As a workaround, regenerate the index in Time Matters 10.0. (9487)

• Next record/previous record: These buttons on the form toolbar work inconsistently. (9373)

• Formatting issue in HTML email with attachments: When using Rich Text (HTML) email format, adding an attachment before sending the email causes the email to be received with the carriage returns stripped out. As a workaround, use Plain Text formatting. (9359)

• Merge issue when Data Indexer is running: While the Data Indexer is running, using a Merge template to create a document from a Matter might result in the merge being very slow or not completing at all. (9357)

• Navigator size issue in LexisNexis Total Practice Advantage: The Navigator default screen size is not sufficient to scroll to the bottom and use the Martindale.com search button. (9328)

• Email attachments not restored from recycle bin: When an email with attachments is sent to the recycle bin, restoring the email does not restore the attachments. (9304)

• Import of ToDo’s from Amicus V: ToDo’s imported from Amicus V show as “not done”. (9288)

• Bill Express - payment allocation issue: When using Bill Express, adding a payment to the bill and then clicking Save & New causes the payment to be allocated incorrectly; when printed, the bill does not show that the payment was applied even though the balance is correct. (9240)

• Moving the SQL Database: A tool to assist in moving the Time Matters database to a different SQL Server is currently in development. (9229)

• Custom import does not populate “Created By” field: After using a Custom Export to create a .CSV file that includes the Created By field, importing the file using Custom Import does not populate the Created By field. (9167)

• Changes to schedule chain don’t change the base date: Changing the master record date for a schedule chain does not change the base date, even when options are selected to change all linked records and adjust the dates for subsequent items in the chain. (8940)

• Feature Package import issue: If AutoEntry Forms associated with Formattable Clipboard templates are exported to a Feature Package, when the Feature Package is imported, the AutoEntry Forms are not associated with the correct Formattable Clipboard templates. (2308)

Fixed Issues

Issues fixed in version 10.0 are documented in this section.

Account Reconciliation

8615 Account Register does not show updated balance that includes Finance Charge from Account Reconciliation

Account Register

6629 Deleting or voiding a Check with a Department selected does not reverse out of the Dept properly

Alerts, Reminders, and Watches

9234 User Defined Record fields cannot be viewed on Alerts, Reminders, and Watches

AutoEntry Forms

8152 Cannot creating an auto entry form with required fields unless values are provided

Backup / Restore

7164 Status window does not display

8767 Check box option to “remember this destination” on Backup screen does not work

Bill Codes

8373 Department codes are not saved in Billing Preferences or in the Staff options form

Billing Arrangements

8104 Departments not sorting or subtotaling correctly in custom billing reports

Billing Item Records

8604 Opening billing item from timeline tab opens a Time Matters/Juris Matching Billing Form

Billing Matters

8113 A Matter list customized to show Fund 1 Balance errors when sorted

8624 Save and copy of Billing records does not clear the transaction ID field

8625 Enter opening balances does not clear the transaction ID from the billing record

8868 Using Receipt Allocation Methods Markup and Discount % amounts are being allocated incorrectly to GL

Calendar / Scheduler / Docketing

6883 Regional time format (hhmm) gets cut off in 5 day calendar printout

8415 Unable to Delete TM Multi‐Day Events from within the TM Calendar

Data

3548 The default list layout of the Document Form Tab does not include checkout status

8727 More accurate error message needed when Time Matters loses network connection to the database

Data Link

9103 Datalink not able to make relationships from billing items to matters

DMS Links (TMSave, TMInsider, TMOpen, etc.)

7528 TM Save is not functioning in Excel 2003

Document Automation / Creation / Management

8616 Interwoven matters are not displayed or searchable from "Go to the Matter"

9289 Advanced Save from Report preview with “Create Time Matters Document Record” option selected crashes TM

Email

7807 Deleted attachments are not removed when using the option to store attachments outside the database

7899 Inbox populated with blank emails

8088 Attachment toolbar intermittently does not show up on HTML emails

8229 Attachments deleted from an email individually are not deleted from Windows

8315 Staff field on email containing sending staff rather than replying staff

8329 Emails in the Sent Items folder in the Inbox that both Show on List and Show on Inbox are both checked even when an email is successfully sent

8330 Process records to attach documents to an email does not populated the Responsible Lawyer field mapped from the Matter

8337 Deleting an Email from inside the Email puts a copy of the Email in the Deleted Items folder when setting is OFF

8351 Cannot send external email messages from a TM user with a username of maximum length characters (10)

Exchange Sync

6916 TM login required for Exchange configuration does not release user license on logout

7352 Turning off option for "allow TM to add contacts in Exch" causes updates to fail

7550 When an admin changed a user’s expired password for Exchange, the synchronization with TM did not resume and the user still received password change notifications

Field/Area Customization / Form Styles

6809 Changes on a custom form not saved unless user tabs or clicks out of the field

Forms

9253 Automatic Case/Matter file numbers reset to 0 on import

Help System (Manuals, Help)

8228 The "Troubleshooting" topic in the help files points to the Time Matters home page instead of the knowledge base

Inbox and Email

8661 Set regarding from the inbox on email with attachment causes error when attachments are stored within the database

Installation

6500 Windows explorer will launch the Time Matters installation when laptops are removed from network

9262 Adobe Acrobat program features not installed by default when using Adobe 9 Pro

Lists

8058 Cannot sort by billing preferences columns on Matter list

8218 Alt+F12' hotkey does not open Invoice list

8320 The setting to "show which relations..." does not work on List Data Area

Lookup Lists

7159 When two contacts have the same last name the contact lookup or using F2 goes to wrong contact

Merge

5850 After performing a merge to Word, TM takes focus from Word

7076 Data source not found when using default settings

8054 Merge template setup crashing when clicking back and forth between the Fields, Settings and Files tabs repeatedly

8116 Merge creates File Name with WPD extension when using old templates

8456 Merge allows user to create WordPerfect documents with no name

Navigators

7644 Knowledge base button on training and support navigator points to wrong site

8352 Lexis and Martindale Links open improperly

Other

4348 Arrange icons doesn't have any function. (Removed in v10)

7119 While in Notes striking the return key may cause behavior as if the CTRL key is stuck

Payables

8294 Recurring payables skip January 1, 2009

9177 Recurring Payables set for the last Friday of every month are skipping August

PCLaw Link

7138 Timesheet fields truncated on a billing item

7227 Not able to use Task Code rates in PCLaw. TM only uses rates matter rates

7365 The Sent Date on the Billing List does not sort

7887 The Amount column is not sorting correctly in PCLaw Worksheet

8240 PCLaw creating duplicate matters in TM

9045 Save and close of billing item after bill create not working

Power Views

7126 Filter does not stick in powerview showing related UDR records

Practice Advantage

8440 Bankruptcy Navigator's Client Short Intake Form page is missing

8518 The Bankruptcy Initial Filing links generate errors

8577 LNTPA Estate Practice: Bad Links in new forms

Process Menus

7869 On the Notes List several Process menus in the list toolbar are not working properly

QuickBooks

8459 QB Server does not configure for LNTPA without a Billing Matters license

Recycle Bin

8159 Delete of a tagged item lists a duplicated of the next item on the bottom of list

8301 Recycle Bin performance is slow

Report/Bill/Invoice/Check Designer (Bill Layouts, Check Layouts, etc.)

7855 Print of Autotxt codes longer than three characters is truncated

Reverse Payment

8416 Reverse Payments made on Prepaid Payments result in a 1 sided entry to the GL

Searches/Filters

6742 Searching on the referred by field not working correctly

8035 Global search does not complete when searching Outlook

8220 Matter custom search has a staff search field that is mislabeled as "code"

8345 Web Search of LexisNexis Research passes incorrect URL to Firefox

8478 Data Indexer first execution in TMv9 did not index archived records

9260 Document Search > Create Document Profile Records unresponsive

Security

6197 Sizable security windows

7582 Private contacts and matters names are seen by those without permission on TMSave

Staff and Users

6686 Inactive staff showing when adding records

Standard Reports (Billing Matters)

8342 If customer closes books at the end of the year, then filters that use a “fictitious” journal entry for year end closing will reverse their manual closing entry

Sublist

8336 Related record not displayed when the sublist is loaded with more than 100 records

Synchronization

7141 Remote synchronization changing multiple record types when no changes are made

8319 Document records do not synchronize

8405 Repeated synchronizations fail for items created on remote database

8451 Incorrect remote database synchronization with follow tagged

9374 Remote sync entry fields – remove 80 character limit and increase to windows standards

Timeslips

4388 tmtslip.dll is no longer needed and should be removed from the application

Tooltip

6447 Associate Outline Element button and the dropdown do not work

Transactions (Invoices, Payments, Credits, Refunds, Write-offs, etc.)

8145 Adding trust accounts in the billing preference funds tab causes checks not to be printed for AR Fund

Trigger

7411 Email trigger set to create a chain on delete does not work

User Defined Record

6930 Memo field does not fully maximize

7135 UDR Description Field does not show lookup button after setting record to lookup from Record

8331 Quicktabs that use advanced searches as filters do not function properly

8403 Create names are not shown on Add Record

8404 Adding through process menu can cause inaccurate dates in custom date field

8441 Calculated fields do not function on reports

27 NCAC 01E 0104 MANAGEMENT AND FINANCIAL MATTERS (A)
6 ADMINISTRATION AND STAFF MATTERS THE COMPOSITION OF THE
80 CULTURE MATTERS A REPORT FOR THE MINISTRY OF

Tags: matters desktop, and matters, matters, billing, lexisnexis, advantage, total, practice

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