Most recent releases are listed first.


From 5.3.3.0 to 5.3.4.0


Features


 - Action Trigger - Add events to check for new, updated, or deleted Record Actions / Action Dates
 - Action Trigger - Added Free-Form Condition which allows for generic conditions to be created that can optionally make use of macros
 - Action Trigger - Response to set Fee Schedule, Billing Contract, and Invoice Format Id
 - Cheque Run - allow for the date on the generated payment to be the Cheque Run date rather than a user-entered date
 - Claim - Clients list - Show "Invoice To" and "Report To" columns
 - Claim - Hide Invoice Total when the user does not have access to the Invoices list
 - Client Search - add A/R Code column
 - Custom Reports - allow for the selection of a file with the contents sent to the report procedure
 - Documents - Add Azure Storage as a supported document storage option
 - Eforms - add Usage concept to allow for Eforms to only be usable on certain record types
 - Email on File / Outlook Add-In - add optional Reference field
 - Enhanced Templates - ability to embed image documents from W5 as images in the resulting document
 - Enhanced XLSX Template - Ability to have the first or last sheet be a Summary worksheet (by prefixing the name with an @ sign)
 - LEDES Export - add site option that controls whether Billing Contract and OOE calculations are exported
 - List Files - option to ask for Policy on Name instead of Policy on Client within the criteria
 - Name Search - allow for deletion of unused Names (also known as Entities)
 - PPM - Cheque Run - Show current Bank Balances (Book and Actual)
 - Reserves - allow currency rate calculations to lookup the rate as at the date of the transaction
 - Tax Rates - increase the number of decimals allowed from 5 to 7
 - User Search - show Security Role code column
 - Workflow Monitor - add File Status and WIP column


Fixed Bugs


 - Action Trigger - Emails failing to be sent when the resulting recipient list contained extra semi-colons
 - Add Claim via New Claim Template - if more than one name are entered, error: Violation of PRIMARY KEY constraint 'PK_W5NameOnFile_1'
 - Claim Maintenance - File Status set to open when updating a claim which is already closed through action trigger
 - Client Config Maintenance - Exception of ambiguous fields from Eform fields retrieval
 - Custom Report (Web) - Line Type is not properly formatting the results and the column is not hidden in some cases
 - Custom Reports (Web) - Excel Export does not set the proper formats, alignments, colours, etc
 - Custom Reports (Web) - Intermittent issues downloading large documents or spreadsheets resulting from enhanced templates
 - Document Library - Template Maintenance - when switching from one template to another, the usage value may not be reset properly in some circumstances
 - Eform Entry - cannot type the hours or minutes values of a date/time field that has a time component
 - Enhanced Templates - Skipping labels on Label sheets is no longer working
 - File Create - Postal Code, Phone, Cell, Fax fields do not have their mask format set
 - File Search - cannot save remembered search when "Total Incurred Value" has been used in the criteria
 - File Search - does not include fields on Client on File for Primary, Bill To, and Policy Holder
 - File Transfer (Copy) - should not create a Closed file when copying a Closed file
 - PPM (Web) - Cheque Register - is not including any cheques dated on the date of the end of the date range
 - Reserves - Loss types set with a visibility of "not usable", are still usable when adding a new reserve
 - T+E - allows bad activity codes to be entered when the user does not have "Change" access to T+E Client Rate sub-feature
 - T+E - when a user with no Change access to TEJM/CLIENT changes an entry, the resulting Rate and/or Value is not accurate


From 5.3.2.0 to 5.3.3.0


Features

- Claim - add related Sub-Files feature
- New Configurable Claim Entry Web Page

Fixed Bugs

- Code Lookup Box - Typing in the code or using the arrow keys to select the code does not always commit the value properly (only when the description of the code starts with the same text as the code)
- Diary Calendar - Right-Click > Email as iCalendar - When the instruction has a slash in it, the process fails with an error
- Diary Calendar - When double-clicking to create a new appointment, the time on the entry is a number of hours incorrect
- File Create - Not enforcing max length on text fields
- File Create - Notes created without proper line endings, and display in Windows without new lines
- File Create - Text fields are not upper case when UPPERCASEFIELDS config set
- Generate Invoice - Error: 515:Cannot insert the value NULL into column 'W5RF_ReferenceNumber', table W5APTransaction
- PPM Cheque Request - not defaulting the Group Request flag when the Vendor is selected (Windows)


From 5.3.1.0 to 5.3.2.0


Features

- Claim Fact Sheet report - option to exclude Emails from appearing on the report
- Diary - add even longer reminder intervals (as long as 60 days)
- PPM Cheque Request - add option to turn on Reserve Authority checking on Final approval
- PPM Cheque Request Approvals - ability to automatically Final approve a cheque request when there are no reserve authority issues
- PPM - Cheques - allow for cheque requests to be batched together to form a single cheque when the payee information matches
- PPM - Allow for Alternate Payment Methods other than Printing a Cheque

Fixed Bugs

- Email Retrieval - Emails received from within W5 via POP3 have an incorrect Email date
- Email Retrieval - POP3 retrieval - HTML emails without plain text bodies are stored as HTML within W5, making them unreadable
- Cancel Invoice - not allowing cancellation when the Invoice has been posted
- Workflow Monitor - sorting any "Time" column causes W5 to crash
- Workflow on File - Create Note - does not cause Action Triggers to fire
- Issuing an Invoice after the file is Closed may improperly reopen the file
- Custom Reports - No Enhanced Templates are available when running the report
- T+E - "Vendor Rate not Found" balloon appearing in the W5 ribbon even when Resource Compensation module is disabled
- User - When updating a user, Error: SiteKey is a required field
- Bank Summary - Client dropdown list does not show properly
- Templates - when selecting an Enhanced DOCX Template, error: Specified Method is not supported
- Billing Worksheet - error: Update Access Denied!
- Workflow - SP Export - Emailing functionality not working when multiple email addresses are specified
- Claim access - not always updating claim access rights properly when an attribute of the file changes
- Cheque Voiding process is not tying the reversal transactions back to the cheque
- Document Templates - When a template has a macro name in it for which a definition cannot be found, the template is processed extremely slowly


From 5.3.0.0 to 5.3.1.0


Features

- Claim Fact Sheet report - option to exclude Emails from appearing on the report
- Diary - add even longer reminder intervals (as long as 60 days)
- PPM Cheque Request - add option to turn on Reserve Authority checking on Final approval
- PPM Cheque Request Approvals - ability to automatically Final approve a cheque request when there are no reserve authority issues
- PPM - Cheques - allow for cheque requests to be batched together to form a single cheque when the payee information matches
- PPM - Allow for Alternate Payment Methods other than Printing a Cheque

Fixed Bugs

- Email Retrieval - Emails received from within W5 via POP3 have an incorrect Email date
- Email Retrieval - POP3 retrieval - HTML emails without plain text bodies are stored as HTML within W5, making them unreadable
- Cancel Invoice - not allowing cancellation when the Invoice has been posted
- Workflow Monitor - sorting any "Time" column causes W5 to crash
- Workflow on File - Create Note - does not cause Action Triggers to fire
- Issuing an Invoice after the file is Closed may improperly reopen the file
- Custom Reports - No Enhanced Templates are available when running the report
- T+E - "Vendor Rate not Found" balloon appearing in the W5 ribbon even when Resource Compensation module is disabled
- User - When updating a user, Error: SiteKey is a required field
- Bank Summary - Client dropdown list does not show properly
- Templates - when selecting an Enhanced DOCX Template, error: Specified Method is not supported
- Billing Worksheet - error: Update Access Denied!
- Workflow - SP Export - Emailing functionality not working when multiple email addresses are specified
- Claim access - not always updating claim access rights properly when an attribute of the file changes
- Cheque Voiding process is not tying the reversal transactions back to the cheque
- Document Templates - When a template has a macro name in it for which a definition cannot be found, the template is processed extremely slowly