Release Date: 29th April 2022
Frontend: 0.1.151
Backend: 1.0.112

[CD-191] Client Deactivate – Search & Filter 

A search function is now available on the Admin > Deactivate Clients page to allow users to quickly locate a client for activation/deactivation. Clients can also be filtered by active/de-active status.

FIXES

[CD-187] Automatic Reconciliation - Force Rematch (Super Admin Only)
Fixed: the Force Rematch function accessed via Admin>Jobs was previously not invoking a full match on the Reconcile Bank Transaction page; this has now been corrected and all transactions now rematch as expected. 

[CD-192] Automatic Reconciliation – Reconcile single transactions error

Fixed: previously users received an error message when trying to reconcile a single green transaction on the Reconcile Bank Transactions page; this has now been corrected and individual green transactions can be reconciled. 

[CD-193] & [CD-203] Legal Templates & Legal Documents (Admin)

Fixed: previously when adding a Legal Document to Legal Workflow the ‘Document Name’ field did not automatically display a list of customised templates, this has now been corrected and the drop-down immediately displays the relevant list of legal documents. 

[CD-194] Letter History – Sort by Date Newest First 

Letters in the Client>Document Library>Letter History page are now sorted in chronological date order with the most recent letter displayed first. 

[CD-195] OPG Reports -  Exclude deactivated Bank Accounts 

Fixed: previously OPG reports were including deactivated bank accounts; this has now been corrected and deactivated bank accounts are excluded from both the OPG102 & OPG103 reports. 

[CD-196] Diary Action from a Note or Visit  

When adding a diary action from a note or visit, the 'To be action by' drop-down will now default to the client’s active caseworker, if no caseworker is present the field will be left blank so that an alternative caseworker can be selected. 

[CD-202] OPG Reports (102 & 103) – opening balance in some instances.

Fixed: previously when a transaction occurred on the start date of an OPG report the opening balance included transactions occurring on that date. This has now been corrected and the outputted opening balance is at the beginning of the day i.e., the closing balance of the day before.