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Practice Management: Version PM 11.3.5

You can view the Practice Management 11.3.5 release notes from APS in Help, Practice Management, Release Notes.

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Reference Numbers

Each item in this document is prefixed by a corresponding reference number. From time to time our team may advise you of a reference number for an outstanding issue or enhancement request. Once that change has been released, the release notes document will include the reference and an explanation of the change.


All applications

Enhancements:

  • APS Rebranding: APS applications are being updated to Access APS.

  • CPR1-286: Australian Tax Office (ATO) Corporate Governance. ATO has required PM users to maintain logging and permission changing information for desktop software for at least one year. In this release, we have included the initial setup of the tables required and the logging of that information. A later release will include ‘housekeeping’ of this information. No specific action is required from APS clients at this point.

Issues fixed:

  • CPR1-1482: In some circumstances, after installing 11.2.2 Central Console would not open.

  • CPR1-1430: Correspondence – Ensure the correct utilization of TSL 1.2 for PM 11.

  • CPR1-1288: Central Console – Addressed a concurrency issue that could occur if a user account was terminated while still logged into Central Console.



Client Console

Enhancements:

  • AAEP-13779: Add State to the available Rates Matrix report fields, so users can report/filter based on whether a rate is active or not.

Issues fixed:

  • CPR1-1058: Improvements to the 'add client' wizard to ensure the cloudID is updated correctly for new records.


General Matter Roll

Enhancements:

  • CPR1-1551: Improvements to General Matter Roll. We have introduced a throttle to reduce timeout issues where End of Year bulk matter rollover creates new Document Store locations. This was an issue for clients using Share Point folders.

    This includes a new SUPS setting - for the number of milli seconds to delay.

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Fees Console

Fees

Issues fixed:

  • CPR1-1974: Reinstate fee route behaviour which had changed after the PM11.2.2 install.

  • CPR1-1119: Exception error when clicking Cancel from the Fee Narrations (F3) dialogue.


Auto Fees

Issues fixed:

  • CPR1-1426. Correct an issue where the fee route was using a group name.


Timesheet Administration

Cloud Reconciliation Report

Enhancements:

  • CPR1-415: We now provide more information on an entry detail level so clients can self-fix reconciliation issues.

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  • CPR1-391: Upgrade timesheet reconciliation with support for TLS 1.2.


System Administration Console

Fee Earner Console

Issues fixed:

  • CPR1-1432: Improve performance on the Fee Earner Rate attribute when there are more than 20,000 rates records.

Audit Management

Issues fixed:

  • CPR1-1287: Audit Trigger now works on:

    • Fee Earner, Rights, Details: Login Name and Password

    • Internal Matter, Internal Matter, Details: Budget Category, StartEndDate, Date Opened, Date Closed, Allow Timesheets, Allow Disbursements, Selected Internal Matters, Show Milestones in Budgets.

  • CPR1-2003: Fixed error 'Object Reference not set to an instance of an object' when hitting the Refresh button.

  • CPR1-1321, CPR1-1293, CPR1-1544, CPR1-97, CPR1-1294: Audit Trigger now works on Aus File Number page: Tax Agent, Tax File Number, ACN/ARBN, ABN, Bank BSB, Bank Account Number, Bank Account Name.

Correspondence

Issues fixed:

  • CPR1-2333: Relaxed email address validation on the bulk correspondence screen to prevent incorrectly flagging some valid emails as invalid.

  • CPR1-2250: Ensure Outlook is open when sending individual emails via the central console to prevent emails from being stuck in the outbox.

Enhancements:

  • CPR1-1300: Addressed SENT Dates not generating on bulk tax and bulk invoice emails.

Debtors

Issues fixed:

  • AAEP-13848: Addressed an application error when viewing email invoice previews.

  • CPR1-1064: Addressed a Windows 11 display issue with receipt batches.

  • CPR1-1379: Fixed notes are not being created when printing invoices.

  • CPR1-1424: Addressed an overflow error in Debtor Standard Reports.

Reporting

Issues fixed:

  • AAEP-13737: Addressed issue where Client Lists Word Merge could show blank content.

  • CPR1-229: Fixed the issue of Quick Word Merge would fail to launch from the Reports menu.

  • CPR1-2092: Fixed debtor Statement Preview Report shows $0 on the aging total for some clients who have an outstanding amount.


Other Applications

Credit Management

Issues fixed:

  • CPR1-1425: Fixed Credit Center - email validation errors.

IManage

Issues fixed:

  • CPR1-1098: Corrected the worksite integration login failure with iManage 10 in the cloud when trying to access documents from Central Console.

Address Format

Issues fixed:

  • CPR1-288: Fixed Subscript out of range error when verifying an address from the Edit screen.


Currency

Issues fixed:

  • CPR1-1960: Fixed an issue where additional currencies couldn’t be added via the Currency application.

Disbursements

Issues fixed:

  • CPR1-1298: Prevent disbursement posted to the incorrect client if the client's name is changed without reselecting the matter.


Installation Notes


How this version will be made available


Hotfixes

To apply the hotfixes below, see: how to apply hotfixes.


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