Practice Management: Version PM V11.4

NZ Date Format 'Sept' Displaying Instead of 'Sep'
For practices with their region set to New Zealand, the medium date format was displaying 'Sept' instead of the correct abbreviated form 'Sep'. This affected both Practice Manager and Work Manager and has been corrected. (AAEP-30372, AAEP-30373, AAEP-27516)

Automatic Database Maintenance
APS now automatically removes older processing history records in the background, helping keep your database streamlined and minimising storage usage over time. This process runs automatically and requires no action from your team. (AAEP-35354).
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Unallocated Write-Up Doubling on Straight Profit Fees
When posting a straight profit fee where the fee had previously been refreshed and previewed in the WIP screen, the unallocated write-up amount was incorrectly being doubled. This has been corrected. (AAEP-13820)

Incorrect Billed Figure on WIP Summary Report
The WIP Summary report was in some cases displaying an incorrect billed amount for a matter, with the variance appearing to be caused by the write-off amount being factored in incorrectly. The report now reflects the correct billed figure. (AAEP-19739).

Fee Route: Demotion Not Working Correctly
An issue with the fee demotion function within multi-step fee routes has been resolved. The step demotion now behaves as expected across all configured fee route scenarios. (AAEP-24015).

Fee Approval: Incorrect User Options in Contract Billing
When generating fees via the Auto Fees, Contracts workflow, the approval step was only presenting the initiating user as an available approver, rather than all eligible users. This now behaves consistently with all other billing methods. (AAEP-31344).

Fee Route: System Randomly Assigning a User to Approval Step
In some fee routes, APS was randomly selecting a user for an approval step rather than following the configured assignment. Fee route steps now correctly assign users according to the route configuration. (AAEP-26637).

Disbursement Batch Entries Duplicating on Posting

In some cases, disbursement entries were doubling up when a batch was posted. Disbursements now post as expected without creating duplicate entries. (AAEP-24220).

Disbursements Posting to Incorrect Entity
Users attempting to disburse to a specific entity were finding the disbursement was being recorded against a different entity with a similar name. Disbursements are now correctly directed to the selected entity. (AAEP-22970).

InfoTrack Disbursements Posting to the Wrong WIP Period

InfoTrack disbursements initiated in one WIP period but completed in a later period were posting to the earlier, already-closed period. These now post to the correct current WIP period. (AAEP-24505).

Invoice Hyperlinks Not Working When Using Direct Print

Hyperlinks added to invoices or statements were not functioning when the document was printed directly from the Fees console. The link now works correctly across all print methods. (AAEP-24927).

Invoice Due Date Not Calculating Correctly

The due date on invoices was not being calculated as expected in certain scenarios. Due dates now calculate correctly based on the configured payment terms. (AAEP-31279).

WIP Report Emails Failing After Multiple Sends
Some users found that sending the WIP Report by email would work for the first few clients but then cause the fees module to hang and close, requiring a full restart of APS. This intermittent issue has been resolved. (AAEP-31677).

Timesheet Adjustments Not Posting Correctly

In some instances, only one side of a timesheet adjustment was being posted, leaving the records out of balance. Both sides of an adjustment now post as expected. (AAEP-19827).

Timesheet Reconciliation Errors
An issue causing recurring errors when reconciling cloud and desktop timesheets has been investigated and resolved, reducing the need for manual reconciliation workarounds. (AAEP-20189).

Timesheet Text Displaying at Incorrect Font Size
On certain high-resolution displays (such as 2560×1600), timesheet text was rendering at an incorrect size, making it difficult to read. The display now scales correctly across supported screen resolutions. (AAEP-24380).

Timesheet Reconciliation Report Failing to Run
The Timesheet Reconciliation Update Report was failing to run for certain date ranges, returning an error rather than producing results. This has been resolved. (AAEP-13819).
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Contract Created in Error When APS Closed Mid-Entry
If APS was closed unexpectedly while a new contract was being added, the partially created contract was saved in a state that could not be edited or deleted. Incomplete contracts can now be corrected or removed without requiring backend intervention. (AAEP-19648).

Matter Rollover Filter Ignoring Head of Group Selection
When using the General Matter Rollover function and filtering by the Head of Group attribute, the filter was not returning the correct results. This has been corrected. (AAEP-17089).

Milestone Actual Hours and Production Values Incorrect
In some cases, the actual cost and production values recorded against a milestone were not matching the posted time entries. The values now correctly reflect all posted timesheets. (AAEP-20708).

Statement Total Not Matching Remittance Area.

For some practices using the standard statement layout, the total shown on the statement did not match the total in the remittance section. Both figures now reconcile correctly. (AAEP-13814).

Upper Case Email Addresses Rejected in Bulk Email
Email addresses entered in upper case were being flagged as invalid in the bulk email screen, preventing the email from being sent. Email addresses are now accepted regardless of case. (AAEP-17741).

Multiple Email Addresses Could Not Be Saved
An error was preventing users from saving contact records that included more than one email address separated by a semicolon. Multiple email addresses can again be stored as normal. (AAEP-31342).

Client Merge Letter Default Location Incorrect
The default save location for client merge letters was not being applied correctly, requiring users to manually navigate to the correct folder each time. This has been resolved. (AAEP-22470).

Fee Line Error When Raising Fees for Multiple Debtors

An error was occurring in the fee line when raising fees across multiple debtors for the same client. This has been corrected. (AAEP-17088).

Double Apostrophe Being Stored in Multi-Instance Text Fields

A single apostrophe entered into a multi-instance attribute field was being stored and displayed as a double apostrophe. Special characters are now stored as entered. (AAEP-13831).

WIP Browser: Incorrect Net WIP Total in Central Console

The net WIP total displayed in the Central Console WIP Browser was showing an incorrect balance for some matters that had been fully written off. The figure now correctly reflects a zero balance, consistent with the WIP Detail Report and Fee Activity screen. (AAEP-29241).

Central Console: Loading Slowly for Some Clients

Central Console was taking an unusually long time to load when opening certain client records, traced to an inefficient stored procedure query. Performance has been improved. (AAEP-25713).
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Central Console: Error Opening When JoeID Exceeds Limit

An error was preventing Central Console from opening in databases where a JoeID value exceeded 32,767. This has been resolved. (AAEP-15836).

Central Console: Arithmetic Overflow on Action Close

APS was unexpectedly closing when a user completed and closed an Action in Central Console where the client had no outstanding invoices or debt. The application will remain stable after closing actions regardless of the client’s debt position. (AAEP-32707).

Central Console: Invoices and Statements Crashing with “Cannot Find Table 0” Error

When accessing Invoices and Statements for certain clients, APS was crashing with a “Cannot find table 0” error caused by a script issue in specific SQL fields. This has been resolved. (AAEP-25943).

Partner/Manager Console Crashing After Deleting a Record

After deleting a record in the Partner or Manager console and reopening the window, APS was crashing. The console remains stable after record deletion. (AAEP-23480).

Budgets Console Crashing When Navigating Between Staff Members

The Budgets Console was closing unexpectedly when navigating between staff members in the Capacity and Financial section. This has been resolved. (AAEP-33129).

Budgets Console: Pop-Up Message Appearing Unexpectedly

After modifying working hours in the Fee Earner console, an unexpected pop-up message was appearing in the Budgets console when changes were applied. This no longer occurs. (AAEP-21059).

Budgets Console: Terminated Staff Members Appearing Incorrectly

Staff members who had been terminated were still appearing in the Budgets console for the current financial year even when their budget had been deleted. Terminated staff members now only appear where a budget record exists and their termination date falls within the year. (AAEP-26507).

Workflow Report : Filter Settings Not Saving

Changes made to filter criteria in the Workflow Report were not being saved when the report was closed. Filter settings are now retained correctly. (AAEP-19341).

Report Batch: Incorrect Dates Used in Reports

A specific report within a batch was ignoring the date settings configured for the batch and using an older, previously set date instead. All reports in a batch now use the configured date range. (AAEP-23735).

Client List: Runtime Error 6 Overflow Preventing Access

Some practices experienced a Runtime Error 6 Overflow when opening the Client List module, affecting all users simultaneously. The underlying cause has been resolved. (AAEP-18335).

Project Note Reports Returning an Error

An error was occurring when users attempted to view Project Note reports in Workpaper Management. Reports can now be viewed without issue. (AAEP-24639).

Mail Merge Not Working Correctly on Some Workstations

Practices running questionnaire or letter mail merges were finding that only the first client’s record was displayed, with merge fields missing and no ability to scroll through subsequent clients. This was affecting some workstations following a Windows update and has been resolved. (AAEP-31658).

Quick Word Merge Not Displaying Letter Content

Following a prior update, Quick Word Merge from the Reporting module’s Client List and Tax List was not displaying letter content from templates. This has been corrected. (AAEP-18011).

Word Mail Merge from Tax Manager Producing Blank Documents
Mail merges initiated from Tax Manager were producing blank documents containing only column headers. The correct merge data is now returned. (AAEP-18460, AAEP-23684).

Project Roll Incorrectly Blocked

Some practices reported that rolling a project in Workpaper Management was being blocked with a message stating that documents were checked out, even when no documents were checked out. This has been resolved. (AAEP-30254).

Event Management: Error Adding Attendees

An error was occurring when attempting to add ad-hoc attendees or additional approved attendees to an event in the Event Management module. Attendees can now be added without issue. (AAEP-20437).

Joe Admin: User Permissions Not Applying Correctly

Users were able to view areas of APS that had been explicitly restricted through Joe Admin configuration. Permission restrictions now apply correctly. (AAEP-20186).

APS Loading Slowly After SQL Server Migration
Following a SQL Server migration, some practices experienced slow load times in the Document Management module for all users. Performance has been improved. (AAEP-23416).

Batch WIP Write-Off Not Working as Expected

The Auto Fees Batch WIP Write-Off function was not performing as expected in some scenarios. This has been investigated and resolved. (AAEP-20190).