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 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
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