Here's the Latest...

Some of the more recent changes to LawStream.

November, 2011	Uploaded release 20111110 (November 10, 2011) Corrected initials appearing at top of client statement (for circumstances where last accounting (invoice or payment) entry for file was entered by/for someone other than the professional responsible for the file
October, 2011	Added ability to track most recent office transaction (invoice/receivable, or bill payment) for any file
August, 2011	Uploaded release 20110823 (August 23, 2011) Increased integrity to avoid incorrect user-name showing on bottom of some bill-types Uploaded release 20110817 (August 17, 2011) Correction of billing selection window, to prevent error when selecting certain type of bill (bills to be printed without time values shown)
July, 2011	Uploaded release 20110728 (July 28, 2011) Modification of treatment of time entries with two-digit or three-digit decimal values; changes to exported bills; extra calculations and options when time entered on the basis of special hourly rates for individual users for a file Uploaded release 20110707 (July 7, 2011) Further changes to LEDES billing for UTBMS time records, to ensure proper calculation of fee/time values for complex combinations of billing preferences
June, 2011	Uploaded release 20110620 (June 20, 2011) Several changes to LEDES billing for UTBMS time records, including provision for special billing rates for individual timekeepers (based on preferences for individual file, as opposed to default rates for those individual timekeepers or attorneys), and correction to name on LEDES-based text bills when multiple attorneys contribute to a single bill
May, 2011	Uploaded release 20110516 (May 16, 2011) Minor change to format of export file for text-based billing (May 16, 2011)
April, 2011	Uploaded release 20110427 (April 27, 2011) Further changes to LEDES processing, to accommodate rounding of amounts in details of time records, and location of LEDES codes in exported files (April 27, 2011) Uploaded release 20110423 (April 23, 2011) Changed LEDES billing procedures to be compatible with client name fields and matter/description fields containing embedded carriage returns and other special characters (April 23, 2011) Uploaded release 20110406 (April 6, 2011) Changed bulk billing procedures to accept type "D" (total time with details) bill-types (April 6, 2011)
March, 2011	Added new session preference, to bypass the test for closed files when finding a file (March 26, 2011) Improved processing for the prompt/default end-time on the primary reminder entry window (March 13, 2011) Uploaded release 20110309 (March 9, 2011) Added extra fields to track status of network access from individual users; modified report of user status to include that additional information (March 5, 2011)
February, 2011	Uploaded release 20110228 (February 28, 2011) Added ability to use custom variables in status field for file/matter data (February 28, 2011) Added new variables to specify jurisdiction (state of province), and firm's code for bar association or law society reference. These optional fields may be entered in the Localizing window, in the "Firm and User Preferences" area of the Setup tab. To allow creation of export reports for law society, a pathname has been added, to store the location of exported trust transactions; added a new option under "Special Reports" in the Management window for accounting reports, to produce export files of critical accounting data (primarily for Law Society of Alberta compliance, but possibly useful in other jurisdictions. (February 14, 2011); NOTE: actual export procedures have not yet been finished, but should be completed later in February
January, 2011	Uploaded release 20110118 (January 18, 2011) Added "date entered" for disbursement records, to assist in tracking history of disbursement entries (January 18, 2011)
December, 2010	Changed client/contact entry window to recognize "Return" key as an "Enter" command when searching for contact/client by name (previously, pressing the "Return" key would add a carriage return to the name being searched, without telling LawStream to find a contact with that name) (December 7, 2010)
November, 2010	Change to the window for editing multiple reminders for a file: improved, to avoid the need to click a line item an extra time when deleting second or subsequent reminders from list (November 15, 2010) Further improvements to "find file" window: allow quick selection of file when using client-name field as an alternate field for finding files by file-number (November 14, 2010) Changed action of standard "find file" window: improved selection of files in "speed mode" (i.e., option for listing clients based on first few letters keyed into the client name field) (November 12, 2010) Correction to selection of file/matter records in lists of files: changed this function, to ensure that "reports show all users" option is no longer required when selecting list of open files (November 9, 2010) Uploaded release 20101104 (November 4, 2010)
October, 2010	Added feature to timer methods, to re-set timer whenever main navigation tab is selected (to ensure regular updates of "timed time" in daybook (October 30, 2010) Added ability in conflict-checking procedures, to limit list of potential conflicting files/keywords/contacts, to those beginning with the same letter as the input description/name (October 28, 2010) Uploaded release 20101015 (October 15, 2010) New command in the "Session Preferences" sub-menu of the LawStream menu, to allow repositioning of windows that have been positioned on external monitors (October 15, 2010) [NOTE: THIS CHANGE ADDS A NEW VARIABLE TO YOUR LAWSTREAM PROGRAM AND DATA FILE, SO YOU WILL SEE A MESSAGE WHEN YOUR NEW LAWSTREAM PROGRAM ACCESSES YOUR DATA FILE FOR THE FIRST TIME; FOLLOW THE INSTRUCTIONS THAT APPEAR WHEN YOU SEE THAT MESSAGE; ALSO, BE SURE TO REPLACE ALL COPIES OF LAWSTREAM IN YOUR OFFICE BEFORE YOU START USING ANY OF THEM, TO AVOID ANY INCOMPATIBILITY BETWEEN OLD VERSIONS OF LAWSTREAM AND THIS NEW ONE] Uploaded release 20101013 (October 13, 2010) Minor modification to the "LawStream To Go" export procedures, to avoid screen-redraw problem with large data files or slow local area network access (October 13, 2010)) Improved "LawStream To Go" export procedures, to ensure compatibility with iPad (and iPod Touch and iPhone) (October 5, 2010)
September, 2010	Uploaded release 20100927 (September 27, 2010) Changed year-end procedures to avoid problem with finding income/expense files
August, 2010	Uploaded release 20100810 (August 10, 2010) Added Euro symbol to list of available currency symbols for localization
March, 2010	Uploaded release 20100330 (March 30, 2010) Added totals to report of all time and disbursements for file, to assist in analysis of expenses for file
January, 2010	Uploaded release 20100113 (January 13, 2010) Corrected some of the processing for contingency calculations, and added pushbuttons in narrative billing window to simplify definition of preferred calculation of contingency fees (January 13, 2010)
November, 2009	Uploaded release 20091103 (November 3, 2009) New procedure in "Adjust Accounting" window (accessed from Utility tab), to correct references from accounting records to client records; particularly helpful in situations where client/contact record for a file has been changed after transactions for the file have been entered (November 3, 2009)
September, 2009	Uploaded release 20090902 (September 2, 2009) New report in "Reports" area of Time/Billing tab, to allow options for detailed reports of work in progress (whether or not billed) (September 2, 2009)
August, 2009	Uploaded release 20090826 (August 26, 2009) Modified selected reminder windows, to improve compatibility with Windows/Vista fonts (August 26, 2009)
July, 2009	Uploaded release 20090709 (July 9, 2009) Added some fields to export file when exporting contacts from utility tab, along with some other improvements to those procedures (July 9, 2009)
June, 2009	Uploaded release 20090603 (June 3, 2009) Change to format of detail bills, to show proper wording for notice of previous balance (June 3, 2009)
May, 2009	Uploaded release 20090520 (May 20, 2009) Further changes to accommodate localizing of currency formats on detail bills (May 20, 2009) Uploaded release 20090514 (May 14, 2009) Further changes to eliminate or reduce problems with record-locking (waiting for networ/record access) issues in some offices (May 14, 2009) Changed control window for selecting bills, to avoid unwanted default use of narrative bill (May 13, 2009) Added extra information on some detail accounting reports (initials of user who made entry, and initials of user for whom entry was made) (May 13, 2009) Uploaded release 20090506 (May 6, 2009) Additional adjustment for A4 size paper on detail bills for files (May 6, 2009) Change to year-end procedures, to allow direct entry of account code for equity account (May 6, 2009) Uploaded release 20090505 (May 5, 2009) Modified procedures for handling record-locking, to avoid errors in some network environments (May 5, 2009)
April, 2009	Changed structure of management report routine, to allow report of fees received to be sorted by responsible lawyer or by referring lawyer (April 30, 2009) Added automatic refresh/display of trust transfer amount on detail billing control window (April 30, 2009) Uploaded release 20090420 (April 20, 2009) Improvement to appearance and background operation of control buttons in the File Detail tab of the Detail Accounting Reports area, particularly in connection with production of multiple reports of accounting transactions for files for a given G/L account (April 20, 2009) Enhancement to amalgamated client bills (single bills with separate details and totals, for selected files for client): implemented notice to client when payment from trust brings trust balance below acceptable level (April 19, 2009) Uploaded release 20090417 (April 17, 2009) Change to fonts in parts of bills, to provide consistency across different platforms (April 17, 2009) Uploaded release 20090407 (April 7, 2009) Corrected problem with missing totals on report of trust/term balances by file, for given G/L account (April 7, 2009) Added sort by attorney/lawyer initials, to report of fees received (April 7, 2009)
March, 2009	Uploaded release 20090325 (March 25, 2009) Additional versatility in selecting destination folder for exported contacts (March 25, 2009) More options for financial statements, relating to dormant accounts (March 23, 2009) Extra information on client statements (for files), to identify responsible attorney/lawyer (March 23, 2009) Uploaded release 20090317 (March 17, 2009) New reports to accompany import/export procedures when time records and disbursements have been created while away from the office (March 17, 2009) Added the ability to allow exporting and importing of time/disbursement records from a copy of an office's primary data file, to let users record time and disbursements while away from the office, to be included in the main data file upon return to the office (March 17, 2009) Uploaded release 20090310 (March 10, 2009) More options for alternate content on bills (March 10, 2009) Improvements to procedures for moving multiple time/disbursement records from one file to another (March 7, 2009) Uploaded release 20090306 (March 6, 2009) - reorganization necessary when this release is installed More options for translation of parts of French-language bills (March 2, 2009)
February, 2009	Uploaded release 20090227 (February 27, 2009) Added optional preface to firm name on bills (February 27, 2009) New fields in billing window, to display sales tax on disbursements (February 27, 2009) Extra fields (distinct references to state/province, postal/zip code, etc.) added to export for Palm/iPod/iPhone and other PDAs (February 23, 2009) Uploaded release 20090215 (February 15, 2009) Added method for automatic re-setting of all windows to their default positions (February 15, 2009) Added retroactive calculation of sales tax and/or GST on fees, as part of billing process (February 9, 2009) Uploaded release 20090207 (February 7, 2009) Change to show familiar name on client statements, in place of formal (index) name (February 6, 2009) Extra information (including more client identification and verification details) added to contact entry window and corresponding detail report (February 6, 2009) Extra information (including email addresses) added to file-opening sheet (February 5, 2009) Uploaded release 20090205 (February 5, 2009) Fixed problem with display of fields in control window for producing report of fees billed (February 5, 2009) Added ability to specify any contact in the data base, as a source of referral for a new client (February 3, 2009) Uploaded release 20090202 (February 2, 2009) Correction of problem with division by zero on some fee-splits (February 2, 2009) Added ability to record status estimates with reminder entries (reports coming soon!) (January 29, 2009)
January, 2009	As before, these changes relate to LawStream only: Uploaded release 20090125 and new help files to match new program name (January 25, 2009) Simplification of name to LawStream (January 23, 2009) Uploaded release 20090119 (January 19, 2009) Suppression of default fax information on quickletters Uploaded release 20090106 (January 6, 2009) Change to avoid error message when moving window while entering data (January 6, 2009) Enhancements to cash accounting, to enable processing of payments with multiple billing personnel, and to streamline reports of accounting details for files (January 3, 2009) Minor improvements to format of French-language on bills (January 2, 2009)
December, 2008	As before, these changes relate to LawStream Pro only: Uploaded release 20081214 (December 14, 2008) Added ability to hide check number from bills (so the only number showing will be a pre-printed number) (December 14, 2008) Additional options for production of exported text bills (December 10, 2008) Uploaded release 20081205 (December 5, 2008) Update to calculations for sales tax, to conform to new regulations (applicable to British Columbia users only) (December 5, 2008) Improvements in format of detail bills (removal of unnecessary blank lines) (December 3, 2008) Elimination of prompt for destination of file-copies of bills: all bills will be saved to same folder/directory as LawStream program file, unless user-specified destination is defined (December 2, 2008) Uploaded release 20081201 (December 1, 2008) Improvements to search performance when generating a list of notes or memos containing a specified text string (December 1, 2008)
November, 2008	As before, these changes relate to LawStream Pro only: Uploaded release 20081130 (November 30, 2008) Change to display of connected (associated) contacts for file (November 30, 2008) Creation of separate user-specified folder for storing file-copies of bills (November 17, 2008) Further implementation of cash accounting (basic bills and payments, for one or more attorneys) (November 17, 2008) Added sales tax to totals on work-in-progress reports (for jurisdictions where sales tax is applied to legal fees) (November 13, 2008) Uploaded release 20081112 (November 12, 2008) Changed report selection procedure in window for sales tax and GST/VAT reports (November 12, 2008) Corrected a problem that occasionally caused the report of "Client File Details" to print incomplete reports (November 7, 2008) Added an "all files" option to the LawStream utility drawer (November 6, 2008) Enhanced selected windows, to allow user-defined positioning on screen (November 5, 2008) Uploaded release 20081103 (November 3, 2008)
October, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Extra option for opening new files, to allow new file number to default to number following last file number added to the data base (October 28, 2008) Revision of main workspace, to allow for separate utility drawer of supplemental features (to replace "slide-out" drawer previously in use (October 26, 2008) New option for summary report of work in progress: allows sorts and totals by timekeeper, in addition to sorts and totals by responsible lawyer for file (October 21, 2008) In file-detail reports window: added ability to specify a location for a series of PDF reports for file details, to allow automated generation of those reports in bulk (October 20, 2008) Additional options for refreshing lists of files when producing receivables statements (October 16, 2008) Streamlined processing for adding new files, including automatic addition of new files to list of recent files (October 16, 2008) Change to default dates on financial statements (October 14, 2008) Addition of context-sensitive menu in list of daily accounting transactions (to facilitate quick printing, editing and review of individual transactions and groups of transactions) (October 13, 2008) Improvements to interface for accounting entries and reports (realignment of control buttons and options on accounting tabs) (October 13, 2008) Uploaded release 20081009 (October 9, 2008) Modified bill-printing procedures, to maintain proper date on statements of trust transactions when printed immediately after printing of bill (October 9, 2008) Increased length of extended description of time/disbursement code details, from 320 characters to 32000 characters (October 9, 2008) Narrative bill control-window modified, to recognize different date ranges for selection of disbursements (October 9, 2008) Improved format of statements to accompany client bils (trust statements and statements of all transactions for file (October 9, 2008) Uploaded release 20081008 (October 8, 2008) Modified report of all time and disbursement records for a date range, to show complete extended text for time-code information when that information exceeds a single line (October 8, 2008) Solved a problem relating to incorrect amounts in detail bills when file has no unbilled time in its work in progress (October 7 and 8, 2008) improvements to processing for receivables statements for selected files, to allow greater selection of date ranges (October 6, 2008) changes to format options for statements, to allow better spacing of address in window envelopes when using graphic letterhead, and to allow alternative format for dates (October 6, 2008)
September, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: introduction of default hourly rate to apply to all new files (addresses problem with hourly rates for new files defaulting to paralegal rate or other inappropriate rate) (September 30, 2008) changes to format of bills, to allow more flexibility with graphic letterhead (September 29, 2008) modification of detail billing window, to accommodate different fee calculation methods (September 23, 2008) many changes throughout the program, related to overall review of interface and coordination with new user manual (September 23, 2008) Uploaded release 20080909 (September 9, 2008) clarification of date format in entry window for producing statements (September 9, 2008) Uploaded release 20080904 (September 4, 2008) Changed trust transaction report, relating to running total and end-of-report trailer
August, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Added an option for dealing with custom variables for file, to allow export of all values for a specific variable (August 27, 2008) Corrected problem with time codes on LEDES billing (August 15, 2008) Uploaded release 20080814 (August 14, 2008) Added sub-totals to report of trust balances when sorted by user and file number (August 11, 2008) Minor modification to work-in-progress (prebill) report, to refer to alternate description for file (August 11, 2008) Simplified entry of telephone numbers in basic contact entry window, to eliminate some extraneous characters (August 8, 2008) Modified standard "find file" dialog window, to allow quick find of file by file number when preferences set to find by client name (i.e.: if your preferences are set to find by client name, you can still key the file number in the client name field and press enter to have LawStream find a file with that number) (August 8, 2008) Eliminated the problem with the lingering "Sending Report to Screen" message that sometimes appeared after producing work-in-progress reports (August 8, 2008) Minor changes to format of statements, to account for different fonts (August 7, 2008)
July, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Uploaded release 20080726 (July 29, 2008) New option for selecting files to include in bulk billing (standard selection, to provide some streamlining to the process) (July 26, 2008) Added the ability to select files and apply discounts to them individually, as part of normal bulk billing procedures (July 25, 2008) Enhancement, to allow statements (client/file statements for collection/receivable purposes) to be limited to one person's files (July 25, 2008) Reorganized and streamlined the primary reminder entry window, including creation of user options to allow choice of short-form or long-form reminder window (July 23, 2008) Uploaded release 20080711 (July 11, 2008) Corrected total on historical report of payables (July 11, 2008) Uploaded release 20080710 (July 10, 2008) Added ability to monitor total cash receipts (trust or office) for any file, to aid in compliance with some jurisdictions' requirements for money-laundering avoidance (July 10, 2008)
June, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Uploaded release 20080617 (June 27, 2008) Added more details (custom variables and their values) to file opening sheet (June 26, 2008) Minor enhancement to work-in-progress (pre-billing) report, to show alternate description and familiar name for file and client (June 26, 2008) Uploaded release 20080617 (June 17, 2008) Modification of entry window for G/L accounts, relating to secondary trust accounts (June 17, 2008) Change to interest calculation window, to ensure that single invoice will be accepted as receivable for calculation of interest charges (June 17, 2008) Added session preference, to allow temporary bypass of edit for reasonable date range when recording time (June 16, 2008) Enhanced file-opening sheet, including addition of "fee notes" field (June 12, 2008) Added "fee notes" field (to augment "fee estimate" field), allowing general notes about proposed fee arrangement for file (June 12, 2008) Uploaded release 20080605 (June 5, 2008) Added option on date calculation dialog for reminder window, to permit calculation of dates prior to a given date (in addition to dates after a given date) (June 5, 2008) Changed entry window for user preferences, to allow scanning backward through user-codes (June 4, 2008) Re-introduced (corrected) the ability to set a preference to find files by client name automatically (without having to click in the client-name field) (June 2, 2008) Improved format of bills, to allow longer firm address (June 2, 2008)
May, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Uploaded release 20080528 (May 30, 2008) New option for report of work in progress for file and date range, to provide option of including all work instead of only unbilled work (May 28, 2008) Extra edits and controls, to prevent entry of wrong G/L codes in journal entries (May 26, 2008) Uploaded release 20080526 (May 26, 2008) Improved processing for automatic creation of posting record when preparing a bill for a file (May 26, 2008) Implemented first stage of cash-based accounting for processing bills and payments (May 19, 2008) Entry window for creating a new time code has been modified, to ensure proper saving of associated disbursement code (May 14, 2008) Changed file/matter entry window, to prevent "referring lawyer" to default to "responsible lawyer" when editing other data on that window (May 8, 2008) Added totals to "transactions by date" report of accounting details for file (May 2, 2008) Modified some lists of files (including list of all files, sorted by three-character user code (area of law code)), to refer to familiar name when available (May 2, 2008) Corrected format of envelope, to be sure postal code appears as part of return address (May 2, 2008) Uploaded release 20080501 (May 1, 2008)
April, 2008	As before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Extra information added to file-opening sheet and file-labels (April 30, 2008) Added extra screen-refresh on client/contact window, so changes to contact data can be seen on other tabs without having to save data first (April 25, 2008) New form of client statement: excludes aged receivable summaries, but includes ability to begin the statement with an opening balance as of a user-specified date (April 11, 2008) More options for selection of file/matter records when producing summary reports of accounting totals or work-in-progress totals (April 8, 2008) Another option on client statements: it is now possible to exclude the reference to discrepancies in amounts due to recent payments when the statement date is earlier than the current date Uploaded release 20080401 (April 1, 2008)
March, 2008	More miscellaneous changes, in response to users' requests; as before, these changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Improved format of client statements, to refer to familiar name whenever it is available (March 26, 2008) Added option on bulk billing, to sort the bills by client name (March 25, 2008) Added new billing option, to permit client code and file number to be removed from bills (March 25, 2008) Added color-coding to files (based on colors assigned to each area of law), to make it easier to organize and locate files in lists and other entry windows (March 22, 2008) Predictive logic added to name-field in find-file dialog window, to permit quicker finding of files by client name (March 21, 2008) Added disbursements (recorded and billed) as new data in timekeeper (lawyer/attorney) productivity report (March 19, 2008) Enhanced control over display of status window for individual files (March 19, 2008) Uploaded release 20080303 (March 3, 2008) Added an option to print bills (or pre-bills) in the bulk billing window, for files that are not normally bulk-billed (March 3, 2008)
February, 2008	Changes relate to LawStream Pro only, unless specified as relating to LawStream Classic: Uploaded release 20080227 (February 27, 2008) Minor formatting changes to quickletter and cheques (checks), to provide more consistency in font displays (February 27, 2008) Added pop-up status window for files, to show status when file is flagged for display of the status (set in the detail status part of the file/matter window) (February 20, 2008) Uploaded release 20080219 (February 19, 2008) Enhanced document organization, including ability to drag-and-drop document references for individual file (February 17, 2008) Modified procedures for creating similar contact on the basis of an existing client/contact record, with regard to automatic assigning of contact code (February 14, 2008) Added more options relating to naming of "non-cash disbursements" on bills (February 14, 2008) Changed display of "non-cash disbursement" switch in entry window for defining time and disbursement codes (February 11, 2008) Corrected export routines for word processor documents, to refer to correct three-letter file-type extension (February 5, 2008)
January, 2008	Ongoing work to make LawStream Pro even better : Changed some reports of client accounting transactions, to refer to withdrawals and deposits, to avoid confusion in use of "debits" and "credits" (LawStream Pro only) (January 21, 2008) New function in window for editing groups of time entries, to allow a selection of time entries to be rounded up (to a selected fraction of an hour, specified in minutes) (LawStream Pro only) (January 10, 2008) Added the ability to add the current (signed-in) user to a list of personnel for a file, if such a list exists (this change will benefit those who have a list of personnel (workgroup) for a file, which does not include all people who may be entering time for that file (LawStream Pro only) (January 10, 2008) Modified procedures in the personnel area of the file/matter window, to permit new personnel items (initials and rates) at the top of the list of personnel, so newest rate/item will be the default rate for the file (LawStream Pro only) (January 7, 2008) Added a new utility to the window for editing groups of time entries, to allow a selection of time entries to be changed so they have new values, based on a specified hourly rate (LawStream Pro only) (January 7, 2008) Reintroduced file reference and check/cheque number on trust checks (cheques) when paying bill from trust transfer (LawStream Pro only) (January 2, 2008) Changed procedure for noting work in progress as billed, to ensure proper selection of records when active user was not a timekeeper on the file, and when no disbursements had been recorded for the bill (LawStream Pro only) (January 2, 2008)
December, 2007	Some special projects, an implementation of a new Omnis Studio data base engine to "drive" LawStream Pro, and a variety of minor improvements based on users' requests: Corrected selection of user and rate on time entry, when someone other than primary user for file (and other than a person in list of personnel assigned to the file) is recording time (LawStream Pro only) (December 28, 2007) Enhanced context-sensitive menu for reminder edits, to include calendar interface for changing dates of selected reminder (LawStream Pro only) (December 26, 2007) Doubled the number of custom user categories for contacts (LawStream Pro only) (December 26, 2007) Correction to revive on-screen list of accounting transactions entered during the current session (LawStream Pro only) (December 19, 2007) improved export procedure for transferring reminders to iCal files, to ensure complete export of all selected events and "to do" items (LawStreamPro Only) (December 17, 2007) modified procedures to ensure compatibility with Vista (LawStreamPro only) (December 14, 2007) Added option to sort and total the "Received on Account" reports (totals of cash received for date range, and report of total fees received for date range) by referring lawyer instead of responsible lawyer (LawStream Pro only) (December 11, 2007) Easier use of trust payment window, to record transfer for payment of account (LawStream Pro only) (December 11, 2007) Corrected the search criteria for producing address labels when twenty different contact-categories are in use (LawStream Pro only) (December 6, 2007) Streamlined the way the detail billing window finds and verifies old bill/invoice data when re-printing a bill (LawStream Pro) (December 3, 2007) LAWSTREAM PRO USERS Click here for VERY important instructions about taking advantage of any upgrades issued after the start of December, 2007
November, 2007	More enhancements, now that we've dealt with most of the "Leopard Taming": Changed bill-selection window to show extra defaults for user-selection and related processing (November 30, 2007) (LawStream Pro only) added ability to move the main LawStream workspace to a different monitor (November 28, 2007) (LawStream Pro only) added extra content to export file of time/disbursement records (LawStream Classic) (November 26, 2007) correction to content of report of all contacts associated with a file (LawStream Pro only) (November 21, 2007) improvements to preparation of export-files and label-sheets based on user-defined contact categories (LawStream Pro only) (November 13, 2007) improvement to envelope-printing window, to make it easier to print envelopes for contacts other than client for a file (LawStream Pro only) (November 13, 2007) added ability to specify default address-type for new contacts (LawStream Pro only) (November 7, 2007) extra information on report of user preferences (LawStream Pro only) (November 6, 2007) additional edits to ensure that "find" procedures (for automatic searches for contacts or file/matter records) are not ignored or aborted by users when changing from one tab/window to anotherr (LawStream Pro only) (November 6, 2007) new totals and subtotals for some accounting reports (LawStream Pro only) (November 6, 2007) improvements to processing for narrative bill preparation (LawStream Pro only) (November 5, 2007) improved reliability of glossary in time entry window (LawStream Pro only) (November 5, 2007) correction to time-entry window, to allow addition of extra details when relying on built-in timer option (LawStream Pro only) (November 5, 2007) restructuring of the way LawStream prompts new users to review manual, help system, etc.; this change is mainly relevant to those looking at the LawStream demo, but it can also simplify processes for those who have recently started using LawStream in an office (LawStream Pro only) (November 1, 2007) more enhancements to the time-entry window, including the ability to make ongoing multiple additions to a single time entry through the day, while accumulating the time for that entry (LawStream Pro only) (November 1, 2007)
October, 2007	A few bug fixes, but mainly enhancements, including the following: miscellaneous tuning to address minor issues with interim changes for Leopard compatibility (including hiding fields on initial display of Setup tab, and implementing generic tabs on currency formating tab for word processor variables) (LawStream Pro only) (October 29, 2007) changes to permit compatibility with OS X 10.5 ("Leopard") (LawStream Pro only) (October 29, 2007) minor change to format of receipt, to ensure that it does not extend to two pages when different fonts are in use (LawStream Pro only) (October 27, 2007) more changes to time entry window: modifications to permit timing of activity while that window is open, and to display the time and value of the services; additional changes, to permit file number for the activity to be specified or changed while a time record is being entered (LawStream Pro only) (October 27, 2007) change to time entry window: when groups of different users (with each user having one or more different billing rates) are specified for a file: LawStream will select the current user as the default for time entries, rather than the first user added to the work-group) (LawStream Pro only) (October 24, 2007) New varieties for format of dates on documents created in the built-in word processor (LawStream Pro only) (October 20, 2007) Streamlining of entry window for trust payments, including change to processing for updating "last number used" for each bank account (LawStream Pro only) (October 20, 2007) Further enhancements to improve processing for bulk billing, and connections between bulk billing and posting to general ledger (LawStream Pro Only) (October 16, 2007) Correction to processing of phone messages, to ensure proper recipient (LawStream Pro only) (October 12, 2007) Increased automation in time entry window, when using special billing rates for groups of users assigned to work on a file (LawStream Pro only) (October 11, 2007) Additional options for organizing bills to be posted, and restructuring of control window for bulk billing (LawStream Pro only) (October 10, 2007) Correction to running totals on certain file-account statements, where multiple types of transactions (LawStream Pro only) (October 4, 2007)
September, 2007	Still more improvements: Change to QuickLetter, to allow complete address when non-client (non-contact) selected as addressee for a file (LawStream Pro only) (September 28, 2007) Correction to allow contacts to be located automatically from main workspace (LawStream Pro only) (September 26, 2007) Change to user preferences, to recognize option for displaying additional information on time-entry window (LawStream Pro only) (September 26, 2007) Changes to permit use of more-uniform fonts on receipts (LawStream Pro only) (September 26, 2007) Fixed a problem that had been preventing user-preferences to be recognized when users had unread memos displayed at start-up (LawStream Pro only) (September 23, 2007) Added an alternate format for dates on Canadian Payment Association cheques (Canadian users only, unless you are required to follow new standards for checks) (LawStream Pro only) (September 22, 2007) New search on the time/disbursement edit window, to allow finding by client (LawStream Pro only) (September 22, 2007) Added a new field/option, which can be set in the localizing window (Setup tab), to specify an area code that will appear as the default area code for phone and fax numbers of new contacts; until now, that area code has been set as a default, based on the area code of the firm; this new change reflects the need of those firms that have a client-base situated in a different area code, and those regions where multiple area codes would make it difficult to have an effective default for this value; if you want to use any area code as a default (whether or not it is the same as the one used for your firm's own phone/fax number, you will have to set this field to that area code (LawStream Pro only) (September 22, 2007) Minor improvements to entry window for editing multiple time and disbursement transactions Additional edits inn window for editing time/disbursement codes, to ensure that codes are not deleted if there are time or disbursement records that refer to them (LawStream Pro only) (September 21, 2007) Added an option to limit formal client statements to those that have not been billed within the last thirty days (LawStream Pro only) (September 21, 2007) Changes to reports of groups of accounting transactions (LawStream Pro only) (September 20, 2007) Added a default journal entry number to year-end journal entries, to simplify searches (LawStream Pro only) (September 20, 2007) Changed totals on report of journal entries (LawStream Pro only) (September 20, 2007) Re-introduced option for expressing amounts on bills as equivalent in U.S. currency (LawStream Pro only) (September 20, 2007) Improvements to the format of faxes, especially when using graphic footers (LawStream Pro only) (September 19, 2007) Added a procedure to have formatting of QuickLetter revert to default settings (LawStream Pro only) (September 19, 2007) Extra formatting and sorting options added to reports of G/L detail transactions (receipts and payments (LawStream Pro only) (September 10, 2007) Corrected report of file/matter records (open files, sorted by file number) accessed from Client/File menu (LawStream Pro only) (September 10, 2007) Added an option to bypass the printing of the currency symbol on cheques (checks), for those who have pre-printed forms that include the currency symbol. (September 4, 2007) (LawStream Pro only) Implemented a newer version of the built-in word processor, which will (among other things) allow creation of reports of multiple records (e.g., your own custom reports of reminders, work-in-progress, file/matter details) (September 3, 2007) (LawStream Pro only)
August, 2007	Still more improvements: Added ability (in Adjust Accounting utility window) to scan through accounting transactions by transaction number (August 29, 2007) (LawStream Pro only) Added ability to identify a G/L account as dormant, to exclude it from certain reports (August 29, 2007) (LawStream Pro only) (this enhancement includes a change to the indexing structure of the LawStream Pro data base, which means a detailed reorganization of your data file will take place the first time this new version of the program accesses your data, so you should be sure to take a backup of your data file before you implement this new version) Added an option for transactions for all a date range, to allow a condensed form of that report (August 28, 2007) (LawStream Pro only) Changes to financial statements, including ability to skip accounts with zero balances for date range (August 27, 2007) (LawStream Pro only) New totals in report of all transactions for account, for given date range, with start and ane balances (August 27, 2007) (LawStream Pro only) Re-introduced runnning totals on report of trust details for file (August 14, 2007) (LawStream Pro only) Added "source of referral" as a new field in the client/contact entry window (August 10, 2007) (LawStream Pro only) Change to procedures for noting selected accounting transactions (for specified G/L account and date range) as "uncleared" (August 7, 2007) (LawStream Pro only) Added ability to alter "suppress statement status" quickly, via the "Manage Groups" section of the Client/Contact tab (August 1, 2007) (LawStream Pro only)
July, 2007	Ongoing improvements, large and small: Eliminated some overly-restrictive limitations on file-numbering edits, which had been designed to avoid duplicate or similar file numbers (July 29, 2007) (LawStream Pro only) Added totals on reports of accounting transactions for G/L account for date range (July 25, 2007) (LawStream Pro only) Removed redundant lines from summary report of work-in-progress (July 24, 2007) (LawStream Pro only) Added subtotals for debits and credits in report of transactions for given G/L account for date range (July 20, 2007) (LawStream Pro only) Correction to totals on summary report of work-in-progress (July 19, 2007) (LawStream Pro only) Improved selection and sorting on management report of productivity by one-character and three-character file-type codes (July 18, 2007) New utilities to manage "last bill done" status on files (July 17, 2007) (LawStream Pro only) Added feature to allow watermarks on cheques (checks): particularly helpful for users in jurisdictions where crossed cheques are required or allowed (July 5, 2007) (LawStream Pro only) Added reference to funds type on receipts (July 5, 2007) (LawStream Pro only) Added "Direct Deposit" as a new payment type for receipts (July 5, 2007) (LawStream Pro only) New option on report of time and disbursement records for a date range, to permit sorts and totals by file rather than by date (July 3, 2007) Implementation of optional non-numeric reference fields for electronic transactions that do not require check/cheque numbers (July 2, 2007) (LawStream Pro only) Fine-tuning of time-entry window, for better handling of non-chargeable time (July 1, 2007) (LawStream Pro only) Extra edits relating to trust receipts, to ensure that funds-types are properly recorded (July 1, 2007) (LawStream Pro only) Addition of running total/balance with each transaction on client/file summary of financial transactions (July 1, 2007) (LawStream Pro only)
June 1, 2007 to June 28, 2007	Responding to helpful suggestions from users, recent changes to LawStream Pro and/or LawStream Classic include: Correction to utility for re-setting accounting balances and work in progress balances (June 28, 2007) Cosmetic changes to entry window for managing the "billed/unbilled" status of work in progress (June 4, 2007) (LawStream Pro only) Added procedure to note work-in-progress as billed for a client-bill, and corresponding procedure to undo the noting of all work in progress for a file as billed if a client bill has to be re-generated (June 4, 2007) (LawStream Pro only) Correction to entry window for selecting a file from a list of files for a client (June 3, 2007) (LawStream Pro only) Addition of a new option for reports of trust transactions: this report now can be produced to show balances for all files for a specified client (June 3, 2007) (LawStream Pro only)
May 8, 2007 to May 27, 2007	Still more changes to LawStream Pro and/or LawStream Classic, including : Additional edits added to time entry window, with regard to billable and chargeable status or time records (May 27, 2007) (LawStream Pro only) change to "contact find" routine in the client/contact entry window (May 26, 2007) (LawStream Pro only) improvement to receivables analysis report (May 25, 2007) (LawStream Pro only) mainly of interest (and of use) to those who organize and record all their accounting transactions in their own local currency, but who also have a specialized practice with some clients in a foreign country who want total amounts on their bills to be shown in the currency of those clients: added option in Setup tab (localization window) to specify alternate currency on bill for file, and added option on bill detail window to have converted currency amount included (LawStream Pro only) (May 24, 2007) added option for special payables account for British Columbia lawyers requiring TAF (trust accounting fee) (May 23, 2007) improved the interface for finding contacts (to avoid the need to select an alternate tab when opeining the client/contact window for finding a contact (May 22, 2007) (LawStream Pro only) corrected a display field on client bills, for bills showing all files for a given client, where each file uses a unique file reference (May 22, 2007) (LawStream Pro only) added a new option, to be able to select between rounding timed amounts to a nearest value (e.g., tenth of an hour or quarter of an hour), and rounding them up to the nearest such value above the timed amount (May 17, 2007) (LawStream Pro only) added a new sort option on some management reports (May 16, 2007) (LawStream Pro only) corrected totals on reports of fees billed (May 16, 2007) (LawStream Pro only) new options for controls relating to trust overdrafts (May 9, 2007)
October 21, 2006 to May 7, 2007	Ongoing enhancements to LawStream Pro and/or LawStream Classic: added details to report of single reminder (LawStream Pro only) (May 5, 2007) change to procedure for entering a reminder based on a contact's birthday, to avoid errors due to attempt to change contact record and reminder at the same time (LawStream Pro only) (May 5, 2007) correction to write-down window, to prevent amounts from appearing in incorrect fields (May 4, 2007) added option to replace the words "sales tax" on bills and some other reports, with user-defined words or abbreviation (e.g., "P.S.T.") (May 4, 2007) (LawStream Pro only) clarified options for detail bills, on client-billing-preferences and bill-selection window (May 3, 2007) added more automation to relationships between familiar names and individual components of names (May 2, 2007 ) (LawStream Pro only) corrected auto-format of Canadian postal codes. on client/contact entry window (LawStream Pro only) (May 2, 2007) changes to client-bill format: (i) permit invoice date to be altered; (ii) implementation of option to change format to eliminate page-breaks between different files on bills (LawStream Pro only) (April 30, 2007) added edits in user-preferences window, to prevent blank names or user-codes (LawStream Pro only) (April 30, 2007) corrected web link on home tab (LawStream Pro only) (April 24, 2007) improvements to entry/display window for contacts associated with a file (LawStream Pro only) (April 18, 2007) fixed some problems that occasionally were causing client's code for a file to be replaced with payee's code after processing a payables transaction changed screen-print procedures to ensure that screen reports do not extend beyond bottom of screen (April 13, 2007) corrected problem relating to use of inches or centimeters in some detail report formats (April 10, 2007) added the ability to create a similar contact record, based on a selected contact (LawStream Pro) (March 26, 2007) corrected the totals on the productivity report based on areas of law (LawStream Pro) (March 26, 2007) added a control window for organizing areas of law for groups of files, accessible from the "All Files" list/window in the File/Matter tab (LawStream Pro) (March 26, 2007) established transaction date as the default sort-field for reports of all transactions for a specified date range (LawStream Pro) (March 26, 2007) added the ability to export all records from a LawStream Pro data file, in a format that allows creation (reconstruction) of a new data base) (March 9, 2007) added a new option to the "consecutive reminders" feature, to allow a series of reminders on the first, second, third or fourth of a given weekday of each month in a given number of consecutive months (e.g., the third Wednesday of each month, for ten months) (March 1, 2007) corrected a problem that had occasionally been causing incorrect "pay this amount" totals in bulk billing, when an individual bill included (a) new time, (b) new disbursements, (c) a previous balance, and (d) a trust transfer to pay part of an older bill (February 20, 2007) changes to font structure in application, including the training data file, to ensure compatibility on reports across different platforms (February 18, 2007) miscellaneous improvements to keyword/conflict report (February 15, 2007) minor improvements to report of "transactions by date" ("file detail report" of accouting transactions for file (February 14, 2007) added an option on the report of transactions for all G/L accounts, to choose between starting a new page for each account, and avoiding a skip to the next page for a new account (February 14, 2007) adjusted right-margin on "Accounting Details" report, to accommodate users in Hong Kong and United Kingdom who use A4 paper (February 14, 2007) modified file/matter window slightly, to make it easier to find and use other contacts associated with a file (February 13, 2007) added the ability to generate client bills (bills for all files for a specified client), for a specified date range; previously, this type of bill could not be limited to anything other than all unbilled work in progress for a client's files; this new feature includes the ability to note work in progress as billed (or unbilled) for all files for a specified client and date range (February 11, 2007) fixed a problem with billing multiple files for the same client, where two or more clients shared the exact same client name (February 9, 2007) changed appearance of disbursement options, on entry window for defining disbursement codes and their preferences and options (February 8, 2007) modified the method for converting amounts to words on checks and receipts, to correct the problem relating to incorrect amounts sometimes appearing (February 6 and 7, 2007) added a search-narrowing field to the disbursement-code selection dialog window (and the time-code selection dialog window), to make it easier to find the disbursement code you want when you have a large number of them in your data base (February 6 (and 7), 2007) changed LawStream's name to LawStream Classic, and changed SmartWeal's name to LawStream Pro (January 28, 2007) added toolbar as optional interface for basic commands (January 24, 2007) [SMARTWEAL ONLY] added extension number to some client-contact data (January 22, 2007) [SMARTWEAL ONLY] further implementation of feature on contextual menu for list of time entries: commands added, to permit extension of time entries (with or without additional times) on "daybook" list of time entries (January 21, 2007) changes to structure of Client/Contact window, including addition of "add new file for this client" pushbutton, to facilitate opening new files for current selected client/contact (January 16, 2007) created new indexes for familiar names and contact-person fields in client/contact records, to facilitate searching on the basis of either of those fields (January 14, 2007) [SMARTWEAL ONLY] [CREATION OF THOSE NEW INDEXES WILL MEAN YOUR DATA FILE WILL HAVE TO BE REORGANIZED THE FIRST TIME THIS NEW VERSION OF SMARTWEAL ACCESSES IT (take a backup of your data file before you access it with this new version of SmartWeaal, and then follow the instructions when you open your data file with the new version of SmartWeal) ] additional sorts added to the "Manage Groups" window (January 13, 2007) added ability to sort window of project tasks, using several different fields (January 11, 2007) extra edits and restrictions in office receipt window to prevent use of blank or invalid general ledger account codes (January 10, 2007) the "Enter/Edit/Organize" area of the Reminders tab (for accessing various selections of reminders) has been enhanced, to permit reminders to be accessed and organized on the basis of their "location" field; this will make it easier to organize the use of certain rooms or other facilities in an office, or to coordinate work being done at a certain court house or other location (January 9, 2007) [SMARTWEAL ONLY] new option for files and bulk billing: any file can be specifically excluded from bulk-billing, by clicking a box/flag on the file/matter edit window; this new feature eliminates the need to exclude files individually on each bulk-biling run, and can be handy for firms such as those with personal injury files that may be excluded from billing for several months (January 8, 2007) [SMARTWEAL ONLY] added information to the "print group" report on the "adjust accounting records" window (January 8, 2007) [SMARTWEAL ONLY] correction to window for payment on account, to deal with proper refreshing of data (January 8, 2007) fixed problem that had been causing intermittent discrepancies between numeric and alphabetic representations of amounts on checks and receipts (January 6, 2007) enhancements to lawyer productivity report reports and summaries (January 5, 2007) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] minor enhancements to file details and file productivity reports (December 19, 2006) new report, showing all clients with birthdays stored in the data base (plus contact information and notes for each of those clients [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] minor changes to format of labels, relating to state/province data (December 8, 2006) change to format for bills referring to all files for a client: top margin changed from ahalf-inch to a quarter-inch; other minor formatting shanges to ensure proper placement of address in window envelopes (December 5, 2006) general enhancements to tracking funds-type of accounting transactions, including clearer identification and selection of funds-types on transaction reports (December 4, 2006) added ability to fine-tune position of address and header information on bills showing all files for a given client (December 4, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] changes to options for formatting positions of fields on bills (December 2, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] added ability to fine-tune location of addressee in normal envelopes (November 30, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] expanded use of separate state/province fields for contacts, to permit automatic default to correct state or province when adding a new contact (November 23, 2006) additional features in the integrated e-mail features, including new links and integration with other data types (November 20, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] implementation of ability to specify certain special dates as civic/statutory holidays, and to identify such dates on reminder entry windows (November 19, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] additional controls for determining size of screen reports (November 16, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] added option alter the position of the "Ref/Subject" line on letters produced when using the quick-letter feature (November 15, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] added new option for users, to permit printing or a separate fax cover-sheet when using quick-letter feature to print a fax (November 15, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] changes to capitalization on names and addresses in some reports (November 13, 2006) several improvements to the graphs of work in progress (November 12, 2006) [SMARTWEAL ONLY - LAWSTREAM GRAPHS NOT AFFECTED] a new check format (cheque format, for Canadians) has been introduced, which (a) permits full compliance with new specifications for metric/international date formats, and (b) permits precise positioning of all essential fields, to accommodate any variations in the different formats provided by suppliers (November 10, 2006) further options for fine-tuning of fields on cheques (checks), especially useful for those users converting their cheques (checks) to new standards for metric/international dates, etc. (November 7, 2006) increased functionality in entry/edit window for managing groups of reminders, including the ability to specify a project for any item in the group of reminders (November 7, 2006) added ability to double-click on a list of a file's global variables, to permit quicker entry/edit of value for the selected variable (October 31, 2006) changes to ensure that the full address of payee is included on checks prepared to payees further changes on bill format, to deal with not-quite-so-isolated incidence of missing invoice number (October 29, 2006) added new option for users, to permit screen displays to appear on wide-screen format, and in a way that permits the size of those reports to be increased or decreased on-screen (October 27, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM]
October 1, 2006 to October 20, 2006	Introduction of the Universal Binary edition of SmartWeal, and the beginning of many more enhancements for Windows and Mac users of SmartWeal, including... added new option for users, to permit screen displays to appear on wide-screen format, and in a way that permits the size of those reports to be increased or decreased on-screen (October 27, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] change on bill format, to deal with isolated incidence of missing invoice number (October 20, 2006) corrected totals in Profit and Loss Statement (October 19, 2006) improvements to the "Go window" for new users (quick access to a few of the most common entries (October 14, 2006) changes to format of receipts, to avoid overlap of fields when long client codes are used (October 10, 2006) in the entry window for managing multiple reminders: added option of producing list of all reminders in the data base, and added reference to project-names of reminders associated with projects (October 3, 2006) integrated e-mail (October 1, 2006) improved implementation of distinction between state/province and city/town parts of address data, including addition of entry field for default state/province through Setup tab
September 1, 2006 to September 30, 2006	Continuing with larger projects, but still finding time for things like the following... introduction of Universal Binary (“IntelMac”) version of SmartWeal for Macintosh users basic e-mail receiving and sending, from within SmartWeal - this is the first stage of integration of a more robust e-mail modulee within SmartWeal (September 28, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] enhanced search feature in client/contact reports, to permit searches including a given keyword, along with searches within a category of contacts (September 6, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM] enhanced display of variables in File/Matter window, to permit easier viewing of all variables for a file (September 6, 2006) [SMARTWEAL ONLY - NOT AVAILABLE IN LAWSTREAM]
August 1 , 2006 to August 29, 2006	More work on larger projects (including two-way PDA/Mobile interface, and enhancements to word processor features), and... extra edits in window for organizing reminders, to prevent attempts to edit two reminders at the same time added a new option in the time/disbursement analysis report in the Time/Billing tab: if you do not select a file, you will be able to specify a date range to produce a report of all time/disbursement records for that date range (August 4, 2006) Added extra fields in the time/disbursement edit window (adjustment amount) and the client/contact entry window (client's "firm number" to refer to firm as payee/supplier), to assist in LEDES billing (August 7, 2006) Added the ability to import sets of time/disbursement codes, via a new procedure in the entry window for adding or editing time/disbursement code data; also added the first set of time/disbursement codes that can be added with that procedure: the complete set of UTBMS time/expense codes (August 19, 2006) Added twelve more user-defined contact categories, including entry fields in the Setup tab and in the entry/edit window for individual contacts (August 20, 2006 - SMARTWEAL ONLY (not available in LawStream)) Added gender as a new field for contacts (August 20, 2006) Added a new file-type (record-type): Court/Jurisdiction, with the ability to relate each file/matter record to a court/jurisdiction record; basic entry window and a simple report have been added; new reports and related features will be added in the future, depending on user demand (August 20, 2006 - SMARTWEAL ONLY (not available in LawStream)) added ability to produce lists of contacts, selected by individual category-type; label-printing routines (accessible from the Client/Contact tab) have also been updated, to permit labels to be printed for all contacts in a specified category (August 28, 2006) new option for reminders: if holding down the alt/option key when clicking on a "new reminder" pushbuton (or if adding the option/alt key to the keyboard shortcut for a new reminder: the reminder window will open for entry of a "quick reminder", with no file, the date defaulted to tomorrow's date, and the insertion point in the text field for the reminder (August 29, 2006) a few minor changes to the format of client bills, and to the entry window for tuning the location of fields on client bills (August 30, 2006)
July 3 , 2006 to July 31, 2006	More work in extras, now that initial deployment of SmartWeal is settled, and now that we have been getting more requests and suggestions from new users: added field in Setup tab, to permit modification of fax-trailer notification simplified the layout of the time-entry window (July 7, 2006) added some additional features on reminder-edit window, to simplify organization of reminders into action-status types (e.g., reference. someday/maybe, waiting for response) (July 7, 2006) prevented incorrect calculation of statistical data in file productivity report (problem had arisen for some files that hade no activity) (July 7, 2006) minor changes to trust payment window, to deal with issue regarding payables for British Columbia lawyers who must pay trust administration fee (July 13, 2006) added methods for selecting and organizing reminders (in windows for editing groups of reminders) on the basis of location, and action-status (July 15, 2006) corrected a problem that occasionally prevented a file/matter record from from being located in the word processor list (July 15, 2006) updated and uploaded a new help package (help files in a folder called SmartWeal Help) (July 17, 2006) added the ability to set the workspace size to height and width other than the default size (July 19, 2006) minor change to calculations of running totals in reconciliation window (July 20, 2006) modified Start-Up procedures to establish user preferences when changing between two data files (July 22, 2006) changed the background procedures in the "reply" routines for inter-office memos, to ensure that the entry window can be easily closed (July 24, 2006) added extra methods to ensure proper setting of "last trust transaction date" (July 29, 2006) eliminated some unnecessary information on trust receipt records (July 29, 2006) added the ability to specify priority (and to sort lists by priority) for reminder records (July 29, 2006)
June 1 , 2006 to July 2, 2006	Small but helpful changes, and some enhancements requested by users, including: clearing of file/matter record prior to first entry of a SmartWeal session, to prevent inadvertent transaction for wrong file removal of utility menus from selection of menus that can be installed by each user (this prevents confusion, and prevents excessive "clutter" in the menu bar) change to procedure for copying contact address data to clipboard for use in other applications: proper formatting now applies for contacts with state/province in separate field correction to procedures for generating screen reports, to ensure that those reports appear in front of the main SmartWeal workspace rather than behind it (June 7, 2006) addition of separate country-field in reports and export/copy data, when not included as part of general address field (June 8, 2006) extra fields added to the utility for exporting file/matter and client/contact data (June 16, 2006) automated export of fields from most record-types, with options for selection of records and choice of export format (June 18, 2006) addition of glossary and spell-check functions in time-entry window, disbursement-entry window, and quick letter (June 19, 2006) increased automation for noting work in progress as billed, after billing a file with records limited to a specified date range (June 21, 2006) streamlined interface for billing all files for a specified client (June 21, 2006) fixed an obscure bug that caused totals to be incorrect when: fee amount was not a "whole dollar" amount, G.S.T./V.A.T. applied to the bill, and a previous balance was owing (June 27, 2006) added ability to specify an action status (e.g., calendar, waiting for, someday, reference) for new reminders, via a new command in the context-sensitive menu, and in normal entry windows
May 17, 2006 to June 1, 2006	Still more good stuff - large and small - including: better formating on miscellaneous envelopes (i.e., those addressed to any contact, rather than the envelopes based on contacts linked with a specific file) eliminated need to re-find file for refreshing of values of global variables corrected problem with refreshing of G/L account data on window for splitting receivables data after selecting new account from list addition of a new control-field for files: the status area of the file/matter entry window now contains a field that indicates whether the last bill for the file has been issued; this field can be used to prevent SmartWeal from treating time records for "final paperwork" or incidental work (file-closing, etc.) as billable or chargeable change to time-entry edit window, to have applicable taxes (sales tax and G.S.T./V.A.T.) set to zero automatically when time is noted as non-chargeable added the ability to merge custom variables into documents with the integrated word processor
April 17, 2006 to May 16, 2006	Further general enhancements (including additions to the manual), and more, including: project estimation reports of estimated times for scheduled tasks additional fields for merging in word processor new check (cheque) format added the ability to select specific records when selecting a file from the list in the merge-area of the word processor modified disbursement entry window, to ensure proper refreshing of that window after the entry of multiple similar disbursements for the same file
To and including April 16, 2006	All the features and functions of LawStream, plus: spell checker word processor glossaries additional document organization extended work space improved interface basis/potential for Universal Binary (IntelMac) capabilities