Version History

The following list details all the changes made to Case Manager since version 2.50a was released.

25th October 2005 2.64k

• Increased the maximum allowable concurrent users from 100 to 200.

6th October 2005 2.64j

• Modified the Word Link facility to remove codes used in NSW Insurer reports. To activate this you need to add HandleNSWInsurerCodes=-1 to the [Options] section in Options.ini.

• Modified the company update routine to improve how changes to contact records are propagated to the company list.

• Added error handling to the Estimate form to catch Overflow error.

27th June 2005 2.64i

• Fixed an application error that occurred if you attempted to add a payment against a customer who had a very large number of outstanding invoices (>5000).

27th June 2005 2.64h

• Fixed a problem with the ability to relink costs to an estimate. Previously this was ignoring the selection to ignore the data limits on the activity. If you select this option you will now be able to relink costs that fall outside the start and finish date for the estimate activity.

• Fixed a problem that prevented saving the registration details if the evaluation usage had expired. This only affected the Sybase database.

11th April 2005 2.64g

• Added an option on Tools -> Options -> Local Machine to control whether or not the case list automatically reselects the case that was selected when the program was last exited. This feature was made optional because it caused a long delay if the case list was very large.

• Modified the format of the Journal Entry Print to Word facility to include claim number and requirement fields.

22nd March 2005 2.64f

• Fixed a problem when adding new cases that prevented the modification of company details when a Bill to, Referrer or Employer company was selected from the drop down list.

1st March 2005 2.64e

• Removed the requirement for all users to have write permissions to the letterhead file to print an invoice with a letterhead.

• Fixed an application error that occurred if more than 1100 cost records were added to any one case.

• Added a new entry to Options.ini to speed up the load time for the Select Cases dialog. This can be a problem for sites with a very large database. If you add the setting UseSimpleConditionList=-1 to the [Options] section, the condition list will be loaded from the reference table instead of the actual conditions used in the Case Details table.

28th January 2005 2.64d

• Added the ability to print an Adjustment to an XML file.

15th December 2004 2.64b

• Fixed a problem that prevented the creation of Word documents for cases with a case number longer than 8 digits.

13th December 2004 2.64a

• Added three new database views to simplify MS Access queries. The views are named vInvoices, vPayments and vCaseCosts.

• Added the ability to record employee team when recording costs (from the costs tab or the timesheet). This allows the cost to be associated with one of the teams that the current employee is assigned to.

• Modified the employee list to allow you to specify a sequence for the teams an employee is associated with. This ensures the primary team is used when adding new cost records for an employee.

• Fixed a problem with the timesheet date scroll buttons that resulted in the temporary display of the first day of the current month.

• Fixed a problem with the company list that was causing a duplicate key error message when the company name was modified. This only occurred if another record existed with the same company name (i.e. the new name) and both records had non-default values on the settings tab.

• Added a ReferenceID field to both the Company list and the Contacts table. This field can only be edited via the Company list but changes made there will be propagated to any existing contact records with the same company name.

• Changed the content of the main grid on the journal entry form to speed up load time for large databases.

20th October 2004 2.63f

• Added an option so that changes made to a contact’s service type are not propagated back to the main company list. To enable this you need to add the following entry to the [Options] section in the Options.ini file: PropagateServiceChange=0

• Modified the Journal Entry printed report so that invoice and payment totals in the heading were printed in the currency format.

11th October 2004 2.63e

• Fixed a numeric formatting problem with the export of invoices to XML.

• Added a setting to hide the document folder button for all users without admin access. To enable this you need to add the following entry to the [Options] section in the Options.ini file: HideDocFolder=-1

22nd September 2004 2.63d

• Fixed an 'out of string space' error that occurred when deleting a payment associated with a large number of invoices.

• Fixed a problem that prevented you adding more than one new company to the company list.

24th August 2004 2.63c

• Added support for the Client Mobile field in the MS Word Invoice template. To use this field in your invoice template simply add the text ~Mobile~ in the appropriate place.

• Modified print facility so that invoices can be selected by Bill To company

• Modified print facility so that invoices can be printed to XML in batch.

1st August 2004 2.63b

• Corrected a problem when creating new MS Word documents (Error 440, OLE Automation error). This problem was introduced in version 2.63a and only occurred when a network client was setup to run Case Manager from the root directory of a shared drive (e.g. u:\).

26th July 2004 2.63a

• Fixed the sort order in the template list so they now appear in alphabetic order.

• Added the BillerCode field for integration with RiverDynamics.

• Added a feature that will refresh the Case List each time a data change is saved to the database. A new option has been added (see Tools -> Options -> Local Machine) to control this behaviour on a per-machine basis. By default it is switched off but users can enable it if required. This may cause performance problems with large databases and/or slow networks so care should be used when enabling it.

25th June 2004 2.62f

• Previously, if you selected a document and clicked the Edit button the title displayed in the edit window was the first one in the list instead of the existing title for the document. This behaviour has been corrected.

25th June 2004 2.62e

• Added the ability to use a different letterhead file for different ODBC databases when running Case Manager from a single installation directory. 

7th May 2004 2.62d

• Added an access right to limit who can modify progress notes. Employees without this access right can only modify/delete progress notes they created. 

• Modified database “Keep Alive” facility so that an interval can be specified in the Options.ini file. The default is 15 minutes but another value can be specified in the [Database] section as follows: KeepAliveMinutes=n where n is a valid minute interval.

5th May 2004 2.62c

• Modified the invoice generator so that invoices can be limited to cases belonging to one or more teams, and cases without a claim number can be excluded.

• Modified the File, Print dialog so that invoices can be restricted by date range, category, team and/or case manager (assigned to). Payments included on the Bank statement can also be restricted by category, team and/or case manager (assigned to).

25th March 2004 2.62b

• Changed the Add-In interface to allow log in details to be passed at initialisation.

• Added “Keep Alive” feature to prevent database server from disconnecting inactive clients. This will prevent the following error: “3146, Connection not open: not connected to SQL database”

27th Feb 2004 2.62a

• Modified employee list to allow an employee to belong to more than one team.

• Added an access right to control who can print invoices to MS Word.

• Added an access right to control who can view any add-ins.

• Added an access right to control who can modify cost records that were entered more than 24 hours ago.

• Added an access right to control who can modify records in the main company list.

• Fixed a problem with the MS Word templates that was causing Word to hide spelling errors. This fix will only effect new installations. Anyone with an existing installation will need to open each template in Word, clear this setting (Tools, Options, Spelling & Grammar, Hide Spelling errors in this document) and then save the file.

20th January 2004 2.61h

• Changed the way dates fields are updated from the database to overcome a problem in Windows XP Service Pack 1.

• Some of the date controls did not respond to the up and down arrow keys to increment/decrement the date value. This has been corrected (eg New Estimate form).

• Added the ability to get the clients Age in a Word document. New field is: CMGetDataAge;

• Added an INI file setting that allows you to control the default button when prompted about new costs that are not linked to the estimate. This only effects categories that link to the estimate via the charge code.

15th December 2003 2.61g

• Changed the adjustment facility so that you can always select from a tax rate of 0, the current default rate, and any of the rates on the current invoice.

4th December 2003 2.61f

• Added an option to allow the company list to be limited to only those companies with an amount owing. This applies to the “Add Payment” and “Overdue Accounts Report Options” forms. To turn it on you need to add the following entry to the [Options] section in the Options.ini file: BillToListOption=1

• Fixed a problem that would cause Case Manager to generate a “subscript out of range” error on startup. Previously the only way to work around this problem was to delete the caseman.ini file.

• Fixed a problem that allowed a team leader to display cases that are not in their team. This would occur if a user with full access logged on from a PC, displayed the cases for all users, exited Case Manager, and then the team leader logged on next.

15th November 2003 2.61e

• Fixed a problem with the journal entry facility that caused Case Manager to terminate when a very large number of journal entries existed.

9th September 2003 2.61d

• Fixed a problem with the employee stats report that occurred when a single category was selected.

13th August 2003 2.61c

• Fixed a problem with the status bar initialisation message that occurred if the activity list was empty.

• Fixed an application error that occurred if an attempt was made to make a payment against a company that had more than 3500 invoices due.

• Fixed a problem with the expiry date field on the payment form.

1st August 2003 2.61b

• Modified Add-in interface

• Added ability to filter case list by condition.

• Added ability to set/modify the Record ID for companies in the company table (requires a setting in Options.ini).

30th April 2003 2.61a

• Added Ctrl+J hotkey to display Journal Entries.

• Added the ability to create a new Word document based on a copy of an existing document from the same case.

• Added ability to associate default text with a document title (Lists, Other, Document Titles). When you create a

   

  new text document the associated text is automatically inserted.

• Modified case selector dialog, filter tab to allow the selection of multiple categories, teams and/or statuses.

• Modified charge stats report to allow the selection of multiple categories and/or teams.

• Added Phone and Email fields to the employee list. These fields can also be merged into a Word document.

• Added hyperlinks to help menu and About screen.

• Added hotlink to email fields to create a new mail message.

• Fixed a problem that caused the program to terminate abnormally when creating a journal entry with a very large number of transactions.

20th January 2003 2.60m

• Added system information dialog.

7th November 2002 2.60l

• Replaced label for Case Number field which had been removed in an earlier upgrade.

• Added the ability to rename several field labels.

21st June 2002 2.60j

• Corrected an error that occurred when printing an estimate that contained one or more activities with no start and finish date.

23rd May 2002 2.60i

• Changed the date format on the time sheet to include the day.

• Modified the link to MS Word to avoid multiple Word windows (dropped support for Word 2.0)

8th April 2002 2.60h

• Added additional date formatting options when transferring date values into Word documents.

11th February 2002 2.60g

• Corrected a problem with the case selector (and case list report) that was preventing team leaders from viewing the case load assigned to another member of their team.

23rd January 2002 2.60f

• Corrected the hot key for the duration field on the time sheet (Alt+D).

• An earlier change (2.60a) removed the ability to include costs in the charge statistics report that were not assigned to an employee. These costs are once again included in the report if all employees are selected and the current user has authority to display results for all employees.

28th November 2001 2.60e

• Fixed a problem that allowed a user to view all cases assigned to their team even when that access right was not specifically granted. This problem was introduced in version 2.60a.

27th November 2001 2.60d

• Added email field to the client tab. Please note, this information cannot be entered when adding a new case - you need to enter it after the case has been added.

• Fixed a problem that could cause an Application Error if the number of activities in the standard charges list exceeded 3460.

1st November 2001 2.60c

• Modified the invoice details form so that all controls block user input if the current user does not have the access rights to modify the invoice

• Fixed a problem with the Charge Stats and Time Sheet report that was allowing a non-authorised user to view output for all employees.

23rd October 2001 2.60b

• Fixed a problem that was introduced in 2.60a that prevented a change to the case category.

16 October 2001 2.60a

• Added Team field to the Employee List.

• Added an option to the Charge Statistics Report to include/exclude zero cost activities and items.

• Enhanced the Access Rights tab on the employee list. Replaced the "Administrator" setting with specific access rights that were previously all granted to an "Administrator". These include the ability to:

  • Change a case category

  • Link existing costs to an estimate (not applicable in Sole Consultant version)

  • Change the system options

  • Modify the letter head settings

  • Print account statements

  • View the following Reports; Overdue accounts, Customer accounts, Sales Summary, Tax.

  • Limit report access to "current user only"

  • Access other user's time sheets

  • Access other cases assigned to the same team as the employee.

• Changed the way company specific rates are applied when entering a cost based on an estimate. Previously, the company rate (discount, premium or fixed) was always used regardless of whether the cost was sourced from the standard charges list or the estimate. This created a problem when applying a discount or premium as follows:

When an activity was added to the estimate, the company discount was applied. Then when a cost was entered based on this activity the company discount was applied a second time.

The company discount is now only applied once - when the activity is added to the estimate. An option has been provided (Tools, Options, Other) that will allow you to continue to use the existing behaviour if necessary. For existing installations that have been upgraded to 2.51 or later, you will need to manually change this setting otherwise the previous behaviour will remain.

• Fixed a problem with the Find facility that generated the following message: "Error 3159, Not a valid bookmark".

• Fixed a problem with the demo version that caused an error when checking access rights to certain cases. This issue only affected the demo.

• Fixed a tab sequence problem on the Add Cost form and Time Sheet that caused the focus to go to an invisible control.

• Fixed a problem that allowed a user with "read only" access to a case to modify the Team field, several date values as well as some of the fields on an invoice.

• Fixed a problem where the case selector and case list report did not remember a descending sort order properly.

• Fixed a date interpretation problem with the costs form. This issue only occurred when an incomplete date was entered and the Enter key was pressed to save the change while the focus was still in the date text box.

• Fixed a formatting problem with the duration field on invoices. e.g. 01:60 instead of 02:00.

1 July 2001 2.50n

• Added more flexibility to the invoice settings as follows:

   

  • Can elect to have activities and items printed in the one table on the invoice. Please note that when you combine activities and items in the one table, generic column headings will be used. For example, instead of Duration, the word Qty will be used (as duration does not apply to an item). Also, the duration value will be printed in decimal notation (not hours and minutes).

  • When summarising costs by description and/or charge code you can now print the total duration/qty and the activity/item date. For the date column, since a summarised line may consist of more than one date, Case Manager will always print the last date in the range.

  • Added ability to force all invoices to include a subtotal for duration/qty, tax amount and ex-tax amount (if present). To activate this feature you need to add the following line to the options.ini file in the [Options] section: ExtraSubTotal=-1.

• Added the ability to print payment details.

• Fixed MYOB compatibility problems related to changes in version 10.5/11 and Premier version 5.

• Fixed a problem with inconsistent font sizes when printing invoices. This problem only affected the notes at the bottom.

• Fixed a problem with charge statistics report – did not remember employee selection if a large number of employees existed in the database.

21 March 2001 2.50l

• When re-linking costs to an estimate, you can now specify that costs will only be linked if the date the cost was recorded is within the specified start and finish dates for the activity/item. This feature is not available with the Sole Consultant or Group Practice edition.

• Fixed a column alignment problem on the invoice when summarising by charge code.

• Added the ability to print GST columns on invoices that summarise by description and/or charge code.

7 March 2001 2.50k

• Added new 'Team' field to the Case tab. This field can also be used to control which cases are included in the Sales report and the Statistics report.

• Add new options to the Filter tab on both the Case Selector and Case List Report. This will allow greater control over which cases appear in the list. Specifically you can now include closed cases within a specific date range.

• Corrected a problem with some of the reports where the data was not refreshed if the previous report produced no data.

17 January 2001 2.50i

• Corrected a problem with the case list where the Approved Cost value did not include GST.

• Fixed a problem with the estimate where adding a new activity may result in a change to the GST setting for one or more of the lower activities (normally the last one).

19 November 2000 2.50h

• Fixed a problem printing invoices to Word where case manager’s UserID was printed instead of their full name.

• Fixed an error that could result in a cost record containing a quantity value that was incorrect.

5 October 2000 2.50g

•  Added a refund facility to the accounts tab. This feature is required if you intend to report GST on a cash basis.

• Fixed compatibility issues with MYOB 10 and added new options for exporting to MYOB.

• Added a new Tax report. This is mainly intended for reporting GST on a cash basis but is also capable of reporting on an accrual basis.

12 July 2000 2.50f

• Fixed a problem with the demo version that caused an error message to appear when the program first loads.

6 July 2000 2.50e

• Fixed a problem when printing invoices in batch. If more than one invoice in the batch has both activities and items printed in separate tables, the activity subtotal would accumulate the value from each invoice.

• Fixed a problem with the registration process for the Sole Consultant Version. After registration, the user was not able to access certain parts of the system as sufficient access rights had not been granted.

2 July 2000 2.50d

•  Added an option to exclude GST from the following reports: Sales Summary, Time Sheet & Charge Statistics by Employee.

27 June 2000 2.50c

•  Added an entry to Options.ini that allows you to apply rounding only to Activity costs – not Items.

20 June 2000 2.50b

• Corrected a problem when printing a Journal Entry. The printout included every transaction in the database, it now only includes those associated with the selected journal entry.

1 June 2000 2.50a

• Added GST capabilities (requires new registration number to activate)

• Added an option to lock amount for any transactions that have been included on a Journal Entry.

• Moved the following settings from the Options.ini file to the database; NoCostIfInvoiced

• Fixed a problem with the time sheet: Clicking Edit for an existing entry may cause the charge code, hourly rate and duration to revert to the default values.

• Fixed a problem with the Case List report where the total line was increasing each time the report was run.

• Fixed a problem when linking costs to an estimate if no charge code was recorded.

• Fixed a problem when creating a new estimate (the dates for the Goal were reverting to the default).

Version History Archive (2.04c to 2.35b)