Version History Archive

The following list details all the changes made to Case Manager from version 2.04c to 2.35b. Click here to return to the most recent changes (made after 2.35b).

6 March 2000 2.35b

• Fixed a problem with the sort order on the time sheet that caused new entries to appear at the top.

• Fixed compatibility issues with MYOB 9.

18 January 2000 2.35a

• Added facility to quickly link all un-linked costs to an estimate (see new button on Estimate screen - not available in Access version).

• Added 'Total Charged' field to the estimate form.

• Added Company e-mail field to global options.

• Added Company Address, Phone, Fax and e-mail as available fields in the MS Word merge.

• Added an option to allow a user to bill costs to any open case from the Time sheet (see Tools, Options, Other).

• Added an option to prevent adding a cost if an invoice has been created for the period (see Tools, Options, Other).

• Added 'Bill To Contact' and 'Approved cost' fields to both screen based Case List and printed report.

• Added option to specify width of charge code column for the invoice (via Options.ini)

• Fixed a problem that prevented printing an account statement to all customers requiring a statement (introduced in 2.30a).

• Fixed a problem where linking or unlinking a cost from the estimate (which is difficult to do) could lead to an incorrect Amount Charged value on the estimate.

• Fixed a problem where cost (and time sheet records) were not always in the correct order. This problem only occurs in the Multi User edition. The date component of the StartTime field (for a cost record) was the date the record was entered into the System. It now matches the ReferenceDate field.

10 January 00 2.30p

• Fixed a problem with printing adjustments that was introduced in 2.30k (err: no client mobile field).

• Fixed a minor problem with the sales summary report - if a new option was selected the change was not always recognised.

• Added INI file setting to Options.ini to avoid setting case status when a case is closed: SetStatusOnClose=0.

03 December 99 2.30o

• Fixed a problem printing invoices if no 'Condition' was recorded (introduced in 2.30k).

29 November 99 2.30n

• Fixed problem with new rounding option introduced in 2.30m (didn't save one of the selected rounding modes)

25 November 99 2.30m

• Fixed problem with costs dialog where the 'Duration Left' field was out by 1 minute (caused by rounding).

• Added a new rounding option: 'Round down to the nearest whole cent'. i.e. $5.666 -> $5.66 (instead of $5.67).

24 November 99 2.30l

• Increased the size of the 'New Document' dialog.

23 November 99 2.30k

• Changed the Employee Qualifications field to allow more than one line of text and increased length to 100 characters.

• Fixed a problem that allowed 'Read Only' users to have full access to cases.

• Fixed a problem with the documentation tab that failed to reset the document details when cancel was pressed.

• Added the Client Mobile field to the invoice heading. You can also add a substitution line to the Options.ini file to change the label for Client Mobile on the invoice (eg use Employee No. instead of Mobile).

18 November 99 2.30i

• Fixed a problem when printing invoices. This problem does not occur if you have a Sybase database and was introduced with a change in 2.30i.

5 November 99 2.30i

• Invoice can now print Consultant & Provider number for 'Items'.

• Added the following fields to the invoice: Case Number, Employer's Address, Condition, Condition date (occurred), Requirement, Client's Birth Date.

• Added new option to the 'Sales Summary' report

• Added several new options to the 'Charge Statistics' report

• Fixed a problem with the template caseman.dot that caused word to hang when using the spell checker. This only happened when Word was in Page Layout view.

• Fixed a problem with the template caseman.dot that caused an error when creating a document with the estimate details but no estimate existed for the case.

• Fixed a problem when printing multiple copies of the estimate direct to the printer.

29 Sep 99: 2.30h

• Added ability to print progress note(s) directly to word.

• Case List - added the following new columns: Total Cost, Billed Costs

• Overdue accounts report - added the fax number for the Bill to company.

• Fixed a problem related to adding costs via the documentation tab. An error incorrectly reported that the associated cost record had been deleted by another user. This problem was introduced in version 2.30a.

27 Sep 99: 2.30g

• When adding costs, Case Manager will now use the Duration/Quantity from the standard charges list (requires an entry in Options.ini to activate it).

• Increased width of Charge Code column on invoice to accommodate CTP NSW codes.

• Changed VR3 (for WorkCover WA) so that it accepts charge codes with a trailing 'A' or 'P'. (eg. you can use either '81A' or '81P')

• Added Reference Number (cheque number) field to bank deposit form.

13 Sep 99: 2.30f

• Changed VR3 (for WorkCover WA) so that it accepts charge codes without the leading 0 (eg. you can use either '81' or '081').

07 Sep 99: 2.30e

• Modified the way costs are linked to the Estimate so that you cannot link to 'Completed' activities (only applies when linking by charge code).

• Add Client Department to 'Individual' cases (previously only available for 'Company' cases).

26 Aug 99: 2.30c

• Changed date format to comply with international settings in control panel (mainly effects US customers)

• Fixed problem with letter head editor introduced in 2.30a.

• Added support for 'Add-ins' to be installed. This allows additional functionality to be created without requiring changes to Case Manager.

19 Aug 99: 2.30b

• Modified duplicate case check to use wild card searching on first and last name.

9 Aug 99: 2.30a

• Added the ability to use a wild card when specifying 'Bill To' company in the case list and case report. Eg typing G* will return all cases where the bill to company name starts with the letter 'G'.

• Added facility to check for duplicate names when entering a new case (requires INI file setting to activate it).

• Added the ability to have multiple entries (contacts) in the Company list for the one company.

• Added Qualifications and Title to the Employee list. These fields can also be printed in Word

• Added 'Case Number' and 'Condition Date' to the available fields on the Word invoice.

• Added a number of new options to control access to various parts of Case Manager - see Lists, Employees, Access Rights.

• Fixed a problem with letter head editor where logo could not be saved (only applies to Multi User Edition).

• Fixed a problem with charges related to documentation. If you changed the document details (eg the author) the link between the associate cost temporarily disappeared.

17 Jul 99: 2.25c

• Changed the method used to determine which directory Case Manager looks in for support files (eg CMLINK.EXE).

02 Jul 99: 2.25b

• Added support for WorkCover WA VR3

• Corrected a problem with the title when printing progress notes in Word.

02 Jun 99: 2.25a

• Fixed compatibility issues with Word 2000.

• Added new field Cause (of injury/condition). This field only appears for Individual cases (not Company cases).

• Added new field Department to all contact/company records.

• Find now searches Employment Status field.

• Find will now locate a case if you enter the clients full name. You must use the format 'firstname lastname' (eg Judy Adams). This was only a problem with cases of type Company.

• Fixed problem where refreshing the screen (F5) - could discard unsaved changes made to the current tab.

• Fixed a problem where deleting an estimate from the Estimate List could crash the program.

• Added INI file setting 'ReopenExistingFile' to allow Reopen option to always use the existing file.

30 May 99: 2.20g

• Fixed problem with estimate that prevented moving an activity directly under the goal.

• Fixed error when adding an item cost that would exceed the estimate total

• Fixed error when printing adjustments (if the referral date is selected to appear)

19 Apr 99: 2.20f

• Added ability to print invoices to Word via a template you can customise.

• Now recognises embedded SQL Anywhere data sources.

11 Mar 99: 2.20e

• Fixed 'Overflow' error with computers running 32bit colour mode.

• Fixed problem where the following message remained in the status bar: 'Retrying update 1 of 25 times...'

09 Feb 99: 2.20d

• Added documentation to the available field list in Word. Only applies to Word 97.

• Added new menu item in Word to insert documentation details: Insert, Case Manager Documentation...

18 Jan 99: 2.20c

• Added ability to print time in decimals on invoices.

• Added option to block costs if an invoice has been created for the period (requires an INI file setting).

08 Jan 99: 2.20b

• The time sheet now applies the rounding factor specified in the options dialog.

• Invoice Generator now allows you to set the 'From' date from the previous invoice.

• Fixed an ODBC problem in the Upgrade program that was fixed in Case Manager version 2.15e (see 2.15e for details)

15 Dec 98: 2.20a

• Activities and Items are now combined into the one grid on the costs tab.

• Can apply a filter to the costs grid.

• Can sort the costs grid by clicking on the column titles.

• Costs grid now displays an indicator to show if a cost record is linked to the estimate.

• Time sheet now displays an indicator to show if a cost record is linked to the estimate.

• Can associate an employee and/or kms with an item cost.

• Add two new fields to account tab to control batch invoice generation: Invoice Group and Invoice Required.

• Added 'Invoice Group' and 'Invoice Required' to case selector list and report.

• Fixed a problem where the tabs could become out of synch (only on Windows NT)

18 Nov 98: 2.15f

• When the Add Cost button is clicked from the documentation tab, Case Manager will copy the Document Title to the Notes field. This can now be disabled via an INI setting.

• Fixed a problem where a single user could loose a number of updates due to a transaction handling problem. Only effects the Multi User edition.

• Added check to ensure date closed is after the referral date.

• When an invoice is printed the actual hourly rate is now printed instead of being calculated from the duration and final charge.

29 Sep 98: 2.15d

• Modified the Case Details print out so that the client name is always at the top of each page.

• Added the ability to change the terminology used for the Client and Client's Mobile field (eg use Claimant instead of Client).

30 Aug 98: 2.15c

• Added a warning when deleting an exported transaction.

25 Aug 98: 2.15b

• Added option to print Claim No on overdue accounts report

• Fixed display problem (with document details) when creating new word document (introduced in 2.15a)

• Contact details screen did not enforce list rules. Most noticeable is that new entries were not added to the database.

• Fixed problem where File, Open Database did not display all ODBC data sources (last one missing).

• Fixed problem where Bill To company was not set properly after adding new case (only happens when no employer or referrer is entered).

• Add Case: check box on step 2 now allows Client to automatically become the Bill To company.

13 Aug 98: 2.15a

• Added the ability to import into MYOB via Miscellaneous Sales

• Added support for export into MYOB Premier

• Added ability to enter a specific charge rate for a 'BillTo' company

• Added ability to enter specific charge rates for each employee for any 'BillTo' company

• New documents are now inserted at the top of the list.

• Multi User Edition: Fixed a bug that may cause the amount left column on the Estimate to be incorrect.

05 Aug 98: 2.11b

• Added category option to allow Case Manager's Provider number to be printed either at top of an invoice or on each line.

• Fixed a font problem with invoices where: a letter head is printed and the invoice is longer than 1 page.

02 Jul 98: 2.11a

• Moved the Provider number from the general options to the 'Category' options.

• Fixed problem where long estimates were truncated when printed to Word.

24 Jun 98: 2.10q

• Overdue Accounts report: Added option to show only those accounts related to cases managed by a selected employee

18 Jun 98: 2.10p

• Time Sheet: Fixed problem with duplicate client names (couldn't add entries for second case).

• Time Sheet: Fixed problem where amount left was not calculated correctly (only effected estimates with 1 activity).

15 Jun 98: 2.10o

• Changed the way incomplete date entries are interpreted to improve year 2000 usage.

• Fixed problem introduced in 2.10m when printing some of the cases in the Case Selector List

• Fixed problem introduced in 2.10l when the default database could not be found at startup

• Fixed problem in Multi User Edition, Document file locations would not accept a UNC file name

3 Jun 98: 2.10n

• Fixed problem where payments were not being marked as printed

29 Apr 98: 2.10m

• Typing a letter on the case list now scrolls to the first case starting with that letter

• Fixed problem when using the auto invoice generator with SQL Anywhere 5.5.04 (SQL Syntax error)

• Added INI setting to override default date format used in Word merge

• Added two new columns to the Case List (screen and report): Unbilled Amount and Amount Owing.

• Fixed page wrapping problem with overdue accounts report.

• Added an option to payment screen to restrict invoices displayed to a single case

17 Mar 98: 2.10l

• Changed the Open Database dialog to combine ODBC and MDB files in the one dialog

17 Mar 98: 2.10k

• Added feature to exclude zero cost activities when printing an invoice

9 Mar 98: 2.10i

• Invoice Generator: Added ability to choose a specific category

• Add New Journal Entry: Added ability to choose a specific category

• Added the Category criteria to the following reports:
  - Overdue Accounts
  - Customer Accounts
  - Sales Summary
  - Charge Statistics by Employee

• Case List Report:
  - Added Category, Phone 2 and Date of Referral to the available field list
  - When printing the list for a single employee, the inclusion of cases accessible from the 'Other Staff' list is now optional.

3 Mar 98: 2.10h

• Added ability to convert word merge fields to upper case

• Changed date format in WA R1, R2 and R4 templates.

26 Feb 98: 2.10g

• Added ability to change bottom margin on invoices and statements.

• Added restriction to Print dialog so that non-admin users can only print case details.

• Fixed problem caused by deleting last transaction from a journal entry - Journal Entry list would not appear.

• Fixed problem where 'blank' progress notes caused an error when printing.

18 Feb 98: 2.10f

• Fixed problem with tabs getting out of order - only observed on NT.

• Fixed macro problem with R4 & formatting problems with R2.

25 Jan 98: 2.10e

• Added new backup utility to Multi User edition

• Fixed problem printing progress notes that wouldn't fit on a single page

• Fixed problem printing progress notes where 'To Date' was ignored.

• Added restrictions to the reports facility so that non-admin users can only see their own data.

• Added restriction to Time Sheet so that non-admin users can only see their own data.

• Included the notes field in the time sheet grid.

25 Jan 98: 2.10d

• Added ability to link a documentation record with an activity cost. Activity costs can now be added from the Documentation tab.

• You can now add a payment without selecting the case first. From the menu bar click Tools, Add Payment...

25 Jan 98: 2.10c

• Added referral source and dates as optional fields to the invoice heading.

• Moved the 'Attn' line in the invoice heading before the address to comply with Aust Post addressing standards.

• Now allows the NRC charge code to be deleted from WorkCover categories.

• Timesheet: fixed problem with colour of Start Time.

• Fixed problem where list change were not reflected in some forms.

21 Jan 98: 2.10b

• Fixed problem with persistent status bar message: 'Retrieving estimate summary...'.

• Fixed problem when adding a new invoice. Selecting a billing period of 'Previous invoice to date' sometimes produced an incorrect message indicating no previous invoices.

20 Jan 98: 2.10a

• Added multiple plan facility.

• Fixed problem with rounding facility where numbers that didn't need rounding were increased by the rounding amount.

• Fixed problem where customer could not be added if the list is empty.

• Removed option when creating new databases to exclude Category List, Activities & Other Lists - This caused problems loading the new file.

• Modified view vCaseDetails to include CaseManager and Category.

• Added view vCaseDetails1 same as vCaseDetails but without link to contacts table.

2.04l

• Added option to round all activity charges up to the next increment (e.g. 5c, 10c, 20c, 50c, $1, etc).

• Modified backup utility so that you can specify the file name and location.

• Estimate now shows client name.

• Fixed problem where the incorrect final charge was calculated if an activity was entered via the start & finish times.

• Fixed problem with estimate loosing changes if the tool bar button was clicked when an estimate was being modified.

• Fixed problem with backup: unable to backup, file in use by another user.

• Fixed problem with duplicate case numbers when adding new cases; If you used a case number that already existed the case was not added and no error was reported). This did not effect the Multi User Edition.

2.04k

• Added ability to set the default length (in months) for new estimates.

• Fixed problem with detailed overdue accounts report (Error 3018, Couldn't find field 'ClientCompanyName).

2.04j

• Fixed problem with invoice print where 'Client' was only printed if the 'Contact' was null.

2.04i

• Added a detailed overdue accounts report.

• Added ability to change category for existing cases.

• Added ability to enter a cost item with a negative total.

• Estimate: - Fixed problem with calculated total.

2.04h

• Fixed bug where very small negative times display as -01:60.

• Estimate - Print: Fixed problem printing amount charged.

2.04g

• Changed the error log to CMERROR.LOG.

• Changed invoice activity sort order so that StartTime is taken into account.

2.04f

• Fixed print problem where only the first page was printed if sent directly to the printer. This effected invoice printing and all reports.

• Fixed problems with setup program not installing the latest copy of certain DLLs/VBXs.

2.04e

• Changed registration algorithm.

• Journal Entries - fixed problem where Payment and Invoice totals were in the wrong grid columns.

• Enhanced Journal Entry facility to allow selective transaction inclusion.

• Costs/Timesheet - fixed problem where first activity in list was not linked to the estimate.

• Estimate - fixed problem where over-allocated expenditure caused an error.

• Fixed problem where identical date values were producing an 'invalid date range message' in several forms.

2.04d

• Added option to Overdue Accounts report to include closed cases.

2.04c

• Added ability for estimate in word to include objectives.

• Fixed bug with word macro in word 6: Removed .FindAllWordForms parameter from EditFind command.

• You will always be prompted before updating the details for a company in the company list.

Version History after 2.35b