When Legal Accounting releases updates to its product, it also publishes release notes to explain some of the key features or updates that were included in the release.

Release 1.9.142 – June 4, 2026

Enhancements

• Performance Improvement refactor to:
  •  Productivity Report 
  • Calculating adjustments on Client or General Ledger Report 

Hotfix Release 1.9.141.2 – May 25, 2026

Issues Fixed

• Changes to permissions or going to admin causing unnecessary rebuild of permissions leading to performance issue.
• Fixing hidden draft invoice issue by rolling back "Files with Trust Balances" prebill filter.

Release 1.9.141 – May 22, 2026

Improvements to Practice Management Integration

• Contact View to surface additional Legal Accounting contact details
• Matter View to surface additional matter details 
• Allow time entries in prebill state to show as "REQ" state instead of "Billed"

Enhancements/Changes

• Surface next contact number and casefile/matter number in Admin > Firm > Settings>  File to allow admin to review and edit/reset
  
• Internal Improvements to enable easier management of infrastructure

Issues Fixed

• Fix to OpenSearch performance feature in beta

Release 1.9.140 – May 20, 2026

Improvements to Practice Management Integration

• Fix misleading error codes related to contact or matter number provided 

Enhancements/Changes

• Internal improvements to support performance improvements and more responsive fix deployment 

Release 1.9.139 – May 13, 2026

Improvements to Practice Management Integration

• New internal endpoints to enhance data sync (link) 

Issues Fixed

• Request Invoice "Only Include Files with trust balances" filter fixed
• Validation errors when attempting to enter and save expense entries
• Issue where PST reports are doubling a hard cost adjusting entry
• Most recent time entry sometimes lost when navigating away from the page
• ND integration security fix
• Users randomly disappearing from firm management

Enhancements/Changes

• Auto-detection and entry of TAF for BC Law firms 
  • If a trust in would exceed the Trust in threshold the TAF toggle will be auto set / suggested
  • Ability to set TAF threshold in Provincial settings
  • Default TAF as on for all BC books
• Support Zendesk chat in Legal Accounting Platform
• Internal improvements to security, monitoring, and tools

Release 1.9.138 – April 21, 2026 

Enhancements/Changes

• Updating the live chat widget for contacting Actionstep Support
• New link to help center
• Various internal improvements 

New Help Center – April 21, 2026

We've updated the Actionstep Help Center! Enter keywords, get AI-powered answers alongside relevant articles. Chat with our secure AI Support assistant, Scout, 24/7. Create, submit, track tickets directly from the Help Center. Suggestions for articles appear as you create a Support ticket, which can allow you to access the info you need, potentially eliminating the need for the ticket submission. (Learn more)

Release 1.9.137 – April 20, 2026

Enhancements/Changes

• Performance Improvement: Caching of common data to improve login/page load times (early results show 500% improvement for login and 30% of some page loads). Shared caching service for searching/filtering by Contacts/Files. 
• Performance improvement to Transfer Report (15% improvement to report load times)
• Security improvements.
• Internal Improvements

Please note caching will tested with a limited subset of customers and be turned on for all customers during the next week. If a firm is interested in participating in this beta, please contact Legal Accounting Support. 

Release 1.9.136 – March 24, 2026

Improvements to Practice Management Integration

• New internal endpoints to enhance data sync

Enhancements/Changes

• Ability to use advanced expressions (dynamic fields) in billing templates
• New pop-up when adding new user to explain options to add an additional license
• Internal improvements to file storage of invoices / documents
• Internal Monitoring and automatic deployment updates

Issues Fixed

• Fixed issue where saving a selected subset on the Time Entry screen still shows the saved entry leading to duplicates.
• Related to the table in contact manager now gives a warning if a restricted file would be included (i.e., ethical walls)
• Incorrect label for e-check/e-transfer shown on receipts.
• Potential fix to stop multiple file downloads when doing an invoice one at a time.
• Interest group now selects a default in File Manager if no group has been selected.
• Fixed bug where multiple filters didn't work in TAF Trust Ledger report

Release 1.9.135 – March 5, 2026

Improvements to Practice Management Sync

• Contact missing from search after sync with Practice Management
• Internal enhancements to sync service
  • Fix for "isVendor" flag when using multi-stream sequencing
  • Remove header restriction from time entry endpoint

Enhancements/Changes

• What's new link now links to the 'What's New in Legal Accounting' page in the Help Center instead of pdf

Release 1.9.134 – Feb 26, 2026

Enhancements/Changes

• Added new Relationship table in Contact manager that shows all Casefiles associated with that contact.  Primarily assists firms to see why a contact may not be able to be closed.
• Show Introducing Lawyer Name as a token on bills.

Issues Fixed

• Fixed issue where exported Report files did not show "Cont...." line after 10k entries, with current balance that interferes with math.

Release 1.9.133 – Feb 12, 2026

Enhancements/Changes

• Controls for Contact & File Number Changes: Admins can now restrict users from changing Contact numbers and Case File numbers.

Issues Fixed

• Fix for "isVendor" flag when using multi-stream sequencing

Release 1.9.132 – Jan 26, 2026

Issues Fixed

• Logging Bank Rec state change to enable more detailed debugging of issues
• Fixes to reduce pain points related to security improvements (ND iFrame, logging off blocked, image loading issues)
• File upload scanning for Security
• Saved line on the Add Time Entry still shown causing duplicates
• MS O365 configuration screen not working

Legal Accounting/Practice Management Integration Fixes

• Hide admin toggles that force address/city/prov for Practice Management integration
• Blocking changes to Practice Management synced contact numbering (already called out in the list)

Release 1.9.131 – Jan 15, 2026

Issues Fixed

• Dashboards blank for some customers (Heatmap / Time)
• Endpoint error when enabling Office 365 integration
• Some Partner API calls were hitting a 500 call limit and getting blank report IDs. This per license limit has been increased to 5,000.
• Partner Integration IDs

Release 1.9.130 – Jan 6, 2026

Enhancements/Changes

• 2 new internal API endpoints to improve processing times when linking Legal Accounting with Practice Management with existing data.

Release 1.9.128 – Dec 17, 2025

Enhancements/Changes

• Legal Compliance Enhancement
  • Deposit Slips Client information - Deposit slips now display the related clients as per LSO requirements
  • BC TAF report: The Client Ledger Report now supports filtering the report for any clients that exceeded a trust balance of 10k over the time period of the report. A view will be prepared that BC clients can use until we issue a more permanent fix. This is to support the Jan 1 2026 requirement of Law Society of BC
  • Internal Logging fixes and enhancements

Issues Fixed

• Legal Accounting / Practice Management Fixes
  • Long descriptions hiding Sync status indicator
  • LEDES billing country code field added to support PM country codes
  • Improvements to support for Group contacts
• Critical fix to backend request service to reduce the chance of system failures
• Internal fixes to issues identified during AWS migration
• Improvements to make the CSV import solution (SR / Soluno Remote) more robust and easier to manage

Security Enhancements

• Various security enhancements identified by our SOC 2 Audit analysis

Release 1.9.120/121/122 – Nov 21, 2025

• Internal Changes to Support AWS migration

Release 1.9.119 – Nov 13, 2025

Fixed & Minor Improvements:

• Addressed issue with connecting with Gravity Legal

Release 1.9.118 – Nov 12, 2025

Enhancements/Changes

• Bank Rec Optimization - Improvement to queries to improve load times of saved Bank Reconciliation
• Removed Soluno branding from emails
• Security Optimizations
  • Enhanced encryption for internal passwords and stored data
  • Various fixed vulnerabilities from security scanning
• Other internal improvements

Fixed & Minor Improvements:

• Fixed Firm billing tokens
• Device Lockout issues fixed where a customer was locked out and unable to be reset by admin
• or password reset
• PST Report will no longer show duplicate PST payments with double payment and reversal

Release 1.9.116/117 – Oct 23, 2025

Enhancements/Changes

• New Conflict Search summary to identify which timekeepers/responsible lawyers are associated with results

Fixed & Minor Improvements:

• Can now re-NSF prior NSF'd entry (redo rollback)
• PST remittances deprecated from Payables screen, must use Operating Out
• Fix to issue where NetDocuments integration intermittently gets disconnected
• Tweak to invoice pdf download process
• Minor Changes
  • Updated login background image
  • Internal logging for intermittent issue where user disappears and is disabled (checksum
  • issue)
  • Updated some error message text for clarity
  • Internal changes to better support on-prem clients, improve architecture and improve release processes

Release 1.9.114 – September 24, 2025

Security Updates:

• Rotated keys for some connections
• Updated connection key to LawToolBox
• Updated security layer for Admin API

Release 1.9.109 – September 19, 2025

Fixed & Minor Improvements:

• Log in as via support user no longer consumes a login
• Potential fix to data corruption trust at the time of billing data corruption issue. Additional Logging also added.
• Fixed Excel/CSV export issue where GL report shows "cont." instead of proper GL name for large reports
• Updated error message when stopping a user from opening a new bank rec when the prior one is completing
• Minor fixes from Beta of new screen saving micro-service
• Actionstep PM/LA integration fixes
• Trust hold dates default set to 0
• Updated error messages for login via integration
• Improvements to data sync tool

Internal: Support (AP) code generator now will use O365 credentials instead of custom authentication

Release 1.9.108 – August 13, 2025

Enhancements/Changes

• Updated error message when attempting to open a Bank Rec that is currently being actively closed

Fixes:

• Bug fix related to time entry screens for new internal performance feature in beta

Release 1.9.106/107 – August 7, 2025

Enhancements/Changes

• Internal tool to handle case of Group Contacts for Actionstep Practice Management Integration

Fixes:

• Bugfix: Bank rec will no longer open a new instance until the previous period is closed

Release 1.9.105 – July 18, 2025

Enhancements/Changes

• Duplicate-receipt alert
• Quickly catch accidental double-entries before they happen.
• Simpler trust-transfer history. Clearer logs make it easier to trace funds in and out of trust.
• Improved practice-management integration. Smoother syncing of contacts, matters, and related data for firms using connected systems.
• Smarter invoice workflow. Held items are released and balanced instantly, reducing manual follow-up.

Issues Fixed

• Accurate balances when held invoices are released.
• Deposit slips now display the correct payer when multiple receipts are included.
• Reminders list sorts correctly after filters are applied.
• "Description" filter in the Invoice Release view works again.
• Flat-fee entries with zero time are accepted automatically, with a helpful default task code.
• Additional small UI and stability improvements throughout.

Release 1.9.96/98/99/100/101/102/103/104 – June 25, 2025

Enhancements/Changes

• Ampersand(&) can now be exported correctly to Excel or CSV ("John & Mary")
• Performance Enhancement - Faster screen loads with a new modernized NoSQL snapshot service
• Unlock both users and devices after password reset
• BC TAF default value updated to $20.00
• Display home books on user editor screen when have multiple books set (i.e., consultant)

Issues Fixed

• Transaction Reminders Tab fixes
  • Fixed issue where Pay Now buttons doesn't work
  • Fixed issues loading the Transaction Reminders tab when the original transaction is updated or the reminder has been edited
• Implement a check to see if any invoices are held before allowing a user to close the PST or GST report.
• Made Description filter case-insensitive requirement on billable status
• Support users can now update external users (consultants) regardless of which firm one is editing from
• Email address in Settings > Users in correct order; fixed bug with column
• Internal Fixes
  • JS error fixes
  • Adding logging for trust transfers to diagnose data intermittent data corruption issue
  • What's New URL configurable
  • Fixed issues with contact classification and vendor status handling for Actionstep Integration
  • Added automated deployment for releases to allow more agile releases

Release 1.9.94/95 – May 29, 2025

Enhancements/Changes

• Update to support rebranding of Soluno to Actionstep Legal Accounting:
  • Menu - Updated icon for Entries
  • Menu - Firm name displayed on menu
  • Menu - New menu (UI) on for users by default
  • New Favicon to show Actionstep "A"
  • New Login Screen with Actionstep branding

Issues Fixed

• Unable to move on from password reset if user has another prompt as part of login process
• Intercom Chat no longer broken by file download
• Time / Expenses: Changing the billable amount to 0 now updates the Amount to 0 unless this column has been explicitly edited
• Trust In not saving (when receipt number changed)
• User is not able to copy Bank account from the settings
• Adding File Group doesn't update screen
• Creating Contact Role with the name from deleted one causes screen freeze
• Error on Firm License information page
• Change for minimum Opening Dates of entries to support migrations
• Transaction Reminders Tab errors

Release 1.9.90/91/92/93 – May 27, 2025

Enhancements/Changes

• Internal Improvements
  • Improve queue system performance, redundancy and logging

Issues Fixed

• Soluno Remote expense upload failure, add new timeout setting

Release 1.9.88/89 – May 9, 2025

Enhancements/Changes

• Pop-up to remind of Actionstep brand transition and select new menu

Release 1.9.87 – May 2, 2025

Enhancements/Changes

• Improvements to contact and casefile management in Actionstep integration

Release 1.9.85/86 – Apr 29, 2025

Enhancements/Changes

• Improved Password reset process
  • Users can now reset their password to unlock their account
  • More understandable error messages
  • Users are required to provide any two factors (i.e., Email, Phone, Authenticator, Secret) to reset their password
  • Reduce password reset requests to the customer support team
• Internal Improvements
  • Performance and DB logging and observability improvements
  • Improve Backend process thread safety with atomic operations
  • Ability to quickly recover from various scenarios
  • Email notifications for backend service

Issues Fixed

• Chat not working for a subset of logged in users
• Fixed underlying cause of CL/BJ mismatch and PDF errors
• Date calendar control not working for reversal of provisional write off
• Non-admin users get RateGroup API error when rate groups is updated for the company
  • Cannot delete Rate Group history
• Add back missing section of invoice request types along with metrics for them
• Email labels match issue for secondary addresses

Release 1.9.83/84 – Mar 27, 2025

Enhancements/Changes

• Internal code improvements and optimizations to enhance system reliability and maintainability

Release 1.9.82 – Mar 24, 2025

Enhancements/Changes

• More internal improvements to contact management in Actionstep integration

Release 1.9.81 – Mar 18, 2025

Enhancements/Changes

• Improvements to contact management in Actionstep integration

Release 1.9.77/78/79/80 – Mar 12, 2025

Enhancements/Changes

• Internal Improvements to better whether Microsoft system “blips”

Release 1.9.74/75/76 – Mar 04, 2025

Enhancements/Changes

• Internal Improvements
  • Improve queue system performance, redundancy and logging
  • Improvements to reduce load times of reports
  • Monitoring tools, alerts and tools to enable quicker recovery from outage
  • Monitoring and auto-retry attempt for intermittent system errors

Issues Fixed

• Invoice Adjustment: negative adjustment as discount on hold entry causing issue

Release 1.9.71/72/73 – Feb 12, 2025

Enhancements/Changes

• Improve performance by optimizing read snapshot system waiting
• Improve casefile and contact handling with Actionstep
• Hide group contact creation from file manager with Actionstep
• Add new pipelines to CI/CD

Issues Fixed

• Operating In/Trust In to load current system date when empty/default snapshot UI
• Typo in reopen contact popup causing error
• Audit Trail Report to include deleted entry linked by file

Release 1.9.70 – Jan 28, 2025

Issues Fixed

• Rolling back work associated with supporting write offs after billing

Release 1.9.69 – Jan 23, 2025

Issues Fixed

• Batch Release Check. Crash

Release 1.9.65/66/67/68 – Jan 22, 2025

Enhancements/Changes

• Actionstep Practice Management: Soluno-side ready (pre-release code)
• Server. Phase 1 rework of application to allow for better performing cloud environment.
• Static Lists. Most lists when changed will be sent to all users online so they don’t have to log out/in to retrieve updates
• Other internal changes to keep things running smoothly.

Issues Fixed

• Invoice PDF requests will be abandoned after 30 minutes to allow for “normal” invoice operations to continue; was 180 minutes.

Release 1.9.60/64 – Jan 07, 2025

Issues Fixed

• Rolling back work associated with supporting write offs after billing
  • Client Ledger/Billings Journal: Remove reports filter treat billing correction as adjustment
  •  View/Edit Adj Invoice Screen: Not showing correct amount and causing issues
  • Payment Allocation: Not showing correct split adjustments
• Soluno Configuration: SQL server now must be entered
• Soluno Remote: Initial sync of contacts/casefiles could fail on large data sets.

Release 1.9.59 – Dec 17, 2024

Issues Fixed

• Client Ledger/Billings Journal: Reports filter should by default treat billing correction as adjustment
• Op/Tr Bank reports: Opening balance not showing value

Release 1.9.57/58 – Dec 16, 2024

Enhancements/Changes

• Recurring Transactions: Ability to set recurring or one-time reminders on memorized transactions with new dashboard section "Upcoming Transactions" that will show on login if any overdue or imminently overdue transactions are available.
• New logo ("Soluno: an Actionstep company") on login screen
• Patches to AngularJS framework (security)
• New adjustment category in Task Codes to support future WriteOff release
• API improvements to support Actionstep integration and other partners integrations
  • New fields on Contacts and Time to support Actionstep integration
  • New options when Actionstep is enabled
• A new token (TOTALSDESCRIPTION_NEWDISCOUNT) has been added for billing.
• Updates to on-premise customers will now fail if Queues setting is not enabled
• New payment type for EFT, now have new “eCheck/ e-transfer” category’

Issues Fixed

• PST Overpayment causing double adding of amount due.
• GST/PST opening Balances now take line 103(Billings collected),104(Billings adjusted) as inputs and calculate line 105, same for 106,107 and line 110. (Purchases)
• Client group bills now will display multiple files in consolidated pdf correctly.
• Deleted entries will now show correctly on Conflict search
• TAF report is now accessible to non-admins with banking permissions
• Dedicated workers to process browser cache requests (reduce likelihood of full outages)
• Updated AngularJS and other components

Release 1.9.55/56 – Oct 9, 2024

Enhancements/Changes

• Bank Rec: added ability to export CSV of Prior Outstanding grid data

Issues Fixed

• Tr OUT/Transfer: Available balance now calculates based on entry date
• Bank Rec: Reports now display entries from closed files/contacts
• Transfer: Date now fills with current date on new/empty screen

Release 1.9.54 – Oct 4, 2024

Issues Fixed

• Op/Tr IN. Receipt number didn’t auto-increment properly
• Op/Tr IN. Clients created during memorized transaction didn’t show up immediately in help.

Release 1.9.50/51/52/53 – Sep 30, 2024

Enhancements/Changes

• Receipts. Added user control when the sequencing for receipt numbers is updated
• Notification Service. Reworked to increase robustness with the influx of new firms
• Reports. More reports will default views.

Issues Fixed

• Operating IN. Memorized transactions didn’t update AR balance in grid
• Duplicate Window. Didn’t launch new window in read-only access
• Logon. Organizations only partially configured weren’t available.
• Operating IN. Federal tax processing issue causing posted amount to change from entered
• Memorized Transaction. Unable to delete a saved transaction
• Memorized Transaction. Taxes may not have been processed correctly.

Release 1.9.49 – Aug 26, 2024

Issues Fixed

• Couple of minor issues with memorized transactions

Release 1.9.48 – Aug 22, 2024

Enhancements/Changes

• Modern Navigation. Duplicate Window icon now on toolbar is now preference
• Duplicate Window. New message to inform users a new window will be created.

Release 1.9.47 – Aug 19, 2024

Enhancements/Changes

• Memorized Transactions. New feature released!

Release 1.9.46 – Aug 16, 2024

Enhancements/Changes

• Modern UX Updated with keyboard friendly side-bar and quick timer menu
• Invoice. Users without Trust Delete permission can adjust invoice trust transfer amount to 0.00
• User Profile. Users can choose font size (small, medium, or large)
• Contact Search. Will now support “Last, First” name searches; last name has to be exact match
• Checks. Stubs now show name/address of selected address (was client) on stubs

Issues Fixed

• New UX fixes for various browser compatibility.
• TAF. Should now work with electronic billing
• Uploading large time/expense files into the sheets will now show progress properly

Release 1.9.45 – Aug 10, 2024

Enhancements/Changes

• UX Updated with option to revert to legacy look and feel

Issues Fixed

• Invoice Reports. Users with limited security may prevent invoice reports going to scree (pdf ok)

Release 1.9.43/44 – Jul 30, 2024

Enhancements/Changes

• Batch Check Print. Enable grid menu enabled
• Receivable Report. Added support for custom file/contact data templates
• Bank Rec. Editable grids are no longer sortable
• Bank Rec. New period should now set end date of period correctly
• Bank Rec. Account not remembered after closing the period; assumption is will change account
• Approve Invoice. Trust amount changes blocked for users with no trust access
• Soluno Remote. User can be configured to bypass firm 2FA firm requirements
• Actionstep. Integration Phase 0 ready
• Net Documents. All firm to allow unsafe casefile/contact operations
• Conflict Search. Firm can configure results to withing the range 100-99999 for admins/other
• Other internal optimizations to keep thing running smoothly

Issues Fixed

• Conflict Search. NetDocuments could return documents for unknown contacts causing crash
• Reopen Close Period. Fiscal end date didn’t get set correctly in all scenarios
• Expense Report. Handle security that could cause crash
• Trust Admin Fee. UI could freeze in some scenarios
• Receivable reports. Split billing attachments may show incorrect pdf if no edit access
• API. Entry endpoint had regression preventing data to be output

Release 1.9.41/42 – Jul 17, 2024

Enhancements/Changes

• Internal optimizations to allow data entry to execute faster (in most scenarios)
• Some bank reconciliation grids are no longer sortable to prevent data corruption
• Bank reconciliation end date should now default to the date entered during selection
• Default definitions added to more reports
• Support for expressions and custom fields now available on more reports
• Other internal fixes and optimization in preparation of Actionstep integration

Issues Fixed

• Multiple receipts generated during a billing cycle could generated the receipts incorrectly
• Report expressions is now case insensitive

Release 1.9.40 – Jun 25, 2024

Issues Fixed

• Minor fix

Release 1.9.39 – Jun 23, 2024

Enhancements/Changes

• Dashboards. In most situations dashboards should load much quicker
• Other internal optimizations to keep thing running smoothly

Issues Fixed

• Mass Close File. Menu option could appear for users without delete permission
• API. Entry endpoint had regression preventing data to be output

Release 1.9.38 – Jun 11, 2024

Enhancements/Changes

• Academic accounts. Chat should no longer be shown
• Bank Rec. Account is now remembered between sessions

Issues Fixed

• Trust Avail Balances. On split files, may not show correct balance for split contacts
• GL Reopen Period. If opening past a year end, next eoy may not get set
• Close File. May not process “allow files with unbilled time” to be closed flag correctly

Release 1.9.37 – Jun 7, 2024

Enhancements/Changes

• Mass Close Files. Optimized for performance
• Optimized File/Bank validate to run smoother

Issues Fixed

• LEDES 2000. Expenses without description would prevent creation of file (required field)

Release 1.9.36 – May 23, 2024

Enhancements/Changes

• Mass Close Files. New feature now available
• Internal changes to make things run smoother for our integration partners

Issues Fixed

• Conflict Search. NetDocuments could return thousands of matches; we now stop processing beyond what can be reported.
• Approve Invoices. Preview mode stopped working after last release

Release 1.9.35 – May 15, 2024

Issues Fixed

• Held Emails. A contact with restricted contact access may get exception
• Email Invoices. Users could receive error during invoicing

Release 1.9.34 – May 9, 2024

Enhancements/Changes

• New Contact. A contact no longer requires a case to be added to be considered a client
• New Contact. Option to automatically create/assign contact numbers; hide number on screen
• API. New contact endpoint to create a contact from a name+address only.

Release 1.9.33 – May 7, 2024

Enhancements/Changes

• More Internal changes to allow partners to launch Soluno in a trusted fashion
• Entries. Entry amounts from various sources are now rounded to the currency of the firm
• Client WIP… View. Added file referral source summaries
• Rate Groups. Now Sorting/indenting in help lists
• Closed Periods. Removed ability to delete opening balance period
• General Journal. Added ability to delete all rows.
• LEDES 2000/2.0. Added filegroup setting to default Matter Final Bill setting (if not specified)
• Time View. Template shipped with no summaries; requires firm create definition to link

Issues Fixed

• Trust View. Small tweak to check for security issues after all filtering performed
• Vendor Ledger View. Changes to surface security issues when running with restricted access
• Ledger View. Originating bank and reference number now available for Trust entries
• Invoices. Entries with trailing new line characters in description could causes spacing issues.
• Time Sheet. Timers ran “oddly” when no file was provided on the row

Release 1.9.31/32 – Apr 24, 2024

Issues Fixed

• Deposit Slip. Crash if days entered was too large
• Ledger View. Transfers with both a check and receipt would not show receipt attachment
• Casefiles. Changing primary contact may lead to difficulties recording payments/adjustments
• System changes to help with partner integrations

Release 1.9.30 – Apr 10, 2024

Issues Fixed

• Dashboard-File. Trust balances didn’t always show correctly

Release 1.9.29 – Apr 9, 2024

Issues Fixed

• Trust Release. Crashes under some scenarios
• Internal fixes

Release 1.9.28 – Apr 5, 2024

Issues Fixed

• Security. Some users could not log in after previous release
• Bank Rec. Drag and Drop in Receipts vs Deposit tab failure
• Internal fixes

Release 1.9.27 – Apr 4, 2024

Enhancements/Changes

• Internal changes to allow partners to launch Soluno in a trusted fashion

Issues Fixed

• CORS. Some sights could not access API from their web pages
• Invoice PDFs. Optimized combined PDF merging…should be a little faster for some users.
• Duplicate Session. Closing cloned session could lead to user to not be registered active (rare).
• Internal fixes

Release 1.9.24/25/26 – Apr 1, 2024

Enhancements/Changes

• Settlement Statement. Better support for tax adjustments; some title changes
• Settlement Statement. Removed trust closing line when invoice specified
• Duplicate Session. Internal improvements to make it work consistently
• Views. Added version number to completed selection line

Issues Fixed

• Internal fixes

Release 1.9.23 – Mar 21, 2024

Enhancements/Changes

• Actionstep: Support for Actionstep’s time export
• Trust Hold: Hold can now be applied to specific trust in types (drafts, eft, cash, etc.)
• Soluno Remote. New generic time import plug-in
• Casefile Contact Re-assign. Smarter logic to process invoices tagged with original contact.
• Third-party packages updated

Issues Fixed

• Static Lists. Deleted entries should no longer be shown
• Soluno Remote. Tax on expenses could be set incorrectly
• Check Printing. Bank accounts without address could crash if related address tokens used
• Other minor fixes to keep things running smoothy

Release 1.9.21/22 – Feb 15, 2024

Enhancements/Changes

• Conflict Search: Closed files/contacts now show as “Closed”; was “Deleted”
• Request Invoice. Determine Billable Status. Grid changes to use checkboxes and filters
• Trust Bank View. New token _TRUSTENTRYRAW_ for use with integration partners
• Firm Information. Button added to clear browser cache.
• Settings. Ability to remove contact print/email defaults
• General. Added x-robots-tag header to pages so that search engines will not index sites
• Bank Rec. Grids will now show totals in footers

Issues Fixed

• TimeSheet. Timesheet not available when upgrading from earlier versions
• New Contacts/Files. Under very rare situations two users can overwrite the other user’s info
• Bill Display. Icons should no longer get removed when deleting a bill display
• Invoice Summary. Custom format. Using <draft> and <finalize> tags could lead to blank pages
• Static Lists. Added tests to ensure static item isn’t in use before allowing deletion
• Static Lists. Deletion of an item now performs a soft delete
• View Drilldown. Returning from drilldown should no longer hide the refresh button
• PDF Engine. Updated 3rd-party package to address pdf pages being dropped randomly
• Deposit Slip. Prevent entries from a different account from being added to deposit slip
• Rate Groups. Description not always shown when adding new rates
• Payable. Edit would delete the pad attachment upon save; without formally deleting.

Release 1.9.20 – Jan 30, 2024

Enhancements/Changes

• Browsers: Using new Clear-Site-Data header to automatically clear a browser’s cache

Issues Fixed

• Soluno Remote: small change to handle missing tax settings in import expense files

Release 1.9.19 – Jan 27, 2024

Enhancements/Changes

• Google/Gmail: Changed connector - THIS REQUIRES REAUTHENTICATION BY FIRM
• Templates: Expressions now support the CultureInfo class
• Financials/Security: Totals will now include entries a user can’t normally view. Entry details are not available on the General Ledger for users who cannot view all entries.

Issues Fixed

• Reopen file. “Other Contacts”. If same as client, the other contact line is removed
• Adjustments/Provision Adj. Wasn’t factoring re-allocation entries when pro-rating fees changes

Release 1.9.18 – Jan 24, 2024

Enhancements/Changes

• Google/Gmail: Changed connector - THIS REQUIRES REAUTHENTICATION BY FIRM
• Time/Fees: You can now configure flat fee amounts in rate groups; time entry uses.
• Payables/PDF: Better support for PDF files
• Views with Top Client Summaries: Summaries now shows the responsible lawyer
• Receivable View: New option to calculate end date by “don’t include recent invoices by days”
• Receivable View: “Today” is now defined as the date in the top-right; for aging.
• Leger Views: Three new casefile referral summaries (by user, source, and contact)
• Close File/NetDocuments: ability to disconnect ND during close file (keep open in ND)
• Other internal changes to make operations smoother

Issues Fixed

• Payables. Editing payables now allows for deleting/switching attached PDF attachments
• New File. Automatic “Use Today for open date” feature didn’t work under rare situations
• Browsers: removed a number of console messages to aid in diagnosing issues

Release 1.9.17 – Jan 17, 2024

Issues Fixed

• Invoices: Logos removed from output; reverted 3rd party html package

Release 1.9.15/16 – Jan 16, 2024

Enhancements/Changes

• View/Reports: Start and End dates are no longer stored with user/custom views
• Receivable View: Now uses the system date from the browser for aging from “today”
• 1099. Now generates a CSV file that can be used to aid in creating portal files
• Updated copyright to 2024
• Other internal changes to make operations smoother

Issues Fixed

• Conflict Search. NetDocuments could return partial data that caused crash
• Payables. Will check for outstanding rounding issues

View Archived Release Notes Prior to 2024

Updated June 05, 2026 02:00