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 1.9.149 – August 26, 2026

Practice Management Integration Enhancements

• When a timekeeper is disabled in Legal Accounting, Practice Management now surfaces additional context so the status is clear.

Legal Accounting Enhancements

• Review Charges and Release Invoice can now be filtered by Assigned Lawyer.
• You can now set a firm-wide preferred Correspondence Method when adding a contact or file.
• A new File/Matter Tags token (column) is available on the Receivable report to support AR processes.
• Firms can now restrict who can manage tags.
• Closed file/matter reference numbers can no longer be reused for new active files. This reduces errors and data issues linked to closed matters. Files that already reuse numbers are unaffected.

Issues Fixed

• Fixed the split billing indicator so it displays correctly.
• Autonumbering now tries the next file number from firm settings first, even when the previous file number is different.
• Fixed cases where matters or records were missing from Bank Reconciliation and reports due to matter caching instability.

Release 1.9.148 – August 11, 2026

Legal Accounting Enhancements

• Improvements to report dynamic loading to support searching in browser (ie "ctrl-f")
  • Smaller reports are now loaded fully
  • Load indicator on the top of reports for large prior-run reports
  • Message to users if attempting to search partially loaded report
• Ability to display a label in File Manager for files with “Multiple Clients / Split Billing”
• Internal tool enhancements

Issues Fixed

• Issue of duplicate time entries when using partially selecting in some browsers or importing via CSV
• Data issues with export to csv of GL opening balances
• Can't delete re-added deposit slips
• Selection error on Audit Report for some users
• Data issues when editing a payable
• Error during billing when split billing contact but no allocation set

Release 1.9.147 – July 28, 2026

Legal Accounting Enhancements

• Firm option to export multiple invoices as Zip file with individual PDFs vs combined PDF
• Performance improvement to Time, Productivity and Receivable reports 
• Performance and reliability improvements to async queuing of reports, invoices, and dashboards
• Internal tool enhancements

Issues Fixed

• WIP detail Report not displaying matters when WIP time but amount is zero 
• Wrong contact is intermittently sent bill 
• Trust Listing and Trust Journal mismatch due to caching issue 
• Performance issue:  Prebill adjustments sometimes delayed from showing on draft bills 

Release 1.9.146 – July 21, 2026

Practice Management Integration Enhancements

• Surface the Practice Management ID on the Contact Detail & Casefile Detail views in Legal Accounting

Legal Accounting Enhancements

• Prompt user to confirm before starting a new report and cancelling one in progress 
• Updated Disable Mass Invoicing setting, allow user to still also bill by area of law or department 
• Allow users to automatically undo all entries on a merged cheque if it fails without having to select each one 
• Removed selection screen for mass cheque 
• Ability to add the name of the final user who requested cheque on cheque templates 
• Must select held emails to delete (reduces chance of accidental deletion) 
• Internal tool enhancements and fixes

Issues Fixed

• Contact report: fixed Billing % token(column) to display correct values (ticket)
• Bill Display: upload signature preview fixed
• Interest Beta: GL entries come up as zero when drilled down to
• Fixed Time Overview on dashboard discrepancy with Bill Productivity report

Release 1.9.145 – July 9, 2026

Practice Management Integration Enhancements

• Internal changes to support user synchronization
• Support for surfacing split-billing status in Practice Management

Legal Accounting Enhancements

• Popup to double-check before running a new report and cancelling previous request
• Operating-in: replaced column heading "AR Balance" with "Outstanding"  to be more clear
• Performance Improvements to Contact Report to reduce execution time up to 70%
• Internal code improvements and refactors

Issues Fixed

• Unable to close contact due to it being a cc on a closed file
• Browser freezes/crashes when loading large previously loaded reports

Release 1.9.144 – June 25, 2026

Enhancements

• Improvements to database setup that offer 5-10% performance improvement to reports associated with entries (most financial, time, productivity, billing, receivables, ledger reporting) 

Issues Fixed

• Some files missing from the File dropdown/search

Release 1.9.143 – June 17, 2026

Enhancements

• Admin Tags Management screen: tags can now be deleted, edited, and merged via the admin screen, under Admin > Contact/Casefile > Tags
• Performance enhancement to Ledger Report
• Various internal improvements

Issues Fixed

• Report Admin > some copied and edited layouts unable to be saved
• Invoices sent from Legal Accounting override default Confido surcharge settings

Release 1.9.142 – June 10, 2026

Practice Management Integration Improvements

• Support invoices showing on Practice Management Matter Billing page
• Support for split billing settings in Practice Management

Enhancements

• Moved "Reload Cache" button from dashboard to Admin > File
• Improvements to storing and generating reports and invoices
• Various performance improvements to improve logins and page load times

Issues Fixed

• Issue where data duplication causes error on Ledger reports
• Contact display set to company but in the time listing report shows contact name

Release 1.9.141.3 – June 4, 2026

Enhancements

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

Issues Fixed

• Critical hotfix where matter number system can be broken by PM integration
• Fixed issue where some contacts showed up as "unknown"
• Internal infrastructure change

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 August 27, 2026 16:27