Amicus Premium 2015 Product Bulletin - Amicus Attorney

Amicus Premium 2015 Product Bulletin © 2016 Gavel & Gown Software Inc. 1

PRODUCT BULLETIN:

Tips and Information Relevant to Amicus Premium 2015

Last Updated: April 8, 2016

Amicus Attorney 2 Files 2 People 2 Calendar 2 Tasks 2 Communications 3 Time 3 Library 3 Document Assembly and E-mail Merge 3 Document Management 3 Reports 4 Amicus Tasks Toolbar 4 Miscellaneous 5 Outlook E-mail Link 6 Exchange (Server-Side) E-mail Link 7 Outlook Contacts & Calendar Link 7 Google Contacts & Calendar Link 7 PCLaw Link 8 QuickBooks Link 8 Timeslips Link 8 Amicus Small Firm Accounting Link 9 Worldox Link 9 Dropbox Link 9

Tips for Amicus Administrators 10 Installation 10 Indexing 10 Custom Pages & Records 10 Import 11 Other Administration 11

Amicus Premium Billing 12 Files 12 Trust 12 Billing 12 Administration 13

Amicus Anywhere, Amicus TimeTracker & Client Portal 13


Amicus Attorney

Files

38427 26697

"If Responsible Lawyer is on vacation" field in the Admin view of File Details might not display the saved text.

Resolved by Cumulative Update—see Support > Updates and Downloads > Amicus Premium 2015.

22266 On a File, assigning Contacts via a Contact Group that includes a Contact you are restricted from viewing might cause an exception error.

TIP: In the Select People dialog, show My Contacts - Who Are - <Contact Group> (e.g. Witnesses) and then select the desired Contacts listed from that Group. (These will be only those Contacts you are permitted to view.)

22227 After a QuickFind in the Files Index, filtering the list to a 'File' Type might show incorrect results.

TIP: After a QuickFind, select the All option in the control panel to reset the display list before proceeding to select other filters.

19856 After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect.

TIP: Select another view in the list, such as Summary, before clicking My Documents or All Documents.

People

22234 If you enter a phone number preceding an address in the Contact QuickEdit box in Person Details, that number is added in the address field rather than the phone field.

TIP: Entering the phone number after the address will ensure that the number is not considered by the parser to be part of the street address.

22217 After a QuickFind in the People Index, filtering the list to selected Groups might show incorrect results (because neither Contacts nor Firm Directory is selected).

TIP: After a QuickFind, select the Contacts or Firm Directory option in the control panel to reset the display list before proceeding to select a Group.

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Phone numbers with a Country Code, Area Code, or Extension entered in the Contact QuickEdit section of Person Details, or entered or edited in the Communication Details section of the Basics view of Person Details, might not be parsed and stored properly.

TIP: Open the Person’s Communications Details dialog to enter these phone numbers.

19856 After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect.

TIP: Select another view in the list, such as Main Note, before clicking My Documents or All Documents.

Calendar

21930 If you change an Appointment’s Category to one that is assigned a different color, that change might not be reflected immediately in the Appointments list at the right in Day view of the Calendar.

TIP: Refresh the display by going to another day or view and then returning.

Tasks

38658 Click in Title field of an overdue Dependent Linked Task in index changes Start Date to its Deadline Date – refresh may cause it to disappear from list.


http://amicusattorney.com/support/update-download-pe15



Communications

39840 In rare cases, the Communications views might show only a grey screen. This is caused because a file called “riched20.dll” is missing from your Microsoft Shared Office folder on the workstation. This is a common issue that can affect many applications.

To resolve this issue, search on your computer for riched20.dll and copy it to C:\Windows\System32

If you need assistance, please contact Technical Support.

Time

36486 In the Time Sheets module, the Unposted and other views are not available until SQL Reporting Services is configured for your firm by your Amicus Administrator.

23386 When posting Time Entries, the “Would you like to save a copy of the posted time entries for printing or other purposes?” prompt might not appear. This is because you earlier selected the “Do not show me this message again” option.

If you want the prompt to start appearing again, please contact Technical Support for assistance.

Library

22313 In the Location Detail dialog, clicking the Location button and selecting a different section might not change the Library Page location.

TIP: In the Library module screen, drag the Page from one section to another in the list.

Document Assembly and E-mail Merge

Microsoft Office 2016 (Word / Outlook) support, enabling document assembly, contacts & calendar integration, as well as e-mail integration with this new Office version.

Requires Cumulative Update—see Support > Updates and Downloads > Amicus Premium 2015.

38291 Generating a HotDocs 11.x document might cause Amicus and/or HotDocs to become unresponsive.


36759 26628

Open Word at the start of your day (Amicus does not have to be open). This will allow your list of Contacts and Files to be refreshed and available to Word, thereby avoiding possible performance delays while doing document assembly or saving and attaching documents to Amicus.

35292 If using Word 2013 with HotDocs, open HotDocs before performing a merge using Document Templates of type “HotDocs (MS Word”)”.

Document Management

38097 If a Firm Member is not granted the ability to control Client Portal access and sharing (via their Security Profile), they cannot associate Documents with a Note from Note Details.


35403 Full-text indexing of PDF documents under Windows Server 2012 or 2012 R2 is not currently supported. This limitation is due to issues with Adobe’s iFilter in that environment.

35317 If the full path for a File or Folder type document is over 260 characters long, it won’t be indexed (or counted). This is a Microsoft Windows limitation.





35274 User-Managed Documents environment: When working from the Amicus Server computer, full-text searches performed from the Documents module might not find Document records of Type “File” or "Folder" whose Document Details specifies the Server local path

(e.g. C:\Amicus\Amicus Attorney PE Server\SharedDocuments\file_name\document_name.doc).

TIP: In a User-Managed Documents environment, we recommend that in Document Details you specify the

path using UNC format (e.g. \\Alaska\SharedDocuments).

35267 Full-text searches from the Documents module might fail to find all relevant items.

TIP: If a large number of items was recently moved or added, the indexing process might be lengthy. If this is not the case, a full Reindex (from Firm Settings > Documents - Document Management) may be required by your Amicus Administrator.

12670 An error message might appear whenever you attempt to perform a full text document Search.

TIP: This might occur if the firm’s shared documents folder (specified in General – Document Management Firm Settings) has not been configured by your Amicus Administrator for indexing (or the Indexing Service is not running).

Reports

39732 Amicus Basic Reports (Crystal Reports format) might not export to PDF. This issue appeared due to a Microsoft update to Windows 7 and 8.1, and Windows Server 2008 R2, 2012, and 2012 R2, issued in November 2015. Microsoft issued a subsequent update on January 19, 2016 that resolves this issue, available at https://support.microsoft.com/en-ca/kb/3102429

23839 The first Firm Member of the day to access a Reports list might not see the Advanced Reports.

TIP: The Firm Member should exit Amicus and log back in.

Amicus Tasks Toolbar

39732 Amicus Basic Reports (Crystal Reports format) might fail to export to PDF. This issue appeared due to a Windows update issued in November 2015. Microsoft has issued a subsequent update that resolves this issue available at https://support.microsoft.com/en-ca/kb/3102429.

39280 In Adobe Acrobat or Reader, clicking the "Send by E-mail" button on the Toolbar might cause an "unhandled exception" error when you attempt to complete the process.


38224 If a Word or Excel document is added to Amicus via the Amicus Tasks Toolbar or document assembly, and then subsequently "Save As" is used to create a new document with a different name, the new document will inherit the original metadata including the Amicus associations. The user is now unable to add the new document to Amicus via the Tasks Toolbar.


36759 26628

Open Word at the start of your day (Amicus does not have to be open). This will allow your list of Contacts and Files to be refreshed and available to Word, thereby avoiding possible performance delays while doing document assembly or saving and attaching documents to Amicus.

24317 If the Amicus Tasks Toolbar was previously installed in Adobe Acrobat or Reader at an Amicus Attorney Small Firm Workstation, the Toolbar in Adobe will not work with Premium at that computer (after it has been installed for Premium at that Workstation).

TIP: Uninstall Amicus Attorney Small Firm. Or, if you wish to keep the Small Firm Workstation, simply remove its Toolbar from your Adobe application. (In Amicus Attorney Small Firm, go to File > Setup > Document > Document Assembly and click Remove.)

22047 22048

If your Workstation runs Windows with User Access Control (UAC) enabled, then after installing the Amicus

https://support.microsoft.com/en-ca/kb/3102429

https://support.microsoft.com/en-ca/kb/3102429




22103 Tasks Toolbar (while you Run as Administrator) the Outlook view of the Communications module might be unavailable and the E-mail - Basic dialog in Preferences might take a long time to display.

TIP: After installing the Amicus Tasks Toolbar, simply exit Amicus Attorney and log back in (no longer running as Administrator.)

21974 At a Workstation running Windows with User Access Control (UAC) enabled, you must log in with Windows “Administrators” Group rights in order to install or use the Amicus Tasks Toolbar in WordPerfect. Windows “Power User” Group rights are not sufficient for this purpose.

21812 In rare circumstances, Word customizations (such as AutoText list changes) that you make might not be saved successfully (to your Normal.dot template).

TIP: Restart Word and make your customizations. Do not use the Amicus Tasks Toolbar during this Word session, until your customizations are saved.

18134 If the Amicus Tasks Toolbar is installed, then while an e-mail message is open and in focus in Outlook, you click on a Mail list column heading (“To”, “From”, “Received” etc.) to sort items, that column will be deleted from the view.

TIP 1: To get a deleted column back, right-click on a column heading and choose Field Chooser. Drag the desired column from the Field Chooser dialog to the desired location among the column headings.

TIP 2: To avoid deleting columns, ensure that focus is on the Mail list view before clicking on columns. Or, at the beginning of each Outlook session, drag the Amicus Tasks Toolbar up next to another Toolbar.

9266 Customizing the Amicus Tasks Toolbar attributes from Microsoft Office applications (e.g., removing one of the buttons) causes errors. Buttons should not be removed.

Miscellaneous

38630 TIP: If an Auto-Text term no longer functions, delete it from the list in your Spell Check Preferences (Automatically Expand Text option) and add it again.

38456 26716

In some cases related to a specific workflow, Amicus workstation might terminate unexpectedly when you subsequently receive a Sticky.


38188 If you have 64-bit Microsoft Office on your workstation, Outlook security prompts might appear when you log in to Amicus. (Note that Amicus integration with 64-bit Office is not supported.)


23330 If you enter the Server Name incorrectly in the Amicus Login dialog, cancel the “unable to connect” message that appears, and enter the correct Server Name, the login might continue to fail.

TIP: Cancel the Login dialog and start over.

22449 The Files or People Index might display at the wrong size after Amicus was Restored Down and later Maximized, or vice versa.

TIP: Refresh the screen by going to another module and then returning.

18385 Tutorial/Another Office : After opening the Tutorial, or another Firm Member’s Office as a Guest, the Office > Back To My Office command might not be available.

TIP: In the Office module, choose Return To My Office in the control panel.

16943 A module screen (such as the Files Index) might appear with your Windows Desktop image shown in some areas of the navigation pane at the left.

TIP: Refresh the screen by going to another module and then returning.




Outlook E-mail Link



38988 If Preference is set to start Timer on new E-mail initiated from within Amicus, a Do Time Entry icon may appear for those E-mail in Communication lists even though one already exists.


38581 26723

If your E-mail Link is configured to automatically delete e-mail from Outlook when deleted from Amicus, deleting multiple unsaved e-mails in Amicus causes them to instead be set to Ignore.


38270 If your firm is set for Amicus-Managed Documents mode, e-mail attachments might not save when you manually save the e-mail to Amicus.


35277 When using a POP account with Outlook 2010 or 2013, e-mails are not being automatically sent or received. This is a common complaint by Microsoft Office users and might be attributed to one of many causes. See the Microsoft knowledgebase article at http://support.microsoft.com/kb/2652320.

36269 TIP: If your Outlook signature block does not appear in emails created from Amicus, check that the name you provided for your New Email Signature in Outlook doesn’t contain any spaces. Then in Amicus, go to the Communications module and, from the Actions > Outlook menu, choose Refresh Signature.

25009 If the E-mail Link is enabled, Advanced Security for Outlook prompts might appear repeatedly. Depending on your version of Outlook, they will appear either as a dialog or Outlook will be flashing in your Windows Task Bar.

TIP: Ensure that the current Microsoft Service Packs and Updates to both Windows and Office have been applied.

22162 After returning from the Tutorial or another Firm Member’s Office, the Outlook view of Communications might not be available.

TIP: Display another view and then try again.

21984 If E-mail Link is enabled at the time of upgrade: E-mail Auto-Save does not begin to work immediately upon logging in a Workstation the first time after upgrade. (This occurs because the Unsaved E-mail Cache is being rebuilt in the background, and must finish before any new e-mail are processed. This might be lengthy, depending on your E-mail Link preference settings and your volume of e-mail. The process does not start until any Outlook Contacts & Calendar login-time synchronizations have completed.)

21907 In some cases, the Amicus Tasks Toolbar might not appear in Outlook after you have enabled it from the option in your Outlook - E-mail Basics Preferences.

TIP: Restart Outlook.

21485 If E-mail Auto-Save is turned off and you wish to work e-mail directly in Outlook (or via right-click commands in the embedded Outlook view of Communications), we recommend that you enable and activate the Amicus Tasks Toolbar in Outlook so that proper processing takes place. (Enable the Toolbar from your Preferences. Activate it by clicking any button each time Outlook is started.)

Otherwise, in some scenarios, forwarding a Saved E-mail previously associated with a File might not result in the forwarded e-mail also being saved and associated with that File—and in some cases, it may appear to be saved in the Outlook view but it isn’t.





http://support.microsoft.com/kb/2652320


Exchange (Server-Side) E-mail Link

39404 Large firms with vast numbers of unsaved e-mail might experience performance issues due to high volume processing on the Amicus Server. In extreme cases this may cause login to fail.


38988 If Preference is set to start Timer on new E-mail initiated from within Amicus, a Do Time Entry icon may appear for those E-mail in Communication lists even though one already exists.


38659 Firm’s Exchange is set up such that a user must enter their full email address as their user name (Email Address in Preference Configuration Wizard) - Link cannot be configured.


38648 Unsaved email might stop appearing in the Outstanding and Today views of Communications ("value cannot be null" error appears in the Server Log) – caused by corrupt session ID.


38581 26723

If your E-mail Link is configured to automatically delete e-mail from Exchange when deleted from Amicus, deleting multiple unsaved e-mails in Amicus causes them to instead be set to Ignore.


38289 Outgoing e-mail initiated from Amicus are automatically saved only if your Link's E-mail Auto-Save preference is set.


38270 If your firm is set for Amicus-Managed Documents mode, e-mail attachments might not save when you manually save the e-mail to Amicus.


Outlook Contacts & Calendar Link



23672 During the first login following a reinstall or upgrade of a Workstation that has the Outlook Contacts & Calendar Link enabled, Advanced Security for Outlook prompts might appear.

TIP: Select the Allow Access action and the Always Perform This Action For This File option, and click OK. (This needs to be done only once at the Workstation.)

Google Contacts & Calendar Link

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In Step 1 of the Link Configuration Wizard (in Preferences) in some cases the connection with your Google Account might not succeed, and you cannot proceed to the next step.


38380 26707

If a Firm Member with the Google Link enabled has subsequently been unlicensed from Amicus (and optionally designated a Former Firm Member), the automatic polling synchronization (every 15 minutes) stops for all Firm Members.

TIP: Relicense the Firm Member temporarily in order to set their Contacts & Calendar Link preference to None (or clear the Enable checkbox). If that’s not practical or possible (e.g. Former Firm Member), please contact Technical Support for assistance.











PCLaw Link

38194 Timekeeper and other Firm Member mapping screens in the Link Configuration wizards for PCLaw, QuickBooks, and Timeslips might include Clients with Portal access. This affects firms who have granted Client Portal access to one or more clients and are subsequently initializing or reintializing the Link.


22649 When using the Amicus Attorney-PCLaw Link, PCLaw creates temporary files (~PL*.tmp) which are not automatically deleted.

TIP: To avoid excess use of disk space, start PCLaw occasionally on the Server. Upon startup, PCLaw automatically deletes temporary files older than 7 days.

13243 If you delete mapped Types of Law or Task Codes in PCLaw, the File Type and Activity Code mapping dialogs in the Link Configuration wizard might then show the mappings incorrectly.

TIP: In the mapping dialog in the wizard, clear the mappings, click Close, click Yes to save the change, return to the dialog, and remap the codes as desired.

38306 Whenever the Amicus Application Server is restarted, someone must manually log in to Windows at the Server before Amicus may communicate with PCLaw. If desired, however, you may configure your system to login automatically after restarts—for details, see the PCLaw Link Guide.

QuickBooks Link

39456 If exchanges stop occurring, it might be necessary to restart the Amicus PE Service.

39295 Posting Time Entries might fail for a Timekeeper added and mapped since the Link was initialized, and the following message appears: "The integration with your accounting application is currently unavailable. You may continue working…"

TIP: In QuickBooks, add the corresponding Sales Rep to the Item List, as a Service type item with its Account set to the Fee Income Account (set in Step 2 of your Link Configuration wizard).

39294 Posting Time Entries might fail for a Timekeeper, and the log shows the following error: "TimeTracking. QuickBooks error message: The employee is set to have activities transferred to paychecks".

TIP: In QuickBooks, go to the Employee Center and edit the corresponding Employee's Payroll Info (or Personal info)—select the "Use time data to create paychecks" checkbox, click OK, and then return and deselect the checkbox.



38306 Whenever the Amicus Application Server is restarted, someone manually must log in to Windows at the Server before Amicus may communicate with QuickBooks. NOTE: The QuickBooks Link (unlike the PCLaw and Timeslips Links) does not support configuration of an automatic login after restarts.

Timeslips Link

38517 To support Timeslips Premium (subscription-based), the Link Configuration Wizard will require you to select the SQL database used by your Timeslips.






38491 To ensure that Expense Codes in the Link Configuration Wizard display and map properly, it may be necessary to edit the description for Expense Code E129 to remove the comma after "Official Fees".

If your firm has not yet configured the Link:

o In Amicus Firm Settings, Time - Activity Codes, edit Expense Code E129 to remove the comma.

If your firm has already configured the Link: o In both Timeslips and Amicus, edit Expense Code E129 to remove the comma. o In Firm Settings, Time - Accounting, click Configure. In Step 3 of the Wizard go to the Expense

Code mapping screen. Unmap E129 and then remap it. Click Finish. It's NOT necessary to reinitialize the Link.

Repeat for any other Expenses that may contain a comma.



36861 Link exchanges stop if your Timeslips database closes.

TIP: If this happens, open your Station Administrator (in the Timeslips program group, or from within the program under the Special menu at the very top), go to Options > Change Timeout Settings, and change the timeout setting to NONE.

36662 Close Timeslips before Initialization if it has 4000 or more clients (files) to be exchanged to Amicus. Otherwise your Amicus session will terminate unexpectedly and Timeslips will show an "insufficient memory" message.

38306 Whenever the Amicus Application Server is restarted, someone must manually log in to Windows at the Server before Amicus may communicate with Timeslips. If desired, however, you may configure your system to login automatically after restarts—for details, see the Timeslips Link Guide.

Otherwise, attempting to use the Link might cause Amicus to terminate.

Amicus Small Firm Accounting Link

37302 Amicus Small Firm Accounting initialization might fail if linked with Amicus Premium using SQL Server 2012 or 2014.

Server hotfix available—please contact Technical Support.

Worldox Link

38280 Client ID is not exported to Worldox when a new File is saved. This issue occurs only if using the PCLaw Link configured without auto-numbering.


Dropbox Link

38451 Files created in Amicus from an exchange with your accounting link, or from the Import function, do not trigger the automatic creation of a corresponding folder in Dropbox.

Whenever a File is created in Amicus this way, open it in Amicus, rename it and save it, and then change its name back after a couple of minutes.




Tips for Amicus Administrators

Installation

35272 During the install/upgrade/update of Amicus Server, iFilter warning messages for WordPerfect or Adobe might appear if those iFilters were previously installed. Simply ignore these warnings and continue.

32770 25876 25965

If the Firm Name entered upon installation of Amicus Server and used as your Licensed Firm Name includes an apostrophe or other special character, the first login following a restart of Amicus PE Service must be performed twice.

Please contact Amicus Licensing at 800-472-2289 or 416-977-6633 for a replacement license.

22380 New installation of Amicus Server or upgrade to Amicus Premium: When you restart the Amicus Server to complete the install or upgrade, the computer might continuously restart. (This is caused by the automatic start of Amicus PE Service failing repeatedly.)

Please contact Technical Support for assistance.

22232 If an Amicus install or upgrade fails to create or update the database properly, you will not be able to log in successfully.


Indexing

35267 Full-text searches from the Documents module might fail to find all relevant items.

TIP: If a large number of items was recently moved or added, the indexing process might be lengthy. If this is not the case, a full Reindex (from Firm Settings > Documents - Document Management) may be required.

12670a If your firm’s shared documents folder (specified in General – Document Management Firm Settings) is not configured for indexing by Amicus Indexing Service, a full-text document Search might not return the expected results.

TIP: Configure the shared documents folder for indexing—for instructions, see the “Getting Started > Specifying document settings for the firm” topics in Administrator Help.

12670b An error message might appear whenever a user attempts to perform a full text document Search.

TIP: Ensure that your Indexing Service is running.

Custom Pages & Records

17944 The Designer window for a Custom Record might not maximize properly (unusable white areas appear).

TIP: After maximizing the window, click the right arrow at the bottom of the navigation panel to browse to the next Custom Record. (If you have another Custom Record defined, then click the left arrow to browse back to the original Record.)

17900 Hyphens in Custom Field Labels are deleted upon conversion from Amicus Small Firm. For example, “Pre-judgment Interest Rate” becomes “Prejudgment Interest Rate”.

TIP: If you wish, edit the Labels to add back the hyphens.

12897 In the Field Attributes dialog for a Text Custom Field on the Custom Page or Record Designer, you are permitted to enter a Maximum Length of more than 255 characters but, upon saving, the value changes to 255 without a warning.

TIP: For a Custom Field that can hold more than 255 characters, use a Memo Custom Field.


Import

19767 If importing Files with the match criteria set to Short File Name AND either Client ID or Matter ID, then an import record that matches on Short File Name only will be imported as a File with a duplicate Short File Name.

TIP: Ensure that File Names and Client/Matter IDs are unique, and import formats are consistent.

17284 Comma Separated Values format files that have undelimited blank fields in the last columns are not imported (“Number of fields found is less than expected”). Note that the exporting of Outlook Contacts creates files of this type.

TIP: Before importing, open the file in Excel, add another column, and enter any multiple-character data in it. In the Import Field Mapping and Attributes dialog of the Amicus Import wizard, map that extra column as an “<Unused Field>”.

Other Administration

39181 Security update required if your firm is configured to use the cloud-based Amicus Notification Service (Firm Settings > Notifications) for the automatic sending of e-mails for Appointment Reminders, Event Change Notifications, Daily Agenda, Daily Checks failure alerts, etc.


38407 After changing the Time Zone setting on your Amicus Server or Exchange Server, the Exchange E-mail Link and Contact & Calendar Link synchronizations from Amicus to Exchange might no longer occur.

TIP: Restart the Amicus PE Service and Amicus ExchangeSync Service.

36534 BACKUPS: When configuring database backups (in Firm Settings > Maintenance – Utilities), choose a backup location that's within the same domain as your Amicus Database Server, and on a path that your SQL Server service login account has full rights to.

35119 If your Amicus Database or Application Server has a computer name longer than 15 characters, network resolution effects might occur—for example, SQL Reporting Services cannot be enabled. This is a Windows limitation.

34928 If your Amicus Application Server runs Windows Server 2012 or 2012 R2, Amicus Workstations might be unable to login and a “service cannot be reached” error appears. This could occur because the default port for Amicus PE service (49259) falls within the extended range of ports for Windows Server 2012’s RPC Management service (49152-65535).


22334 Upon restarting Amicus Server, or logging in to Amicus at the Server, the following message might appear: “WARNING! Uninstalling Amicus will delete your database including Shared Documents, Merge Templates, pictures, and Reports. BACK UP ALL DATA BEFORE PROCEEDING! Would you like to continue?”.

This warning or other undesired effects might occur if you have deleted, renamed, or moved any of the

\AMICUS subfolders or files that were created during the Amicus Server installation, including the following

folders:

\AMICUS\Amicus Attorney PE Server\DocumentAssemblyTemplates

\AMICUS\Amicus Attorney PE Server\SharedDocuments.

TIP:

1. If the uninstall message appears, answer No to avoid uninstalling Amicus.

2. Undo your delete/rename/move changes—that is, restore the \AMICUS subfolders and files to their default locations.

If you need assistance, please contact Technical Support.

22202 22203

BACKUPS: In the Maintenance - Utilities dialog of Firm Settings, the database Backup Location cannot be set to a location that’s in a different domain than the Amicus Database Server. (SQL Server requires that the backup location be in the same domain.)



21966 USER MANAGEMENT: If a user is currently logged in, attempting to change their Administrator or Timekeeper status by selecting or clearing the corresponding checkbox in the User Management list has no effect.

TIP: Select the user in the User Management list, right-click and choose Open Admin Profile, change the user’s Administrator or Timekeeper status from the user’s Administration Profile dialog, and click OK. Then click Refresh in the User Management screen.

s106 Editions of Windows that do not use the Latin-1 Roman character set with accented western European characters (ISO 8859-1) are not currently supported.

s101 DOCUMENTS: If any Firm Members use mapped drives to reference the location of attached Document files and folders document templates, etc., ensure that their mapped drive connections to those machines will not be lost periodically. This applies to several versions of Windows. For details, see the Microsoft Knowledge Base article “Mapped Drive Connection to Network Share May Be Lost” at http://support.microsoft.com/default.aspx?scid=kb;en-us;297684. The article describes two alternative ways of addressing this concern. If you choose to edit the Windows Registry and need assistance, please contact your network technician.

Amicus Premium Billing

Files

38183 In Modern display mode, some filter options are missing from the Billing-side Files Index.


Trust

25069 Your changes to the Transfer amount in an existing Trust To AR Transfer transaction might not save correctly, and the AR Total might not be adjusted correctly.

TIP: If you have edited a Trust To AR Transfer transaction, delete it and re-enter it. We recommend that you do not edit Trust To AR Transfer transactions—instead, delete and re-enter them.

Billing

39019 Posting Split Bills might fail with a fee/expense allocation error – because calculation for each Bill was not rounded appropriately.


38682 A File previously set for Split Billing might continue to be processed that way.

TIP: Ensure that all Sub Files are removed from the Master File.

1. In the Admin > Bill Settings view of the File that was set as the Master File for Split Billing, reselect the "Split Fees between File Matters" option. (Or if the option is already selected, simply click Edit next to it.)

2. In the Split Billing Details dialog, remove all the File(s) set for splitting, and click OK.

3. Save & Close the Master File.

4. Open the File and deselect the "Split Fees between File Matters" option.

http://support.microsoft.com/default.aspx?scid=kb;en-us;297684




37528 In the Draft Bills and Final Bills views of Create Bills where a non-Billing Supervisor has used the filter to show all Bills on their Files, attempting to Print Preview or Send to Final a Bill that wasn't created by them causes an exception error. Clicking Print & Post will finalize the Bill, but fail to create the Bill Image.


36487 The firm address in E-bills created for a file set to “LAS” (Legalgard/Litigation Advisor) Task-Based Billing lack a space between city and state. That format might not be accepted by some vendors.


Administration

38231 The Recalculate Client Balances function (from Firm Settings > Utilities) might cause an exception error.


38209 Attempting to add a new Bank Account (from Firm Settings) might fail.


25948 TUTORIAL: After the initial Amicus Premium Billing license is applied, we recommend that you restart Amicus PE Services (at the Amicus Server, from Windows Control Panel > Administrative Tools > Services).

Otherwise you might be unable to open Amicus Tutorial Office.

Amicus Anywhere, Amicus TimeTracker & Client Portal

38628 In some cases, uploading a document in Amicus Anywhere or Client Portal might fail with a "foreign key constraint" error.


38586 If your firm has converted from Small Firm, enabling a Firm Member for Amicus Anywhere and TimeTracker access might fail with the following message: "account is already registered". (This occurs when their Amicus TimeTracker access was not disabled in Small Firm before conversion.)


38167 38169

Client Portal Status Fails to Update: If a Client completes their registration wizard while a Firm Member has open either the Client’s Contact Detail or Portal dialog for a related File, the Client's Portal status in Amicus will not update. This will affect a number of areas – Contact Detail (shows “Pending”), User Management (not yet “Accepted”), and the Client Portal dialog (still shows "Resend Invitation" button). All areas will be updated the next time the Client logs into the Portal provided the aforementioned views are no longer locked for editing.

TIP: Close all Detail dialogs after sending or resending a Portal invitation.

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We recommend that initial setup of Amicus Anywhere and TimeTracker be done with the Amicus Server using a wired connection to the Internet, rather than a wireless one.

Note that if the Amicus Server’s network interface card or connection method (wired vs wireless) has changed since your firm and first Firm Member were registered for Amicus Anywhere and TimeTracker, users will no longer be able to log in to those applications until the Server address has been reset (from Firm Settings > Maintenance - Utilities).






6828 On an iPhone running iOS7 or later, the Logout button in TimeTracker is not available because a header and footer appear in the browser.

TIP: Add the Amicus TimeTracker Login page as a shortcut on your Home screen. This will result in the TimeTracker opening without a header and footer.

Gavel & Gown Software Inc.

Phone: 800-472-2289

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