PRODUCT BULLETIN: Amicus Attorney Premium Edition Amicus Premium Billing 2012

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1 Contents PRODUCT BULLETIN: Amicus Attorney Premium Edition Amicus Premium Billing 2012 (includes Amicus Mobile) October 2, 2012 In this list, outstanding issues in the current build of the product are grouped together by topic. Amicus Attorney...2 Windows 7 and Vista... 2 Dailies... 2 Files... 2 People... 3 Calendar... 3 Time... 3 Communications Integration... 3 Library... 4 Document Assembly and Merge... 4 Document Management... 4 Offline... 5 Reports... 5 Amicus Tasks Toolbar and Smart Tags... 5 Miscellaneous... 6 Outlook Contacts & Calendar Link... 6 Accounting PCLaw Link... 6 Accounting QuickBooks Link... 7 Accounting Timeslips Link... 7 Amicus Attorney Issues for Amicus Administrators Only...7 Firm Settings & Customization... 7 User Management... 7 Import... 8 Other Administration... 8 Amicus Premium Billing...10 Preferences Amicus Tasks Toolbar and Smart Tags Files People/Clients Time & Expenses Trust Billing Reports QuickBooks Link Administration Amicus Mobile...13 Amicus Mobile Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 1

2 Amicus Attorney Windows 7 and Vista 22047/22048/22103 If the Workstation runs a 64-bit edition of Windows 7 or Vista, then after installing the Amicus Tasks Toolbar (you must temporarily Run as Administrator to perform this task) the Outlook view of the Communications module might be unavailable and the - Basic dialog in Preferences might take a long time to display. SOLUTION: After installing the Amicus Tasks Toolbar, exit Amicus Attorney and log back in (without running as Administrator.) Full-text Document Searches in Amicus might ignore Word, Excel, and PowerPoint documents that are in an Office 2007 or later file format (.DOCX,.DOCM,.XLSX,.PPTX, etc.) SOLUTION: At the Amicus Application Server, install the appropriate ifilter Pack for the Windows Indexing Service, available from the Microsoft website: For Microsoft Office 2007, download from CAC34F4227CC&displaylang=en#filelist For Microsoft Office 2010, download from d3e e-aba93459fbee&displaylang=en At a Workstation running Windows with User Access Control (UAC) enabled, a user logged in with Windows Power User Group rights cannot install or use the Amicus Tasks Toolbar in WordPerfect. SOLUTION: Log in at the workstation as a user with Windows Administrators Group rights. This is necessary both for installation and use of this feature in WordPerfect At a Workstation running Word 2003 under Windows 7, Word terminates unexpectedly when you attempt to save or exit the generated document. This issue does not occur if running Word 2007 or later under Windows At a Workstation running Outlook 2003 under Windows 7, Windows Server 2008 or later, or Windows Small Business Server 2008 or later, attempting to display the Outlook view of the Communications module causes an exception error. This issue does not occur if running Outlook 2007 or later under those versions of Windows. Dailies Files If the path for a Folder Document or Win Explorer Dashboard element is specified as a UNC network path (e.g. \\Alaska\ClientHistories) rather than as either a local path or a mapped drive letter path, the folder will open in a separate Windows Explorer window instead of within Amicus /33302 The My Documents view of File Details takes too long to appear. SOLUTION: Please contact Technical Support for assistance On a File, assigning Contacts via a Contact Group that includes a Contact you are restricted from viewing causes an exception error. WORKAROUND: 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.) After a QuickFind in the Files Index, filtering the list to a File Type might show incorrect results. WORKAROUND: After a QuickFind, select the All option in the control panel to reset the display list before proceeding to select other filters /22205/22566 In File Details for a File with no Contacts assigned, if you filter the People On File list to All or Firm Members and place the cursor over the list, it changes to a waiting icon. And if you then click on any Firm Member other than the first, an exception error occurs After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect. WORKAROUND: Select another view in the list, such as Summary, before clicking My Documents or All Documents. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 2

3 People 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. WORKAROUND: 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 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). WORKAROUND: 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 /33127 A user who has Security Profile access rights to all Contacts and Files cannot view the names of some Contacts or Files found by a Check Conflicts search, and cannot open those records from the results list. This is a problem only with records the user is not assigned to. SOLUTION: Please contact Technical Support for a fix to this issue As you reschedule one of a pair of overlapping Appointments by resizing it or dragging it up or down in the graphical section of the Calendar Day view, it might move to the other side of the other Appointment. For example, if its start time changes from after to before that of the other Appointment, it moves from the right to the left of the other Appointment b/22040 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, are not parsed and stored properly. WORKAROUND: Open the Person s Communications Details dialog to enter these phone numbers After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect. WORKAROUND: Select another view in the list, such as Main Note, before clicking My Documents or All Documents. Calendar Time 24173/24174 The Author of an Appointment is not notified (by Sticky or ) if the Appointment is deleted or the Author is removed Repeating To Do's might display incorrect number-of-days-on-list information 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. WORKAROUND: Refresh the display by going to another day or view and then returning The Time - New Entries Preference for creating a Time Entry when a To Do is marked Done is not applied to Repeating To Do s When posting Time Entries, the Would you like to save a copy of the posted time entries for printing or other purposes? prompt does not appear. This is because you earlier selected the Do not show me this message again option. WORKAROUND: If you want the prompt to start appearing again, please contact Technical Support for assistance In a Time Entry, if you go from the Duration field to the Description field, and then press the Tab key, it navigates to the Timer button rather than the Duration field. Communications If you created a Phone Message for another Firm Member, opening it again marks it as Read. Integration At a Workstation running Windows 7 with Outlook 2003, the Outlook view of the Communications module is unavailable. It is recommended that you run Outlook 2007 or higher if you have a Windows 7 operating system. Outlook 2003 under Windows 7 has not been optimized for this type of integration. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 3

4 25009 If Integration 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. SOLUTION: Ensure that the current Microsoft Service Packs and Updates to both Windows and Office have been applied After returning from the Tutorial or another Firm Member s Office, the Outlook view of Communications might not be available WORKAROUND: Display another view and then try again If Integration is enabled at the time of upgrade to Version 2011 or later: Auto-Save does not begin to work immediately upon logging in a Workstation the first time after upgrade. (This occurs because the Unsaved Cache is being rebuilt in the background, and must finish before any new are processed. This might be lengthy, depending on your Integration preference settings and your volume of e- mail. This process does not start until any Outlook Contacts & Calendar login-time exchanges have completed.) In some cases, the Amicus Tasks Toolbar might not appear in Outlook after you have enabled it from the option in your Outlook - Basics Preferences. WORKAROUND: Restart Outlook With Auto-Save turned off, in some scenarios forwarding a Saved previously associated with a File does not result in the forwarded also being saved and associated with that File. In some cases, it may appear to be saved in the Outlook view, but it is not. WORKAROUND: If Auto-Save is turned off and you wish to work with directly in Outlook (or via right-click commands in the embedded Outlook view of Communications), you must enable and activate the Amicus Tasks Toolbar in Outlook in order for proper processing to take place. (Enable the Toolbar from your Preferences. Activate it by clicking any button each time Outlook is started.) If you set your Outlook signature block to be included in that you send from Amicus, any graphics included in the block will appear as a red X in the . Library In the Location Detail dialog, clicking the Location button and selecting a different section does not change the Library Page location. WORKAROUND: In the Library module screen, drag the Page from one section to another in the list. Document Assembly and Merge If you open another Firm Member s Office and they have a different version of Word installed, or the same version installed to a different relative location, their Word path setting in Document Assembly Preferences is used instead of your own and document generation will fail. (A similar problem occurs if you log in at that Firm Member s Workstation.) WORKAROUND: At all Workstations, create in the same relative location a Windows Shortcut to the local Word.EXE file (e.g. C:\WordShortcut). Use the same Shortcut Name. In Amicus at each Workstation, go to the Office module, choose Preferences, and click Documents - Document Assembly. In the Microsoft Word field in Step 3, specify this Shortcut path and click OK. Exit Amicus and log back in to update your Preferences. Document Management 33200a/26310 In Document Details for a Document on a File, the Select Document Groups dialog lists Document Groups that are not valid for the File Type b If a Document on a File is assigned to a Document Group that has the same name as a one on a different File Type, the Document might not be listed for that Group s list in File Details If the path for a Folder Document or Win Explorer Dashboard element is specified as a UNC network path (e.g. \\Alaska\ClientHistories) rather than as either a local path or a mapped drive letter path, the folder will open in a separate Windows Explorer window instead of within Amicus An error message appears whenever you attempt to perform a full text document Search. SOLUTION: This might occur if the firm s shared documents folder (specified in General Document Management Firm Settings) is not configured for indexing by Microsoft Indexing Service, or that Service is not running. Please contact your Amicus Administrator. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 4

5 Offline After returning from the Tutorial Office, attempting to go Offline causes a loss-of-session error. WORKAROUND: Exit Amicus and log back in before going Offline /32773/32980/32981 When an Offline user goes back Online after making changes that require conflict resolution, some Offline changes might fail to synchronize. In particular, the Workstation s Replication Log (AmicusReplLog_date.log, accessed from the Windows Start Menu: Amicus > Amicus Attorney Premium Tools > User Logs) will include a rep_uuid error /25965/32770 The Offline function fails. This might occur if the Firm Name includes an apostrophe or other special character. Please contact your Amicus Administrator Amicus might terminate unexpectedly with an invalid session message when you go Offline or back Online. WORKAROUND: This message might appear if your session is temporarily lost during the transition from Offline to Online or vice versa. Simply log back in to Amicus If Offline capability is enabled at the firm, adding an Amicus record might occasionally fail with a SQL error message: The insert failed. It conflicted with an identity range check constraint. This can occur at a Workstation that has not gone Offline or Online in a long while. SOLUTION: - If the problem occurs while you are working Offline, resolve the issue by going Online (and then back Offline if desired). - If the problem occurs while you are working Online, please contact Technical Support for assistance. Reports The Calendar > My Events - Selected Category Basic Report fails to run and a server is currently busy message appears Printing Basic (CrystalReports) Reports or the Conflict Check results might cause an exception error ( Exception caught in ReportManager Download Login ). SOLUTION: Please contact Technical Support for assistance The first Firm Member of the day to access a Reports list might not see the Advanced Reports. WORKAROUND: The Firm Member should exit Amicus and log back in For Date/Time parameters in custom Basic Reports created in Crystal Reports, the Amicus report parameters dialog shows only the Date portion For Number parameters in custom Basic Reports created in Crystal Reports, the Amicus report parameters dialog allows you to enter only integers, not decimal numbers. Amicus Tasks Toolbar and Smart Tags If the Amicus Tasks Toolbar was previously installed in Adobe Acrobat or Reader at a Small Firm Edition Workstation, the Toolbar in Adobe will not work with Premium Edition at that computer (after it has been installed for Premium Edition at that Workstation). SOLUTION: Uninstall Amicus Attorney Small Firm Edition. Or, if you wish to keep the Small Firm Edition Workstation, simply remove its Toolbar from your Adobe application. (In Amicus Attorney Small Firm Edition, go to File > Setup > Document > Document Assembly and click Remove.) In Office 2010, the Details, File, People, and Library Page buttons on the Amicus Tasks Toolbar do not change state properly when Word.DOCX or Excel.XLSX format files are saved to a File, Contact, or Library Page In rare circumstances, Word customizations (such as AutoText list changes) that you make might not be saved successfully (to your Normal.dot template). SOLUTION: Restart Word and make your customizations. Do not use the Amicus Tasks Toolbar during this Word session, until your customizations are saved If the Amicus Tasks Toolbar is installed, then while an 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. WORKAROUND: 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. SOLUTION: 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. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 5

6 9266 Customizing the Amicus Tasks Toolbar attributes from Microsoft Office applications (e.g., removing one of the buttons) will cause problems. Miscellaneous Sluggish response times marked by memory spikes on the Server, typically occurring during workflows that generate increased server traffic such as report generation or posting of large numbers of time entries or recurrent changes to items assigned to large numbers of users PREFERENCES: If your Defaults On Login preference is set to automatically open another Firm Member s Office to the Favorites module, an exception error occurs upon login 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. WORKAROUND: Cancel the Login dialog and start over The Files or People Index might display at the wrong size after Amicus was Restored Down and later Maximized, or vice versa. WORKAROUND: Refresh the screen by going to another module and then returning TUTORIAL/ANOTHER OFFICE: After opening the Tutorial, or another Firm Member s Office as a Guest, the Office > Back To My Office command is not available. WORKAROUND: In the Office module, choose Return To My Office in the control panel 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. WORKAROUND: Refresh the screen by going to another module and then returning The Windows Display Properties, Advanced setting of Large Size (120 DPI) might adversely affect the appearance of Amicus screens. We recommend Normal Size (96 DPI). Outlook Contacts & Calendar Link If you remove yourself from an Event in Amicus and leave it assigned only to other Firm Members, it will not be deleted from your Outlook by the Link. A could not process one or more items error message appears on each subsequent exchange If running Outlook 2007 in Cached Exchange Mode, initialization of the Link might run continuously, causing users to be prompted to stop the sync each time they exit Amicus. (An error appears in the Outlook Log: Error Importing record Your server administrator has limited the number of items you can open simultaneously This is a known issue in Outlook. SOLUTION: Update Outlook to SP3 or apply the hotfix available from Microsoft see Knowledge Base article at Firm Members fail to exchange to Outlook as Contacts in accordance with the Link setting if the Link is set to exchange Contacts by Group During the first login following a reinstall or upgrade of a Workstation that has the Outlook Link enabled, Advanced Security for Outlook prompts might appear. WORKAROUND: 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.) If using the Outlook Link, and the Windows standard regional setting at your workstation is different from that at the Amicus Application Server (e.g. French (Canada) vs English (Canada) ), and you change the priority of a To Do in Amicus, the priority might change back to its original level after an exchange with Outlook. Accounting PCLaw Link When using the Amicus Attorney-PCLaw Link, PCLaw creates temporary files (~PL*.tmp) which are not automatically deleted. WORKAROUND: To avoid excess use of disk space, start PCLaw occasionally on the Server. Upon startup, PCLaw automatically deletes temporary files older than 7 days PCLaw 10 or 11: Upon initialization of the Link, Rate Values for the Amicus Activity Codes and Task- Based Billing Task Codes mapped to PCLaw Task Codes might not synchronize from Amicus to PCLaw when the Link is set to synchronize values in that direction. This issue also occurs upon adding a new Amicus Billing Rate to PCLaw (as a Rate Category) via the Link wizard. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 6

7 21166 PCLaw 10 or 11: Upon initialization of the Link, some Billing Rate Values for Amicus Timekeepers mapped to PCLaw Lawyers will not synchronize from Amicus to PCLaw when the Link is set to synchronize values in that direction. Note that this issue does not occur for Rate Categories that ship by default with PCLaw 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 will then show the mappings incorrectly. SOLUTION: 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. Accounting QuickBooks Link QuickBooks fails to exchange to Amicus. Accounting Timeslips Link 26460/33376 In the Link Configuration Wizard, Timeslips References might not appear in the list for mapping to Amicus Task-Based Billing Task Codes. NOTE: This issue seems to be Timeslips version-specific. It only occurs when using Timeslips 2012, and appears to be fixed in Timeslips If no one is currently logged in at the Amicus Application Server (e.g. because the computer was restarted but Amicus Attorney and Timeslips are not configured for automatic logins, as detailed in the Link Guide), any attempt to use the Timeslips Link will cause the Amicus PE Service to terminate. (For example, if a user attempts to post a Time Entry, or saves a new File which is to be exchanged to Timeslips.) WORKAROUND: Someone must log in to Windows at the Server before Amicus may communicate with Timeslips. Amicus Attorney Issues for Amicus Administrators Only Firm Settings & Customization In the Field Attributes dialog for a Custom Field on the Custom Page or Record Designer, the Field ID attribute might be missing. (This ID is used when designing Advanced Reports with Custom Fields.) SOLUTION: Please contact Technical Support for assistance The Designer window for a Custom Record Designer window might not maximize properly (unusable white areas appear). SOLUTION: 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.) 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. SOLUTION: For a Custom Field that can hold more than 255 characters, use a Memo Custom Field If the firm s shared documents folder (specified in General Document Management Firm Settings) is not configured for indexing by Microsoft Indexing Service, or that Service is not running, an error message appears whenever a user attempts to perform a full text document Search. SOLUTION: To configure a folder for indexing: At the Amicus Attorney Application Server, go to Windows Control Panel > Administrative Tools > Computer Management and, in the navigation list at the left, choose Services and Applications > Indexing Service > System > Directories. On the toolbar, choose Action > New > Directory and specify a folder; repeat this step for each folder you want indexed. We also recommend that the Indexing Service be set to start up automatically whenever the Amicus Server is restarted. (This can be done at the Server, via the Startup Type field in the Properties dialog for the Indexing Service.) User Management 18779b Firm Members who were designated as Former in Version 2008 or earlier cannot be removed from the Firm Groups of which they were members. WORKAROUND: Please contact Technical Support for assistance. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 7

8 Import 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 Comma Separated Values format files that have undelimited blank fields in the last columns cannot be imported ( Number of fields found is less than expected error). The exporting of Outlook Contacts creates files of this type. SOLUTION: 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 After upgrading to Version 2012, a Please contact Amicus Sales regarding your Amicus License status message might appear upon each login. (Clicking OK allows the user to proceed.) 25876/25965/32770 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 and users cannot go Offline. SOLUTION: Please contact Amicus Licensing at or for a replacement license AMICUS TASKS TOOLBAR: After upgrading to Version 2011 SP1 or later, the Amicus Tasks Toolbar in WordPerfect X5 is no longer available. SOLUTION: Reinstall the Amicus Tasks Toolbar in WordPerfect, from your Amicus Preferences: Document Assembly (Step 3) /26117 SEARCH: Under 64-bit editions of Windows, Amicus full text document Advanced Searches performed using the Global Search utility (Tools > Search or Tools > Search Documents) might fail. (Note that this issue does not apply to searches performed in the Documents module.) New installation of Amicus Server or Amicus upgrade to Version 2011 or later: 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.) SOLUTION: Please contact Technical Support for assistance 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. SOLUTION: 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 Under Windows Server 2008/2008 R2, or SBS 2008/2008 R2, the System Check performed during installation of Amicus Server might incorrectly report that the ASP.NET component is missing. RECOMMENDATION: Proceed with the installation and afterward choose File > Print Preview from the People Index. If this works, you may simply ignore the message If an Amicus install or upgrade fails to create or update the database properly, you will not be able to log in successfully. WORKAROUND: Contact Technical Support for assistance /22203 BACKUPS: In the Maintenance - Utilities dialog of Firm Settings, the database Backup Location cannot be set to a location that is in a different domain than the Amicus Database Server. (SQL Server requires that the backup location be in the same domain.) 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. WORKAROUND: 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. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 8

9 20532/33281 Nightly processing (by Daily Checks) might sporadically fail to fully complete, which could result in the occasional omission of some Events from the lists in File and Contact Details. SOLUTION: Please contact Technical Support for assistance CONVERSION FROM SMALL FIRM EDITION: Hyphens in Custom Field Labels are deleted upon conversion. For example, Pre-judgment Interest Rate becomes Prejudgment Interest Rate. WORKAROUND: If you wish, edit the Labels to add back the hyphens. s106 Editions of Windows that do not use the Latin-1 Roman character set with accented western European characters (ISO ) 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 The article describes two alternative ways of addressing this issue. If you choose to edit the Windows Registry and need assistance, please contact your network technician. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 9

10 Amicus Premium Billing Preferences If your Files Display Preference for the default filtering of the Files Index by Category is set to All Files, the Non-Billable Files are shown instead. Amicus Tasks Toolbar and Smart Tags Files Amicus smart tags in Word and Excel might not function properly Adding and removing Payments on a File might result in the display of incorrect Account Overview billing balances in File Details If you select a Person in the People On File list in the Attorney-side File Details and choose the Send right-click command, the new does not have Contact and File information filled in /33298 The Attorney view of Time Spent on the File Details might not appear or takes too long, and an error is written to the Server Log. SOLUTION: Please contact Technical Support for assistance. People/Clients When using the Merge Two Contacts function or Find Duplicate Contacts utility, if you choose the Merge option, a message appears: One of the Contact records is locked or restricted". When you click OK, Amicus Workstation stops responding for about 5 minutes, and the Contacts fail to merge. Time & Expenses Trust If your preference is set to have time formatted in minutes, the Total Fee amount is always shown as zero in the Time Entry Details Attempting to assign a Per Unit Rate Expense Code to an Expense causes an exception error 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. WORKAROUND: 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 33192/33197 LEDES format E-bills contain unexpected strange characters at the beginning and a line break at the end Files set to Do not Mass Bill when Fees are greater or less than the Quoted Amount might cause an exception error in Mass Billing In some cases you cannot delete a Reminder Statement If a File is set for a Fee Discount, the discount is not applied in Mass Billing LEDES format E-bills include Time Entries whose Billing Behavior is set to No Charge - Don t Show If you adjust the Fees amount in the Bill File view of Create Bills, the Tax amount shown is not updated. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 10

11 33160 Taxes are not rounded correctly in some cases (e.g. 10% tax on $7.35 is calculated to be $0.73 rather than $0.74) If you create two Reminder Statements for a File on the same day, the Interest is listed twice in the second Statement If Interest is set to merely appear as a memo item, creating a Reminder Statement creates a new Bill with zero charges. (A Bill should not be created.) Interest is calculated cumulatively rather than incrementally in Reminder Statements for a File that has multiple outstanding Bills a Negative trust receipt and check amounts are shown as positive amounts in the Trust Statement section of Standard and Fixed Fee Bills a The Select Invoices dialog takes a long time to finish displaying b If you select a Bill in the Bills view of File Details or the Billing Index, the Select Invoices dialog appears The text you set as the Transaction Description Default for Fee Discount on Bills is not provided as the default description for a Fee Adjustment reduction on a Bill (and if you choose the Show as a Courtesy Discount option, that text is not shown on the Bill) In the Mass Bill view of Billing, if you choose the Create Bill if Payment since Last Bill option, Files with zero WIP Fee balances and no new payments since the last Bill are still selected If you reduce the amount on a Fixed Fee File at the time of billing, and the Billing Behavior of the File is set to simply adjust the Fees total without explanation, an explanation is still output on the bill If you send a Bill for a Fixed Fee File to Draft from Mass Billing, and the Billing Behavior of the File is set to bill the WIP Fees amount if the WIP Fees are greater than the Fixed Fee Amount, the Fixed Fee Amount is billed anyway If Expenses on a File have an Expense Code set to combine them as a single item on a Bill, the combined item shows a date. Reports If multiple Payments have been made on the same Bill and a Startup Balance exists, the GL Transaction Report might show incorrect amounts The Client Profitability Report incorrectly shows fee adjustments in the Time column If a partially paid Bill that includes Expenses and/or Taxes has had multiple partial payments, the Accounts Receivable By Client report shows incorrect balance owing In the Client Listing Report, the Work in Progress values (Hours, Fees, Total WIP) include Time Entries whose Billing Behavior is set to No Charge - Don t Show b Negative trust receipt and check amounts are shown as positive amounts in the following reports: Accounts Receivable by Client, Client Transactions, Client Trust Listing, and Trust Bank Journal. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 11

12 QuickBooks Link QuickBooks fails to exchange to Amicus. Administration In some cases new Bank Accounts cannot be added TUTORIAL: After the initial Amicus Premium Billing license is applied, Amicus Tutorial Office cannot be opened. SOLUTION: After licensing Billing, restart Amicus PE Services (at the Amicus Server, from Windows Control Panel > Administrative Tools > Services). Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 12

13 Amicus Mobile Amicus Mobile 24334/33120 On some BlackBerry devices: although new Time Entries can be created, existing Time Entries cannot be edited or deleted. These devices are Style 9670, Storm series, Storm 9500 series, Pearl 9100, and Tour Edits and deletions of Time Entries should be done at the Amicus Workstation Initializing Amicus Mobile on a BlackBerry device fails if the names of any Amicus Contacts or Firm Members contain an accented letter or special character Amicus Mobile Server might not work if installed on a server running Windows Small Business Server 2008 or later. Other websites and HTTP services provided by that server might also fail. SOLUTION: IIS requires additional configuration after Amicus Mobile Server has been installed. Please contact Technical Support for assistance Viewing the details of a Phone Message in Amicus Mobile does not automatically mark it as having been read If you have two calls (due to Call Waiting), switching away from one call to the other does not trigger the prompt to create a Phone Call record on that call in Amicus Mobile. WORKAROUND: To create a Phone Call record on the call you are ending first, tap or click End Call rather than simply switching away from it. In a few moments, your phone will ring to resume your other call. Note, however, that if you choose to create a Phone Call record on this other call as well, its duration field will include only the time since the call was resumed A Phone Call record created upon completion of an inbound or outbound call on an Amicus Mobile device records the end time rather than the start time of the call /18664 In Amicus Mobile, you are permitted to assign Contacts to a File that you have been restricted from editing. (These assignments do not, however, affect Amicus Attorney.) 18655/18656 If a Time Entry is created on a Phone Call in Amicus Mobile, the Time Entry icon might still be shown for that record in Communication lists in Amicus Attorney Changes to Contact information in Amicus Attorney (name, primary phone number, primary address) are not exchanged to the Contact On File lists in Amicus Mobile until that File has been changed in Amicus Attorney and exchanged to Amicus Mobile When sending a new Sticky from the Notes module, the To selection list of Firm Members does not reflect additions, deletions, or name changes done in Amicus Attorney since you last Initialized Amicus Mobile. WORKAROUND: Reinitialize Amicus Mobile occasionally When replying to a Sticky on a Smartphone device, the number pad is activated and the corresponding alphabetic letters cannot be entered in the message field. WORKAROUND: Navigate out of the message field and then go back If a Time Entry is created in Amicus Mobile on a File that is set to a Flat Rate or Other hourly billing rate, it will be sent to Amicus Attorney with a Rate Value of If a File is currently locked by another user, you can still select or clear its Mobile checkbox in the Files Index but this action has no effect. No warning message appears Some Windows Mobile devices when set to portrait orientation might truncate the left side of the Settings screen. WORKAROUND: Set the device orientation to landscape while configuring Settings. For further information, contact Gavel & Gown Software Inc. Phone: Fax: info@amicusattorney.com Copyright 2012 Gavel & Gown Software Inc. All rights reserved. AMICUS and AMICUS ATTORNEY are registered trademarks, AMICUS PREMIUM BILLING, AMICUS BILLING, AMICUS MOBILE, AMICUS MOBILE SERVER, and AMICUS SMALL FIRM are trademarks of Gavel & Gown Software Inc. All other trademarks referenced are the property of their respective owner. Gavel & Gown Software Inc. disclaims any proprietary interest in trademarks other than its own. Amicus Premium 2012 Product Bulletin 2012 Gavel & Gown Software Inc. 13