We'll publish today a new CSI Lawyer 13.0 update package that enables Telema e-invoicing,  brings bilingual invoice template to Estonian customers and fixes the software defects reported by customers. 

Fixed software defects

Customer

• Users deleting a customer were not notified when an active or rejected matter request prevented the deletion. After the fix, an appropriate notification is displayed, instructing the user to move the matter request to another customer in order to enable the deletion.
• Deletion of a private person failed if the person was listed as a contact person in the identification of a corporate customer. Following the fix, deletion is successful when the private person's information is moved to another private person. If the information is moved to a corporate customer instead, the private person is not deleted but only deactivated.
• Deletion of a private person failed if the database was old and the private person had previously been registered as a representative during the identification of a corporate customer. The Representative field is no longer available in the software.

Matter request/Matter

• Users were able to modify the responsible role fields of a matter request even when the matter request status was "Closed".
• When the Sub-matters folder was opened through the parent matter, and the parent matter was subsequently closed, reopened, and modified, the software generated the error message: "Object reference not set to an instance of an object."
• in a parent/sub-matter structure, when a fixed-amount discount was applied to the payer of a preliminary invoice, the "Discount" and " Discount of sub preliminary invoices" fields displayed different discount amounts.

Transaction

• When adding a transaction through the timer function, it was possible to select a closed matter for it.
• The "Copy Transaction" function assigned the current date to the newly created transaction. Following the fix, a copied transaction now retains the date of the original transaction.
• Moving a transaction through the Transaction window caused the billable hours and prices to become inconsistent.
• A phase from matter A remained in the transaction details when a transaction was used as a template and the new transaction was created under matter B, which did not have any phases defined. As a result, in the "All Transactions by Phase" view of matter B, the new transaction incorrectly displayed a phase belonging to matter A.

Work Time Entry

• The Work Time Calendar displayed all users' calendars, even though those calendars had not been shared.
• In certain situations, the "Use as Template" function in the Work Time Calendar generated the error: "Object reference not set to an instance of an object."

Invoicing

• When a payer had a discount table in use and the payer's share on a preliminary invoice was set to 0 %, the software incorrectly retained the discount for that payer.
• The preliminary invoice preview did not function correctly when the "Show specification by matter" option was selected for the specification page.

Integrations

• The MS Graph API / Outlook critical task synchronization did not function correctly if the workstation's time zone was set to "Finland's Standard Time".
• The Estonian e-Invoice file generated from the invoice was not valid because the XML file did not include the itemSum and itemTotal values for all invoice rows.
• The "Godkänd för F-skatt" information was missing from the Peppol 3.0 invoice data when the invoicer's country was Sweden.
• Transfer of TEAPPSXML invoice data to the Peppol network failed due to a validation error.

New features

Telema e-invoicing

The CSI.ModulePlugin.TelemaEInvoice add-on has been added to the software to support e-invoicing for customers in the Baltic countries.

The Invoice Sending function of the Add-on:

• Verifies that the invoice contains all information required for the Peppol file and invoice transfer (for example, the payer's and invoicer's e-invoicing addresses). If any required information is missing, the user is presented with a descriptive error message explaining what needs to be corrected.
• Generates the Peppol file and submits it to the Telema API. If the customer has a Latvian e-address, the Peppol invoice is embedded in an SBDH message containing the information required for invoice transfer.

If the transfer is successful and the invoice was in Open status in the CSI software before transfer, the invoice status is changed to Sent and the transfer date is set to the current date. If the transfer fails, an error message or the error code returned by the API is displayed, and the corresponding information is written to the error log.

Bilingual invoice template in Estonian Country Package

A bilingual (Estonian/English) invoice template has been added to the Estonian country package, matching the templates already available in the Latvian and Lithuanian country packages.