Juris Versions and Updates

Released: 08.21.2012

For details on issues addressed in Juris 2.5 SP2, please see the product Release Notes.

Released: 10.05.2011

For details on issues addressed in Juris 2.5 SP1, please see the product Release Notes.

• Tools to help your firm's collections manager track the status of collections and manage collections-related communications to clients

• Juris can be run as a thin-client application in a Microsoft Terminal Services (Remote Desktop Services) environment.

• Juris financial reports can be sent through Microsoft Outlook 2010.

• A link within Juris opens an online session with Customer Support.

• Addressed issue when Missing Account Report has no missing accounts

• Addressed issue if task code xref is changed to 'None', changes are propagated and task codes are required

• Addressed issue when editing an existing billing address

• Billing Address-Allowed to save a client without a billing nickname

• Addressed issue when editing a timekeeper if you have the maximum # of active timekeepers

• Lookups- Addressed issue of account name display with in List View if sub-accounts are used

• Addressed issue related to creating a note card if trying to insert an object; this only affects 64 bit Windows 7 and Windows Server 2008

• Addressed issue of jumping to the first entry if you click on rows and scroll

• Control number will now match the journal entry date

• Adding messaging when trying to post in a prior year if there is no Retained Earnings account

• Addressed issue when the reversing entry does not hit the Check Register if an asset account is used

• Improved multi-user time entry for same batch

• If a matter has more than 1 trust account, it now will look at the total for the specific bank selected

• Addressed printing when the select sort is by billing timekeeper/client name/matter name

• Addressed error message received when using sort option of Expense Code/Client

• Addressed issue of the Billed Hours and Average Billed Rate totals

• Addressed issue of Billed Hours and Average Rate display in subtotals

• Purge batches on Vista, Windows 7 and Windows Server 2008

• Drill down with Vista and Windows 7

• Removing the permission of Profit Center and adding Sub-Accounts

• Addressed error message received when adding a client in Client Profiles

• Addressed error message received when adding a matter to an existing client

• Corrected issue when the offsetting account of a GL Distribution is the asset account and it does not create a check register entry.

• Corrected the issue when the bank reconciliation entry is not created if the GL Distribution account is the asset account.

• Corrected issue when double click quickly to create a quick check batch and it creates 2 new check forms- one of which is $0.00

• Corrected issue of certain check designs having data lines from the check stub overflow onto the check if have multiple vouchers.

• Corrected issue of not printing the number of copies as defined in the check design.

• Corrected issue when check is on top and stub is set to copy of first or blank.

• Corrected the issue of the font changing after a bill design is edited if you are using Arial, Verdana or Times New Roman.

Note: We are continuing to work with our third party control vendor on other fonts than those mentioned above.  For existing Bill Formats, it may appear that some have a default font of Time New Roman due to the fields being displayed in that font; however, the default format font is Arial . If you change the default format font, the fields will not change their display font to that new default font.

• Corrected the out of balance issue when unposting under the following criteria (all must be present): Fee Accounting method = Cash Distribution method = Working Timekeeper

• Keeps the search selection criteria the user has chosen each time they go into any vendor lookup area.

• When updating from a prior version (other than 2.35) to 2.35SP1, the default for 'Notify if matter fee/expense schedule is different from client' is not checked.

• Now allowed to install in other directories other than the default directory of C:

• Enhancement- If currently on 2.35, can manually add a line in the juris.ini file, allowing the client workstations to 'auto-update' without having to install individually.

• Enhanced Chart of Account look up form.

• Enhancement- Can now mark inactive.

• Enhancement- Can now mark inactive.

• Corrected the issue where timekeepers could be marked inactive if they were either a Billing Timekeeper or Originating Timekeeper
• Enhancement- can now leave the first name and middle initial blank

• Enhancement- Allow responsible timekeeper allocations to use decimals.
• Correct the issue where new matter numbers were not being assigned properly if the option of 'First Available' was used.
• Enhancement- Pops up a warning box if a matter fee schedule does not match a client fee schedule

1017

• If an invalid bill number is typed in, a pop up message is received stating an invalid bill number has been entered.
• Corrected the issue of checks not printing properly with option of one check,multiple stubs selected
• Corrected issue when entering large journal entries. It would not always input the correct account #- happened when using the binoculars to look up account #s and tabbing thru all fields

986

994

1047

• Enhancement- Can transfer WIP from existing prebill to another client/matter that has an open prebill. Do not have to re-select the prebill.

• Corrected the error received when cut/paste the narrative from Word.

996

• GL Reports- no longer receive invalid use of null error.
• Working Timekeeper Analysis by Working Timekeeper report- Corrected the overlapping of subtotals.
• Enhancement- Billing Timekeeper Client List- now has an option to not print inactive Timekeepers.
• Enhancement-Fee Schedule Master List- now has an option to not print inactive Timekeepers.
• Enhancement- Aged A/R Analysis- now have the option to not print $0 (zero) balance clients.
• Change wording from MyJuris to Juris Suite.
• Corrected the issue where the client name is short, matter name is long, and the matter name overlaps the matter field.
• Enhancement- vendor lookup default view is now set to not show check box search options.

1006

935

1013

1013

956

954

• Change wording from MyJuris to Juris Suite

955

• Correct the issue where new matter numbers were not being assigned properly if the option of 'First Available' was used.

1017

• Update Tableinterface.dll to accommodate null values in certain fields when using Client Profiles.
• Corrected issue with an overflow error being received.

947

974

Client Accounting

• Corrected the Timekeeper Cash Receipt Allocation issue.

Released :03.07.2008

Note: You will be required to use a new serial key. The new serial key can be obtained either by installing from a CD or calling Juris support.

Caution: Installing Juris 2.3 SP1 will include the 2.3 update version.

• More edits in Pre-Bill change log. There is no longer a limitation of 30,000 records that can be edited simultaneously.
• Bill Printing now includes all consolidated matter amounts.
• Cover pages now display all consolidated matter amounts for Accounts Receivable Aging Balances.

Version 2.3

Released :11.05.2007

Caution: If you are updating to Juris 2.3 and are a current Juris AI user, custom financial reports must be updated by support. Reports using Chart of Accounts or Profits Centers may be affected. Affected reports will not open. If your report opens then it is not affected by this issue. Please contact support to update your report.

• Sub Accounts
• Collections
• Code Options (client, matter, vendor) IF NUMERIC have options to automatically assign next number
  • First Available
  • Next Highest
  • Neither (if field type set to alphanumeric)
  • Lookup/Option button now active in Tables/Client/MatterCode field so can change how auto assign works on the fly

• 20 per client
• 20 per matter
• Ready for use EVEN without "naming" in Define Fields but do so for clarity of data entry on client/matters
• Four Types
  • Text - up to 4000 characters
  • Timekeeper – validate against Timekeeper Table
  • Task Code – validate against Task Code table
  • Activity Code – validate against Activity Code table
  • Available for use on pre-bill/bill design and reporting

• Upgrade “converts” existing Profit Centers into the first of 8 available SubAccount categories
• Setup in Firm Options when in Maintenance Mode
• 8 total available for definition and naming (e.g. Region)
• Up to 8 characters in length
• IF Profit Centers used at time of update, the Segment Delimiter will default to a “-“ hyphen but can be any character.
• If Profit Centers NOT used, default will be a “.” Period upon first activation but user can change to one of several “special” characters available in lookup list.
• Tables listing will now appear:
  • Tables
    • SubAccounts –Can define which subaccount group is profit center
      • Profit Centers (can be up to 8)
      • Rename sub accounts-Ex. “Region”
  • Chart of Accounts
  • In Chart of Accounts, zero will automatically be used as default when a new subaccount is defined. (same as with Profit Centers now)
  • If choose to Set Retained Earnings by SubAccount, users will be allowed to select the segment to be used. Retained Earnings will be split among number of sub groups(new clients only). Once Retained Earnings account set cannot be changed.

• Net change
• Control number
• Document Number
• Journal Number
• Source
• Account number
• Account Name
• Total debits/credits values

Address Tab

Allocations Tab

Matters List

Collections Tab

Billing Fields

Expansion

• Address Tab – Column in grid to select to which address AR Statement will be sent
• Allocations Tab - New field for Responsible Attorney for reporting with ability to setup percentage
• Matters List under Client shows if Open/Closed
• Collections Tab-Assign collection categories set up in Firm Options
• Billing Fields
• Expansions to 99 characters for Client/Matter

Rate in Fee Schedule

Expand Units for Expense Schedule

• from 3 to 5 (99,999 not just 999)
• from 5 to 9

• Billing Frequency
• Billing Timekeeper
• Cycle

• Option to select pre-bills with ONLY Prepaid balance

• WIP Transfer to form that displays client name

• Add bill total column to spreadsheet

• Select Address on matter setup-Check box to determine billing address
• Can select to charge interest or not on AR statements
• “bill” will post automatically with interest when printed
• Default is to NOT charge interest

• Remembers last tab/spreadsheet used

• Now work in all narrative fields such as Matter Description and Remarks

• Invoice Date added to spreadsheet
• Vendor Name added to spreadsheet

• Improved Vendor Find
• Search clients/matters
• Time batches-Searches narrative but not batch comment
• Expense batches
• Cash receipts
• Journal Entries
• Search for Client/Matter info in all related fields-brings up time entries, expense entries, etc.

• Set up at firm level assign at client and matter level. Create categories or collection groups, credit ratings, etc.

• Write off entire client
• Write of entire matter

• Pull up form for clients and matter displays the matter status of open or closed.

• 12.2 (999,999,999,999.99)

Version 2.25 SP2

Released: 11.14.2005

Client Accounting

Edit Prebills

Focus no longer moved to the top of the pre-bill after marking off expenses.

14656

Edit Prebills

User will no longer receive error if using Shift key multiple times to select several entries.

14657

Edit Prebills

Returned functionality to use keystrokes to assign an action code. (From Action Code field: Tab F > down arrow > shift tab)

14661

Edit Prebills

Corrected a problem that would occur if adding a new entry through edit prebill after making a previous change and not saving.

14692

Post Bills

Corrected an issue that caused the database to grow exponentially during bill posting.

14693

Select Prebills

Bill Date entered by the user is now being entered as the Bill Date in the Prebill table.

14680

Reports

Timekeeper Diary: Removed blank page that was being added to the report when printed.

14658

Inquiry

Resolved error that could occur when accessing Client/Matter Inquiry from an outside application.

14663

Miscellaneous

Modified login screen to show the correct version.

14666

Miscellaneous

Database Revision: Corrected issue in Time/Expense entry triggers/status records.

14665

Firm Accounting

Bank Reconciliation

No longer returns to the top of the screen after scrolling to the bottom and marking the last item as cleared or in-transit.

14673

Bank Reconciliation

When performing an add entry using other bank, it is now posting the offsetting entry correctly.

14662

Bank Reconciliation

Statement date will now print correctly when printing from Bank Reconciliation.

13970

Version 2.25 SP1

Limited Release: 10.18.2005

Client Accounting

Client/Matter Inquiry

Export to Excel button returned to third tab of each type inquiry.

Client/Matter Inquiry

Now showing Note cards correctly.

Client/Matter Inquiry

Can now view more than 6 Note cards.

Bill Designer

Missing billing fields are now returned.

Post Bills

The Entry Status for Billed Time and Expense entries is now being changed when bill is posted.

Firm Accounting

Journal Entries

Entries on imported batches to cash account are now going to the check register.

Version 2.25

Limited Release: 9.27.2005

Client Accounting

Credit Memos

After posting, narrative is now grey and cannot be edited.  

Credit Memos

F5 keystroke now available for Text Code lookup.  

Manual Bills

After posting narrative is now grey and cannot be edited.  

Expense Entry

F5 keystroke for Client search is now available in Direct and Adjusting entries.   

Time Entry

F5 keystroke for Client search is now available in Direct and Adjusting entries.  

Matters

Will receive warning message when deleting a Matter if that Matter is part of a Consolidation group.  

Client/Matter Inquiry

Enhancements to Inquiry to view all Client and Matter fields.

Client/Matter Inquiry

Removed the check box to select a Matter.     

Clients

Error no longer occurs when adding a Consolidation group to an existing Client.  

LEDES2000

Now pulls in first and last name in the Matter segment.

Firm Accounting

Financial Statement Layouts

Report added to show accounts missing from layout.   

Retained Earnings

Can now change the retained earnings account.

Disbursements

Checks

No longer receive warning if the next check number is less then the highest number ever used.   

Check Layouts

Added ability to put Pounds on the check layout. Added ability to put Pounds on the check layout.

Vendor Inquiry

Added Vendor Address and Phone Number.  

Miscellaneous

Messages

Added a scroll bar to stoplight messages

Version 2.21 SP2

Released: 2.17.2005

Client Accounting

Bill Designer

No longer duplicates expenses if expense summary detail overlaps with expense detail header in the design.

Client/Matter

Error no longer occurs when saving new client with Date User Defined Field.

Client/Matter Inquiry

Can now view archived bill images in Adobe 7.

DB Revision Update

Addressed duplicate entries in the Timekeeper Diary Table.

Edit Prebills

No longer creates an out of balance Journal Entry if prebill has negative fees and trust applied.

Edit Prebills

Addressed issue when a discount was entered and the amount of trust applied to a tax was

updated incorrectly.

Edit Prebills

Enhanced WIP Transfer performance.

Edit Prebills

Changes to entries will now be saved automatically before a WIP Transfer.

Edit Prebills

No longer creating duplicate entries in Timekeeper Diary table after editing time entry.

Edit Prebills

Reduced the time it takes to assign action codes to a large group of prebills.

Edit Prebills

Error no longer occurs if prebill has an excess discount and the Bill Through Date is in a locked period.

Edit Prebills

Addressed issue where trust was recaclucated when Prebill status changed to Ready to Post.

Edit Prebills

Addressed issue when users lost an edit if they highlighted an entry before tabbing out of an

edited field.

Select Prebills

New option for the prebill date to be the Bill Through Date.

Select Prebills

Prebills will be selected when expenses have threshold.

Select Prebills

Addressed prebill selection when fees and expenses have different billing frequencies.

Time Entry

No longer creating duplicate entries in Timekeeper Diary table after doing an adjustment.

Firm Accounting

Journal Entries

Control numbers will now update when exiting out when focus is on the date.

Journal Entries

Imported journal entries now show in bank reconciliation and checkbook.

Disbursements

Checks

Disabled capability to enter invalid next payment date.

Vendors

Can now view vouchers with more than eight digits in Vendor Inquiry.

Reports

Aged A/R Analysis

Addressed report for Juris Classic conversion clients with specific situations when printing As Of.

General Ledger Report

Report will now show opening balance on Subtotal Level.

General Ledger Report

General Ledger Report will now print ending balance when printing in detail by Year to Date.

General Ledger Report

Addressed issue if beginning and ending balance of individual accounts are the same.

General Ledger Report

Control number field has been increased so the numbers no longer wrap.

Timekeeper Diary

Addressed the Timekeeper Diary report when narratives are shown and there was more than one

entry on a date.

Work In Process

Can now choose to hide the following columns: post date, status, entry date, original

post period, and original post year.

Work In Process

Adjustments will now print on the report.