SDK API

Dynamic

Software Update 2.0.1.259

Description: Client Billing Documents toggle and Billing Management Report
Status: Effective immediately
Date: 26 February 2021
Dynamic interface: Two, Core, Front Desk
Version: 2.0.1.254

Individual matters may now be set to allow Client Billing. This directly affects Statements and Invoices. The toggle is available in various places for ease of use.

Billing Management Report replaces the General File Detail Report. The client balance as calculate on the Billing Management Report corresponds and can be verified on the Ledger History Statement View and the Statement.

Workflow: it is recommended that for each Fee Earner two reports are printed. A report on files marked for NONE, to clearly identify matters where routine billing documents should not be generated, such as conveyancing and estates. A report marked for DEFAULT to show matters where client billing will take place.

Description: Reconcile Cash Book Import – Advanced
Status: Effective immediately
Date: 21 February 2021
Dynamic interface: Two, Core
Version: 2.0.1.253

A new feature has been added to the import screen. It is now possible to automatically allocate receipts on import.

Description: Fee Book Combo
Status: Effective immediately
Date: 13 February 2021
Dynamic interface: Two, Front Desk
Version: 2.0.1.249

Explanation:

The Fee Book is the most important work area in Dynamic. User feedback over the last few weeks indicated several areas which could be improved.

Fee Book Combo is intended as a single point of entry where important day to day work can be done. The new Fee Book Combo incorporates the existing Fee Book Entries page, File Notes, Agents Journals and Ledger View into a single consolidated workspace reducing the number click and navigating required to get work done. It’s definitely faster.

Dynamic REST API v1 Cover
carl

Dynamic REST API v1

We are proud to announce the release of Version 1 of the Dynamic REST API.

Dynamic REST API v1 Cover
Dynamic REST API v1 Cover

The Dynamic REST API is purpose built to facilitate integration and Third Party light weight app development.

The Dynamic REST API .CHM Help File will see public release soon. In order to use this API a set of credentials must be obtained.

-Dynamic

carl

Watch this space!

A new update is coming!

New version 2.0.1.22 is expected to release any day now!

What is in the new version?

Several new features, with a lot more to come!  The new version creates a new kind of connection framework. This is based on a server side API which will make it easy to integrate Dynamic with a variety of other software solutions.  Some of these may take time, but the framework is now being implemented.

Specifically

  • Alpha-numeric account numbers, such as “A1234” or “ABC12” are now possible.  The current Chart of Accounts remains in tact, but the additional account number ranges mean that the system now allows up to 1.5 million client accounts. Accounts remain a standard five characters in length.
  • Smoother User-Interface workflow.
  • Thousand separator spaces for all currency display, such as 1 234 567.98.
  • Additional calculation display for VATable transactions.
  • Bank Recon import has been streamlined.
  • Client Balance List now displays only accounts with balances. Zero balance accounts are ignored.

 

When will this update be available?

Right Now! Use the Quick Update feature to upgrade now!
-Dynamic

 

carl

Software Update 2.0.0.164

Description: Reconcile Cash Book Import – Advanced
Status: Effective immediately NEW 
Date: 28 September 2018
Dynamic interface: Two, Core
Version: 2.0.0.164

Explanation:

The import of Transaction History from bank statements has been refined with this new feature.

  1. Select the Character Separated Values (CSV) option from the Transaction History Download.
  2. CSV files may now contain either comma or semi-colon characters as field delimiters.
  3. Standard sequence of columns are retained:
    Date, Account, VAT, Voucher, Description, Transaction, Balance.
  4. The user columns, Account, VAT, Voucher may be left blank.
  5. A library of Search Text may be built for each bank, which allows correct allocation of bank charges and interest to designated ledger accounts.

The standard Reconcile Cash Book Tick and Click and Reconcile Cash Book Import – Basic have been retained unchanged.

 

Description: Send Statements Bulk
Status: Effective immediately
Date: 16 September 2018
Dynamic interface: Two, Core
Version: 2.0.0.159

Explanation:

Selection logic has been refined to unsure that Statements are only sent where there are transactions in overview, or an opening balance which is not nil.  This will effectively prevent zero statements from being sent, unless transactions occur in the overview.

 

Description: Connection Error Checking
Status: Effective immediately
Date: 16 September 2018
Dynamic interface: Two, Core, Front Desk
Version: 2.0.0.157

Explanation:

Application wide Connection Error Checking has been improved.  In the event of a fatal exception occurring or a fatal, non-recoverable error, a notice will not appear on the Console and Dynamic will close immediately.  In the event of such a fail safe system shutdown, it is recommended to restart your computer.  If this occurs again, please contact support.

 

Description: File Notes
Status: Effective immediately
Date: 12 September 2018
Dynamic interface: Two, Core,  Front Desk
Version: 2.0.0.154

Explanation:

A standardized report header has been added to the File Notes dialogue.  This forms part of a larger scheme introducing SDK type functions for use by external applications.