Description: Outlook integration for Windows
Status: Effective immediately
Date: 27 April 2021
Dynamic interface: Two, Core, Front Desk
Version: 2.0.1.300
Starting with version 2.0.1.300 on 27 April 2021, Dynamic can now be set up to monitor Outlook. These activities can be billed directly to the Fee Book.
Description: Alphanumeric account numbers
Status: Effective immediately NEW
Date: 4 December 2019
Dynamic interface: Two
Version: 2.0.1.4
Explanation:
This change allows client account numbers in the range #A0000-#ZZZZZ. It expands the Dynamic Chart of Accounts to over 1 million possible account numbers. Accounts remain a standard five characters in length.
Nominal accounts remain in the range #90000-#99999.
It is recommended that client accounts in the range #00000-#89999 be used for accounts which form part of the trust, such bank charges or interest, or other trust control purposes. These accounts should not be used for Trust Transfer Control.
It is recommended that client accounts in the range #A0000-#ZZZZZ be used for clients. A suggest application would be to use an account such as #ABC00 for a client master account, with the subsequent accounts #ABC01, #ABC02, #ABC03 etc as individual matter accounts for the client..
Description: Quality of Life improvements
Status: Effective immediately NEW
Date: 4 December 2019
Dynamic interface: Two
Version: 2.0.1.4
Explanation:
Description: Transaction Narrative
Status: Effective immediately NEW
Date: 6 December 2019
Dynamic interface: Two
Version: 2.0.1.19
Explanation:
Transaction narratives are now a standard 200 characters in length. Please note however that most report only display approximately 35-65 characters at a time.
Certain reports such as Diagnostic and Ledger History reports will allow browsing these narratives on screen by scrolling, and exporting to CSV for use in spreadsheet applications (the disk icon) will display the entire narrative.
Description: Send Debit Notes Bulk
Status: Effective immediately NEW
Date: 6 December 2019
Dynamic interface: Two, Front Desk
Version: 2.0.1.19
Explanation:
Statements and Invoices are retained.
A new Debit Note item has been implemented. Just like Statements, the Debit Note reflects Fee Book entries. It is not an invoice, but reflects disbursements paid from trust.
The Debit note follows a typical Bill of Cost layout, with separation of Fees and Disbursements and amounts showed net of VAT (if applicable). In addition, this report will also export the entire narrative to CSV.
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.
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.
Description: Reconcile Cash Book Import – Basic
Status: Effective immediately
Date: 10 August 2018
Dynamic interface: Two, Core
Version: 2.0.0.120
Explanation:
This function requires user intervention before it can be used, but simplifies the entire processing procedure and avoids mistakes.
The Character Separated Values (CSV) file uses a semicolon as a field delimiter. Three columns need to be added
Transactions are posted directly to the relevant Ledger Account and Cash Book, and reconciled on the import date.
Feedback has been overwhelmingly positive.
Description: Fee Book
Status: Effective immediately
Date: 10 August 2018
Dynamic interface: Two, Core & Front Desk
Version: 2.0.0.120
Explanation:
A few minor changes have improved the user Fee Book experience.
Description: Diagnostic Reports
Status: Effective immediately
Date: 6 August 2018
Dynamic interface: Two, Core
Version: 2.0.0.119
Explanation:
The recent reporting cycle has yielded the usual number for support requests. Due to specific requests concerning diagnostic reports, basic layout and printing was reviewed. Functionality remains unchanged, but reports have received additional features and capabilities. Specifically the Diagnostic Report – Summary All Transactions now features additional TOTAL and CUMULATIVE columns.
In addition spreadsheet exports have been streamlined.
Description: ISO-8601 Date format subset
Status: Effective immediately
Date: 1 August 2018
Dynamic interface: Two, Core & Front Desk
Version: 2.0.0.118
Explanation:
Under certain circumstances it could have been possible for a user to process transactions with invalid dates. Dynamic uses dates in standard yyyy-mm-dd format, but the processing of transactions allow short format date input like dd-mm-yyyy (01-08-2018). This update means that a faulty transaction will be rejected instead of being processed to the ledger.
Description: Quick Update
Status: Effective immediately NEW
Date: 31 July 2018
Dynamic interface: One
Version: 1.0.0.311
Explanation:
The Quick Update feature, which allows users to update their current installations by simply clicking on the menu item, has been implemented in the DynamicLTA One solution.
All DynamicLTA One users are encouraged to update their products immediately.
As the current (older) versions do not support this feature, this requires a manual download as before. However, as soon as the new version has been activated, all future DynamicLTA One users can benefit from the same easy to use and seamless upgrades available to DynamicLTA Two users.
See this link for more info on the Quick Update process
How does the Quick Update work?
Quick Update is a built-in feature which allows users to download and install new versions of the software as it becomes available.
Open Dynamic
Type PIN
Skip Cloud password
Click Utility ➜ Quick Update
Wait for the update to complete (approximate 3 minutes)
Dynamic will re-open after the update
Type PIN
Type Cloud password
Click Utility ➜ Refresh Bookset & Folders
Once the Refresh is complete, you may continue.
☺
-Dynamic
Description: Ledger History Report
Status: Effective immediately
Date: 30 July 2018
Explanation:
The Ledger History Report (LHR) allows for browsing a specific ledger between dates.
Various cosmetic changes are being implemented. Functionality remains the same. Look out for future updates as this report receives more attention.
The standard Ledger History Analysis and Ledger History Report have been retained.
Description: Fee Book
Status: Effective immediately
Date: 30 July 2018
Explanation:
The Fee Book has been updated based on user feedback. Functionality remains the same. Specific attention was given to the Fee Book Entries and Fee Book Manage functions to allow for a more streamlined and colorful user experience.
Description: Ledger History Statement View
Status: Effective immediately NEW
Date: 12 April 2018
Explanation:
The Ledger History Statement View (LHSV) is a special Ledger History type report that provides diagnostic information on Statement transactions. To see the invoice status, or VAT % of a specific entry, please use the Statement View. In addition the LHSV will include any Fee Book transactions which may apply.
The standard Ledger History Analysis and Ledger History Report have been retained.
Description: Client Investment Balance List PDF rotated to A4 Landscape
Status: Effective immediately
Date: 30 April 2018
Explanation:
Additional information was added to the Client Investment Balance List and a landscape lay-out fits the report better.
Description: Client Balance List PDF cleaned up
Status: Effective immediately
Date: 5 May 2018
Explanation:
The Client Balance List PDF received some TLC to improve lay-out and readability.
Description: Management Snapshot extended
Status: Effective immediately
Date: 11 June 2018
Explanation:
A business cash management section was added to the Management Snapshot. In addition to current functionality, this allows instant access to a summarized business cash management report.
Description: “Quote” type added to the Fee Book
Status: Effective immediately NEW
Date: 19 June 2018
Explanation:
A new fee type “Quote” has been added to the Fee Book. This makes it possible to issue quotations as pro forma Statements directly from the Fee Book, or use the option as a place holder for provisional disbursements.
Contingency, To be Reviewed and To be Taxed options remain.
We are proud to confirm that several minor software niggles have recently been resolved.
#201708001 – The Client Trust Investment List report displayed amounts wrong in certain circumstances. This was a display issued and does not affect the underlying data. Information was correct on all other reports. Implications: This report may display a different balance to other similar reports. Status: Resolved. Please obtain an update.
#201708002 – The Find in Transactions search option ignored certain data items due to lower case input. Implications: Searches on the transactions entered would not return a result. Status: Resolved. Searches are now accurate regardless of the text case.
#201708003 – Processing Cash Book transactions would in certain circumstances post a nil transaction to the cash book. This created a nil entry in the cash book. Implications: Not an error, but certainly not what we want. Status: Resolved.
Please report issues immediately? Please remember that an issue may not be an error. Issues may be resolved in a variety of manners, depending on the nature and implication of the issue.
-Dynamic
Description: Bulk Transfer Procedure Allow or Block button
Status: Effective immediately
Date: 2 March 2017
Explanation:
A new feature was introduced at the beginning of March 2017. This allows the use to block the Bulk Transfer Procedure from posting Transfer Journals to ledger accounts.
The update introduces a new button on the Matter Take On screen.
This update requires a Data Refresh in order to work.
After downloading the update, please select this menu item:
This update allows users to toggle Allow or Block of Bulk Transfer Procedure Transfer Journal entries on the selected ledger account. This is an absolute block and will prevent all transfers from occurring.
-Dynamic
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