KaiReceipts Release Notes

Current Version:1.5.0.0
Release Date:05 March 2024
Version 1.5.0.0 (05 March 2024)
  • [New] New option added to email receipt summaries to matter authors and/or partners for the selected period.
  • [New] New options added to print the list of receipts, including a detailed listing showing allocations.
  • [New] New Export to Excel option added allowing exporting the current list to Excel.
  • Updated settings user interface.
  • Main ribbon de-cluttered. Less-used options moved to new "File" menu.
  • New "Include Reversals" search option.
  • New user option to set the default operator to the currently logged in Affinity user.
  • New option added to reset the search criteria to the default settings.
  • New user option added to display processed receipts by default
  • New "Since Yesterday" quick search option added to display receipts from the previous work day up to and including today.
  • "Yesterday" quick search now selects the previous business day
  • Added support for new versions of Outlook.
  • Miscellaneous bug fixes and improvements
Version 1.3.1.0 (20 July 2022)
  • Support added for Affinity version 11.
  • Updated SSL certificate included.
  • Miscellaneous bug fixes and improvements
Version 1.3.0.0 (20 February 2022)
  • [New] Added ability to specify different logos based on Entity and/or Branch. IMPORTANT! If you are using a Custom report layout and wish to use this feature, you need to modify the Layout | Left expression to ensure the logo within your custom report is aligned correctly.
  • [New] New system settings "Enable Branch Selection", "Enable Entity Selection". When these are ticked, you can now filter the receipts list by branch and/or entity.
  • Branch / BranchEntity fields added to the available list of fields in the Company Details screen. If one of the BranchEntity fields are selected, the branch details will be displayed if branches are used, otherwise entity details are shown.
  • New icons and colour schemes. KaiReceipts Monitor taskbar icon updated.
  • Online help now displays in a built-in browser window, instead of launching in a separate web browser session.
  • "What's New" help added. This is displayed automatically the first time KaiReceipts is launched after installing / upgrading. The help can also be accessed via the drop-down menu under Help within the Batch Mode screen.
  • [Fixed] Attempting to close Monitor when the connection settings were incorrect on startup generates an unhandled exception, stopping Monitor from closing.
  • Miscellaneous bug fixes and improvements
Version 1.2.2.1 (22 August 2021)
  • [Fixed] Close button does nothing in Monitor screen
  • [Fixed] Runtime error when clicking Preview button in Monitor window
  • Miscellaneous bug fixes and improvements
Version 1.2.0.1 (10 July 2021)
  • Added ability to specify different Affinity document types/folders for Trust and Office receipts
  • Add Client option for receipt addressee and email recipient.   IMPORTANT: If you are upgrading from a previous version of KaiReceipts and are using the "Custom" report source and wish to utilise this feature, you will need to modify the report and replace the PayorName and PayorFullAddress fields with RecipientName and RecipientFullAddress respectively.
  • New fields added to the field list in the custom report.  These include:  ClientName, ClientAddress, ClientCountry, ClientEmailAddress, ClientFullName, ClientPostcode, ClientState, ClientSuburb, PayorEmailAddress, RecipientName, RecipientAddress, RecipientCountry, RecipientEmailAddress, RecipientFullName, RecipientPostcode, RecipientState, RecipientSuburb.   Additional fields available to the Items subreport include MatterNumber, MatterAuthor, MatterPartner, MatterController.  
  • When choosing to save to custom Office/Trust matters, each of these are now optional.  This is useful if you only wish to save Trust or Office receipts to a custom matter, but not both.
  • Logos and images updated to reflect new Sirokai branding.
  • [Fixed] Print option still selected when printing turned off by default in Single/Monitor modes.
  • Miscellaneous bug fixes and improvements
Version 1.1.8.3 (21 May 2021)
  • [Fixed] Existing custom reports cause KaiReceipts to crash.     The new custom report structure is not backward compatible.  When upgrading to this version, previous modifications to the custom report layout will be lost.  This does not affect the standard options such as company details, logos etc.  If your Report Source setting is set to "Standard" then this does not affect you.
  • Miscellaneous bug fixes and improvements
Version 1.1.8.2 (19 May 2021)
  • [Fixed] Unable to modify custom subreports layout.     NOTE: This version saves the custom report definition in a separate file to the main settings, called CustomReceiptDefinition.xml.
  • Miscellaneous bug fixes and improvements
Version 1.1.7.2 (22 March 2021)
  • [New] Add support for Investment receipts. These can be enabled via settings.   IMPORTANT: If you are using a Custom receipt format, the investment receipt will not print correctly as it will not contain the new features. To rectify this, open the Report Designer and click the Reset Report option.   WARNING: This action will remove any existing customisations to the report.  Existing settings outside of the report designer are not affected.  
  • Add the ability to automatically select the Print option based on the type of receipt (Office, Trust, Investment).
  • Add ability to set default date format.   IMPORTANT: If you are using the Custom report source, these changes will not be applied automatically. To fix this, launch the Report Designer, then locate and change the fields [ReceiptDate] and [DateReceived] to [ReceiptDateFormatted] and [DateReceivedFormatted] respectively.
  • Add ability to select a signature file for the current user.
  • [Fixed] Error "listener already started" when attempting to resume KaiReceipts Monitor after pausing.
  • [Fixed] The Connection Status field in Settings incorrectly reports "invalid" for older versions of Affinity.
  • [Fixed] Incorrect PDF attached to emails in certain circumstances.
  • [Fixed] Default email signature not inserted on some systems.
  • Miscellaneous bug fixes and improvements
Version 1.1.6.0 (05 February 2021)
  • [Fixed] Fix issue with notifications not appearing or remaining on screen in Monitor Mode.
  • Miscellaneous bug fixes and improvements
Version 1.1.5.0 (04 February 2021)
  • Add ability to specify Affinity DM document folder.
  • Miscellaneous bug fixes and improvements
Version 1.1.4.0 (03 December 2020)
  • Add new option to display custom badge for NZ trust requirements.
  • Miscellaneous bug fixes and improvements