Migration Manager User ManualAdmin, FAQ and SupportSupport & Updates & Legal UpdatesReleased Update History - Migration Manager (Pre version 8803)

Released Update History - Migration Manager (Pre version 8803)

8.8.0.3

  • IMPORTANT - This update requires that you have at least .net framework 4.7.0 installed
  • Accounts
    • Accounts Documents - Fixed an issue where accounts documents were merging and showing a file location in the footer contrary to a merge setting to exclude the file location.
    • BAS Report (Cash) - added a separate line for handling refunds of credits held on the operating account
    • Deposit Request - Modify the deposit request to allow the entering of negative numbers for use as a discount.
    • Deposit Requests - A due date field has been added to the Deposit Request.
    • Deposit Requests - Add a Qty column to the deposit request template
    • Deposit Requests - Added a button onto the deposit request window that allows the user the ability to convert a deposit request into a receipt. The receipt will be populated with the information from the deposit request.
    • Export to Xero - relabel the status "Hold" to now read as "Excluded".
    • Invoice - Fixed a resizing issue
    • Invoices - Fixed an issue where deleting a client leaves the default billable person set
    • Preferences - Added the ability to add additional dept payment and surcharge options
    • Preferences - Added an option to set the default Deposit Request Due Date
    • Preferences - Payments Options - Added the ability to add additional payment options and surcharges
    • Preferences - Surcharges can now include both a fixed $ amount and a percentage
    • Protected Funds - Fixed an issue where protected funds didn't allow cents.
    • Reports - For user defined reports added additional report fields for  UnInvoicedFees, UninvoicedCostsAndDisb, UnInvoicedTotal, DraftInvoicedTotal, InvoicedTotal, TotalUnpaid and CreditBalance
    • Schedules - Matter Fees. Added the ability to set the default tax status of the blocks of fees on a per matter basis.
  • Client Detail
    • Applicant Particulars tab - standardised the options for separated marital status in to one option.
    • Character - Added a date field for each of the character options.
    • Client Detail - Changing a family sponsor no longer requires an administrator password. A user permission now exists to enable this functionality.
    • Client Detail - Email icons updated
    • Client Detail - Fixed an issue where setting a restriction of a user to only files for their own office resulted in no details showing on the matter.
    • Matter Types - Added Pacific Labour Scheme as a stream to the 403 matter type
    • Nomination Changes - No longer require an Administrator password. A user permission now exists to control this functionality.
    • Progress Items - Fixed an issue where ticking My Tasks only in the tab created an error
    • Proposed Travel Tab - Fixed an issue where adding a new row would copy some of the data from the row above.
    • Relations - Added an option of 'Other' for relationship ceased dropdown options.
    • Relations Tab - Added a tab and questions for recording details about the relationship such as financial aspects, nature of the household etc.
    • Relations Tab - Added export to Excel and export to text file options to the new relationship details tab.
    • Relations Tab - Added fields for "Are you and your Spouse/Partner related by blood, marriage or adoption?", "Details" and "Celebrant Officiant name"
    • Relations tab - Fixed an error received when rapidly changing rows.
    • Relations Tab - Fixed an issue where the relationship sub type could differ to the marital relationship
    • Sponsorship Changes - An administrator password is no longer required to change family and business sponsorships. A user permission has been added in preferences that controls this functionality. When attempting to change a sponsor the user will now receive a notification advising them to check their user permissions if they don't have permission to perform the change.
    • Visits to Australia - A legal status field has been added.
  • Documents and Templates
    • Documents Tab - Added a right click menu option that gives the ability to reject a portal document from the Documents tab
    • Documents Tab - Fixed an error received if the file name of a document contained more than 200 characters
    • Documents Tab - Fixed an issue where document reconcile was not detecting certain documents.
    • Letter Merge - Added additional error reporting for those who get an Active X error.
    • Letter Merge - Fixed an issue where old versions of templates appeared in a keywords search.
  • Emails
    • Email To - If an Email to SMS gateway has been set, mobile phone numbers will appear in the Email To window with the Email to SMS gateway appended
    • Preferences - Added an Email tab in Preferences where you can set an Email to SMS gateway
  • Forms and Elodge
    • eLodge - 188 Visa Application is now available for use with eLodge
    • eLodge - VETASSESS Trade Occupations is now available for use with eLodge
    • Form Filling - Fixed an issue where nomination date details where filling 1/1/1900 if the date field was blank.
    • VEVO Search - After you have completed a VEVO search from within a matter, it will present you with an option to save the visa details to the applicants visas tab
    • VEVO Search - Fixed an issue where the cancel button did not abort a VEVO search
  • PDF Questionnaires
    • CIQ Import - Change the error message received if a PDF Questionnaire has been edited and corrupted by a non-approved pdf reader
  • Portal and Progress Items
    • Messaging - Fixed an issue where opening a merged PDF Form which had been sent in a message gave an error.
    • Portal - Portal downloads have been modified to only occur for non-administrator users.
    • Portal History - the Portal History report now shows a record of the uploading of a merged questionnaire.
    • Portal Message - cosmetic changes to the message window
    • Portal Preferences - the default number of days for deletion from the server of documents uploaded by a client has been increased from 1 to 7.
    • Progress Tab - Fixed an issue where deleting a progress item linked to a WCIQ gave an unhandled exception
  • Preferences
    • Portal Preferences - The Portal Emails and Portal Emails 2 tabs have now been separated into two separate tabs each and all of the emails have been converted to HTML format.
    • Portal Preferences - New default options have been added for Portal emails to cater for the change to HTML format.
    • Portal Preferences - It is now possible to set default attachments for Portal emails that will be attached when generating a Portal related email in Migration Manager.
    • Report Permissions - A filter dropdown and search field have been added to assist in the finding of particular permissions.
    • Schedules - Custom merge fields for templates has been moved from preferences to a Schedule option.
    • User Permissions - A filter dropdown and search field have been added to assist in the finding of particular permissions.
    • User Preferences - A filter dropdown and search field have been added to assist in the finding of particular preferences.
    • User Preferences - Added a filter and search box to the User Preferences tab.
  • Reports
    • Systems Report - Added a VEVO History Report
    • Reports - A 'Created By' report field has been added under the RMA section
    • Reports - Exporting a report to Excel will now save by default as an xlsx format
    • Reports - the SkillSelectLastUpdated has been removed from reports as it is no longer used.
    • Trust Statements Reports - Significant changes have been made to the way in which the Trust Statements Reports are run to give the user the ability to generate individual reports per client and then have the ability to save, email or send by portal to the client.
  • Snapshot and Tasks
    • Document Inbox User Options - Added a reminder that changes to user options won't take effect until Task Inbox has been closed and re-opened.
    • Inbox - Expanding the screen size will now result in the subject lines for emails and documents also expanding.
    • Inbox - Fixed an error that was received if all items were removed from the Inbox
    • Progress Inbox - Modified the grid to give additional functionality to work with attached documents such as portal options.
    • Snapshot - Fixed an issue where the tool tip for expiries was not showing the number of required departure dates included in the total
    • Snapshot - Using the Team option on snapshot now lets you view the document inbox of all users.
  • Web Questionnaires
    • WCIQ - Added an option to select a Partner Visa Questionnaire
    • WCIQ - Added an option to select an ENS/RSMS Visa Questionnaire
    • WCIQ - Added a demo option for Partner Visa WCIQ
    • WCIQ Export - Modified the behaviour of the export to allow the changing of tabs in the matter whilst the export window is open
    • WCIQ Import - Added a tick box option on the import form to perform a backup at the time of import.
  • Webleads
    • Webleads - Added the ability to select or create a new family sponsor at the time of import
    • Webleads - Fixed an error where processing a large number of webleads was resulting in an out of memory exception
  • Other
    • Document Search - the grid now expands if the window is expanded.
    • Log a Support Call - Added a check for a valid email address to ensure that support requests are logged correctly
    • Log a Support Call - Fixed an issue where trying to log a support call would timeout
    • Other - The settings XML has now been converted to a DLL.
    • Other minor fixes and improvements

8.7.9.1

  • Client Detail
    • Visas - Support Tab - added a dropdown option of Training Scheme Funding for support options
  • Email Capture
    • Fixed an issue where capture was de-duplicating grant emails sent by the Department of Immigration where the emails were all sent at the same time. The Department's domain has now been whitelisted to be excluded from de-duplication by email capture and document reconcile.
  • Portal
    • Modified the behaviour of the messaging system where deleting a Portal Message was removing an attached WCIQ from Portal when the WCIQ is also attached to another message
  • Other
    • Other minor fixes and improvements

8.7.9

  • Accounts
    • Accounts Reports - Added a filter option to the Trust Statement Report to generate a report for all open matters
    • Accounts Reports - Modified report headings to no longer show 01/01/1900 if no date has been set on the filter
    • Accounts Search - Add an option to search Protected Money
    • Accounts Search - Modified the groupings of the transaction type searches to provide better grouped results.
    • Accounts Search - Transit funds that are received and released on the same day will now show in the correct order in search.
    • Bank Reconciliation - Added a function (via a button) to the reconciliation window which will provide a detailed report to the user of potential reasons why the reconciliation is not balancing
    • Bank Reconciliation - Added Controlled Money accounts
    • Bank Reconciliation - Fixed an error received if you closed the Bank Rec summary form before you closed the form for the individual bank rec
    • Bank Reconciliation - Modified so that it doesn't show reversed transactions as potential matches.
    • Bank Reconciliation - The printed report now shows the bank account details
    • Client Funds - Added an option under the more button to record interest receipts
    • Receipt - Fixed an error with office receipt payments made against invoices which contained negative fees.
    • Receipts - Reversed receipts will display the words "This Receipt has been reversed"
    • Schedules - Added the ability to create a Controlled Money Account in bank accounts
    • Preferences - Added the ability to set the starting transaction number for Controlled Money accounts
    • Preferences - Fixed an error received when changing the Use separate numbering per Client/Trust Account tick box
    • Reports - Add Controlled Money reports
  • Client Detail
    • Caveats - Modified the caveat grid to show multi line answers.
    • Coverpage - Fixed an issue where a primary applicant may be displayed twice on the cover page list of applicants.
    • Nominations - The details section of the Caveat tab now allows the entry of up to 300 characters
    • Nominations tab - Modified the table so that its possible to increase the width of the Job Title column
    • Nominations tab - New fields added for changes to labour market testing
    • Open Window - Fixed an issue where sorting by dates was not working correctly
    • Sponsor - Fixed an issue where enter information in to Possible Category and Possible Type on the cover page was not saving if you immediately closed the cover page
    • Sponsor Cover page - Fixed an issue where selecting a stream category was not saving
  • Documents and Letters
    • Documents Tab - Increased the width of this window to show the Content column by default.
    • Documents Tab - The documents tab will now move all duplicates that are detected at the time of an email capture or a reconciliation to a duplicates subfolder within the folder the duplicate was detected.
    • Letter Merge - Added a merge field for Employment Type
    • Letter Merge - Added merge fields for specialist education point score
  • Email
    • Email Capture - Added a right click option in email capture to view the email capture history of a particular email. This log shows details of the capture and match / non match of an email.
    • Email Capture - Added a right click option in settings to disconnect an email account from the email capture settings where that email account is no longer connected to outlook.
    • Email Capture - Fixed an issue where email capture was not capturing calendar appointments or email read receipts.
    • Emails - Added additional error reporting information if an error is detected when trying to send a File Note as an email.
  • PDF Questionnaires
    • BSQ Import - Modified and improved the BSQ import to handle nominations of existing and duplicate nominees.
  • Portal and Progress Items
    • Portal - Fixed an issue where portal logo changes where not appearing on the WCIQ
    • Portal Status Report - Fixed an error received if the report was run prior to the portal having completed its first sync
  • Preferences
    • Firm Tab - Fixed an issue where Copy from Street Address did not work.
    • Weblead Preferences - modified the handling of the terms and conditions to prevent the user deleting and not replacing the terms and conditions.
  • Snapshot and Tasks
    • Snapshot - Required departure dates (entered on the visits tab) are now tracked in Snapshot under Expiries
  • Web Questionnaires
    • WCIQ - Added a demo TSS WCIQ
    • WCIQ Message - Added an option to Merge a Web Questionnaire from an existing matter into a Web Questionnaire
    • WCIQ Message Window - Fixed an issue where the WCIQ Message window did not expand and shrink properly.
  • Other
    • Improved the speed of the opening of a matter from the Expiries tab
    • Log a Support Call - Modified the Log a Support Call window to add scroll bars for screens which have set scaling above 100%
    • Other minor fixes and improvements

8.7.8 - All Users

  • Accounts
    • Deposit Request - Fixed an error received if you clicked on the tax column without typing any content first
    • Deposit Request - Fixed an error received if you clicked on the charge code column without first selecting the item type
    • Deposit Request - fixed an error received "amount must be a number" which occurred when trying to create a new row if the previous row did not have a charge code set
    • Disbursements - Fixed an  error received when creating deposit requests and new disbursements if it the total contained cents.
  • Email
    • Email Capture - Fixed an error received of "conversion from type DBNull to type string is not valid
  • Other
    • Open window - Fixed an error received when opening the open window if file restrictions for that user were in place..
    • Other minor fixes and improvements

8.7.7 - All Users

  • Accounts
    • Accounts Preferences - Added a user permission to allow the user to overdraw an account. Note that trying to overdraw an account will trigger a warning.
    • Bank Reconciliation - Fixed an issue where when performing the very first reconciliation it was not possible to un-tick a list of any of the exclusions
    • Bank Reconciliation - the amount columns have been made wider to handle larger figures
    • Bank Reconciliation - on the transactions tab, fixed an issue that resulted in bank deposits showing a list of all receipts on any bank deposit in the description instead of just a list of receipts for that bank deposit
    • Cost Codes - Fixed an issue where if a tax code was not added to the payment surcharges code it gave an error when attempting to add a surcharge to a receipt
    • Deposit Request - Fixed an error received if you attempted to record a non numerical entry in the amount column. You now receive a warning.
    • Export to Xero - Fixed an error message received if you attempted to open the Export to Xero window and there was a transaction with a very very long description.
    • Export to Xero - Fixed an error received if you attempted to change the search date range
    • Invoice - Fixed an error received when trying to add a time entry to an existing draft invoice
    • Invoice Credits - Fixed an error received when trying to apply a credit line to a multiline invoice
    • Invoice Merge - Modified the behaviour of the invoice merge to give a warning if a template has been modified to remove one of the essential @@ fields.
    • Invoice Numbering - Fixed an issue where invoice numbers reverted to default numbers in limited circumstances after an update.
    • Invoices: Added a warning message if the proposed invoice number is lower than a previously used invoice number
    • New Fee - Fixed an error received if you clicked the '...' button for Fee Type on a matter which had a stream set.
    • Other - Fixed an error that arose if you attempted to delete a matter which had a deposit request recorded on it.
    • Protected Funds - Added the ability to place a lock on all or part of the Trust/Client funds within a matter. Protected funds will prevent these protected funds from being used for payments or transfer until they are released by an authorised user.
    • Trust/Client Receipts - Add an option to protect all or part of the funds being deposited. Ticking this option will then open the Protect Funds window
    • Permissions - Added a user permission to control the release of Protected Funds
    • Reports - Added a details and summary report for Protected Funds
    • Reconciliation - Fixed an error message received if you attempted to import the same CSV bank statement twice.
    • Reports - Add permissions for Transit Funds and Protected Funds reports
    • Reports - Added a date filter to the Deposit Requests Report
    • Reports - Modified the Overdrawn Report to exclude Statutory Deposit Accounts
    • Search - Fixed an error message received when searching on client account transactions using the Amount From field
    • Search - Fixed an error received when grouping by date and then clicking search again.
    • Timesheet - Fixed an error received by some users when starting the timer if a Fee Code had not been set.
    • Transit Funds - Added the ability to record a Transit Funds entry against a matter. The option to record these activities is found under the More button
    • Reports - Added a detail and summary report for Transit funds
  • Client Detail
    • Fixed an error that was received if you attempted to open a matter and did not have an internet connection (Local DB).
    • Fixed an error received when changing the marital status of an applicant
    • Open Window - Modified the column order so that matter type is on the first page. Also un-ticked default visibility for Trading Name, Sponsor Type and Preferred Name.
    • Sponsor Owners Tab - Fixed an issue where the date of birth was showing as 01/01/1900 if it was left blank
  • Documents and Templates
    • Documents Tab - Fixed an issue with RTF files not showing a Word icon
    • Merge - Fixed an issue where macro enabled templates (.docm) files would not merge. Note that if you merge a .docm file the letterhead cannot be automatically added at the time of merge to this item.
    • Merge: Added a merge field for Matter Description
    • Template Creation - Fixed an issue where after adding a merge field the cursor focus did not return to the word document.
    • Template Downloads - Fixed a rare error received when trying to download the latest templates.
  • Emails
    • Email Capture - Added an option in manual email capture to exclude items which have already been captured by this user
    • Email Capture - Added a potential duplicate indicator to unmatched emails to show that an email with the same date and time may have already be captured, matched and saved to a file.
    • Email Capture - Added an option to user email capture settings to disable the Outlook Security message by enabling redemption. Note that this only works for users of 32bit Outlook.
    • Email Capture - Fixed an issue where the Outlook security pop up was causing issues with email capture not including emails that arrived whilst the security prompt was visible. All users will now find that email capture is set to capture up to a time approximately 90 seconds prior to the start of the capture.
    • Email Preview - Fixed an issue where users who had 64bit outlook could not preview an email.
  • File Notes
    • Fixed an error received if you tried to send a file note by email and then selected another file note before the email had been generated.
    • Fixed an issue where it was not possible to use your mouse to scroll through a file note.
  • Forms and eLodge
    • Form Filler - Added an option to disable/enable the preview screen. This addresses an error received by some users after updating Adobe Reader.
  • PDF Questionnaires
    • BSQ Import - Fixed an issue where if there were two positions with the same job title it created a duplicate of the salary, locations, business relationship and advertising data in each record
  • Portal and Progress Items
    • Portal - Fixed an error message that occurred when adding someone to the Portal and no details had been set about whether to use the Office or RMA details
    • Portal - The Portal History report now shows details of which MM user performed which interaction using which computer.
    • Portal Messaging - Fixed an error message received when sending a portal message and the Portal window was closed before sending was completed.
  • Preferences
    • Modified the behaviour of the system if you try to change a user permission whilst another person attempts to delete that user. Instead of an error you now receive a warning message.
  • Reports
    • Export to Excel - Fixed an issue where alternative reference numbers with long decimals were rounded up. Alternative reference fields should now export as Text Fields.
    • Reports - Added reports for Protected Funds and Transit Funds. Updated other reports to include this information
    • Reports - Added a WCIQ Status report that provides details on when clients have started, accessed and completed a WCIQ
  • Snapshot and Document Inbox
    • Document Inbox - Add a right click menu option to change the status of selected item(s)
    • Document Inbox - Added the ability to a make a bulk change to selected items when  removing them from the inbox.
    • Document Inbox - Fixed an issue where the right click change status option did not work for file notes
  • Web Questionnaires
    • Fixed an error received when trying to send a Questionnaire if the portal logo was too large
    • Added the ability to check the progress of a questionnaire completion by allowing you to download and preview the current state of the answers. To preview the progress open the outbound WCIQ message and then click on More > Check Progress
    • Added a Progress Report option under the WCIQ main menu
  • Webleads
    • Web Lead Import - Fixed an issue where very long names caused an error when importing a weblead
  • Other
    • Documents Search - Significantly increased the speed of the Documents Search tab for users with large numbers of documents
    • Fixed an issue where a corrupted long date time caused errors when opening certain windows in Migration Manager.
    • Fixed an issue where Migration Manager might take a very long time to get past the load screen for users with slow internet.
    • Log a Support Request - Fixed an issue where users with 150% scaling could not see all of the support request window.
    • New Matter - Fixed an issue where duplicating a file which contained a self created reference number could create an error in specific circumstances.
    • Open Window - Fixed an issue where the Enter key no longer opened a matter
    • Progress Tab - Fixed an issue where clicking refresh in the progress tab occasionally gave an error message.
    • Proxy settings - Added a tool to check accessibility of required sites.
    • Other minor fixes and improvements

8.7.6 - Beta Users

  • Accounts
    • Time Recording - Fixed an error received when trying to edit a time entry if the matter type had a ' in it.
  • Portal and Progress Items
    • Portal - Fixed an error received when trying to activate the portal which produced a message "Conversion from string "" to type 'Integer' is not valid"
    • Portal - Fixed an error received by non-rma users trying to send a portal message.
  • Preferences
    • Fixed a cosmetic issue with the payment surcharges table in preferences.
  • Snapshot
    • Fixed an error received if snapshot was closed immediately upon logging in
  • Other
    • Add a new tab to the Open window for searching for documents which have been created or saved in to Migration Manager
    • Other minor fixes and improvements

8.7.5 - Beta Users

  • Accounts
    • Invoices - Fixed an issue where draft invoices were not showing in the Statement section the value of the current invoice.
  • Client Detail
    • Asmt tab - Added a dropdown for Assessment type and expanded the width of the selection area of the Occupation field
    • Asmt Tab - Fixed an issue where an entry in to the State Sponsorship section would not save unless there was also a Skills Assessment entry
    • Employment - Field added for Usual Occupation. This field is not specifically tied to an employment entry
    • Future Travel tab - Change future travel to allow multiple entries and move contact details to a new Future Addresses tab.
    • Intended Employment tab - Add new fields for the Web Questionnaire import.
  • eLodge and Forms
    • Added Subclass 489 Skilled Regional Visa to elodge options
  • Portal and Progress Items
    • Portal - Fixed an error received when trying to activate the portal which produced a message "Conversion from string "" to type 'Integer' is not valid"
  • Preferences
    • Open Window Preference - It is now possible to select/hide columns from the Quick Search window
  • Webleads
    • Fixed an issue where the webleads import was creating a matter number that ended in a 0.
    • Fixed an issue where the import of a weblead would cause Migration Manager to minimise and display incorrectly on a monitor set to more than 125% scaling.
  • WCIQ - Web Questionnaires (BETA users)
    • Added TSS (482) Visa Questionnaire
    • Added TSS (482) Subsequent Entrant Visa Questionnaire
    • Added Graduate (485) Visa Questionnaire
    • Added Graduate (485) Visa Questionnaire - No Form 80
    • Fixed an issue where the import of a WCIQ  would cause Migration Manager to minimise and display incorrectly on a monitor set to more than 125% scaling.
  • Other
    • Batch Import - Added the ability for tech support to disable back ups for Batch Imports.
    • Other minor fixes and improvements

8.7.4 - Beta Users

  • Accounts
    • Accounts Preferences - Added a user permission to allow the user to overdraw an account. Note that trying to overdraw an account will trigger a warning.
    • Accounts Reports - Fixed an error received by Beta testers when trying to generate a Client/Trust Ledger report.
    • Bank Reconciliation - Fixed an error received when deleting a line from the Bank Statement view.
    • BPAY - Fixed an issue where imported webleads where not showing as being enabled for BPAY automatically.
    • Documents - Where the description field is used on an Accounts document, this information will now be pulled from the new Description field on the Cover Page.
    • Invoice - Fixed an error received when trying to generate an invoice with a very large number of entries.
    • Preferences - Added additional user permissions for approving and finalising deposit requests
    • Receipt - Fixed an issue where the surcharge amount for credit cards was being displayed as being rounded up when less than 0.005
    • Receipts - Fixed an issue where deleting a line from the receipt did not update the receipt total that was displayed in the window (did not affect data)
    • Reconciliation. Fixed an issue where if there are transactions with a transaction date prior to the first bank rec start date but have a created date after the first bank rec end date, these cause an error.
    • Reversal - Fixed an issue where undoing a bank reconciliation did not undo the exclusions
    • Search - Fixed an error received when searching by CRN
  • Client Detail
    • Cover Page - The cover page for Prospects and Client files has been changed:
      • There is now a matter description field
      • Matter Category, Type and Stream can now be set on a Prospect cover page
      • Alternative References have been moved to pop up window that is accessed by clicking a More button
      • Added the ability to set the Legal Basis/Consent (via the More button on the cover page)
      • The Prospect cover page has been modified to look more like the Client page. The prospect details have now been added to a Quick Bio window that is accessed for all potential migrants via the applicant's grid.
      • The Sponsor matter type now has a Prospect Cover page
    • Business Information tab - Added a Yes No question for Pacific Labour Scheme endorsement
    • Client Detail - Fixed an error received when change the marital status in the relations tab for a linked spouse
    • Employment Tab - Field added for Usual Occupation. This field is not specifically tied to an employment entry
    • Preferences - Added an option for the matter description to be automatically created based on the Category and Type of matter selected. Note that if you type you're own description on a matter the automatic changes won't apply
    • Sponsors - Added a matter type of Labour Agreement and various streams for the different types of Labour Agreements
  • Documents and Templates
    • Letter Merge - Fields for Guaranteed Annual Earnings, wages etc have been added to replace older fields such TotalSalary and BaseSalary (these fields will still be visible but new matters will not make use of these).
    • Templates - Fixed an issue where certain templates would not merge for a small number of users.
    • Templates - Added support for the release of Resident Return Visa templates
  • eLodge and Forms
    • Added 482 Subsequent Applicant application
    • Added Temporary Activities Sponsorship application
  • Emails
    • Email Capture - Fixed an issue where PDF attachments with the same name were not being saved to the matter correctly.
  • File Notes
    • Fixed an error that was received if a File Note was opened in two locations at the same time.
  • Portal and Progress Items
    • Inbox - Fixed an issue where editing a document from the inbox was saving to a temporary folder instead of the client folder.
    • Inbox - Fixed an issue where the filter was not defaulting to excluded rejected items by default from thew view.
    • Portal - Remove message received when uploading a second PDF questionnaire asking if you want to delete the first questionnaire
    • Schedules - Fixed an error received when trying to open Matter Type Associations when testing the Beta
  • Preferences
    • Firm Tab - The system has been modified to prevent users deleting the main office. To delete an office that is currently assigned as the main office the user must first create/assign a new main office.
    • Files Tab - Modified the Files preference to allow control over what columns show for Quick Search
  • Reports
    • Added report fields for Health Insurance
  • Task Inbox/Snapshot
    • Inbox - Fixed an issue where the type filter was not properly filtering portal messages.
    • Inbox - Modified Inbox so that if it is open via the Task button the search filter is always set to show all expired items (the from date is set by default to null)
    • Snapshot - Fixed an error received by Beta testers when trying to open the document inbox from the Snapshot
    • Snapshot - Fixed an issue where items Sent to someone where not correctly shown as counting in snapshot
  • Other
    • Open window - Added a column and search option for Description
    • Open window - Added a column and search option for Category
    • Open window - Changed the column header for Visa Applying For to now read Matter Type
    • Matter Types Schedule - Spelling fix for Temporary Activities Sponsorship
    • Schedules - Add a schedule for managing the Legal Basis dropdown list.
    • Other fixes and improvements.

8.7.3 - Beta Users

  • Accounts
    • Accounts Reports - Fixed an issue where leaving the To date blank was being treated as no date or 1/1/1900
    • Accounts Reports: Added additional filtering and information to Pre-Billing Report
    • Fees - Fixed an issue where changing a timesheet entry didn't update the tax value in certain circumstances
    • Fees and Disbursements tab: fixed an issue where changing the display options caused an error
    • Office Account - Fixed an error received when trying to reverse a receipt that was part payment of an invoice that had been paid using multiple methods.
    • Xero Export - fixed a rare bug which gave a divide by zero error when opening the export to xero window
  • Client Detail
    • Visa Tab - Fixed an issue where upon adding a new visa entry it defaulted to setting the visa type to be that of the first visa row.
  • Documents and Templates
    • Documents - Modified the document Send To behaviour to ensure that documents can't be sent to the inbox of individuals who do not have permission to view a matter.
  • Messages
    • Messages - Fixed an error received when typing really long subject lines. The number of characters which can be added to a subject line is now capped.
  • Reports
    • User Defined Reports: Fixed an issue where the report column LatestQualificationCityCountry was only reporting city
  • Other
    • Fixed an error message that some users received when trying to change a MatterID
    • Fixed an issue with invalid proxy credentials errors.
    • Minor issue. Will be tested in UAT.
    • Proxy Settings - Fixed an error message received after modifying proxy settings
    • Other fixes and improvements.

8.7.2 - Beta Users

  • Accounts
    • Bank Deposit - Fixed an issue where starting balances were showing as EFT and showing on the Bank Deposit slip.
    • Invoice - Modified the ability to add new Fees, Costs and Disbursements to ensure that only the matter to which the invoice relates is set in the New Fee window.
    • Reports - Fixed an issue where fields relating to the old accounts system stop working after updating
  • Client Details
    • Education Tab - Fixed an issue where reselecting a chosen Category blanked off the Field selection
    • Nominations - Added a right click menu option to the Locations tab in Nominations that sets the Business Name, Website and Address to be the same as the business details.
  • Documents and Templates
    • Documents - Fixed an error received when using the Email To button to send a document to a sponsor.
    • File Notes - Fixed an issue where the right click Send To options was not updating when changing items
    • Letter Merge - Modify letter merge to use the user's external email address
  • Email Capture
    • Added additional spacing between block and match buttons and added a warning to the Block domain/Block Email address otpions
  • Forms & eLodge
    • Form Bug report - added the ability and question to include additional data with the bug report to help in diagnosing issues.
    • Form Filling - modified to use the new User details
  • Messaging
    • Quickparts - added the ability to create and set default signatures from the user options window using the new Quickparts schedule window.
  • PDF Questionnaires
    • PDF CIQ Import - Fixed an issue where importing Employment details from Student Questionnaire adds contact to 'Contacts' tab but did not add a contact on the 'Employment' tab
    • PDF CIQ Import - Fixed an issue where re-importing a CIQ was creating duplicate employment details
  • Portal and Progress Items
    • Portal - Fixed an issue where changing the Firm in the RMA tab was not being updated to the Portal
    • Portal - modified the Portal to always display the designated user's external email address
  • Reports
    • Reports - Added fields to the user created reports for Portal Activated (Yes/No), Portal Activation Date and Portal Activation Email
    • Reports - Change the report field name VisaApplyingFor to MatterType
    • Reports - Change the field VisaStreamApplying to Stream
    • System Reports - Added Portal Activation date to the Portal History report
  • Schedules
    • Users - The user creation / user edit form has been completely reworded to provided a cleaner interface and add the ability to specify contact details for more than just an RMA.
    • Users - Added a set External Email address field for all users. This field will be what is used for all Forms, Portal, eLodge and Letters.
  • Task Inbox/Snapshot
    • Document Inbox - Send To functionality now works completely separately to Responsibility for Documents and File Notes
    • Document Inbox - Add an option to Send to Other for documents and emails
    • Document Inbox -  Add an option to Remove an item from you inbox (as distinct from marking it as Complete)
    • Document Inbox - Fixed an issue where MM would sometimes freeze when trying to drag a large number of items between the Inbox and To Do Now/Do Later columns
  • Webleads
    • Webleads Import - Added the import of Asset Range and Turnover Range for Business Skills
    • Webleads Import - Added the import of the comments, how likely to appoint and start intention fields to the weblead import. These are all saved in to the cover note
  • Other
    • Log a Support Call - Add the ability to paste screenshots
    • Open Window - Fixed an issue where the Current Visa Expiry date was showing secondary applicant's visa details instead of the primary applicant if the secondary applicant had a visa that expired after the primary applicant
    • Other - Added web questionnaire version details to About pop up
    • Other fixes and improvements.

8.7.1 - Beta Users

  • Accounts
    • Accounts - Added a Bank Account column to View Deposit Requests window
    • Bank Deposits -  slips can now display a combined or separate number.
    • Bank Reconciliation - Fixed an error received if trying to import a bank account ofx statement if the transactions have no transaction ID
    • Preferences - Made last office bank deposit number visible in the auto numbering grid
    • Reports - Add a Billing Receipt by Matter report
  • Client Details
    • ID documents - added additional document types
    • Nomination - Caveat tab and fields added
  • Documents and Templates
    • Letter Merge - Remove an error message received if one of the old template folders is missing.
  • Messaging
    • Quickparts - added the ability to create and set default signatures from the user options window using the new Quickparts schedule window.
  • PDF Questionnaires
    • CIQ Import - Fixed an issue where the contact person's details were not imported in to the Intended Employment tab
  • Portal and Progress Items
    • Portal - Fixed an error message that was received if you tried to activate the portal for a new matter that had only just had an email address added which had not yet been saved
    • Portal - Fixed an issue where rejected items where not always displaying the rejected icon in the portal
  • Webleads
    • Import - Information about the appeal reasons is imported in to the cover file note a long with the comments field.
  • Other
    • Other fixes and improvements.

8.7.0 - Beta Users

  • Accounts
    • Bank Deposit - Fixed an error when trying to print a Bank Deposit at the time of creation.
    • BPAY - Fixed an error messaged received if BPAY was enabled and then removed.
    • Client Payments - Add the ability to have combined or separated numbering for Trust/Client fund payments where there are multiple accounts.
    • Disbursements - Increase the number of characters which can be added to the New Disbursement Fee Code description.
    • Document Merge - Add improved speed and stability to the accounts document merge process.
    • Fees - Added the ability to record time on the New Fee window.
    • Fees - Modified the Fee Code dropdown to now break up the codes into their fee types (Flat Fees, HourlyRate, User Rate)
    • Fees - Added new options of No Code for Flat Fees, Hourly Rate and User Rate
    • Fees - Increased the number of characters which can be added to the New Professional Fee Code description.
    • Invoice - Added the ability to add existing or new fees or disbursements to a draft invoice.
    • Invoices - Added the option to allow invoices to be re-printed showing currently available client account funds.
    • Invoices - When writing off an invoice the amount to be written off will now be the net remaining amount instead of the original value.
    • Preferences - Added an option to allow the use of combined or separate document/item numbering when using multiple Client/Trust Accounts
    • Preferences - Added an option to run Client/Trust Account numbering for multiple account separately or combined.
    • Preferences - Added a user permission to restrict the editing of non-billed entries by a user depending on how many days it has been since the entry was created.
    • Preferences - Fixed an issue where the Account last number used field was not updating in preferences.
    • Preferences - The payment Surcharges section has been moved from the main accounts preferences tab to its own separate tab.
    • Receipts - Fixed an error that occurs when trying to reverse a receipt if the matter ID had a lower case letter in it.
    • Receipts - Show a warning if the user trys to add a surcharge for a payment type but the surcharge value has not been set in preferences.
    • Reconciliation - Added additional memory clean up to assist with dealing with large accounting data sets
    • Report - Added a Bank Account name column to the Deposit Requests report
    • Reports - Added a Billing Receipts by Staff Member report
    • Reports - Added BPAY CRN field
    • Reports - Changed the Time Billing report to include time billing entries that don't have a Matter ID
    • Reports - Added an option to the Time Billing and the Fee Earner Performance Summary Report to show either inc tax amounts or ex tax amounts
    • Reports: Added a Not Billable column to the Fee Earner Performance Summary Report
    • Search - Added the ability to open a matter via the right click context menu of the search results
    • Search - Improved the speed of searching All Transactions for large databases. Changes have been made which should stop the search timing out for these very large databases.
    • Search - Set the Bank Account column to always be shown in search results.
    • Templates - Modified the Client/Trust Account receipt to include additional bank account information
    • Xero Export - Modified the error message received when exporting to Xero if a GL Code is incorrect or missing.
  • Client Detail
    • Business Sponsor - Fixed an issue that prevent the recording of a Business Start date prior to 1900
    • Education tab - Added fields for Category and Field of Education. The dropdown lists available are as per the Australian Standard Classification of Education listings.
    • Employment tab - Added a field for truncated employment duties with a character count indicator to allow the shortening of the position duties without impacting the original data.
    • Future Employment tab - Added a field for mobile phone country code
    • Health tab - Added a field for health insurance: Organised by Education Provider
    • Health tab - Modified the health questions to now have separate grids for dealing with classroom and childcare questions to allow multiple entries.
    • Intended Study tab - Added a field for providing details about education provider closure
    • Intended Study tab - Added fields for Letter of Offer and Continuation of Study
    • Intended Study tab - Added a new tab titled Other that has a new question to handle closure of education provider information.
    • Nominations tab - Fixed an issue where the position location was not saved as part of the position template.
    • Nominations tab - Modified the behaviour of how the system handles changes to a Standard Business sponsorship class so that nominations are updated accordingly.
    • Nominations tab - Modified the behaviour of how the system handles changes to a Temporary Activities sponsorship class so that nominations are updated accordingly.
    • Nominations - Modified the search filter to no longer be case sensitive.
    • Passport Tab - Added document type as a field to Passports/Travel Documents to allow the recording of non-passports
    • Passports tab - Added fields for Gender Shown and Original Issue Date
    • Relations tab - Fixed an issue where changing the relationship type on the details page did not update the spouse relationship details fields.
    • Relations Tab - Fixed an issue where siblings were not being displayed for children.
    • Relations tab - Fixed an issue where trying to delete a family member would result in a timeout error.
    • Relations Tab - the legal impediment field now shows for children no matter the age
    • Skills Tab - Added specialist education to points page
    • Sponsor tab - Modified the behavior of recording a nomination decision from the migrant file to only allow that to occur if the Sponsor matter is closed (to avoid data conflicts)
    • Visas tab - fixed an error that occurred if you set the visa applied for date as a year beyond 2050
    • Visas tab - Fixed an error received if the visa grant number had more than 20 characters.
    • Visas Tab - Modified the visas tab to show a separate Sponsorships section to deal with AusAid, govt sponsorship
    • Visits tab - added fields for intended departure date
    • Visits tab - Fixed an issue where selected a visa type which had the same starting 3 digits as other visa types reverted to the first 1 in the list.
  • Documents and Templates
    • Document Preview - Changed the default preview window to now show status and reminder fields
    • Document Preview - Fixed an issue where changing the preview screen size resulted in the system asking to save non-existent changes
    • Document Preview - Fixed an issue where Word documents where not displaying in the preview window
    • Document Preview - Fixed an issue with the incorrect tool tip showing over the options button
    • Documents Preview - Added a status option of "With Client"
    • Documents Tab - Fixed an issue where the Documents tab would grey out when changing screen size.
    • Documents Tab - Added the ability to preview xlsx files
    • Documents Tab - modify the Send To behavior to grey up unavailable staff options
    • Letter Merge - Added merge fields for second main business
    • Letter Merge - Additional information added to letter merge error reports
    • Letter Merge - Fixed an issue where some date fields were showing No Data.
    • Letter Merge - Speed improvements made to the merge process.
    • Letters - Added merge fields for weblead/online assessment urls (under Office section)
    • Letters - Fixed an issue where nomination employment location fields were not populating
  • Emails
    • Email Capture - Added a preference option for each user to have captured emails sent to the Document Inbox. Previously this was a global setting.
    • Email Capture - Added additional spacing between block and match buttons and added a warning to the Block domain/Block Email address otpions
    • Email Capture - Fix an issue where dept numbers with a / in the subject line were not automatically matching.
    • Email Capture - Fixed an issue where to multiple brackets in the subject line gave an error.
    • Email Capture - Improve 64bit Outlook stability.
  • File Notes
    • File Notes - Fixed an issue that arose when changing the colour and italicizing text.
    • Quickparts - Added the ability to create/edit Quickpart Categories.
    • Quickparts - Modified the Quickparts selector window to make it easier to select, preview, create and edit Quickparts
    • Quickparts - Added Quickparts as a Schedules menu option
  • Forms
    • Form Bug report - added the ability and question to include additional data with the bug report to help in diagnosing issues.
  • Messaging (Portal)
    • Messages - Uploading a web questionnaire via a message adds a comment to the relevant progress item.
    • Messaging - Added notification of Portal messages/documents to the bottom taskbar
    • Messaging - Add notification of received Portal messages to windows 10 notification system
    • Quickparts - Added the ability to create/edit messaging Quickpart Categories.
    • Quickparts - Modified the Quickparts selector window to make it easier to select, preview, create and edit Quickparts
    • Quickparts - Added Quickparts as a Schedules menu option
  • PDF Questionnaires
    • CIQ Import - Passports - Fixed an issue where the passport was not being listed as the primary passport.
    • BSQ Import - Business Tab - Fixed an issue where financial details were being displayed for all businesses in the one grid.
    • BSQ Import Fixed an issue where the importing of a BSQ in to a matter which already had a 457 Sponsorship, the new sponsorship defaulted to be a 457 instead of an SBS.
    • BSQ Import - Fixed an issue where in a specific circumstance the import of a monetary figure was also showing as an other non-monetary amount.
  • Portal and Progress Items (MM side - See web release notes for web side update)
    • Portal - Fixed a rare issue affecting the visibility of documents sent by the agent to the Portal.
    • Portal - Modified the behavior of the Progress tab and Portal to restrict the ability to change a progress item from a Document to an Activity while it is added to the Portal. If you want to change the item type you will first need to remove it from the Portal.
    • Portal - modified the activation process to prevent the use of invalid character as a portal contact email address.
    • Portal - The adding of Activities now appears in the Portal History
    • Portal - The RMA tab now has the option to set whether the Portal should show the Office or the RMA address and whether to use the RMA, Manager or Clerk contact details.
    • Portal - Fixed an issue where the grid would flicker and show extra columns when moving items.
    • Preferences - a preference has been added to set the default contact details for the Portal - you now have the option to set whether the Portal should show the Office or the RMA address and whether to use the RMA, Manager or Clerk contact details.
    • Preferences - Clicking update webpage before you have activated the Portal now gives a message to activate the Portal.
    • Progress Tab  - Add some additional warnings to prevent users from entering invalid dates
    • Progress Tab - The date a declaration in a weblead is completed is now recorded in the Progress tab.
    • Progress Tab - Fixed an error that was received if you clicked 'My Tasks Only'
    • Progress Tab - Modify the message that is recorded in the comments when an item is downloaded from the Portal to remove details of which user downloaded the item.
    • Progress Tab - ticking a progress item as complete will now prompt to set the status of a linked document as complete.
  • Preferences
    • Accounts - Fixed an issue where the auto numbering settings grid was not displaying the last invoice number used
    • Accounts - Added an option to allow the use of combined or separate document/item numbering when using multiple Client/Trust Accounts
    • Accounts - Added an option to run Client/Trust Account numbering for multiple account separately or combined.
    • Accounts - Added a user permission to restrict the editing of non-billed entries by a user depending on how many days it has been since the entry was created.
    • Accounts - Fixed an issue where the Account last number used field was not updating in preferences.
    • Firm tab - the Firm tab has been overhauled to allow each office to have separate contact details.
    • Firm tab - option added to allow administrator to specify whether new files are to be automatically assigned the main office
    • Firm - Added the ability to set a main office.
    • Questionnaires - Added a Web Questionnaires sub tab where users can set the default messages which appear for each WCIQ type
  • Reports
    • Preset Reports - Fixed an issue with the All 457/482 report not working for some users.
    • System Report - Add separate Matter ID column to the user activity
    • System Report - Log when users log on and log off and what machine was used.
    • System Report - Add the logging of when a user opens a matters
    • System Reports - Log when a user runs a report and the parameters of what was included in the report
  • Task Inbox/Snapshot
    • Document Inbox - Complete overhaul of the search and filter options to provide a cleaner interface
    • Document Inbox - Added a user Options button to give users the ability to set windows notifications and whether the inbox sits on top of all other windows
    • Document Inbox - user option added to always keep the inbox on top. Set this to off if you want other parts of MM to be able to open on top off the inbox.
    • Document Inbox - Added a user option to receive a windows notification whenever a Portal Message is received.
    • Document Inbox - Added a right click Send to Other option for documents.
    • Progress Items tab - Add Open Matter as a right click context menu option
  • Webleads
    • In version 8.7 of Migration Manager the webleads import has been significantly changed to align with the WCIQ Import mechanics.
    • Preferences - Fixed an issue where clicking update web page in the Types tab didn't update Declarations.
    • Webleads - added support for non-latin characters
    • Webleads - Added the ability to add and delete sections such as qualifications.
    • Webleads - Added the ability to preview the impact of an import in to an existing matter
    • Webleads - Comments made on the assessment are now saved in to the summary file note upon import.
    • Webleads - Fixed an error received when trying to import a weblead if the file number was set to require a prefix.
    • Webleads - Fixed an issue where changing the primary applicant could lead to an error in limited circumstances
    • Webleads - Fixed an issue where documents sent via a weblead where appearing in the documents tab with the wrong time displayed.
    • Webleads - Modified the layout of the webleads import window to now be broken up in to section to allow the user the ability to review sections of data
    • Webleads - Printing of weblead results now creates a PDF in portrait.
    • Webleads Import - Fixed an issue where exceptionally large salary figures could cause an import error
  • WCIQ - Web Questionnaires
    • Version 8.7 sees the introduction of Web Questionnaires to Migration Manager. To begin with users will have a small number of Questionnaire made available with additional versions/types being rolled out progressively over coming weeks/months.
    • CIQ Button - Web Questionnaire has been added as an option under the CIQ on the main toolbar
    • CIQ button - Student Visa Questionnaire added as an option
    • CIQ button - Added a demonstration questionnaire complete with data. This will appear in the WCIQ sending window if the email address of the matter is set to [email protected]
    • Document Inbox - Added the ability to receive and review WCIQs via the Document Inbox
    • Portal History log - Added the recording of when a WCIQ is sent to a client, submitted by a client and returned to a client
    • Progress Tab - Added the ability to open a WCIQ from the Progress tab right click options.
    • WCIQ - Added an option to return a WCIQ to the client for further editing. This return will be in the form of a message which also unlocks the WCIQ for further editing by the client
    • WCIQ - Added the creation of a progress item when sending a new web questionnaire
    • WCIQ - Clicking CIQ and then Web Questionnaire will start the Portal activation process if the portal has not previously been activated for this client
    • WCIQ - On the review message screen details have been added of when the WCIQ was submitted by the client.
    • WCIQ Import - Add the ability to convert the WCIQ results to a PDF prior to returning it to the client for editing.
    • WCIQ Import - Added an initial validation screen upon the start of the import process to confirm that you are importing in to the correct matter.
    • WCIQ Import - An error dialogue window has been added and will appear if there is an issue with the data that is trying to be imported
    • WCIQ Import - For non-cloud DBs a backup of the Database is saved to the M drive when a WCIQ import occurs
    • WCIQ Message - Added a More button which contains an option to send the questionnaire back to a client as well as an option to Send To another staff member.
    • WCIQ Messages - Added the ability to pre populate the instruction message with default instruction text.
  • Other
    • Log a Support Request - significant speed improvements made to the log a support call function accessed via the Help menu
    • Log a Support Request - Fixed an error that was received if the window was closed too quickly.
    • Menus - Fixed an issue where clicking File > Exit didn't do anything
    • Modified MM to ensure all servers support TLS 1.2
    • New Users - When creating a new users, the majority of permissions will now be ticked.
    • Open Window - Fixed an issue where the list of matters was not appearing in alphabetical order by default for some users.
    • Open Window - Modified the open window to improve window performance.
    • Other - Added additional universities to Student Version
    • Other - Remove Send Questionnaire from the Tools menu.
    • New Window - Matter ID's generated with incrementing number but edited prevent number from incrementing
    • RMA - Modified the RMA edit functionality to allow changing of RMA numbers.
    • Schedules - Added the ability to create new visas for different countries that are visible in the visas tab
    • Update - modified the exe to run against old databases to allow the user to get to the update window to finalise an interrupted update.
    • Other fixes and improvements.

8.6.2 - All Users

  • Client Detail
    • Business Sponsor - Added Trusted Trader question to the Information tab
    • Nominations - Added a tab and fields for handling caveats
    • Nominations - added a field to Client Details and to BSQ Import relating to recent retrenchments of the position
    • Nominations - Added additional fields to Labour Market Testing to cover changes to 482.
    • Nominations - increase field length for the salary details section
    • Nominations - Removed the non functional context menus from market testing
  • Letter Merge
    • Letter Merge - Fixed an issue where if there were two date fields in a letter in certain circumstances one of the fields was showing up as No Data.
  • Permissions
    • Reports Permissions - Add a new Reports Permissions which gives the administrator the ability to control each users ability to generate each of the available reports. If a user does not have permission to generate a report the Build Report button in the Reports window will be disabled.
  • Questionnaires
    • BSQ Version 9.3.1
      • New fields for Labour Market Testing
      • Modified the options for Business Structure
      • Added a field for Trusted Trader
      • Remove questions about training expenditure
      • Add a question about recent retrenchments
      • Modified the staff levels question
    • BSQ Import - Modified the import process for BSQ 9.3.1
    • CIQ Version 10.6.2
      • Changed the visibility of the legal impediments to removal question for children
      • Modified the travel question for the Student Questionnaire
      • Modified the question about children to now reference Spouse/Partner
      • Modified the heading for Contacts in Australia
  • Reports
    • Reports - Add a Report Permission which restricts a user to only being able to view their own time billing, incomplete time billing, billing receipts by staff member and performance reports.
    • Reports - Add an option in Client/Trust Statements to prepare a report for a specific matter.
  • Webleads
    • Fixed an issue where upon trying to import a weblead it gave an error saying that an office needed to be assigned.
  • Other
    • Backups - Fixed an issue where backups for some cloud users resulted in a timeout error.
    • Other fixes and improvements.

8.6.1 - All Users

  • Accounts
    • Receipt Reversal - Fixed an issue that resulted in a warning appearing when reversing a receipt that returned the account to $0
    • Reports - Added an option to the Client/Trust Trial Balance Report to exclude matters with a $0 balance
    • Reports - Fixed an issue with the format of the PDF Trust Trial Balance Report
    • Search - Modified the visa applying for column to now be 'Matter Applying For'
  • Emails
    • Email Capture - Fixed an issue where an extension with a very very long file name can cause an error
    • Email Capture - Fixed an issue where an image in the subject line can cause an error
  • Forms
    • Forms Update - Added additional error handling and notification to deal with problems with the Department's website.
    • Forms Update - Modified the updater to better detect incorrect password issues and present a settings window to allow the user to update the password details in Migration Manager if there is an issue.
    • Forms Update - The update has been changed to default to skipping the forms download as part of the update if an update has been run in the past 14 days.
    • Forms Downloader - Added additional information to the diagnostics
  • Letters/Templates
    • Letter Merge - Speed improvements made to letter merges.
    • Letter Merge - Fixed an issue where for some users the letter merge function was taking longer than normal to open.
  • Online Assessments and Webleads
    • Webleads - Fixed an error received when trying to import a own a business assessment type where the business & investment history section was missing a date entry.
  • Other
    • Fixed an issue where TLS1.2 was not correctly identified
    • Open window - fix an issue with closed files not showing in the open window for some users.
    • Other fixes and improvements.

8.6.0 - Internal Release Only

8.5.9 - All Users

  • Accounts
    • Accounts Search - Added the ability to search based on either what matter the work was performed on or what client it was billed to.
    • Accounts Search - Added additional column options including Tax Code, Fee/Disb Code, Billed To, Billed To Name, Visa Applying for and File Status
    • Reversals: Fixed an issue where the reversal of an office receipt was not removing any credit card surcharge applied to an invoice. Note that this change only affects reversals that take place after the update
  • eLodge
    • Citizenship by Descent has been released as an eLodge option - note that not all fields are currently filled as those fields don't yet exist in Migration Manager
    • Citizenship by Conferral has been released as an eLodge option  - note that not all fields are currently filled as those fields don't yet exist in Migration Manager
  • Online Assessments and Webleads
    • Assessment App Preferences - We have added a new tab to the preferences to allow you to modify/add declarations to the end of the online assessments.
    • Assessment App Preferences - Added an update
    • Webleads Import - the assessment import/review window will display the Yes/No answers given to the consents and declarations and results recorded in the saved PDF
    • Online Assessment App - Modified the declarations/consents to now display those set in the MM preferences (GDPR compliance)
    • Online Assessment App - Modified the assessment app to allow the end user the ability to delete a saved assessment if it has not been submitted (GDPR compliance)
    • Online Assessment App - Modified the assessment app to automatically delete any saved assessment which has not been submitted within 90 days of commencement (GDPR Compliance)
    • Online Assessment App - Modified the successful sign in notification to advise the user how many days remaining before deletion (GDPR Compliance)
    • Online Assessment App - Modified the security and privacy modal pop up to include more information about how and where the data is processed (GDPR compliance)
    • Online Assessment App - Modified the behaviour of the Assessment App to automatically delete the end users data after it has been successfully transmitted to the MM User (GDPR Compliance)
    • Online Assessment App - Added a small section prior to the submit button notifying the user that clicking submit consents to their data being processed in accordance with our data processing and privacy policy (GDPR Compliance)
    • Online Assessment App - Added a Cookies Notice to the Assessment App (GDPR compliance)
  • Portal and Progress items
    • Portal (web) - Fixed a rare issue where a user received a message that a document was unable to be downloaded in Migration Manager when there was in fact no issue.
    • Portal (web) - Added a Cookies Notice
    • Portal (web) - Modified the Portal Log-on page to have better spacing between the logo and the log on section
    • Portal (web) - Modified the Portal Log-on page to not tick the agreement to T&C by default (GDPR compliance)
    • Portal (web) - Modified the main page of the portal to now hide the separate questionnaires section. Questionnaires will now just show in the Inbox (the overwhelming user feedback was that having it in two places caused user confusion)
    • Portal (web) - Fixed an issue where when a user changed their logon user ID, the success window wouldn't close
    • Portal (web) - Modified the security and privacy modal pop up to include more information
  • Other
    • Other fixes and improvements.

8.5.8 - All Users

  • Accounts
    • Added a new "Approved By" textbox to the Client Payment, Client to Office Transfer and Client Refund forms
    • Bank Reconciliation - Added the ability to create a partial manual adjustment
    • Client/Trust Payments: Changed New Client Payment, New Client to Office Transfer and New Client Refund to record a separate EFT number if the payment type is EFT (in addition to the existing payment number).
    • Preferences: Added the ability to specify a different starting EFT number in the Accounts Preferences
    • Reports: Added a Client/Trust Payment Summaries Report to accounts reports
    • Reports: Changed trust payment cashbook report and trust ledger report to show the EFT number for EFT payments
  • Client Detail
    • Nominations - Added a country field to the position location window.
    • Nomination - On the position tab modified the labour hire field to now be a Yes/No field
    • Nomination - Added a Labour Hire details field
    • Nomination - Modified Intra-Company to now be a Yes/No field
    • Sponsor - Added gender and date of birth fields to the owners tab.
  • Documents and Templates
    • Letter Merge - Remove the check on the version of Word installed to address an issue experienced by a small number of users who have office installed as Windows App via the Windows Store.
  • Forms & eLodge
    • Forms Preferences - Added an option in preferences under the Dept tab to increase the timeout for legendcom form downloads (useful if the legendcom is being slow).
    • Forms Download - Fixed an error that was received if you cancelled a single PDF form download part way through the download process.
  • Portal and Progress Items
    • Inbox - fixed an error received by a user when trying to download a PDF that had ceased to have a previously matched progress item
    • Messaging - Increased the limit on the total size of documents that can be uploaded by an MM User to now be a total 200mb per matter.
  • Questionnaires (PDF)
    • Updated BSQ released (version 9.2.2) which includes:
      • Modifications and changes to handle 482 Sponsorships and Nominations including new salary and market salary fields for 482 Nominations
    • Updated CIQ released (version 10.6.1) which includes
      • Modified the layout of the relationship questions
      • Fixed an issue where the temporary employer sponsored questionnaire was not asking for all countries visited in the last 10 years
    • CIQ Export - modified to handle version 10.6.1
  • Reports
    • Fixed an issue where nomination position location fields was not returning results.
  • Other
    • Schedules: Modified the wording of the TSS matter type
    • Other fixes and improvements.

8.5.7 - All Users

  • Forms Downloader
    • Added an option to in the update window to increase the timeout period for the Forms Dowload
    • Modified the single Forms downloader to increase the timeout period to 30 seconds by default
  • Updater
    • Fixed an issue where Migration Manager fails to update independently if it can't find the update exe in the M drive.

8.5.6 - All Users

  • Accounts
    • Invoices - Modify the BPAY logo to include additional instructions
    • Invoice - Added a prompt to remind people to set a default Client/Trust account if they haven't done so when they generate an invoice.
    • Reconciliation - fixed an issue that resulted in multi part deposits recorded as a single item not showing correctly in the reconciliation view.
    • Search - modified the search results to better handle receipted amount results for invoices paid in multiple transactions.
    • Statutory Deposits - Fixed an issue that occurred for some users when recording a statutory deposit that took place on a date other than the recorded date.
    • Fixed an error that occurred when transferring funds to pay an invoice with items which had been discounted to zero.
    • Fixed an error received by some users when trying to run the Client/Trust Statements report.
  • Client Detail
    • Added a new matter type under the visa application category for: 482 - Temporary Skilled Shortage with three streams.
    • Added a new matter type under the Sponsorships and Nominations category for Temporary Skilled Shortage Nomination with three streams.
    • Sponsor - Renamed the Sponsorship creation option to be called Standard Business Sponsorship (previously it referred to 457)
    • Sponsor - Added the ability to create a 482 Nomination in the Nomination tab.
    • Sponsor Staff - Modified fields to now handle staff holding 482 visas
    • Visas - Added the Subclass 482 as a Visa option
  • Documents and Templates
    • Letters - Fixed an issue that resulted in some users receiving an error or time out message when trying to merge a template.
  • Forms & eLodge
    • eLodge - Updated ENS and RSMS Nomination and Visa applications
    • eLodge - Updated Standard Business Sponsorship to handle 482
    • eLodge - Added 482 Nomination (482 Visa will be added soon)
    • Forms Downloader - modified the forms downloader in both the update window and the form merge window to significantly improve download speeds and handling of time outs from slow connections.
  • PDF Questionnaires - CIQ Version 10.5.9
    • CIQ - Add 482 as a visa option
    • CIQ - Change the travel question for temporary work questionnaires to align with the question in the 482 Visa.
    • CIQ - Modify the education question for temporary employment questionnaire to align with the 482 Visa question.
    • CIQ - Added a question about payments to Business Sponsor. Only appears if a Business Sponsor is present.
    • CIQ - Fix typo in family sponsor question regarding living arrangements.
    • CIQ - Employment type is now visible for employment and skilled visas for the primary applicant
    • CIQ - Modify the additional visas question to specifically refer to other Australian visas for most application types (excluding Student)
    • CIQ - Hours per week worked is now visible for Skilled and Employment Questionnaires
    • CIQ - Fixed an issue where employment contact person was not showing for student questionnaires
    • CIQ - modify questions about previous travel for temporary employer sponsored matters
    • CIQ - Set visa country to default to Australia if not a Student matter.
    • Import - modify CIQ Import process to handle new CIQ fields
    • Export - modified the CIQ Export process to handle new CIQ fields
    • Modified the Questionnaire configuration service to now configure CIQ 10.5.9
  • Portal and Progress
    • Messaging - Fixed an issue where some users couldn't scroll through long messages.
    • Messaging - Modified the tab order of new messages
    • Messaging - Improvements to the html editor tool to allow selection and copying of text using keyboard shortcuts
    • Messaging - Fixed an issue where it was possible for some users to send two messages at once by double clicking the Send button.
    • Progress Items - Create basic checklist for 482 Nomination and Visa applications
    • Portal - Fixed an issue when trying to upload a Temp Sports Activity CIQ to the Portal.
    • Portal - Modified the CIQ merge functionality to prevent the merging of a CIQ in the incorrect matter when another matter is set to active.
  • Reports
    • Fixed an issue where position location fields were not returning results.
  • Other
    • Updates: Fixed an issue that show parts of the update for some users as being complete but still required further action (this fix will only be in place the next time an update is run after this update)
    • Fixed an issue that prevented some cloud users from saving a copy of a back up to their local machine.
    • Other fixes and improvements.

8.5.5 - All Users

  • Accounts
    • Fixed an error received by users of the old Accounts system when they tried to modify a preference after version 8.5.4
    • Accounts Search - Added an option to search by Receipted Date so a user can find when payment for a fee/disbursement was received in to the operating account.
    • Accounts Search - Added an extra column to the search for "Receipted Date"
  • Client Detail
    • Expand the amount of text that can be entered in to the Visa Conditions field.
  • Portal Messaging
    • Modified the message window to allow multiple activities to be marked as complete when sending a message.
    • Modified the wording that is added to a Progress item comment field when sending a message with linked progress items.
    • Fixed an error message received when trying to upload a Full BSQ to the Portal via a message
    • Fixed an error received when replying to a Portal Message from the Task Inbox.
  • Reports
    • Fixed an issue where position employment location was no longer returning data in reports.
  • Other
    • Other fixes and improvements.

8.5.4 - Beta Users

  • Documents & Templates
    • Letter Merge - Speed improvements made to the opening of the letter merge window.
  • Portal
    • Document Uploads - The uploading of documents to the Portal has now changed to make use of the messaging window so that MM users can add instructions/messages to the documents that they upload to the Portal for their clients. If Client Messaging is enabled in preferences, clients can respond in the Portal to those messages. If it is disabled, clients can receive but not send messages.
    • Messaging - Added a Help link to the message window
    • Preferences - Added a User permission to allow a user to send Portal Messages.
    • Preferences - Added additional options for length of time documents uploaded by the Agent are stored on the Portal to include 60 and 90 day options.
    • Fixed an issue where uploaded documents were not being listed in the Portal admin window for some users.
  • Progress Items
    • Checklists - Added a basic compliance checklist.
    • Checklist - Added a basic skills assessment checklist.
  • Other
    • SQL2005 Users will now receive a warning that Migration Manager will soon cease supporting SQL2005. If you receive this warning please contact our Help Desk to discuss upgrading to a newer version of SQL Server.
    • Server performance improvements made to decrease CPU usage for various SQL queries.
    • Update Forms Downloader - Added additional functionality to the forms downloader to handle slower than normal internet connections that were resulting in some users experiences issues downloading forms as part of the update.
    • Other fixes and improvements.

8.5.3 - Beta Users

  • Accounts
    • New BPAY Functionality including:
      • Accounts Preferences: Add a tab to Preferences for BPAY settings
      • Accounts Preferences - Add the ability to set a surcharge amount for receiving BPAY payments.
      • Accounts Search - Add an extra column option for CRN.
      • Accounts Search - Add the ability to search by BPAY CRN
      • Invoice - Add a BPAY section to invoice templates when BPAY is enabled.
      • Add the ability to add BPAY surcharges on Receipts (both client and office accounts)
      • Add the ability to create BPAY CRNs on either a matter or invoice basis
      • Added an enable BPAY option to the Accounts Overview tab
      • Added the ability to edit the Bpay values of a bank account directly from the Bpay settings window in Preferences.
      • Deposit Requests - Add a BPAY payment information section to the Deposit Request template if BPAY is enabled.
      • Deposit Requests - Add the ability to set a BPAY CRN on a deposit request.
    • New Invoice Template options
      • Accounts Preferences - Add additional options to the accounts preferences to allow users to set the default invoice themes.
      • Accounts Setup - Added an option to customise accounts templates during the accounts set up process
      • Accounts Templates - User manual guide added providing instructions on how to customise Accounts templates.
      • Accounts Templates - Added the ability to duplicate, rename etc Invoice templates so that users can create different invoice themes.
      • Invoices - Modified the Invoice window to allow the user to select different invoice themes at time of printing.
      • Invoices - When printing an invoice, users now have the ability to select from different types of customisable invoice themes.
      • Moved all Accounts templates to new location. To edit an accounts template, go to Accounts > Accounts Templates.
      • Modify the names of the Invoice templates to provide more information about the different content.
    • Accounts Setup - Modify the accounts setup window to prevent it from being set to maximum screen size.
    • Bank Reconciliation - Fixed an issue that resulted in some users seeing the transaction date in the entry date column and vice versa.
    • Bank Reconciliation - Fixed an issue where the bank reconciliation adjustment screen was showing the wrong client ID for certain reversal transactions.
    • Bank Reconciliation - Fixed an error that occurred when printing a bank rec when there were no withdrawals.
    • Bank Reconciliation - Modify the Bank Reconciliation such that if the user tries to undo the match of a prior adjustment to the transaction the adjustment was created for, show a messagebox explaining why they can't undo it.
    • Bank Reconciliation - Fix Bank Reconciliation window sizing issues.
    • Bank Reconciliation - Modify the Accounts Reconciliations window to have Print or Continue as right click options.
    • Deposit Requests - Fixed an issue with the deposit request where deleting a disbursement row wasn't clearing the surcharge.
    • Deposit Requests - Fixed an issue that resulted in an error if a comma was used in the deposit request form payment surcharge field.
    • Deposit Requests: Modified the Deposit Request form for Trust users such that a user will be prompted if any of the Trust Account information requirements are missing from a matter.
    • Fee Codes - The total fee is now a selectable block fee.
    • Invoices - Added the ability to select different operating/office accounts when creating invoices for the purposes of changing what appears on printed invoices.
    • Invoices - Adjust invoice reversals to refresh and save upon clicking Print.
    • Invoices - Modified the Invoice such that ticking the Show funds available option will show an information box to the user if no funds are available as an indication why this option isn't able to be selected.
    • Preferences - Added the ability to edit bank GL Codes from the General Ledger Codes section of the Accounts preferences.
    • Preferences - Modified the GL Code tab in preferences to show the Client Accounts and any linked GL Code.
    • Reports - Fixed an issue with the Fee Earner Performance Report where the billed column incorrectly included amounts on reversed invoices and the Draft/WIP column incorrectly included amounts on deleted draft invoices.
    • Search - Fixed a bug which resulted in an error when reversing a receipt opened via the Accounts Search function.
    • Xero - added a Matter ID column to the Export to Xero window.
    • Xero - Fixed an error that arose when the General Ledger transactions were created before the bank account was assigned a General Ledger.
    • Xero - Fix a bug that causes an error when searching by specific date ranges in export to Xero window.
    • Fixed an error which occured for some users when clicking on a blank part of the Fees and Disbursements tab.
    • Fixed an issue where changing a field on the cover page was not immediately applied to a letter merge unless you clicked refresh first.
    • Modified the behaviour of the Client/Trust Bank Accounts such that an account can not be deleted if it does not have a zero balance.
    • Modified the wording that shows in the Client Funds and Office Account tab to further differentiate payments made directly in to the Office Account versus transfers from Trust/Client
  • Client Detail Windows
    • Add Invictus Games to Subclass 408 event options
    • Added sibling as an option to relationship type (in addition to the existing Brother and Sister options)
    • Added the ability to record Tax File Numbers in the Identity Documents and Numbers section.
    • Fixed an issue where newly created Matter types were not appearing in the correct order in the matter type list.
    • Fixed an issue where setting the marital status on the Particulars page of the primary applicant did not update the particulars page of the linked spouse.
    • Fixed an issue where users were able to accidentally open 2 of the same matter detail windows if they double clicked the Detail button.
    • Fixed an issue which resulted in an error when deleting a row from the DIBP Office history table.
    • Modified the options in the Business Sponsor business structure dropdown list.
    • Modified the wording of the Character questions for family sponsors.
  • Documents and Templates
    • Documents Tab: Added a button to the Documents tab to allow direct access to the Portal window.
    • Documents Tab: Added additional search filter options for file type to handle portal messages.
    • Documents Tab: Fixed an issue where documents saved in to sub folders were not appearing in the correct date order when viewed in the Flat Layout.
    • Documents Tab: It is now possible to move folders using the Move To function. Note that you can not move system default folders such as Letters In etc.
    • Documents Tab: The document preview window has been re-vamped to make it easier to assign statuses, review dates and responsibilities for documents and portal messages.
    • Modified the behaviour of the documents tab to show duplicated documents that have been copied to a separate folder. Documents of the same name and date in the same folder will still be de-duplicated.
    • Modified the template merge system to add additional fields for separating out suburb from city.
  • Emails
    • Fixed an issue that resulted in an error for some users when changing the email capture storage location from their local drive to a mapped drive.
    • Fixed an issue where blocked email addresses was not working for emails sent.
    • Fixed an issue where creating a new matter from a captured email was creating a matter as a Client when Prospect was selected.
    • Fixed an issue where the primary applicant's secondary email address was not resulting in emails being matched for some users.
    • Modified email capture to no longer prefix attachments with the word #File# when saving to the documents tab.
    • Modified email capture to now also capture Read Receipts
  • Elodge & Forms
    • Fixed an issue which resulted in an error when merging Form 80 if there was a \ in one of the fields in MM.
  • File Notes
    • Fixed an issue when saving file notes to PDF that resulted in an un-reconciled RTF file displaying in the Document's tab.
    • Modified the behaviour of the document inbox to allow the opening of forwarded file notes by just double clicking.
  • Portal
    • Remove the separate refresh button from the Progress tab. The portal will now refresh using the main client detail refresh button.
    • Portal Messaging - the Encrypted Portal Messaging functionality has been added and will be progressively rolled out to users over the coming weeks.
      • Added an option to Preferences to enable Portal Messaging. Note that this option will only be visible to select firms to begin with and will be progressively rolled out.
      • Added the ability (once enabled) to send, receive, review and reply to portal messages from the Documents tab of a matter via the message preview window. The reply window includes additional functionality such as requesting documents or marking progress items as complete.
      • Added the ability to send, receive and review messages from the Document Inbox
      • Added the ability to create Quickparts for messages including signatures
      • Added a filter to Quickparts to allow users to search for messaging quickparts
      • Added the ability to add hyperlinks to messages and Quickparts
      • Added the ability to assign, print and sent review dates for portal messages
      • Added additional search options to the Documents tab
      • Added User Options for the ability for the user to set up a default messaging signature to the Documents/Messaging user options.
    • Add the recording of rejection of documents in Portal History
    • Added a help menu button to the top of the messaging window.
    • Added a user preferences button to the Document preview window that allows users to specify how they want the document preview and message preview windows to behave.
    • Added the ability to export the Portal History of a matter to excel.
    • Fix a bug which resulted in an error when downloading a portal document for a progress item that had been deleted.
    • Fixed an issue which resulted in an error message if all of the Progress Items on a matter where deleted.
    • Modified the behaviour of the Portal such that if a user re-uploads a document to the Portal, it will no longer mark the earlier document as 'replaced' but instead will just sequentially name and number the item.
    • Modified the portal history log to include details of all document requests and document uploads from the MM User.
    • Modified the Portal History results to include the original document file name as well as the name of the progress item it is linked to.
    • Portal History now records details of Portal being turned off for a client.
  • Questionnaires
    • Preferences: In the Questionnaire preferences we have added the ability to create additional email templates for all of the currently available PDF questionnaire types.
    • Fixed an error that affected some users that occurred when importing a BSQ which was missing information about intended number of hours per week.
    • Fixed an issue where merging a Questionnaire was not displaying a number for the number of children from this relationship field.
    • Fixed an Issue where the import was not setting the correct relationship status upon import for former spouses of family sponsors for certain users.
    • Fixed an issue where the main language tag on a language in MM was not merging in to a merged questionnaire.
    • Modified the Questionnaire merge to now export details of friends who have been marked as witnesses in the MM relations tab even if they are not located in Australia.
  • Reports
    • Added a filter option to reports to also filter by "Starts With". For example, show all names starting with the letter 'B'.
    • Fix an issue where reporting on the Progress item 'Close File - Archive File - Item Completion Date' did not correctly recognise date filters.
    • Fixed an issue that resulted in duplicate contact person details appearing in reports.
    • Fixed an issue with the Fee Earner Performance Report where the billed column incorrectly included amounts on reversed invoices and the Draft/WIP column incorrectly included amounts on deleted draft invoices.
    • Fixed the title of the Portal Documents Downloaded by Client Report.
  • System Tools and Preferences
    • Modified the Legendcom settings tab to try and address an issue some users have had with disappearing legendcom logon details. If you still have a problem with this issue after the next update, please contact our support team.
    • Modify the new Users tool to now enable all user permissions by default when creating a new user.
  • Other
    • Modified the behaviour of the New Matter window to prevent the incorrect selection of matter type when duplicating a previous matter.
    • Fixed an error message experienced by some users when logging a support request.
    • Fixed an issue affecting Batch Import that resulted in the import failing to import the summary note.
    • Modified Batch Import to be able to import gender no matter the case used.
    • Fixed an issue that resulted in the reset lockevents not releasing page locks for intended study, events and funds.
    • Fixed an issue where the progress activity window had misaligned labels.
    • Fixed an issue which resulted in passport country and visa expiry dates not showing on the Open File window.
    • Modified error message windows to include a 'Get Support' button that will take the user straight to the log a support call tool.
    • Modified the behavior of batch import to provide further details about how to deal with missing OLEDB settings.
    • Modified the behavior of the Progress tab to prevent users from entering a date outside of the allowable range.
    • Modified the behavior of the update window to full load the window before checking for updates.
    • Modified the matter categories to add the matter types of Skills Assessment and Compliance. Note that these are just basic entries and you should add additional matter types to these categories.
    • Modified the Open window such that 'hide closed files' is ticked by default to improve the speed of this window opening for firms with large matter lists.
    • SQL tech support window no longer triggers back ups for minor SQL queries.
    • Update window: added additional warning if there is a legendcom password or username issue.
    • Added additional error analysis tools for system out of memory errors.
    • Other fixes and improvements.

8.5.2 - All Users

  • Elodge & Forms
    • Batch VEVO - changed the search requirements to no longer require a given name. This change will be rolled out to standard VEVO searching in the next update.
  • Preferences and Settings
    • Change the Department's name in Migration Manager to the Department of Home Affairs and DOHA as the acronym.
    • Add fields in the Dept tab for manually changing the Department name and acronym. For instructions how to manually change these details see: How to Change the Department Name
  • Templates & Letter Merges
    • Modify the letter merge system to use the new Department name and acronym.
  • Other
    • Change all field references to DIBP in Migration Manger to now be Dept.
    • Modified Migration Manager's memory clean up process to improve system resources usage and clean up.
    • Added compaction of the large object heap to improve memory performance.
    • Other fixes and improvements.

8.5.0 - All Users

  • Accounts
    • Fixed an issue that resulted in an error when opening a deposit request for a Prospect matter.
    • Opening Balances - fixed an error that happened if you had an opening disbursement but no other opening balances for a matter
    • Modified the Bank Reconciliation review window such that when the bank rec dates are changed, check for any excluded transactions that need to be un-excluded from the view.
    • In Bank Reconciliation, changed the sort order on the Transactions tab from transaction date to entry date
    • Fixed an issue affecting the bank reconciliation final report when statements are imported from .ofx files.
    • Modified the behaviour of the Bank Reconciliation function to prevent a bank statement from being deleted if any lines have been reconciled and not reversed.
  • Client Details and Documents
    • Modified the Contacts window to remove the comma where only one field name populated
  • Elodge & Forms
    • Fixed an issue that prevented the merging of a form if Show All Persons was ticked.
  • Questionnaires -
    • Modified the BSQ to remove reference to adverse information time frames.
  • Templates & Letter Merges
    • Fixed an issue that resulted in letter/template merging for some users freezing mid-process.
  • Other
    • Fixed an issue affecting Training and Student versions of Migration Manager that resulted in databases disk size not being periodically compressed.
    • Fixed an issue that resulted in an error message for some users when performing a backup
    • Fixed an issue affecting the screen size of the Create a User Account window
    • Other fixes and improvements.

8.4.9 - Beta Testers (includes 8.4.6 to 8.4.8 released to internal testers only)

  • Accounts
    • Add native support for Statutory Deposit Accounts. For instructions on how to use the Statutory Deposit Account feature please see: How to Make a Statutory Deposit
    • Modified the wording that appears on a Statement of Services to make it clearer what payments were made by Client/Trust to Office Transfers
  • Client Details and Documents
    • Add additional fields for relationship dates in the Relations tab.
    • New fields added to Business Sponsor for the updated BSQ
    • Added ASEAN Summit 2018 to Events option for 408 links
    • Fixed a bug affecting some users when clicking the Go To button on the cover page for a secondary applicant.
    • Fixed an issue where multiple adopted child entries caused an error in the relations window.
    • Fixed an issue where PDFs that had been created from a word document were not always showing for some users.
  • Elodge & Forms
    • Modified the PDF Forms Downloader to increase stability and performance.
  • Emails
    • Modified the email capture system to improve stability and fix an error/crash experienced by some users when running email capture (please contact the support team if you still have issues with email capture after this update).
    • Modified the email capture user settings window to speed up the opening for users with large numbers of outlook folders.
    • Fixed an issue where the Network or Local settings option was not being retained.
    • Email capture no longer shows a warning about using 64bit Outlook
    • Modified the email icons for received and sent emails
    • Modified the Email Capture history log to only keep the last 500 log entries per user
  • Portal and Progress Items
    • Fixed an issue where changes to a sponsor's name or email address was not updating immediately in the Portal.
  • Preferences and Settings
  • Questionnaires -
    • Release of CIQ Version 10.5.6 including:
      • Modified fields relating to relationship dates
      • Modify the wording of the 457 employment history to ask for more information
    • Release of BSQ Version 9.1.1
      • Part (2) Added additional sponsorship types
      • Part (4) Move location of Industry type field so it can be longer
      • Part (4) Add section and table for Webpage (shows for 457s only)
      • Part (4) Modified wording of Start Date to state: Business Australian trading start date
      • Part (4) Add company secretary as an option to owner role section
      • Part (4) Add ability to have multiple franchises
      • Part (4) Add question about Tax Exemption
      • Part (6) Add question about length of trading
      • Part (6) Add in budget section (appears if trading less than 12 months)
      • Part (6) Major rewrite of the financials and training section. Depending on the answers to questions 6(a) and 6(b) columns in the financials and training will appear/disappear;
      • Part (7) added fields for number of Other Temporary Workers and Permanent Residents
      • Part (8) Move question about previous sponsorships here
      • Part (8) Move question about previous applications here
      • Part (9) Added questions in relation to recruitment cost
      • Part (9) Remove question about migration law investigation
      • Part (9) Add question about court findings
      • Part (9) Remove question about Employment law breach
      • Part (9) Add question about competent authority
      • Part (9) Remove question about contraventions of other laws
      • Part (9) Add question about investigations
      • Part (10) Add question about number of nominations and question about justification
      • Part (10) Replace employment location with new multiple employment location section
      • Part (10) added yes/no and detail question about licencing and registration.
      • Part (10) added questions about relationship to owner/director
      • Change labels that say Business to now say Business / Organisation
  • Templates & Letter Merges
    • Add merge fields for Client/Trust deposits for total requested, total received, and outstanding.
    • Added merge fields for Events
  • Other
    • Added additional diagnostic details to the About window and Help functions
    • Other fixes and improvements.

8.4.5 - All Users (includes 8.4.4 and 8.4.3 previously released only to testers)

  • Accounts
    • Modified a number of the Accounts Report filter fields to set the start date to default to the start of the current month.
  • Client Details and Documents
    • Remove the redundant hyperlink from the Sponsors tab in nominations.
    • Fixed an error that occured for some users when adding sponsorship etails on the visas tab of a sponsored person.
  • Elodge & Forms
    • Fixed an issue affecting the download of Forms from Legendcom post the Legendcom redesign.
    • Ongoing fixes and improvements. These fixes actually get rolled out continuously behind the scenes (sometimes daily) and do not form part of the program updates.
  • File Notes
    • Fixed an issue where clicking the + button in the Filenotes tab was opening a file note for the current active file as oppossed to the file currently in view.
  • Portal and Progress Items
    • Updated the Progress Items to include Biometrics (multiple matter types) and Police Clearances (for 457 visas).
  • Questionnaires - Release of CIQ Version 10.5.5 including:
    • Refined the wording and operation of the question about paying for sponsorship
  • Reports
    • Added a report field for "Most Recent Summary Note Review Date" and removed NextFollowUpDate field.
  • Other
    • Added additional category options when creating new matter types.
    • Fixed an issue where the View Latest News link in snapshot was not working for some users.
    • Modified the behaviour of the excel export option on the Open Window.
    • Fixed an issue which caused an error when some users attempted to modify an RMA's details.
    • Other fixes and improvements.

8.4.4 - Internal Test Release (to be included in 8.4.5 for All Users)

  • Other
    • Fixes and improvements.

8.4.3 - Released to Beta Testers

For Beta Users

  • Accounts
    • Modified the behaviour of bank reconciliation such that undoing the last reconciliation will also now undo transactions which had been excluded.
    • Fixed an issue which allowed the printing of a Client Receipt even if it was out of balance. The receipt must now balance before it can print.
    • Fixed an issue where dates were not displaying the correct UTC adjusted time in the Client Account tab for some users.
    • Fixed an issue where the latest Trust Accounting templates were not downloading for some users.
  • Client Details and Documents
    • Added new fields for updated CIQ including registration licence number and licencing English language requirements.
    • Added new fields to Business Sponsors including:
      • Details Tab: Tax Exemption status, Financial Year end date.
      • Staff: Fields for recording number of permanent residents and number of Temporary Activity employees.
      • A new Training Expenses Tab to record Training Fund Contributions and the detailed breakdown of other training expenditure.
      • Information (adverse): New fields to handle the new 457 Sponsorship and Nomination adverse information questions.
      • Nominations Tab:
        • The window has been expanded to handle additional tabs and grid columns.
        • For Sponsorships: Fields for recording Group ID and Group Name if it is a Temporary Activities Sponsorship.
        • For Nominations: A new Location tab for recording all employment locations plus contact persons.
        • For Nominations: A new Business Relationships tab for recording relationships between directors/owners and nominated individuals.
        • For Links: a new Events tab for subclass 408 visas for events such as Commonwealth Games and Rugby League World Cup.
    • Added an option to the DIBP tab to auto tick (or not) all elodge declarations.
    • Fixed an issue in the Nominations tab where 403 and 408 links were not displaying the associated Sponsorship in the grid.
    • Removed the old ASCO columns from the nominations occupation templates grid.
    • Fixed an issue where deleting a passport was leaving the passport number against visa records. Delete the passport will now also delete the passport details from the visa records/
  • Elodge
    • Ongoing fixes and improvements. These fixes actually get rolled out continuously behind the scenes (sometimes daily) and do not form part of the program updates.
  • Emails & Document Inbox
    • Fixed an issue where the deduplication functionality was hiding documents of the same name but different document type. These will not be hidden.
    • Modified the email capture to prevent triggering the Outlook security warning for some users.
  • Letter/Document Merge
    • Fixed an error some users were receiving when trying to download updated Templates letters.
  • Portal
    • Modified the Portal website so that all dates are formatted the same.
  • Preferences and Permissions
    • Added an option in the DIBP preferences tab to enable/disable the default auto-tick declarations setting.
    • Added additional password options including password expiry and various other options.
    • Added a User Permission to allow specific users to set user permissions, edit and delete users and edit passwords (no longer restricted to just the Administrator).
  • Questionnaires - Release of CIQ Version 10.5.4 including:
    • Fixed an issue that resulted in the Email To button showing for the Temporary Sports Questionnaire when sending the Questionnaire via the Portal.
    • Fixed an issue where the 457 Questionnaire was only asking for current residential address
    • Modified the questions about paying for sponsorship
  • Reports
    • Added a report field for "Most Recent Summary Note".
  • Other
    • Removed the warning about using 64bit Outlook (we still don't officially support 64bit Outlook but as of Office365, 64bit Outlook seems to work fine with Migration Manager - earlier versions may still be incompatible)
    • Fixed an issue where changing the matter ID would result in a file in use warning for some users.
    • Fixed an issue where creating a migrant file without a surname would create a blank sponsors file.
    • Fixed an issue which resulted in Adobe Reader DC causing Migration Manager to crash for some users.
    • Other fixes and improvements.

8.4.2 - All Users

For All Users

  • Accounts
    • Fixed a bug preventing the viewing and printing of previously created Deposit requests
    • Fixed an issue with UTC affecting the date shown in the client account view for some users
    • Fixed an issue where the Trust Account cashbook payment Report not showing bank account details correctly for EFT rows
    • Fixed an issue affecting the Trust Statement Report filter options and results
    • Fixed an issue where the Client Account receipt was including extra information only required by Trust Account users
    • Modified the Fee Performance Report to exclude time entries that still had the timer running against
    • Fixed an issue where invoices invoiced to and paid by a sponsor where not showing as paid in the table for some users
  • Client Details and Documents
    • Added the New Zealand Stream option to the Subclass 189 Visas
    • Fixed an issue that resulted in multiple message boxes appearing if you closed a file that was connected to the Portal
    • Fixed an error which was occuring for some users when clicking the Lookup ABN hyperlink in Sponsor matters
    • Fixed an issue which affected the conversion of multiple Word Document in to separate PDFs
    • Fixed a bug affecting the changing of the view between Applicant and Sponsor tabs
    • Modified the behaviour of the progress items tab such that focus now remains on an item when marking it as complete and attaching a document instead of setting focus on the top item
    • United Nations added as option in the Country field for passports
  • Emails & Document Inbox
    • When manually adding an email to the Email To window it will now automatically insert the ; so that outlook recognises the email address
    • Arrow keys now work when trying to scroll for emails in Document Inbox
  • eLodge
    • Release of fixes for 1 July changes (most of the visa types should now be filling out correctly, but if you find an issue please do let us know - note that we will shortly be releasing an updated Questionnaire which contains new fields for all of the 457 Sponsorship and Nomination changes)
  • File Notes
    • File note headings are now UTF8 compatible
  • Portal
    • Modified the Portal website so that all dates are formated the same
    • Improved the handling of the messages which show in Migration Manager when a user tries to activate the Portal for a matter where no RMA has been appointed
    • Increased the amount of time the program will keep trying to upload a document before reporting an error (for those who have poor internet connections)
  • Questionnaires
    • Added an option to the CIQ button in Migration Manager for Sports Activity
  • Reports
    • Fixed an issue where reports was unable to filter by today's date in certain scenarios
  • Other
    • Modfied the behaviour of the of the Progress Items template window such that if you edit an item in the grid, the window no longer returns you to the top of the screen
    • Fix for users affected by a recent update to Microsoft Office which was causing an error in Migration Manager
    • The New matter window now sorts by the MatterID by default
    • Fixed an issue that prevented some users from being able to log a support call
    • Other fixes and improvements.

8.4.1 - All Users

For All Users

  • eLodge
    • Backend changes to handle 1 July immiAccount changes. These are needed prior to us being able to roll out the field filling changes.
  • CIQ Questionnaire
    • Version 10.5.0 of the CIQ has been released containing the following changes
      • Modified travel question and instructions for 457 Visas
      • Modified address instructions for 457 visas
      • Added Licence Number to occupation registration of primary applicant and spouse
      • Add English Langauge requirement question and details section to licencing for primary applicant
      • Wording change for family sponsor residential circumstances question
      • Add Sport Participation visa option to the intent dropdown
      • Fix bug with fields hidding in Australian Activity
      • Fix issue with conflicting children's employment instructions showing for temporary visas
      • Remove Israel from the Polio based question in travel
  • Other
    • Fixed a bug affecting some of the User Manual links
    • Fixed a bug affecting the linking function for temporary activity sponsorships for some users

8.4.0 - All Users

For All Users

  • All the features listed 8.4.0 plus those released in 8.3.9 and 8.3.7

For BETA Testers and All Users

  • Accounts
    • Added the ability to group search results by deleted status.
    • Added tracking of who deletes time and fee entries.
    • Added additional information to the BAS reports to show specific breakdown details of disbursement expenditure.
    • Modified the accounts menu button ordering to group similar actions together.
    • Modified the Outstanding Invoices and Debtors Statement to include adjustments in the invoice total instead of the amount paid.
    • Modified the Fee Earner performance report to show further details in the efficiency calculations.
    • Fixed an issue with the export to Xero where an error occurred if there was a reversed invoice with a $0 entry.
    • Fixed an issue preventing the reversal of transfers applied to draft invoices.
    • Fixed an issue that caused an error if you clicked a report grouping in the report window.
  • Client Detail
    • Added a field to the Business Sponsor matter type to allow you to record the entities EOFY date. Note that by default the system will regard the EOFY as 30 June unless otherwise specified.
  • Documents
    • Added a maximise and minimise button to the documents tab main window. Clicking maximise will now make the documents tab go full screen and show all columns (screen size permitting).
    • Added an icon to show which emails included attachments.
    • Major speed improvements made to the Document Reconcile function.
    • Fixed an issue which disabled the delete button if a document had been opened in edit mode during the current session.
    • Fixed an issue which prevented the deleting of newly created folders using the delete button.
    • Fixed an issue affecting the drag and dropping of documents in to subfolders.
  • Elodge
    • Added 407
  • Emails
    • Speed improvements have been made to the Email Capture process which should result in heavy users of email capture seeing improvements in the opening of Email Capture and the capture process itself.
    • Fixed an issue where a sponsor's contact was not showing the alternative email address in the Email To window.
    • Fixed an issue where File Creation date was not being added when an email was converted in to a matter.
  • File Notes
    • Fixed an issue that prevented some users from being unable to un-highlight previously highlighted text (via the right click menu options).
  • Reports
    • Added report fields for Stream and Category.
  • Other
    • Speed improvements have been made to the Open window.
    • UX improvements to the login window when incorrect passwords have been entered.
    • Improvements made to the Beta Testing Feedback form. For instructions on how to use this function, see: Beta Testers - How to Provide Feedback

8.3.9 - Released to Beta Testers

  • Accounts
    • Fixed an issue in the training version where Accounts reports were not generating for some users.
  • Client Detail & Documents
    • Modified the behaviour of linking/nominating 407 matters in a business sponsor. It is now listed as a nomination and not a link.
    • Fixed an issue where changing the marital status of a spouse within the relations tab was not always saving.
  • Documents
    • Major speed improvements made to new documents tab to increase loading speed for mattes with thousands of documents.
    • Added a user preference to set the documents tab to default to either flat or tree view. For instructions on how to set this see: Documents Tab User Preferences
    • Significant speed increase made to the Email To window when opened from the Documents tab.
    • Added a keyboard shortcut for Search. Clicking Ctrl + F will now take you straight to the search window and set focus on the search field so that you can just start typing. This is the same user behaviour as you find in Word, Chrome etc.
    • The column width has been decreased so more columns are visible when opened in non maximised view.
    • Clicking CIQ no refreshes Documents tab
    • Fixed a bug where clicking the scroll arrow opened the first document.
    • Fixed a bug that resulted in thumbs.db files showing for some users.
    • Fixed a bug where temporary files were visible for some users when merging documents.
    • Fixed a bug affecting the drag and drop of files on to the documents tab right hand panel.
    • Fixed a bug which required the double clicking of the Tree/Flat view button to change views.
    • Fixed a bug affecting the Clear Search button.
  • Emails
    • You can now type an email address directly in to the Email To window (just remember to have the ; symbol at the end for it to commit).
    • Modifed the Email To window to now close when you click 'Create Email'.
    • Clicking Email To no longer refreshes the Documents tab (should increase speed significantly)
    • Fixed an issue where the business sponsor's email address was not showing when opening the Email To window in a Sponsor file.
    • Fixed an issue which resulted in the new Email window opening slowly if the documents tab contained thousands of documents.
  • Preferences
    • Added a user preference to set the default view of the Documents tab as either Flat or Tree view.
  • Other

8.3.7 - Released to Beta Testers

  • Accounts
    • Trust Accounting Ready - Migration Manager now meets the requirements of the Legal Practice Rules to be used as  Trust Accounting software.
    • Added Bank Reconciliation functionality. You can now import your Client/Trust bank account statements in to Migration Manager and reconcile the Trust/Client Account. For instructions on how to perform a Bank Reconciliation, see: Bank Reconciliation
    • Added Trust End of Month Reports, see How to run the End of Month Procedures
    • Added options to the Accounts main menu button to access Reconciliation and EOM functionality.
    • Fixed an error message that users received when opening accounts if the matter type was set to Subclass 400 - Australia's Interest stream
    • Added handling of BPAY to Accounts for payments to DIBP.
  • Client Detail & Documents
    • Released a completely new Documents tab designed to act and work like a normal windows explorer window, but also give users the ability to retain a chronological view of all documents on a matter. For instructions on how to use the new Documents tab, see: How to use the Documents tab menu option
    • Fixed an issue which prevented the language of Kelantan-Pattani Malay being selected.
  • Emails
    • New 'Email To' interface designed to make it easier to add addresses and documents to an email at the point of creation. For instructions on how to use the new Email functionality, see: How to Send an Email
    • Improvements made to Email Capture's matching process to handle emails where the matter reference has been changed in Migration Manager.
    • Fixed an issue which prevented some users from being able to edit their Excluded Subjects list
  • File Notes
  • Forms & eLodge
    • Fixes to various forms and elodge applications.
  • Letter & Template Merge
    • Modified Accounts merge fields to handle BPAY
  • Portal and Progress items
    • Ticking an item as Done in progress will now mark all attached documents as 'complete' and removed them from the Document Inbox.
    • Fixed an issue where the Portal Activation for Sponsors was giving a "no email address error" if there was no email on the Business tab - it now only needs an email address on the cover page.
    • Fixed an issue where the Portal website was not showing the correct number of how many documents had been uploaded.
    • Added a copy button to the Portal URL. For instructions on how to use the url to add the Portal to your website, see: Add the Secure Client Portal to your Webpage
  • Preferences & Permissions
    • Added a tab to Preferences for the new Online Assessments Webleads setup. For instructions on how to setup the Online Assessments Webleads see: Setup Online Assessments in Migration Manager
    • Added a tab to Preferences for the obtaining the URLs and setting the Online Assessment Terms and Conditions. For instructions on how to setup the Online Assessments on your website see: Add an Online Assessment to your Webpage
    • Added the ability for users to be given permission to delete a file instead of it only being an Administrator role
    • Added the ability for users to be given permission to restore deleted file notes. For instructions on how to set this permission see: User Level Permissions - File Notes
    • Added the ability for users to be given permission to change a File Reference instead of it only being an Administrator role. For instructions on how to set the user permission and change a matter reference see: Changing Matter Numbers
    • Added user permission to perform Bank Reconciliation and undo Bank Reconciliations. For instructions on how to set these, see: User Permissions needed for Bank Reconciliation
  • Questionnaires
    • Fixed an issue that prevented some users being able to export data in to a questionnaire.
    • New CIQ version 10.4.4
      • Change partner visa employment question to ask for employment since birth.
      • Added additional English Language tests.
      • Updated Visa lists.
  • Reports
    • Fixed an issue where the ClientRMA was showing for Business Sponsors.
    • Added pre Billing Guide to Accounts Reports.
    • Added Client/Trust Statements to Accounts Reports.
    • Added End of Month Reports for Trust Accounting.
    • Added Audit Report as part of End of Month.
  • Webleads & Online Assessments
    • Released a new Online Assessments & Contact Us Webleads system that enables you to add assessment web questionnaires to your website. For instructions on to setup the new Online Assessment Webleads see: Weblead Settings
    • Added a tab to Preferences for the obtaining the URLs and setting the Online Assessment Terms and Conditions. For instructions on how to setup the Online Assessments on your website see: Add an Online Assessment to your Webpage
    • Complete rework of the Webleads import system to handle the new Online Assessments. For instructions on how to import Webleads received via the new Online Assessments, see: Receiving and Reviewing Webleads
  • Other
    • Migration Manager now handles relative paths such that each instance of MM now no longer needs the exact same file mappings as every other instance.
    • Migration Manager now works natively with virtual drives such as ExpanDrive.
    • Fixed an issue which allowed a space to be added to a Matter ID at time of creation.
    • Reworked the Log a Support Call functionality to improve attachment handling. For instructions on how to use the new Log a Support Call, see: How to get Support
    • Other minor bug fixes and enhancements.

8.3.6

  • Emails
    • Fixed an issue affecting email capture where emails not being automatically assigned correctly if two files had similiar base reference numbers i.e. TEST0001 and TEST0001A
  • Questionnaires
    • Fixed an issue affecting the merging of a questionnaire that caused some date fields to be affected.
  • Other
    • Other minor bug fixes and enhancements.

8.3.4

  • Accounts
    • Modify the wording in the Fee Code schedule to indicate that Fees are for all types of matters and not just visa applications.
    • Fixed a bug affecting time recording where a matter which by default was to exclude tax a fee item was showing as including tax if a Fee Code had not yet been selected.
  • Client Detail
    • Added 'Seasonal Worker' as a stream to the Subclass 403 Matter Type.
    • Fixed a bug which caused an error if a saved document did not have a receipt date.
  • Emails
    • Improvements made to Email Capture's handling of Outlook being open or closed.
    • Improvements made to Email Captures handling of multiple attachments which have the same name.
    • Fixed a bug which was resulting in duplicate emails appearing in the Document Inbox.
    • Fixed a bug which was resulting in Migration Manage appearing multiple times in Windows Notification control settings.
  • File Notes
    • Fixed a bug which showed completed file notes in the Filenotes window even if 'hide completed file notes was ticked'.
  • Forms & eLodge
    • eVisa is now eLodge.
    • Forms 1194 and 1399 have been added to the PDF Form Filler.
  • Portal and Progress items
    • Marking a document as 'Complete' in the Document Inbox no longer takes you back to the top of the list.
  • Questionnaires - new CIQ version 10.4.3
    • Fixed an issue with ID documents and English Test results not importing properly from old Questionnaires (version 9 CIQ).
    • Fixed an issue affecting the import where of a relative who was only listed as a guardian was not importing all the bio data of that person.
    • New CIQ version 10.4.3
      • Change of wording of temporary questionnaire travel question.
      • Added option in Office Use Only to enable Portal Upload Instructions (and hide email instructions).
      • Modified family sponsor section to better handle 590 visas.
      • Fixed an issue with some countries not showing in the visa history list.
      • Fixed an issue with the character section in family sponsor not showing properly.
      • Added United Nations to country dropdown lists.
  • Other
    • Speed boost to the opening of the Preferences window.
    • Upon start up, Migration Manager will now detect if the user's computer has incompatible date format settings and warn the user that these settings need to be changed in order for Migration Manager to work. Instructions on how to modify your computer's date format settings can be found at: How to change your Computer Date format.
    • Fixed a bug that affected the creation of a new user where the initials were greater than 4 characters.
    • Fixed an issue affecting Batch Import where the import data contained details of an Office not set up in Migration Manager.
    • Added an option in the Help menu to book further training.
    • Other minor bug fixes and enhancements.

8.3.3

  • Accounts
    • Added Estimated Time for each Block of Work
    • Added an option to the Accounts Summary Page to import default figures from the Schedules for Estimated Fee and Estimated total hours
    • Fixed an error received when trying to generate invoices with reference number of more than 10 digits
    • Fixed an error with the time recorder that affected some users when switching day views
  • Client Detail
    • Added new Sponsorship options to the Business Sponsor tab
    • Added new Visa and Stream types to the cover page for subclass 400, 403 407, 408, 188
    • Added new Sponsorship/Nomination category and matter types to the cover page
    • Added additional questions to the Business Sponsor matter type for adverse information, labour hire and associated costs
    • Added a question for incapacitated for work for included dependants
    • Added MINITRAC to the list of available Skills Assessing bodies
    • Modified the gender question to now handle 'Other'
    • Added additional fields to the Intended Employment tab
    • Add expiry dates to ID Documents
  • Emails
    • Fixed an issue preventing auto matching on reference numbers in lowercase
  • File Notes
    • Fixed a bug that prevented some users from deleting file notes
    • Fixed an issue that resulted in the cover note on a sponsors file not showing
  • Progress &  Portal
    • Added checklist for new visa and sponsorship types
    • Fixed a bug which affected the naming of files received via the Portal with Chinese characters in the title
  • Questionnaires - new CIQ version 10.3.8
    • Added additional age bracket for dependents over the age of 23
    • Added a question for incapacitated for work for included dependants
    • Modified the gender question to now handle 'Other'
    • Add expiry dates to ID Documents
  • Templates & Letters
    • Added merge fields for new Estimated Block Times
    • Fixed a bug which prevented some users from using the scroll bar in the templates list
    • Fixed a bug which affected the merging of fields in the footer of some documents
    • Fixed a bug which affected the merging of combined street fields within a table
  • Other
    • Speed boost to the export to PDF options
    • Speed boost to the PDF Forms bug reporter
    • The old snapshot now correctly shows the last date of email capture
    • Other minor bug fixes and enhancements.

8.3.1

  • File Notes
    • Fixed a bug that affected the auto saving of a file note for some users.

8.3.0

  • Accounts
    • Added functionality to handle Paypal surcharges for Disbursements and Receipts
    • Added a Time Billing Report
    • Fixed an issue that affected export to Xero if an invoice had a non numeric number
    • Fixed an error when creating an Office Receipt with a Credit Line with a Credit Card Surcharge
    • Fixed an issue where invoice adjustment dates were not printing
    • Fixed an issue with invoices and multiple adjustment lines
  • Client Detail
    • Increase the size of the Refresh, Active and Time Record buttons
    • Added a field to the vsias tab to allow the recording of country of visa
    • Boat ID can now be searched for via the Open window
    • Fixed an issue that restricted the ability to search via Sponsor Matter ID for some users in the Open window
    • Added additional options and fields to the Future >Funds tab to record difference sources of funds (primarily for Student Visas)
    • Added additional fields to the Future > Intended Employment tab
    • Modified the Employment tab to now have a dropdown for Industry Type
    • Added fields to the Health Insurance section for the recording of the Policy Number
    • Back end code improvements to make the Client Detail window open quicker for more users
    • Added Subclass 500 - Student Visa (Subsequent Entrant) as a matter option
    • Fixed an issue which was restricting the searching of documents in the Documents tab if the file was read only
    • Modified the wording of the Character Questions relating to the overstaying of visas
    • Added fields to the Health tab for the recording of a reason for a Hospital Visit
    • Fixed an issue which was resulting in the Sponsor Name not showing in the New window
    • Fixed an issue that prevented some users from being able to delete a client's profile picture
  • Emails
    • Modified the email send option to now always use Outlooks default email address instead of the default Data file
    • Fixed an issue that was preventing the DIBP Client Number from being inserted in to the email subject line for some users
    • Email Capture: Added a User Preference option for default grouping view
      • Added grouping email grouping option to sort capture emails chronologically and reverse chronologically
      • Modified the auto capture to handle computers which used alternative date formats
      • Added an option to the email capture user preferences window to exclude by Subject line
      • Exclusion rules are now operational for manual capture
      • Exclusion rules can now block internal email sent using exchange
      • The manual capture window now remains on top even if Migration Manager is minimised
      • Selected capture now has an option to treat all emails capture from a folder as the same type of item (i.e. email sent or email received)
      • Fixed an issue affecting the matching and saving of duplicated emails
  • eVisa
    • Updated to handle new fields added to Migration Manager
    • Fix an issue where eVisa was not handling commas in salary figures
    • Other bug fixes and enhancements.
  • File Notes
    • Added an autosave feature to file notes
    • Fixed an issue which resulted in part of the reminder window not showing correctly for some users
    • Fixed an issue affecting the printing of file notes for some users
  • Letters & Documents
    • Fixed an issue where embedding a letter in to the body of an email changed the font
    • Add merge fields for PayPal surcharges
    • Change the Visa Applying For merge field to now be Matter Type/Visa Applying For
  • Progress &  Portal
    • Added an option in Portal Preferences for firms to put a link for their Privacy Policy on the Portal
    • Added an option in Portal Preferences for firms to add and edit their own terms and condition
    • Fixed an issue which affected the saving of Progress Items with an apostrophe in them
    • Fixed an issue affect the Decision workflow launched from the Progress tab
  • Questionnaires
    • Released CIQ Version 10.3.4 which contains
      • Changed wording for date of first arrival for sponsor
      • Change student visa to now ask for intended Australian location, longer travel history, parent details, all visa history and modified the Address instructions, Children questions, Parent section, Financial support section and Employment section.
      • In employment, switch business type to industry type dropdown for PA, Spouse, Child, Dependents
      • Add country of visa field to Visas question
      • Change visa type to a text field for non Australian visas
      • Add reasons dropdown to hospital visits
      • Change relationship start date question text to now read "When did you start this relationship"
      • Changed education question for most PR visas to now match Form 80
      • Modified the assets and liabilities dropdown options for business skills
      • Add policy number field to insurance
      • Add visa type field for non-Australian visas
      • Modified wording regarding visa overstaying question in character
      • Added new sections for non included dependant's health and character questions (shows on Full only).
    • Modified the CIQ import to fill out relationship start date instead of relationship commitment date
    • Fixed an issue with BSQ import not finding suitable matches of existing applicants and nominations
    • Fixed an issue where subsequent BSQ imports was not updating existing position details
  • Reports
    • Added a Time Recording report
    • Fixed an issue which was causing very large reports to timeout during generation
  • Tools
    • Added a Conflict Check tool that can be used to search Client Names, Applicant Names, Contacts and Relatives and save a report of the results to a matter.
  • Other
    • Speed improvement on searching for secondary applicants via the Open window
    • Improvements to the menu interface to prevent menus from not showing for some users
    • Fixed a bug that affected Migration Manager if the user's legendcom subscription has expired
    • Make it possible to separate RMA and Email addresses against a User/RMA profile
    • Other minor bug fixes and enhancements.

8.2.8

  • Accounts
    • Fixed some bugs which caused an error for some users when trying to generate a matter statement of services, print an adjusted invoice, create a deposit request, generate a client fund receipt or print a BAS Value report.
  • Client Detail
    • Minor modification to the owners tab of business sponsors to now have the 'role' field as a combo box as oppossed to a plain text box.
  • Emails
    • Modified the auto capture window such that if you now select and try to match multiple emails you will now receive a warning to confirm that you want to do this, but only if you select more than 20 emails (i.e. you accidently managed to select everything in a section).
    • Fixed a bug which was resulting in the auto capture matching emails based on email address even though that email address was recorded on multiple files when a new file was created.
    • If you perform a manual capture, you will now be prompted to refresh the view so that it updates.
  • File Notes
    • Fixed a bug that was affecting the creation of calendar appointments when a file note is created without a client file being open.
  • Progress &  Portal
    • Fixed a bug which caused an error when deleting large groups of progress items.
  • Reports
    • Added a record of document deletion to the System Log report.
    • Fixed an issue where some users received an error running a report on completed progress items.
  • Other
    • Other minor bug fixes and enhancements.

8.2.7

  • Accounts
    • This update sees the introduction of the handling of Credit Card Surcharges on:
      • Deposit Requests: The deposit request form will now calculate the expected surcharged on disbursements such as VAC charges;
      • Disbursements: The disbursements record now includes provision for recording the payment surcharge as a seperate line item;
      • Client Account Receipts: If you receive a deposit in to your Client Account via Credit Card, the receipt will now calculate and record the applicable credit card surcharge;
      • Office/Operating Account Receipts: If payment of an invoice is made directly in to your operating account, the receipt will calculate the applicable surcharge and update the invoice being paid accordingly;
      • Client Account Payments: If you make payment out of your Client Account via a credit card,the Payment record now includes provision for recording the payment surcharge as a seperate line item.
    • Modified the Program Preferences to allow users to specify a default charge code for Credit Card Surcharges.
    • The receipt templates have been updated to handle the new surcharge features.
    • Modified the Accounts search tool to fix an issue that prevented you being able to filter deposit requests by date.
    • Fixed a bug which affected timesheets for those still running SQL2005 - please note that support for SQL2005 is due to be phased out soon. Please speak to your IT about upgrading your system.
    • Fixed a bug in Accounts reports which affected the date range filter of the Trust Account Cashbook and Trust Receipts Cashbook reports.
    • Fixed a bug that resulted in certain users receiving an error if they set a disbursement as Not Billable.
  • Client Detail
    • Added Citizenships as a Matter type.
    • Fixed a bug which was resulting in the Documents tab showing temp and thumbs.db files.
    • Fixed a bug which resulted in an error when saving nomination templates with long names.
  • Emails
    • Modified the auto capture window such that if you now select and try to match multiple emails you will now receive a warning to confirm that you want to do this.
    • Fixed an issue where manually captured emails were not being cleared at the end of the selected storage and monitoring period.
    • Fixed an issue where the auto capture was not excluding certain emails which had been marked for exclusion.
  • Document Merging
    • Fixed an issue where Dependent1 merge fields showed the same data as Spouse.
  • Progress &  Portal
    • Added an Antivirus requirement and help tool to assist users identify what antivirus they have installed.
    • Added an option for users to link and display their privacy policy on their Portal webpage.
    • Added checklists for citizenship.
    • Fixed an issue where Subcalss 600 checklists included incorrect items.
  • Reports
    • Added a record of document deletion to the System Log report.
    • Fixed an issue where some users received an error running a report on completed progress items.
  • Other
    • Fixed an issue which prevented the changing of the name and email address of users.
    • Added ANZSCO field as a searchable option on the Open page.
    • Other minor bug fixes and enhancements.

8.2.6

  • Accounts
    • We have added new Invoice templates that now include a section at the start that provides a simple Statement of Account summary. Feedback suggests this modification will make invoices easier to understand.
    • Modified the Tax Code description wording to be easier to understand
  • Client Detail
    • The Business Sponsor matter type has been updated to now include fields for Trusts, Business Owners and Adverse Business Information;
    • Documents tab reconcilliation has been sped up.
    • Documents tab reconcilliation has been changed to account for slow dropdox/box/google drive syncing. Going forward if the reconcilliation detects that a document has been found on another computer previously but on the computer. running the reconcilliation, that document won't be deleted from the list but rather marked as 'not found'.
    • Fixed a bug that prevented the contact person's address town not saving.
  • Emails
    • Modified the way auto capture works to prevent the Administrator performing an email capture. The Administrator file should only be used for making modifications to preferences/permissions and not performing day to day activities.
    • Fix an issue that resulted in email capture matches not being updated on snapshot.
  • Progress &  Portal
    • A minor update to the Checklist templates has been made to cater for the new Student Visas.
  • Reports
    • Added a report that logs user activity in Migration Manager.
  • Other
    • There is a new User Manual. The links in Migration Manager have been updated.
    • The Open window has been modified to allow searching by Preferred Name.
    • Added additional fields to the RMA registration window.
    • Other minor bug fixes and enhancements.

8.2.5

  • Accounts
    • Modified the Accounts report window to make it easier to find the report you are looking for;
    • On the Accounts BAS Report, added N-T figures;
    • Added a new report providing details of the disbursements outlaid and whether reimbursements have been applied to cover those costs;
  • Client Detail
    • Fixed a bug which affected the ANZCO lookup window that set the cursor on the grid as oppossed to the search box;
    • Fixed a bug which let you type in the assessments grids when you hadn't yet created a row;
    • Fixed a bug which was hidding the question in Nominations about whether the terms and conditions of employment applied to australian employees;
    • Modified the name edit function for documents so that it only saves the changes when you click 'Save';
    • Visa applying for has been changed to Matter type throughout the program;
  • Emails
    • Modified the way auto capture works to deal with situations where Outlook takes a long time to download messages;
    • Modified auto capture to better deal with slow internet connections and timeouts;
    • Modified auto capture to now store emails from blocked domains and emails so that they can be unblocked and matched;
  • File Notes
    • Fixed a bug which was preventing the File Notes grid view from updating when you created a new note;
  • Progress  Portal
    • Added some direct link to the relevant sections of the new User Manual;
  • Questionnnaire
    • Fixed an issue where Questionnnaire export was not populating Sponsor travel history;
  • Reports
    • Added a report that logs user activity in Migration Manager;
  • Other
    • Added a new RMA/User window.
    • Fixed a bug which was preventing the Open window from remaining open if you ticked 'Leave Open';
    • Other minor bug fixes and enhancements.

8.2.4

  • Accounts
    • Modified the Opening Balances screen to only show applicable tax codes;
    • Add new rows to the Fees table for new Student Visas;
  • Client Detail
    • Fixed a bug which prevented the business start date being a date before 1/1/1900;
  • Emails
    • Fixed an issue which was not respecting the Use Document Inbox preference settings for manually matched emails;
  • Progress  Portal
    • The Portal can no longer be activated for a matter if there is no RMA listed on the file and your Portal Preferences are set that the RMA is the only person who gets notified that documents have been received.;
    • he Portal window has been modified to give you the ability to just see Documents or Tasks as an option;
  • Other
    • The RMA creation/editing window now prevents you from creating an RMA profile that does not have a linked User (an unlinked RMA profile can't receive notifications or documents via the Portal);
    • You will now receive a warning if you move a User to be linked to a different RMA and that results in the previous RMA having no connected User;
    • If the DIBP form refresh fails due to an internet connection issue, you will now receive a warning;
    • Other minor bug fixes and enhancements.

8.2.3

  • Accounts
    • Invoices have been updated to show a Qty column;
    • Fixed an issue for timesheets where the merging of unbilled entries was resulting in the amount field being set to zero. Now when you merge rows in the time sheet, it will take the fee code and fee amount of the top most entry selected;
    • Added a preference to set the default due date for Invoices;
    • Added a field to the Accounts Summary page of each file to over-ride the default invoice due date and set a specific term for invoices generated in the selected matter;
  • Client Detail
    • Fixed a bug in addresses which prevented a user from seeing another applicant's addresses if the currently selected applicant did not yet have any address entries;
    • Fixed a bug which affected the changing of the Began Relationship Date field;
  • Documents
    • Modified the documents view to be more efficient when filtering by folders;
  • Emails
    • Fixed an issue that was prevent the automated capture from seeing gmail sent folders;
    • Fixed an issue which was not respecting the Use Document Inbox preference settings;
  • File Notes
    • Added the ability to transfer file notes from one matter to another via the Other menu option;
    • Fixed an issue that affected Beta user being able to preview different file notes;
  • Progress  Portal
    • Modified the icon for documents so that it no longer looks like a tick box
    • Modified the document rejection process to better handle mutliple page files
  • Reports
    • Added Batch VEVO functionality to the reports system. It is now possible to perform a mass VEVO search based on report results via the Reports window
    • Added a filter option for Client/Trust Account reports to filter by Transaction Date or Recording Date;
    • Added a Portal Documents Received History report;
    • Added a Portal Documents Client Downloads History report
  • Other
    • Other minor bug fixes and enhancements including a speeding up of the login and loading stages.

8.2.1

  • Accounts
    • Added a new feature: Time Recording. Users can now record time entries via the newly added timesheet;
    • In the Accounts setup, the label for Set Application Type fees has been reworded to Set Matter Type Fees;
    • Modified the Aged Debtors Report to now be filtered by the 'As At' date;
  • Client Detail
    • Added a Timer button to the top right hand corner of the Client Detail window. Clicking this launches the Time Sheet window and adds and entry for the relevant matter;
    • Added a right click option to all of the applicant details which lets you copy the row and output the details in a text file;
    • Document Register has now been modified to save and record all documents in UTC time. Each user will see the Documents tab in the order of their local timezone;
    • Modified the Issuing Authority field in the Passport tab to allow longer entries;
    • Fixed a bug that meant that dates were not being exported correctly in to excel in the Visits tab;
    • Fixed a bug where the Primary Applicant was sometimes shown as having no relationship with other applicants;
    • Fixed an issue where selecting a Manager or Clerk sometime required multiple clicks;
    • Fixed an issue which prevented the Manager or Clerk from being manually removed from a file via the RMA tab;
    • Fixed an issue in Citizenship where changing the 'How Acquired' status didn't always save;
    • Fixed an issue where the Dept ID field for the Primary Applicant wasn't linking to the DIBP tab;
    • Fixed a bug where Business Sponsor correspondence town was not saving in certain circumstances;
  • Emails
    • Email capture has been completely changed. Emails are now captured via an automated capture and matching service;
    • Modified the email capture settings to now match based on Primary Applicants main and alternative email addresses;
  • File Notes
    • Added a user preferences window for being able to quickly edit this users Filenotes settings;
  • Forms
    • The Form filler window has undergone a face lift to remove excess wording/heading and make it clearer to see the key steps involved. The Form last downloaded date and Updater function hasve been made more prominent;
    • Various form updates
  • Portal
    • The Portal Window has been modified to now show everying in two vertical panels;
    • Added the ability for the Agent to upload documents to the Portal from the Documents tab;
    • Added the ability to link documents uploaded from the Documents tab to Progress items;
    • Modified the number of days that Migration Manager can retain a copy of documents on the Portal Server ;
    • Added additional client notification options for various events;
    • Added additional Portal email templates to preferences;
  • Preferences
    • Added an option to turn on password complexity
  • Questionnaires
    • Fixed an issue when merging a Questionnaire that resulted in too many parent fields being added;
    • Fixed an issue when merging a Questionnaire where a previously included Spouse had now become an ex-spouse
    • Fixed an issue when merging a Questionnaire where it didn't export Guardian relationship type
    • Fixed an issue when merging a Questionnaire where a child with no date of birth was being listed as over the age of 18;
  • Reports
    • Added a new Systems Report tab which shows reports for System and Audit logs
    • Fixed an issue where the field for Intended Lodgement Date was not returing a report value;
    • Fixed an issue which prevented reports from returing the file note dates;
    • Modified the Aged Debtors Report to now be filtered by the 'As At' date
  • Letters and Templates
    • Modified the merge fields for Family Sponsors to only use information from the relations tab of the Migrant file;
  • Snapshot & Tasks
    • Added a user preference window for being able to quicky edit this users Snapshot settings;
  • Other
    • Increased the number of files which show up in the Recently Opened menu dropdown. The list should also now being chronological order;
    • Added an audit trail to track adjustments to the Users and User Permissions;
    • In Schedules, the label for Application Type fees has been reworded to Matter Type Fees;
    • Added a new local backup function for those on Cloud;
    • Fixed a bug which affected searching for names which had a ' as the second character i.e. O'Shea;
    • Major improvement to the speed of the Checklist update stage of the update - note you want see the effect of this until the next update.
    • Other minor enhancements and bug improvements.

8.1.8

  • Forms - Fixes and updates for 80, 956 (Business Sponsor), 40SP, 47SP, 866, 929, 1359
  • Portal - Added the ability reject documents from all columns of the Document Inbox
  • Progress Items - Fix for an incorrect checklist showing for some users for Subclass 309
  • Progress Items - New entries created for the upcoming new Student Visas
  • Questionnairess - Fixed a bug affecting the re-import of a Questionnaire where the spouse had changed.
  • Other - Backend preparation for the next major update of Migration Manager (version 8.2)

8.1.7

  • Program
    • This update includes a major change to the base .Net environment MM works with. MM now requires that all computers have installed .Net 4.5 as a minimum in order for Migration Manager to work. For anyone who keeps their computers updated regularly this will not be a problem and you will most likely already have this windows feature already installed. Some users, so Migration Manager will, after this update, prompt them to install the .Net update.
    • Small Screen: The behaviour of Migration Manager has been modified for those using small screens such that the side bar and the bottom status bar will automatically minimise/maximise in certain circumstances to provide users with more screen real estate when looking at large pages within MM.
  • Accounts
    • Improved Invoice. The invoice form and template now includes a section for setting out the available Client/Trust funds and how much is intended to be transferred from the Client/Trust account to the Operating Account. Users will have the ability to use this on an invoice by invoice basis
    • Trust Account features. Migration Manager will soon have all the necessary accounting features to meet the requirements for Trust Accounting (there are still a couple of features to go live before we can call ourselves a Trust Accounting program). The features which have been added include:
      • Trust Account audit report Migration Manager now tracks changes such as the creation/deletion of files, changes to the type/category of the file and changes to residential/postal address of the client. This report can be run from Reports.
      • Reports now include Transaction Date and Recorded Date.
      • Preference to enforce Trust Account requirements. If you want to use Migration Manager's account system as a Trust Account you will need to tick this preference. From that point forward you will need to ensure that when using the Account system that certain information is recorded on the file to meet your Trust obligations.
    • Xero Integration. Xero integration is being rolled out to our Beta Testers and to allow that to happen the following changes have been made to MM. Most of these changes do not require users to do anything different to what they are now:
      • Modification of the Tax Codes to differentiate between expenses and income.
      • Modification of the Fees, Costs and Disbursements schedules, forms, invoices, deposit requests etc to handle the new Tax Codes.
      • A new General Ledger tab has been added to the Accounts preferences to record the GL Codes that correspond to Xero.
  • Client Detail Form
    • New Humanitarian Tab. If you set the Visa Subclass to one of the humanitarian visas you will now see a Humanitarian subtab under the Applicants tab. This tab is used for recording information such as Boat IDs, Ethnicity, Religion, whether the person has their own claims and what each of those claims are.
    • Documents Tab: Drag and Drop of files will now show the file creation/edited date in the Document tab as opposed to the date it was dragged and dropped on to the Documents tab.
    • Documents Tab: Tiff files and files with extensions in uppercase should now show in the preview window.
    • Documents Tab: Modified the wording of the document status items.
    • File Numbering: Fixed an issue where those using the file numbers involving years weren't seeing the file count reset when they created a new file in a new year.
    • Improved dropdown field behavior. With the upgrade to .Net 4.5 the dropdown fields for things such as Visa Subclass, Countries will now behave slightly differently (for the better).
    • Family Sponsor: fixed a bug that causes an error if there was an ‘ an in the family sponsor's surname.
    • Visa Subclasses and Streams list updated.
    • Occupations list updated.
  • File Notes. Based on feedback about the new File Note system we have made a number of minor changes to the way the system works
    • Send To: We have changed the way Send To works. Previously when you choose to send a file note to someone it marked them as responsible. This limited who you could send it to. Send To now no longer affects responsibility nor does a person have to be responsible for a File Note to have a copy sent to them. Instead the option to Send To  will now send a notice to any staff member into their Document Inbox that there is a File Note that they should look at. From within Document Inbox that user can then open and view the File Note.
    • File Note Comments: Fixed a bug which prevented some users from being able to delete a comment from a File Note.
    • File Note Cover Note: Fixed a bug which prevents some users from being able to edit the Cover Note. There is now a User Preference which you set to give users permission to edit the Cover Note (which can be set separately to the User Permission to edit a File Note).
    • File Note Preference: There are now Preferences that allow you to set the order of the File Notes to be able to show the most recent comment at the top of any File Note.
    • File Note Cover Note Preference: There are now Preferences that allow you to set the order of the Cover Note comments to be able to show the most recent comment first or to be able to only show the most recent comment.
    • File Note Screen Size: File Notes now work better on small screens. If you have a big screen (and your User Preference is set to open large file notes) Migration Manager will automatically open the File Notes at their maximum size (double the base size). If you have a small screen Migration Manager will now open File Notes at their base size and will at the same time collapse parts of the program side panel to give you more space.
    • File Note Titles: Fixed a bug which affected the title being updated based on the type of note being created.
    • Quick Parts: When you add a Quick Part to a File Note you will now have the option to update the title of the File Note;
  • Forms & eVisa & VEVO
    • Multiple eVisa field mapping updates. Note that our eVisa system is no longer updated as part of the main program update. Instead the eVisa system is updated silently in the background by the program on a near daily basis. If you have reported an issue with evisa field not filling out properly recently you should find that it has been updated and is working properly now. If not, please do let us know.
    • Fixed an issue for some users where the Forms downloader was trying to login in to VEVO.
    • Form 866 and Form 790 have been updated to utilise the information from the new Humanitarian Tab.
    • Other form fixes.
  • Portal (Beta Testers). The rollout of the Portal is gathering pace and we are adding more and more of those who signed up to be Beta Testers each week. If you’ve previously enrolled to be a Beta tester and haven’t received your invite yet, it will be coming to your shortly. To the Beta Testers who have provided your feedback, a big Thank You. Your comments and ideas have been very important to shaping how the Portal works. For those who would like to get early access to the Portal, you will need to come along to one of our upcoming seminars to find out more information.
    • Preferences: We have modified how your Portal subdomain names get set. The subdomain will now be based on Firm Names as recorded in the Firm Tab. Changes to your Portal subdomain can now only be made by Support.
    • Portal Download Page: Minor changes have been made to the menu options in Migration Manager to facilitate the downloading, reviewing and rejecting and documents received from the Portal.
    • Portal Web Page: Added the ability for users to upload multiple pages to an item listed in their Client Portal page. When these download in Migration Manager these items will be labelled the same but numbered.
    • Portal Web Page: Added extra layers of security with the addition of McAfee Secure certification.
    • Portal Web Page: Modified lock out behaviour for multiple incorrect login attempts.
  • Progress Items/Checklist
    • Added Paying for a Visa Sponsorship Declarations and Certification items to sponsored visas
    • Other minor modifications
  • Questionnaires
    • New version of the CIQ (10.1.13) that includes:
      • Partner visas will now ask additional address questions for Sponsors.
      • Partner visas will now ask for additional Sponsor’s travel history.
      • Child Visas: fixed an issue that hid parents and sibling questions for migrants under the age of 18.
      • Temporary Visas: Added questions about AusAid Sponsorship
      • Skilled Visas: For the Initial Consultation Questionnaire the address question ask for Australian addresses for the last 2 years if the intention is set to Skilled and current country is set to Australia.
      • Made English Language tests visible for short work visas.
      • Updated the list of Visa Subclasses.
      • Added superior and vocational to the languages skill level.
      • Added Military Training questions.
      • Changed previous relationships question for relationship type “Engaged” to now ask for date relationship began as opposed to date of engagement.
      • Modified the behaviour of the Questionnaire when you changing the type of the Questionnaire (removed some of the pop ups to make it quicker).
      • Modified the File Number question to handle numbers longer than 8 digits.
      • Other minor bug fixes.
    • Import: Better handling of information where a person does not have a date of birth or there is an ‘ in their name.
    • Import: Importing of the Questionnaire no longer results in old visas being automatically tracked in Snapshot.
    • Import: Better handling of Questionnaires which have been opened by programs other than Adobe Reader.
    • Import: Fixed a big which for some users affected the creation of Family Sponsors at the time of import.
    • Merge: Merged Questionnaires will now handle the new information for this Questionnaire update.
    • Merge: Fixed a bug which for some users resulted in some duplicate data upon the reimport of a merged Questionnaire
  • Reports
    • Added additional Accounts Reports
    • Fixed a bug affecting the reporting of Alternative References
    • Improved the speed of generating Reports which contain Progress Items
  • Snapshot & Task Inbox
    • New Snapshot: Has been modified to show File Notes which you have been sent that are in your Document Inbox.
    • New Snapshot: Bug fixed that was resulting in some people seeing more file notes being listed for review than actually existed.
  • Task Inbox, Document Inbox
    • Document Inbox: File Notes sent via the Send To function now appear in the Document Inbox.
    • Document Inbox: Fixed an issue that affect some users being able to preview some types of documents
    • Home Page: Milestones pipeline list modified to be easier to read.
    • Webleads: Fixed an issue that stops comments importing into the file note system.
  • Templates
    • Added an Appeals and Citizenship pack for those how are subscribed to the Templates
    • Fixed a bug that was adding letterheads to letters marked as NLH (Not requiring Letter Head).
    • Added addition GST fields for Account Blocks
  • Various other minor bug fixes

8.1.6

  • Minor bug fixes

8.1.5

  • Forms - addresses an issue some users were still experiencing with being unable to download forms from the new ImmiAccount/Legendcom.

8.1.4

  • Forms – Once you have performed the update, you will be able to use Migration Manager to download forms from the new ImmiAccount/Legendcom. This download will work in both the Update Window and from within the Form Filler window. We recommend that you download new forms as soon as possible.
  • Accounts – We have added a new Invoice template that will show Client Funds available for transfer within the merged letter. We have added this so that if your client has funds available within their client account, the invoice will show how much money they owe taking in to account the client account balance. This should hopefully result in clients being less confused but enable you to still comply with your Section 313 and Code of Conduct obligations.
  • Questionnaires – we have now added the option to import a Questionnaire from within the Documents tab without having to actually open it. Just right click on the Questionnaire from within the Documents tab, choose ‘Import’ and Migration Manager will automatically extract the data and start the import process. Please note that this process does use our online servers to perform the data extraction and so you will need to have an internet connection to perform this process. All the data is sent securely and encrypted and we don’t keep any of the data on our servers after the process has completed. For full details on how we handle data please see our Privacy Policy. Note that you will still be able to import a Questionnaire the good old fashioned way if you still want to.
  • File Notes – This update includes a number of minor modifications to the behavior of the new file note system plus some additional preferences including:
  • Added a User Preference to enable file notes to open at double their current size by default if there is sufficient screen space;
  • Added a User Preference for file notes to open by default in the center of screen as opposed to docked;
  • Added a User preference to allow the restriction of the users ability to edit the cover notes;
  • Added a User preference to allow the user to double click a part of the cover note to commence editing that part of the note;
  • Added a User Preference to allow a user to have authority to delete an entire file note;
  • Added a Program Preference to reverse the order of the cover notes so that the most recent note is shown at the top of the notes;
  • Added a Program Preference to reverse the order of file notes to show the most recent note at the top of the file note preview window; and
  • Added an option to directly print a file note without having to first convert to a PDF.
  • Other –  this update includes a number of other modifications and fixes including:
  • Accounts – When you perform a search it now shows a full description of the transaction as opposed to the address of the person involved;
  • Emails – Fixed an issue which was preventing emails from showing signatures when sending attachments;
  • Document Inbox – Provide an option to sort emails and documents by Client or Date;
  • Home Page – Added tool tips to the milestone list to show items that are longer than the available text space;
  • File Notes – Fixed a bug which prevented the emailing of file notes in certain circumstances;
  • Misc – A Program Preference has been added to allow errors and bug reports to be sent directly to the development team. If you don’t want to allow this you can switch it off in preferences under the Misc tab;
  • Questionnaires – Fixed an issue that resulted in some details about a Sponsor’s child’s country of residence not being imported;
  • Questionnaires – Added a Program Preference to allow the import of a Questionnaire from within the Documents tab or via drag and drop without having to open the Questionnaire. Note that this process requires an internet connection as the extraction of the data is undertaken on our Servers based in Australia. All data that is transmitted is encrypted and not retained by us;
  • Questionnaires – Added a Program Preference to allow the merging of existing client data in to a standard full Questionnaire. Note that this process requires an internet connection as the processing and merging of the data is undertaken on our Servers based in Australia. All data that is transmitted is encrypted and not retained by us;
  • Sponsors – Fixed an issue in the Sponsorships/Nominations grid which did not update the number of available positions for Labour Agreement sponsorships;
  • Other minor bug fixes.

8.1.3

  • Accounts - Added a new Invoice template that will show Client Funds available for transfer
  • Accounts - When you perform a search it now shows a full description of the transaction as opposed to the address of the person invovled
  • Emails - Fixed an issue which was preventing emails from showing signatures when sending attachments
  • Document Inbox - Provide an option to sort emails and documents by Client or Date
  • Home Page - Added tool tips to the milestone list to show items that are longer than the available text space
  • File Notes - Added a User Preference to enable file notes to open at double their current size by default if there is sufficient screen space
  • File Notes - Added a User Preference for file notes to open by default in the center of screen as opposed to docked
  • File Notes - Added a User preference to allow the restriction of the users ability to edit the cover notes
  • File Notes - Added a User preference to allow the user to double click a part of the cover note to commence editing that part of the note
  • File Notes - Added a User Preference to allow a user to have authority to delete an entire file note
  • File Notes - Added a Program Preference to reverse the order of the cover notes so that the most recent note is shown at the top of the notes
  • File Notes - Added a Program Preference to reverse the order of file notes to show the most recent note at the top of the file note preview window
  • Files Notes - Added an option to directly print a file note without having to first convert to a PDF
  • File Notes - Fixed a bug which prevented the emailing of file notes in certain circumstances
  • Forms - Migration Manager can now download forms from the new legendcom/immi account interface
  • Misc - A Program Preference has been added to allow errors and bug reports to be sent directly to the development team
  • Questionnaires - Fixed an issue that resulted in some details about a Sponsor's child's country of residence not being imported
  • Questionnaires - Added a Program Preference to allow the import of a Questionnaire from within the Documents tab or via drag and drop without having to open the Questionnaire. Note that this process requires an internet connection as the extraction of the data is undertaken on our Servers based in Australia. All data that is transmitted is encrypted and not stored by us.
  • Questionnaires - Added a Program Preference to allow the merging of existing client data in to a standard full Questionnaire. Note that this process requires an internet connection as the processing and merging of the data is undertaken on our Servers based in Australia. All data that is transmitted is encrypted and not stored by us.
  • Sponsors - Fixed an issue in the Sponsorships/Nominations grid which did not update the number of available positions for Labour Agreement sponsorships
  • Other minor bug fixes  

8.1

  • Accounts - Added an 'as at date' filter option for debtor reports
  • Client Detail - Fixed a bug which resulted in the country of passport not showing on a prospect cover page
  • Documents - If you preview a document it will now automatically expand to a larger preview window if you a large monitor/screen
  • File Notes - Brand new file note system introduced including a a new file note window which appear on the side of each client file
  • File Notes - A new File Note tab is now visible in the the Client File. Clicking the File Notes button in the main toolbar will take you to this tab in the active file
  • File Notes - The Cover Note is now a dedicated file note on each file
  • File Notes - All File Notes now shows all formatting
  • New Files - Added the ability to have different Matter IDs
  • Open Button - dropdown of recent files now refreshes if a different user logs in to this computer;
  • Open Window - fixed a bug that stopped search from finding certain business names
  • Preferences - New 'Files' tab added where administrators can set the default Matter ID preferences
  • Preferences - Added a user preference to choose between using the new Snapshot and the existing Snapshot
  • Preferences - added columns for VETASSESS logon details
  • Progress Tab - Added the ability to link an existing document when you tick done
  • Progress Tab - Excel export now includes the link for any attached document
  • Progress Tab - Fixed a bug that affected the copying of dates from one cell to another
  • Progress Tab - Fixed a bug when removed the done tick when you linked a document
  • Questionnaire - New export data into a Questionnaire function released
  • Questionnaire - Improved the import process to make sure pop up windows always appear on top
  • Schedules - fixed a bug which was preventing the addition of new referral sources
  • Snapshot - New simplified snapshot added to Migration Manager
  • Tasks Window - New Homepage added that shows a detailed overview of all files
  • Tasks Window - Added an expiries tab which shows Visa and Sponsorship expiries
  • Tasks Window - File Notes tab now has the new File Note grid and system
  • Tools - Added the ability to change a Matter ID

8.0.1.4

  • Accounts - We have added a number of new reports in readiness for Migration Manager being able to handle Trust Accounts. This includes a Client/Trust Account Payments Cashbook report, Client/Trust Account Receipts Cashbook report, Client/Trust Account journals report, Client/Trust Account Overdrawn Report report, Client/Trust Ledger report, Client/Trust Trial Balance report
  • Client Detail - We have made a number of improvements in the backend of Migration Manager to hopefully speed up how fast the Client Detail window opens and tabs can be changed
  • Client Detail - In Business Sponsor files, the ABN and ACN lookup links have been fixed to do an online search for these fields
  • Client Detail - The Appeal Category now includes Ministerial Intervention
  • Client Detail - The Documents tab can now preview TIF image files
  • Client Detail - Subclass 489 visa can now show Streams
  • Emails - Emails to DIBP have been modified such that the subject line will now include either the DIBP file number, TRN, Application Receipt number or Primary Client ID
  • Email Capture - Fixed a bug with folder selection which resulted in additional folders being visible
  • Email Capture - Fixed a bug that stopped emails being sent within Exchange environments from being properly recognised by their email address
  • Forms - We have made Form 790 mergable but note that we have not yet finished all of the field mappings. The team are working through this form and hope to have the remainder of the fields finished soon.
  • Filenotes - fixed an issue where the All Filenotes function was not recognising certain date formats
  • Progress Items - fixed an issue with Partner visas showing some unrelated document items
  • Questionnaires - fixed an issue with importing questions where the person completing the Questionnaire had a different gender to the primary applicant.

 

8.0.1.3

  • Accounts - increased the pre-billing report size
  • Accounts - minor bug fixes for Search and Office Receipts
  • Appeals - Added additional decision types
  • Appeals - changed category types to reflect MRT and RRT now being part of AAT
  • Appeals - eVisa updated to reflect MRT and RRT now being part of AAT
  • BSQ Import - fixed issues with import
  • Email Capture - fixed an issue with selecting folders with foreign language names
  • Email Capture - fixed an issue which prevented some users from selecting multiple emails
  • eVisa - Partner Visa Sponsorships now added for all users
  • Forms - Fixes for fields not filling onb Form 1383
  • Open - Added a Most Recent Files dropdown to the Open button
  • Open - fixed a bug which prevented some users exporting the Open window results to excel
  • Passports - fixed a bug affecting the recording of passports for people with surnames that contained a '.
  • Questionnaires - added Child visa configuration option
  • Questionnaires - change the wording Child and Family Dependant Questions for 457 configurations.
  • Questionnaires - minor fixes for merging Questionnaires (BETA Users only)
  • Questionnaires - sending merged Questionnaires now uses the default Questionnaire email text (BETA Users only)
  • Templates - added ability to have merge fields in footnotes

8.0.1.2

  • Active Client Panel - the DIBP reference now only shows the most important reference number currently stored in the DIBP tab. Order of priority is DIBP Reference/Application ID/TRN
  • Accounts - Fixed a minor bug preventing Disbursements from being reversed.
  • Accounts - Changed the address details of invoices to show given names as opposed to preferred name
  • Accounts - Fixed an issue where the Invoice To details were not showing correctly if an unrelated client was chosen as the part to be billed
  • BSQ - fixed a bug that affected the import of the businesses addresses
  • CIQ - This update includes additional protection features to try and stop end users from using a non-adobe reader to view the Questionnaire (as they may corrupt the data). The CIQ also contains additional warnings and notifications if a non-adobe reader has been used
  • CIQ - By default the CIQ will now ask for two parents without the need to click the 'Add Parent' option
  • CIQ - Minor wording change to health questions about study and medical work and hide previous travel to Australia Question for 457 visas
  • CIQ - fixed a bug preventing the ability to email the CIQ to a contact person
  • Cover Page - Changed the Visa Applying for dropdown to only show visas if the type of matter is set to being a Visa Application
  • Cover Page - Added Streams for the Subclass 400 Visa
  • Documents - Added an option in preferences to allow the use of the file name in the email subject line.
  • Documents - Added an option for merge fields that do not have data to just show the merge field name instead of No Data
  • Documents - Bug fix for merge fields for Dependants so that it includes all Dependants and not just children
  • Documents - fixed an issue with templates not downloading fully for some users
  • Email Capture - added the ability to preview emails from within the email capture and webleads windows
  • eVisa - we have changed the way we will deliver eVisa updates and fixes in the future. They will now arrive through a DLL which will be delivered at the time you login in to Migration Manager. This will mean faster updates in the future
  • eVisa - minor bug fixes for VEVO Search;
  • eVisa - ENS Visa fixed merge issues affecting the population of language ability, description of duties
  • eVisa - 457 Nomination fixed merge issues affecting the population of business legal name, period of employment, Sponsorship grant ID,
  • eVisa - 457 Visa fixed merge issues affecting the population of mobile phone number country code populates
  • eVisa - Partner Visas fixed merge issues affecting the population of relationship to applicant fields
  • eVisa - Health Declarations fixed merge issues affecting the population of expired passports
  • eVisa - other minor bug fixes
  • Family Sponsor - fixed a bug that sometimes stopped the deletion or change of a family spnsor on a file
  • Forms - Form 80 and Form 956 updated
  • Forms - Form 1006 and Form 54 added
  • System Ready Check - fixed an issue that reported that a users system did not have the appropriate associations set for calendars
  • Other minor bug fixes and cosmetic changes

8.0.1.1

  • Client Detail - Changes have been made to the Categories and Application type fields to allow you to specify different types of appeals
  • Client Detail - You now have the ability to see who is currently logged in to Migration Manager by hovering your mouse over the Logged Users field at the bottom of the screen
  • Client Detail - Sponsor's DIBP tab now includes a Sponsor DIBP Client ID field
  • Client Detail - The CIQ button now contains additional options such as the ability to generate a Questionnaire and copy it to the Clipboard
  • CIQ - After a lot of feedback we have changed the addresses section to be similar to the way it was prior to the last update but with modifications to help ensure clients provide all of the necessary information
  • Email Capture - DIBP references for Sponsors should now be able to be used to help with the capture process. Remember that the Sponsor file will only contain items related to a Sponsorship. All Nomination and Visa application emails will be assigned to a Migrant file
  • eVisa - Skills Select field filling fixes
  • eVisa - Partner Visas field filling fixes
  • eVisa - ENS/RSMS field filling fixes
  • eVisa - 457 field filling fixes
  • eVisa - Added MRT appeals
  • eVisa - VEVO Search bug fixes
  • Form Merge - The Documents tab is now set to automatically refresh each time you merge a form
  • Form Merge - Added Form 1424 and field filling fixes for Form 80
  • Progress Items - New progress items added for Appeals

8.0.0.9

  • eVisa: Additional fixes made to ENS/RSMS visa applications. These should now be filling correctly. If you have a problem please log an eVisa bug report;
  • Forms: Towns and Suburbs should now be filling out on nearly all forms. If you have a form which doesn't fill out the address correctly after the update please log a Form Bug Report
  • New User: Fixed a bug when trying to create a New User with the new interface.
  • Other minor fixes.

8.0.0.8

  • Accounts: The layout has been simplified to only show the main buttons. All the other buttons have now been placed under the 'More' button;
  • Accounts: minor bug fixes for the deposit request document merge. Templates no longer include a line for fax.
  • Checklists: fixed a bug which removed items added by the user
  • Checklists: minor changes of wording for certain tasks
  • Checklists: only documents required from the client are tagged as documents. All other items are tagged as tasks or activities
  • Checklists: added a simplified short checklist which just contains milestone activities
  • CIQ: Added a new configuration for ENS/RSMS where a Form 80 is not required
  • CIQ: Change to the way the Addresses section is configured to make it easier to understand each person's country and address history
  • CIQ: Added additional countries/places to the country field to align with the country fields in ImmiAccount;
  • CIQ: Changed the way the date fields operate to prevent foreign/localised characters causing issues
  • CIQ: Fixed a bug where employment duties was not asked for as part of the Skilled Visa intention
  • CIQ: Suburb field is combined with Town/City field for most addresses
  • CIQ: Unit field is not longer shown for addresses
  • CIQ: Removed health questions about alcohol and drugs
  • CIQ: Added additional instruction labels
  • Client Detail: Added additional countries/places to the country field to align with the country fields in ImmiAccount;
  • Client Detail: Fixed a bug when selecting a family sponsor from the relations tab
  • Client Detail: Appeals Tab added additional decision types
  • Client Detail: Fixed issue which showed DIAC instead of DIBP
  • Email Capture: Fixed a bug that resulted in attachments not being extracted when certain folders were selected
  • Email Capture: Fixed a bug which prevented the ability to duplicate an email
  • Email Capture: Improvements to the folder selection process for those who receive a prompt to choose the folders which are to be captured
  • Email Capture: Russian characters in the subject line or email name should now be captured correctly
  • eVisa: Major update to fix issues that came about as a result of ImmiAccount update by DIBP.
  • File Notes: Added the ability to export to PDF on the All Filenotes window;
  • Forms: Migration Manager will now try to turn off Adobe's Enhanced Security feature by default.
  • Forms: Added newly released forms 1445, 1446, 1447, 1449 and 1451
  • Letters: Improvements in the speed of the merge
  • Letters: We have changed and updated the sample templates
  • Letters: Added merge fields for Spouse Relationship
  • Letters: Added the ability to add merge fields to headers and footers
  • Letters: Added merge field for RMA Office
  • New User panel: Refined to make it easier to record all of the users necessary information
  • Reports: For saved reports, it will now remember which of the Automatically include fields are to be unticked
  • Other minor bug fixes and enhancements

 

8.0.0.7

  • File notes: Fixed bug preventing some users from creating new file notes when restrictive editing permissions set.
  • eVisa and VEVO: Updated to populate “Hong Kong SAR” in Immi country dropdowns where country is “Hong Kong” in MM.
  • VEVO: Fixed bug for invalid countries appearing in Passport Country dropdown
  • CIQ: Fixed issue with addresses question showing the wrong question when yes/no was ticked
  • CIQ: Fixed initial consultation questionnaire for students asking for parent info

8.0.0.6

  • Client Detail: Section added to Health tab for Health Insurance details
  • Client Detail: Field for Location of English Test added to Languages tab
  • Client Detail: List of occupations updated in the Skills Assessment tab
  • Documents: Added the ability to drag and drop multiple emails and attachments from Outlook on and into the Documents tab
  • Documents: Fix to the edit function in Document Preview so that any name change to a document changes the file name as well
  • Documents: Fix for an error received by some users when trying to delete a large number of documents from the Documents Tab
  • Email Capture: Improved Email Captures handling of very long email subject lines
  • Email Capture: Fix to email capture so that it correctly handles date formats in emails generated by MYOB
  • Letter merge: merge field for suburb will now show Suburb and Town data combined
  • Letter merge: speed improvement for those use the ‘old’ letter merge system (for those using version of Word before 2007)
  • Reports: Added Office (as set when creating a file) as a field that can be reported on
  • Reports: bug fix for any progress item that started with a number not showing properly
  • eVisa: Significant enhancements made to Skills Select (General Skilled) to improve page filling. Most fields should now be filling again;
  • eVisa: Bug fixes for Health Declarations to fix some minor field filling issues
  • eVisa: Improvements to VEVO search
  • eVisa: Many E-Visa enhancements in response to DIPB website changes, particularly Health Declarations and Skills Select.
  • eVisa: Bug fixes for ENS/RSMS and Partner visas
  • Forms: New fields mapped and bug fixes made to Form 956, 47PA, 866 (Part B), 80.
  • Questionnaires: Fix to the menu option to send a CIQ to the main application which was not working properly
  • Questionnaires: Added additional locations/territories to the country fields to match those in ImmiAccount
  • Questionnaires: Added country fields to English test location, police clearances and detention centres
  • Major speed improvement for cloud Users when performing an update (you will see the benefit of this when you perform the next update)
  • Various minor bug fixes and enhancements

8.0.0.5

  • eVisa  major update to ENS visa applications to take account of DIBP changes.
  • Letter Merge  added new merge fields for block fee descriptions
  • Questionnaires  fix issue with some users not seeing second children and family dependents when reopening Questionnaires (data is still there, just not shown).
  • Client Details  added additional Language Tests
  • Preferences  allow the downloading of all Questionnaires when configuring
  • VEVO  minor bug fixes
  • Forms  Business Sponsor 956 fixed
  • Various minor bug fixes

8.0.0.4

  • Questionnaires  fixed an issue where some clients received the old questionnaires instead of the new questionnaires
  • VEVO  added a screenshot of the VEVO results to the document register as a JPEG
  • Various minor bug fixes

Version 8.0.0.3

  • Open Client  changed quick search on business name to look for a match anywhere in the name instead of just at the start of the name
  • EVisa  fix problems with the chrome window going behind the Migration Manager window
  • Various minor bug fixes

 

Version 8 (8.0.0.2)

Questionnaires

  • New version of the CIQ  completely rewritten. This contains many new questions, including residency rights, occupational registration, child/dependant details, health tests, AFP clearances, immigration detention, intelligence officer details, military service, proposed travel to Australia, business and investment skills, business assets and liabilities, intended employment, other dates of birth, descent details, Chinese commercial code, cessation of citizenships, additional employment details, additional identity document details, additional passport details, additional skills assessment details, additional state/territory sponsorship details, additional language details, additional spouse relationship details, additional family sponsor details, additional visa details, additional health and character questions, required departure details, additional address details, additional contact details and additional business details.
  • New version of the BSQ. This contains a number of changes including a new finance section, new labour market testing section and new nominee and position selection section
  • CIQ now comes in more versions:
    • Initial Assessment;
    • Temporary: Student; Work < 3months, Employer Sponsored > 3 months, Generic Temporary Questionnaire
    • Full Questionnaire: Business Skills, Partner, Employer Sponsored, Partner. Generic Full Questionnaire
  • BSQ now comes in more versions: Full; Sponsor Only; Nomination Only
  • CIQ/BSQ button in MM changed to now allow additional versions of Questionnaires to be created
  • Updated default Questionnaire email text
  • Document Workflow Management
    • added a Document Inbox to the Tasks window. Inbound captured email, scanned documents and items dragged and dropped into set folders will appear
    • added preference to turn Document Inbox functionality on or off
    • added the ability to assign documents to different users for review from the Documents tab
    • added the ability to set review dates for items for different users in the Documents tab
  • Client Detail Form  The client detail form has been modified to store most of the new data from the new questionnaires including
    • Changed particulars tab to include additional dates of birth, Arabic, Russian names and Chinese commercial code
    • Changed Citz/Passport tab
      • Passports changed to now record full name on passport, nationality and passport status
      • Residency rights panel
    • Addresses tab changed to allow recording of Unit, Suburb and legal status in that country
    • Employment tab changed:
      • Employment Status
      • New Unemployed / Retired sections
      • To record hours per week and weekly earnings for employment
    • Education tab now includes a panel for occupation registration/licencing
    • New Language tab includes ability to record tests other than IELTS
    • Business tab:
      • Added Business and Investments Skills sub-tab
      • Added Assets & Liabilities sub tab
      • Added additional fields to Business history tab
    • Visas tab now includes cross referencing to Passport (used for determining name)
    • Visits tab now includes arrival city and required departure date
    • Health tab  added Health Examinations panel
    • Character tab
      • Police Clearances panel added
      • Immigration Detention panel added
      • Military/Police/intelligence panel added
      • New character questions added for s501 changes
    • Relations Tab - Added a Child/Dependant’s custody details subtab
    • New Future tab includes:
      • Intended employment subtab
      • Proposed Travel subtab
      • Intended Study subtab
      • Australian events subtab
      • Funds/Financial support subtab 

 eVisa

  • New eVisa launch window
  • All eVisa types have been modified to answer additional questions using the new information collected in the questionnaires. Changes have been made to most eVisa types to deal with recent DIBP changes.
  • Added eHealth
  • Added VEVO
  • Changes made to immi account logon process so that users are paused on the DIBP warnings/notification page. Users must now click Process on each page to proceed.
  • Progress Items
    • Added ability to launch VEVO search from VEVO item
    • Completed VEVO searches will be listed in Progress list and linked to downloaded PDF search result
    • Ticking ‘Decision’ as done will now provide additional workflow options including settings a due date for sending a final Statement of Services
  • Form Filling  Form 80 has been updated to answer additional questions using the new information collected in the new questionnaires. Other forms will be updated over coming updates.
  • Letter Merge  added new merge fields for he/she and his/her (found in the applicant details section of the merge fields). Added new merge fields for most recent skills assessment and most recent state sponsorship
  • Accounts
    • added a Statement of Services,
    • added a Deposit Request Report
    • added a detail section to the BAS Values Accrual Report.
    • Turned the new accounts system on for all users
  • Email capture
    • Major speed increase with captured emails being cached locally until time of Posting
    • Improvements to automatic assignment ability
    • added the ability to specify a different temp email location for different users. All users will be set to use their Local Application Data folder for temp emails. This can be changed in Preferences-> User-Level
    • restricted number of emails which can be left in email capture before further captures will be restricted
  • Visa Streams  added 188 Business Innovation Extension and 188 Significant Investor Extension
  • Various minor bug fixes

7.0.1.8

  • Document tab  re-added the option to do a fast reconcile (without keywords). This option can be found by clicking the drop down arrow at the right of the Reconcile button.
  • eVisa  changed eVisa so that the debt question in the character section is no longer answered. This question in eVisa now refers to “any country”. The question in MM refers to Australia only, so we are not currently able to answer the question correctly. We plan to add a new question to a future version of the questionnaire and once this has been added, we will be able to answer the question in eVisa again.

7.0.1.7

  • Email capture enhancement  added options to auto assign emails based on alternative references, DIBP references and the primary applicant’s email address. The new settings are found in the Email Capture section of the preferences form.
  • Questionnaire import enhancement  now just drag and drop the XML file onto the documents tab to begin the import process (see the user manual for details)
  • Document register enhancement  documents can now be added to a client file by dragging and dropping them onto the document register.
  • DIBP forms - removed the option to download forms from the DIBP website. DIBP have changed the forms on their website so they are no longer fillable. This means that LEGENDcom is now the only option for downloading forms.
  • LEGENDcom forms  changed the update so that it doesn’t archive the forms if the forms download is skipped. Changed form merge so that if a form is missing, the system will download the form automatically.
  • E-visa  reworked various sections of e-visa to deal with recent DIBP changes.
  • Various minor bug fixes.

7.0.1.6

  • Reduce the number of Top Menu items to remove excess options
  • Various minor bug fixes

7.0.1.5

  • Foreign language characters - Added support for foreign language characters to the document register
  • Citrix  added support for Chrome and fixed letter word merge issues for Citrix users
  • Accounts reports - added Clients with Credits report. Added details section to BAS Values Cash report
  • Accounts  added the ability to record invoice adjustments that result in a credit
  • Proxy handling  streamlined proxy handling to significantly speed up some areas of the program for users with proxy servers
  • Letter merge  changed the heading of the “Estimated Fee Details” merge field section to “Subclass Fees and Charges” for improved clarity
  • Letter merge  fixed the issue where subclass fees weren’t merging for sponsors with no visa stream
  • CIQ: Fixed wording for overseas travel for spouse on temporary questionnaires
  • Various minor bug fixes

7.0.1.4

  • Reworking of eVisa to deal with recent DIBP changes
  • Various minor bug fixes

7.0.1.3

  • Letter merge
  • Added rounding options for fees and charges to the Settings section of the Letters form
  • Added new letter merge fields: credit cards not accepted for client payments; DIBP credit card surcharge fields for the sponsorship and nomination application charges; visa applying for stream for sponsors
  • Added new custom merge field  Visa Label Charge
  • Added federal circuit court templates to sample templates
  • Accounts
  • Added manual invoice and receipt numbers
  • Added extra functionality to the Search Accounts form  totals; an option to search on billing status; added Client Journal Transfers to the list of transaction types; added the option to add additional columns to the search results
  • Added new reports  Aged Debtors Report; Potential Client to Office Report; Matter Balances  Client Account Report; Matter Balances  Office Account Report; Matter Balances  Client and Office Accounts Report
  • Added deposit request IDs to deposit request templates
  • Added the ability to create a client to office transfer where client funds belonging to a sponsor are used to pay an invoice recorded on a migrant file
  • Changed the display of block fee codes in drop down lists to include the block description
  • Other
    • Reworked the Client and Prospect Cover Pages, so that they are more similar in layout and added some additional fields including adding a deposit field
    • Added user level permissions for running updates and downloading MM templates
    • Allowed report filters to include the word “or”, eg ClientID contains FLAN or FLAM
    • Added the ability to use custom labels for the alternative reference fields. The labels can be set in Tools->Adminstrative->Preferences->Misc
    • Added default comments for progress item templates
    • Allowed future dates to be entered in the Employment Termination form for nominations
    • Changed sections of partner evisa, ENS/RSMS evisa and SkillSelect evisa to bring them into alignment with changes made by DIBP to the web pages
    • Various minor bug fixes

7.0.1.1

  • Changes to fees and charges, including:
    • Added the ability to set up different fees for different streams in the subclass fees form
    • Added block 4 and block 5 professional fees, the DIBP Nomination Application Charge and the DIBP Sponsorship Application Charge to the subclass fees form
    • Added handling of DIBP credit card surcharges and agent credit card surcharges. Default values can be set in the accounts tab of the preferences form. Client specific DIBP credit card surcharges can be set in the Accounts->Overview tab of the client detail form.
    • Added merge fields for the above information. These can be found in the Estimated Fee Details section and the Accounts Details section of the merge fields list in the Letters form.
  • Streamlined the visa decision, nomination decision and nominee termination of employment processes. This includes:
  • a new Visa Decision form which can be accessed by ticking the ‘Decision’ progress item, clicking ‘Record Decision’ on the sponsor tab of the migrant file or selecting a visa decision on the DIBP tab of the migrant file.
  • a new Nomination Decision form which can be accessed by ticking the ‘Nomination Decision’ progress item, clicking ‘Record Decision’ on the sponsor tab of the migrant file or selecting an outcome on the Nominations->Lodgement tab of the sponsor file
  • expansion of the Termination of Employment form, which is accessed by ticking ‘Employment Terminated’ on the Nominations->Nominee tab of the sponsor file
  • Streamlined the help desk system
  • Added the ability to set up custom merge fields in the Letters tab of the Preferences form; Added a new Custom Merge Fields section in the merge fields list of the Letters form.
  • Added two extra alternative reference fields to the client cover page
  • Added the ability to assign users and clients to offices and restrict users to clients belonging to their own office
  • File note preferences  added options for ‘Status Must be Set’, ‘Responsibility Must be Set’ and an option to determine whether CTRL + T inserts the timestamp and a heading or just the timestamp
  • ENS visa fixes  changed authorised recipient postcode, business phone, mobile phone and electronic communication to work with the changes made by DIBP to this page
  • When MM Templates are added/modified, added a notification of which templates have been added/modified.
  • Open Clients Advanced Search  fixed issue where business name wasn’t being used in the search
  • Various minor bug fixes

7.0.1.0

- Added option to download forms from DIBP instead of LegendCom.

- Added extra Spouse Questions for employment and education to CIQ.  

- Added the ability to delete and reactivate RMAs.

- Added bank deposits to the new accounts system.

- Streamlined database backups

- Sped up opening a client

- Fixed Open Client issue where settings weren’t being remembered in the Advanced Search window.

- Fixed Open Client issue where ticking ‘Name Contains’ caused an error.

- Various minor bug fixes

7.0.0.9 - Fixed issue where sending a CIQ sends a BSQ instead. Fixed error downloading MM templates.

7.0.0.8 - Added News section to Snapshot.  Partner Visa changes.  Various minor changes to Accounts.  Various minor bug fixes.

7.0.0.7 - Partner eVisa.  Fixes for DIBP changes to 457 eVisa. Fixes for continuing eVisa applications. Various minor fixes.

7.0.0.6 - eVisa fixes for 457 visa application.  Fix for proxy issue.  Streamline open client window for faster operation.  Fix duplicate client issue.  Various minor fixes.

7.0.0.5 - Student eVisa from outside Australia and Student eVisa from inside Australia further stay.  A number of minor fixes to 457 eVisa and other eVisa.  Added eVisa bug report button.  Stopped letter merge from unlinking hyperlinks.  Fixed several email capture issues including failure to capture extensions with upper case PDF extension and using the Client ID from the attachment instead of the email subject. Minor bug fixes.

7.0.0.4 - Change to Accounts window for removing conversion button. Additional database fields in preparation for soon-to-be-released client portal.

7.0.0.2 - Updates to add ENS/RSMS nomination to eVisa under the new immi account system.

7.0.0.1 - Bug fixes for Client Detail and log a support call.

7.0 - Update to address problem for some clients not being able to perform database updates. Updates to eVisa to accommodate immi account. As of this update Subclass 457 Sponsorships, Nominations and Visa applications are back online. Added monitoring tab interaction with progress items and letter merge. Update to accommodate new legendcom pages.  

6.3.0.5 - Update and bug fixes for Filenotes including new font colour options (button and right click); Add ability to have multiple Weblead profiles; bug fixes for letter merge and emailing of documents; Evisa updates and bug fixes; Added more fields to Nomination position templates; Bug fix for System Readiness Report; Other bug fixes and updates.

6.3.0.4 - Addition of keyboard shortcuts for Filenotes. Various enhancements and bug-fixes to Filenotes.  Updates to various DIBP PDF Forms including 1290, 1300t & 47SP.  Various fixes to EVisa mappings.

6.3.0.3 - Modifications to address issues with Filenote useability. Added ability to edit Filenote Title/Description from within the Filenotes window. Changes to client Filenotes report window to remove unnecessary columns.

6.1.0.2 - Bug fixes.

6.1.0.1 - Bug fixes.

6.1.0.0 - Significant changes to Filenote interface. Various forms updates. Minor changes to CIQ. Updates to EVisa module for eGSM (note this update covers pages 1-12 of the EOI; further pages will be available in a future update).  Various bug fixes and foundation work for upcoming Portal and Accounts updates. Added fields to enhance Reports on Sponsorships. Change the Sponsor Tab to enable linking of Sponsors from that tab (when no existing sponsor).

 

6.0.0.7 - Enhancements: Changed EVisa code again to deal with further changes made by DIAC. Changed form-filler scripts to include some missing fields. Further DIAC tab fields added to letter merge system. Reports: added further nomination fields. Added court/tribunal/minister's office contact numbers etc for Appeals. Changed letter merge system so that if "NLH" is included in the keywords then the document will merge without letterhead. Modified the Reports functionality to allow for faster reporting where more than one progress field is selected as part of the report.  Bug Fixes: Letter merge now refreshes the documents tab for Prospect Sponsors. Fixed issue where fields in merge header were merging only if the same fields were in the body of the document also. Changed form-filler to resolve issue with invalid date/time format in form 47SP. Modified code to remove an out of memory error which appeared for some users when iterating the list of documents.  Moved the splash screen to the main window background to prevent popup message boxes from being obscured.  Changed the detection of Chrome installed to allow for non-default install locations.  Changed EVisa to recognise variants of certain countries  - eg Ireland.  Fixed issue causing Help button to become inoperative for some users.

 

6.0.0.6 - Bug Fixes: Changed EVisa ENS/RSMS to prevent Select Contact window from appearing behind the active window. Fixed some fields not populating due to changes made by DIAC to their online lodgement systems. Changed Log Support Request Online to prevent certain fields being populated prior to fully loading. Fixed issue when viewing Filenotes from results window after running reports or clicking Snapshot. Fixed issue causing some MRT/RRT forms to fail to refresh correctly.