• if your database can’t be found (e.g. if Dropbox suddenly without warning moves and renames a parent folder), you’ll now be prompted to manually select it again, or create a new one
• fixed an issue where OpenBooks could not be launched on some older versions of macOS
• other bug fixes and under-the-hood improvements

Download OpenBooks version 2.19

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5 or newer.

• trust account signatories can now get an email notification when a trust requisition is cancelled
• added support for Numbers version 11.1 and fixed issue that could prevent adding new templates in some circumstances
• fixed bug that would throw an error when cancelling part way through adding a matter to Hazel
• fixed bug that would throw an error if you tried to enter nothing as an hourly rate
• fixed bug that prevented adding a new hourly rate from the matter view
• fixed bug with exporting logs
• other bug fixes and improvements

Download OpenBooks version 2.16

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5 or newer.

• added support and integration for Hazel, an app for automatically filing your documents
• fixed a bug that would sometimes prevent OpenBooks from launching after updating
• added other admin-only functions

Download OpenBooks version 2.15

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5 or newer.

• fixed bug in macOS Big Sur that prevented saving trust records as PDF
• added the ability to view a debugging/error log and export it to disk
• improved a number of admin-only functions
• made other under-the-hood improvements and bug fixes

Download OpenBooks version 2.14

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5 or newer.

• added ability to print a timesheet containing all the billed time for a matter (useful when preparing a bill of costs)
• from the trust accounting cashbook control account ledger, it’s now possible to manually post a negative transaction and to record a custom description
• Mail should automatically tag outgoing messages with the relevant project when automatically sending receipts and trust ledgers
• other bug fixes and improvements

Download OpenBooks version 2.13

Requires:

• macOS 10.13.0 High Sierra or newer
• Numbers version 5.0 or newer.

• trust payments cashbook now includes a column for the associated payment requisition number
• the detailed view of a trust requisition now includes its status and, if it has been approved, by whom and on what date it was approved
• other UI tweaks, improvements and enhanced admin tools

Download OpenBooks version 2.12

Requires:

• macOS 10.13.0 High Sierra or newer; and
• Apple Numbers version 5 or newer.

• when printing trust receipts, automatic email now includes salutation with recipient’s first name
• added support for Numbers 10.0 to fix bug where some users were unable to print documents based on new templates if running Numbers version 10.0
• fixed bug where entries would sometimes appear more than once in search results when searching the file register
• other bug fixes and improvements

Download OpenBooks version 2.10

Requires:

• macOS 10.13.0 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• can now print trust transfer journal
• fixed: columns in table views (e.g. Receipts Cashbook) can once again be dragged into any order
• can now add a new matter on the fly when preparing a costs agreement
• the name of the user who prepared the statement is now properly recorded when printing a trust account reconciliation statement
• fixed bug that prevented printing account statements
• fixed: can once again open a new trust ledger to be the recipient of the transfer when creating a trust transfer requisition
• other bug fixes and improvements

Download OpenBooks version 2.9

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• in trust accounting, you can now manually post a transaction to the Cashbook Control Account
• fixed a bug where transactions would not be automatically posted to the Cashbook Control Account if it already contained a transaction of the same type for the same month but in a different year
• minor UI changes to the main menu

Download OpenBooks version 2.8

Requires:

• macOS version 10.13 or newer
• Apple Numbers version 5.0 or newer

• exported account statements now include “Payee” column
• newly created task categories now appear at the beginning of the list when recording time
• reordered main menu to move File Register higher in the list
• the available balance of a trust ledger will no longer be increased by a new receipt until that receipt has issued on the server
• the matter view is now the same whether you access it from the active matters list, the all matters list or by searching
• fixed: amounts of cancelled receipts are no longer included in total amount received when reconciling trust records
• fixed: deposited amounts of cancelled receipts are no longer displayed in receipts cashbook
• fixed: amounts and deposited amounts of cancelled receipts are no longer displayed when printing receipts cashbook
• fixed bug that affected default file names for timesheets, account statements and trust ledgers for cases with file numbers that contained colons
• fixed: leaving the amount field empty when issuing a bill will no longer cause an error
• the Statutory Deposit ledger is no longer displayed in the File Register
• many other bug fixes and under-the-hood improvements

Download OpenBooks version 2.7

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

Warning: OpenBooks has not yet been tested to work with macOS 10.15 Catalina. If OpenBooks is crucial to your workflow, it is recommended that you do not upgrade to Catalina at this time.

• improved performance when selecting a case in large databases
• added email notifications for more types of trust transactions
• it is now possible to enter multiple paragraphs in the instructions field when preparing a costs disclosure/agreement
• it is now possible to enter 0 for disbursements and internal expenses when preparing a costs disclosure/agreement
• fixed bug when printing payments cashbook
• fixed bug that prevented requisitioning ledger transfers
• fixed bug when leaving the hourly rate field blank when opening a new matter
• fixed bug with closing and deleting cases
• fixed bug where mark as sent dialogue would timeout after printing trust ledger
• made automatic backups more robust
• other bug fixes and improvements

Download OpenBooks version 2.6

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• introduced numerous under-the-hood changes to support larger file registers
• for instance, the most recently added cases will now always display on top (yay for less scrolling)
• it is no longer necessary (or possible) to enter or customise the file number when opening a new matter
• trust receipts are now automatically attached to an outgoing email message after printing (ready to be sent to the client, if desired)
• fixed bug where trust ledgers would not automatically attach to the outgoing email after printing
• receive email notifications once trust receipts and payment requisitions have issued
• trial balance and reconciliation statement will now print automatically when reconciling trust account records
• trust ledger titles will now indicate if the ledger is closed
• added setting to change password
• fixed bug with the forgot password feature when authenticating to approve requisitions
• other bug fixes and improvements

Download OpenBooks version 2.5

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• added ability to prepare costs disclosures and costs agreements
• added all new preference panel
• added preference to configure whether, when printing trust records, to print a hard copy or just save a PDF
• added ability to view log of all changes made to case and trust ledger details (in compliance with Rule 39 of the Legal Profession Uniform General Rules)
• now only designated trust account signatories can approve trust payments
• printing a trust account ledger will now automatically attach the trust statement to an email that can be sent to the client
• refined main menu
• improved performance with large file registers
• other bug fixes and improvements

Download OpenBooks version 2.4

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• improved the algorithm for determining which trust ledgers need statements to be issued (e.g. ledgers for which statements have already been issued will no longer show up)
• PDFs will now automatically open after printing/saving
• fixed bug where documents would not print properly if the ‘delete Numbers documents after printing’ setting was enabled

Download OpenBooks version 2.3.1

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• added two new options to the main menu: “Issue Trust Account Statement” and “Browse All Matters”
• “Issue Trust Account Statement” will allow you to view and track the trust ledgers that require end of financial year statements to be sent
• “Browse All Matters” will display the complete file register in your OpenBooks database
• made further enhancements and refinements to the info displayed after selecting a matter
• changed the timer display and added an option to reset the start time of the timer
• you can now issue a trust receipt from within a matter even if the matter has no trust ledger
• other bug fixes and improvements

Download OpenBooks version 2.3

Requires:

• macOS 10.13 High Sierra or newer; and
• Apple Numbers version 5.0 or newer.

• dramatically enhanced the options available from the matter view, which is displayed after selecting a matter either by browsing or searching in the file register
• after selecting a matter from the file register, you can now add time entries, Add Disbursements, view and print timesheets and lists of disbursements, issue trust receipts, and requisition payments and ledger transfers, among many other things
• improved performance when searching the file register
• added a button to trust matter ledgers to requisition payments and ledger transfers
• the current cashbook balance and available cashbook balance will now be displayed when entering an amount for a trust payment requisition
• improved layout of printed trust ledgers (Thanks, Lydia!)
• enhanced the trust reconciliation preview
• fixed bug where button to open new ledger would be dimmed if no trust ledgers were selected
• it should no longer be possible to open more than one trust ledger for the same matter
• other bug fixes and improvements

Download OpenBooks version 2.2

Requires macOS 10.13 High Sierra or newer.

• after starting a clock/timer OpenBooks now displays the time elapsed and other details of the current timer
• options to “Stop Clock” and “View Clock” will no longer be displayed in the main menu unless the clock/timer is running
• added ability to browse as well as search the file register
• enhanced the financial overview displayed after selecting a matter from the file register
• added new actions to take after selecting a matter from the file register, such as email, which will automatically start a new timer and create a draft email with an appropriate subject line
• added ability to reopen a matter after browsing to or searching for it in the file register
• added ability to reopen a trust ledger when issuing a receipt
• added ability to cancel and reverse trust cheques
• it is no longer possible to requisition a payment if the ADI balance is insufficient
• it is now possible to requisition a nil payment though the user will be warned before proceeding
• fixed bug with Numbers 6.0 which prevented adding new templates to print various documents
• fixed bug that would display duplicate entries in cashbooks after choosing to view more transactions
• fixed bug that sometimes displayed dates that were out by one day when printing receipts and payments cashbook
• fixed bug that prevented viewing details of certain older payments
• fixed bug that prevented posting to cashbook control account
• other bug fixes and improvements

Download OpenBooks version 2.1

Requires macOS 10.13 High Sierra or newer.

• dramatically increased speed and performance
• added ability to create new ledger on the fly when requesting ledger transfer
• trial balance will now only list ledgers with nil balance if the last transaction date of the ledger was within the reconciliation period
• closed trust ledgers will no longer display a “Close” button (how can you close something that is already closed 😕)
• cancelling at any stage of adding a new ledger now behaves as expected
• fixed bug where negative currencies would sometimes display incorrectly
• fixed bug that prevented viewing ledger transfer requisitions
• fixed bug that would display the details of the corresponding payment requisition when a transfer requisition was selected
• fixed bug where names of trust ledgers with nil balance would not display in trial balance
• other bug fixes and improvements

Download OpenBooks version 2.0.11

Requires macOS 10.13 High Sierra or newer.

• added ability to search the file register for open and closed cases and view associated information (feature still in beta)
• enhanced the list of trust ledgers to include columns for last transaction date and balance, among other details, which allows the list to be sorted by date and balance as well as alphabetically by surname or given name
• combined trust payment requisitions and ledger transfer requisitions into one enhanced view and added ability to add a new payment requisition or ledger transfer requisition from within the new requisitions view
• OpenBooks will now suggest a file number when opening a new matter (it will be the next file number available, but can be edited)
• when adding time manually, there is now just one confirmation screen to confirm the start time and end time and other details
• added ability to view the trust cashbook control account
• closing a case now automatically records the date that it is closed
• fixed bug where certain values in trust reconciliation statement would not be formatted as currency
• added support for Numbers version 6.0
• OpenBooks now requires Numbers version 5.0 to be installed
• other bug fixes and improvements

Download OpenBooks version 2.0.10

Requires macOS 10.13 High Sierra or newer.

• added ability to close trust ledgers (if the balance is 0 and all cheques have been presented)
• totals of undeposited amounts and unpresented cheques are now reflected in trust ledgers
• amounts received in trust no longer affect the relevant trust ledger’s available funds unless and until deposited
• cashbooks now load more quickly and initially show only the 16 most recent transactions
• full names are now used instead of initials when approving trust payments and journal transfers and when posting to cashbook control account
• memoranda of costs now show balance of any funds in trust and any surplus or shortfall
• timesheet previews now display the balance of any funds in trust and the amount of any surplus or shortfall
• fixed bug that prevented viewing details of trust payments
• fixed error that sometimes arose when granting OpenBooks accessibility access on first launch
• fixed bug where changing username would not take effect until relaunching the app
• other minor improvements

Download OpenBooks version 2.0.9

Requires macOS 10.11 El Capitan or newer.

• trust receipts now record the full name of the person recording the receipt
• the details view of a trust payment now shows the corresponding requisition number, who requisitioned it and on what date, who approved it and on what date
• added ability to turn off periodic reminders that your clock is ticking
• fixed bug that could prevent changing clock ticking reminders in certain circumstances
• fixed bug with AppleEvent timeout errors
• fixed bug that could prevent helper apps from being recognised on first launch
• fixed bug that prevented preparing a timesheet with only disbursements and no timesheet entries
• fixed bug with calculation of discounts in timesheet template
• fixed bug that meant only the last disbursement would be included when generating a timesheet
• other bug fixes and improvements

Download OpenBooks version 2.0.8

Requires macOS 10.11 El Capitan or newer.

• improved display of timesheets, disbursements and memoranda of costs
• added ability to delete transactions from memoranda of costs
• added ability to easily discard your timesheet entry when stopping the clock (if you have enabled the setting to be prompted to describe what you were doing when the clock stops)
• after making a trust payment, you can now add it to the client’s office account as well with the press of one button
• added ability to specify a payee and description for bills and payments in office accounting/memoranda of costs
• other bug fixes and improvements

Download OpenBooks version 2.0.7

Requires macOS 10.11 El Capitan or newer.

• bug fixes and improvements for exporting timesheets

Download OpenBooks version 2.0.6

Requires macOS 10.11 El Capitan or newer.

• setting to be prompted to edit description of work done when stopping clock now works as expected
• fixed bug that prevented preparation of timesheets in printable formats
• when printed or saved to PDF, amounts in payments cashbook are now properly formatted as currency
• the “Cheques” table in the reconciliation statement is now more accurately named “Unpresented Cheques”

Download OpenBooks version 2.0.5

Requires macOS 10.11 El Capitan or newer.

• added setting/preference for whether Numbers documents are automatically deleted after printing trust account records
• receipts and payments cashbooks are now printed and saved separately from reconciliation statement and trial balance
• fixed bug that prevented unpresented cheques from being automatically added to reconciliation statement
• fixed bug that meant undeposited amounts were not formatted as currency in reconciliation statement
• fixed issue where progress indicators were sometimes showing old info/descriptions
• other bug fixes and improvements

Download OpenBooks version 2.0.4

Requires macOS 10.11 El Capitan or newer.

• fixed bug that prevented printing memorandum of costs/statement of account
• fixed bug that prevented viewing the trust accounting receipts cashbook in certain circumstances
• app can no longer be run from outside the applications folder (laying groundwork for a future feature)
• server logs now include more information
• other under-the-hood improvements

Download OpenBooks version 2.0.3

Requires macOS 10.11 El Capitan or newer.

• minor bug fixes

Download OpenBooks version 2.0.2

• Minor bug fixes.

Download OpenBooks version 2.0.1

• initial release

Download OpenBooks version 2.0