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Tuesday, February 07, 2017

Version 4.5 (Daphnis) Release Notes


4.5 Release Notes.png

API

  • Itemized Expenses are now saved properly if any two of the three datapoints - cost, quantity, total - are provided

Books

  • Export Charges now requires a selected set of charges, rather than blindly exporting the filtered list
  • Charges that have been exported can now be viewed, including audit history
  • Reject Charges button more correctly respects user permission levels

Calendar

  • Increased date range of synchronized events based on user preference

Case Files

  • Refined behavior of Bill To Contact selectors for Power User and General Staff users
  • Users without permission to edit case files are no longer presented with an editable form after creating a new case
  • Cases are no longer removed from the Browse Cases list if their state prevents them from being deleted, i.e. they have open invoices
  • Case Preview of Immigration cases now includes immigration-specific information

Case Ledgers

  • Restored the ability to change from Invoice: Billable Time to Invoice: Non-billable Time when there is a rate set
  • Better behavior of Bill To Contact selector for Power User and General Staff users
  • Changing billable time to non-billable time now properly updates Rate and Amount values

Contacts

  • Users without permission to edit contacts are able to view private information, i.e. date of birth, again
  • Better behavior when attempting to view the billing info of multiple contacts consecutively 

Documents

  • Merus is now available as an Add-in for Office365

Invoices

  • Added ability to mark an invoice delivered via the control column menu
  • FIlenames of downloaded invoices now include the invoice's reference number

Messages

  • Message Description is no longer empty when canceling a Link to Case action and trying again

Mobile

  • Restored the ability to log out

Preferences

  • New preference for use of Merus MSWord Add-in
  • New preferences for setting the time range for synchronization of calendar events

Reports

  • My Billable Time report no longer reports time for all users

Miscellaneous

  • Applied filters are retained in more situations after data updates

+ other changes for a better, more efficient Meruscase experience!

Posted by David Glass on Tuesday February 07, 2017 2 Comments

Labels: Releases

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