- We have added a new Report and updated others. The Case Ledger Summary (Brief) report, displays a list of any case with any ledger items recorded, similar to the original Case Ledger Summary. However, the brief report excludes those cases with a zero balance. So this new report only shows those cases which have outstanding balance in the Ledger of a Case.
- The Date of Injury report now lets you specify a custom time range, case type, and case status.
- The Upcoming Due Dates report lets you specify a Deadline/Due Date Type when generating the report.
- We have updated the Dashboard settings in User Preferences, specifically related to the Events that show on the Dashboard. You can now select to only show those events that are assigned to you, instead of all firm-wide events. The checkbox is in the Dashboard section of User Preferences, titled “Show Only Upcoming Events Assigned to Me”.
- On the Case Details page, we have added the ability to set a default Billing Party for all time charges. It is located at the bottom of the Case Info box, and only Firm Administrators have the ability to set this. Selecting a party here will auto select the Bill To field of all charges entered on this case to the party you choose.
- Sync your Contacts and Calendar with your Apple devices! MerusCase supports CalDAV and CardDAV, which syncs your firm contacts and personal calendar on your iPhone, iPad, or Mac. This will sync any events assigned to you from one month in the past, to six months in the future. We have a help article in our Knowledge Base with a step by step process to show you how to set it up.
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