Insider_Blog_Header-2.png
Monday, May 05, 2014

What's New in MerusCase? (Version 3.2 Sponde Release)

Here's the latest MerusCase release:

Billing and Invoicing
You can now get a pre-invoice/bill review of ledger items:

  • New 'Reviewed Charges' tab in the 'Books' area
  • 'Mark Reviewed' button replaces 'Create Invoices' button in the 'Open Charges' if the preference is set
  • Ability to mark reviewed items as 'Not Reviewed'
  • Reviewed items can not be edited in 'My Time' or a case's 'Ledgers' table
Exporting
  • 'Open Charges' to 'Timeslips'
  • Invoices in LEDES format as a single file


    New User-level Improvements
    You now have the ability to now make user-level preferences:

    • Auto-filter now available on 'courts/venues' and 'forms' by state
    • Auto-hide feature for the built-in Word templates


    New Firm-level Enhancements
    You can now set preferences at the firm-level too:

    • Review case ledgers before invoicing
      • Noted above
    • Enforce a 'Predefined Description' when recording new case ledger entries (This applies to non-e-bill cases. UTBMS-only cases are always enforced.)
      • Requires users to select a description when entering the time charges
    • Hide/Show the Case column on invoices


    Additional Improved Features

    • Now, no more prompts on 'unsaved changes' when you are discarding a draft message.
    • You will now no longer be able to paste negative values into payment allocation fields.
    • 'Case File' venue now respects the 'Firm Office' venue choice.
    • MerusCase now has the ability to turn off preventing duplicates while importing a contact CSV file.
    • Broader court (venue) case support now availableCivil and Criminal cases now have a court venue selector. New 'Criminal' court venues entered for 16 additional states.
    • Improved merging of Social Security Numbers.
    • Enhanced auditing.
    • Other improvements for a faster, better experience when using MerusCase
    Posted by MerusCase on Monday May 05, 2014 0 Comments

    Labels: Releases, Engineering

    Leave a Reply

    Meet MerusCase

    We're the only cloud-based legal practice management system trusted by thousands of lawyers to manage cases, documents, billing, and beyond. Learn more about MerusCase & schedule a demo today!

    Become an Insider:

    Recent Posts