David Glass
Recent Posts
Friday,
September
16,
2016
Version 4.1 (Titan) Release Notes
Show summary
Activities
Activities
- In case activities, events now include a When component for easier viewing of date and time that the event takes place
Books
- More accurate display of Invoices at a Glance graph
Case Files
- Improved behavior when removing statutes from injuries and incidents
- Immigration
- Repeatedly clicking the disabled Delete Form button no longer causes server errors
Case Ledgers
- Editing a ledger entry that was previously saved with no hours no longer sets the hours to the minumum value (.1 or .6, depending on firm preference)
Contacts
- No longer able to remove the primary party from a case using the contact's Cases list
Documents
- Documents tagged with an activity tag that triggers a workflow no longer lose that tag when subsequently saved using the Save to Merus button
Invoices
- Improved clarity of invoicing/billing dates by displaying both Invoice Date and Invoice Period (From and To) on PDF invoices
- Additional preference: Margin above 'Invoice Date' Table, for placement of the new dates information
- Open as PDF button in Open/Paid Invoices now includes an option to download the selected invoices as a zipped file of individual invoices rather than a single PDF of all invoices
- Removed ability to delete invoices that have been marked Delivered (have a Delivered Date set)
- Clearing the Delivered Date will allow the invoice to be deleted
- Bill To and Attn are now displayed in the invoice's view
- When deleting an invoice, any applied discounts are now properly deleted as well
- Improved experience during Allocation Mode (applying receivables across individual invoiced ledger entries)
Messages
- Better display of accents and other special characters when viewing messages from Meruscase in other email programs
- When linking messages to a case as a batch, including the Sender information in the genrated activity description is now an option
- Sending the PDF version of an MSWord document no longer attaches the file using a random file name
Parties
- Display of party group order in Parties view now matches the order set in the Party Group Order preference
Reports
- More accurate output in Case Access History report
- Better handling of dates when running the A/R Payments Received report
- New cash flow reports
- Cash Flow by Billing Contact (Payor)
- Cash Flow by User
- Cash Flow by Attorney Responsible
Time Tracking
- Corrected tab order in time tracking widget
Workflows
- Events created by a workflow can now have a Start Time and Duration set
Miscellaneous
- Increased auditing
- Numbers in Excel exports are now treated as numbers by Excel rather than text
- PDF and MSWord document icons are no longer the same color
Friday,
August
19,
2016
Version 4.0.9 (Saturn) Release Notes
Show summary
Activities
Activities
- Workflows no longer fire if the activity is auto-saved multiple times
Books
- Downloading export files using the notification link now works
- Zero-dollar invoices can now be manually marked paid
- Trust/Client Accounting is available again
- Record Deposits, Payments, and Disbursements
Calendar
- Better behavior of events set to repeat monthly close to the end of the month
Case Files
- Cases created using the EAMS Importer now have the venue set correctly
- Personal Injury - Motor Vehicle Accident
- Vehicle assignment and position of witnesses now save properly
- Personal Injury
- Better behavior at narrow display widths
Case Ledgers
- New ledger type, Expense - Item, for recording expenses that have quantity and unit cost components, i.e. Copies or Mileage
Contacts
- No longer able to remove the primary party from a case
- Improved display of contact information in search results following an update of the contact
- Search on iOS now searches on more than the first character entered
- Email addresses can now be copied and pasted into new messages
- Better behavior of Print & Export menu when Help panel is open
Events
- Follow-up Events now receive the assignees of the original event
Invoices
- Additional layout options for PDF invoices to improve compatibility with window envelopes
- Display 'Bill To' and 'Payment Information' on First Page Only
- Default is to display this information at the top of every page
- Do Not Include the 'Bill To' Label
- Margin above 'Bill To'
- Set a distance from the top of the page where the Bill To information will begin
- Margin above Line Items Table
- Set a distance from the top of the page where the line items will start
- Margin above 'Reference/Memo'
- Set a distance between the Reference/Memo field and the Bill To information
- Display 'Bill To' and 'Payment Information' on First Page Only
- New preferences for Top, Left, and Right margins
- Available options: .25", .33" (current setting), .5", .75", and 1.0"
- Additional preferences for showing labels for the information in the Reference/Memo field
- Options for including/excluding case-specific information in the Reference/Memo field
- Case Name
- Claim Number(s) (Workers' Compensation cases only)
- Date(s) of Injury (Workers' Compensation cases only)
- Time Tracking and Expense entries are now separated into Services and Expenses sections
- LEDES export formats now include the item quantity and unit cost for expenses
- Detaching ledger entries is now included in the audit history of the ledger entry
- Better behavior when filtering for unset values (N/A) in Last Invoiced or Cycle
- Improved display of Create Invoices list at large display sizes
- Sorting and filtering on Next Invoice is now possible
Messages
- Attachments are now available to recipients who are not MerusCase users, but retrieve the message using MerusCase
Parties
- Improved display of party groups following the replacement of in-use party groups
Reports
- Upcoming Birthdays is available again
Workflows
- Workflows updated more accurately following the replacement of the assigned activity tag
- Display of updated information when viewing a workflow has been improved
Miscellaneous
- Immigration Template Creator now has the MerusCase tab
- Help Menu no longer obscures navigation tabs in portrait mode on iOS
- Better display of tabs at narrow display widths
- Improved behavior of search fields on iOS
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