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Friday, August 19, 2016

Version 4.0.9 (Saturn) Release Notes

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 typeExpense - 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
  • 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
Posted by David Glass on Friday August 19, 2016 3 Comments

Labels: Releases

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