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
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