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Friday, September 16, 2016

Version 4.1 (Titan) Release Notes

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

Posted by David Glass on Friday September 16, 2016 2 Comments

Labels: Releases

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