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Friday, October 28, 2016

Version 4.2 (Pan) Release Notes

Activities

  • An alert is now presented when attempting to enter more than 64k (65,336 characters) of data into an activity
  • Better behavior of the Documents filter link in the left-hand navigation area

Billing Codes

  • Filtering on 'Generic' now fully implemented

Books

  • Totals in My Billable Time update when the list of ledgers is filtered
  • Ledger entries more consistently removed from Reviewed Charges or Open Charges after creating invoices
  • More timely updating of Create Invoices list after creating ledger entries
  • Improved display of ledger descriptions when selecting a Billing Code entry
  • Editing Rejected Charges now correctly moves them to Open Charges
  • Marking charges Rejected now correctly moves them to Rejected Charges
  • Edit permissions are now correctly obeyed in Case Ledgers: Open
  • Filter options in Unreconciled Payments and Historical Payments no longer display HTML tags
  • Payment items (paid invoices, attach more invoices) are no longer hidden when viewing a payment if a default filter is set for payment tables
  • Trusts/Client Accounting
    • Improved checks to prevent overdrawing the account when creating a payable entry
    • Better behavior when viewing settlement invoices
    • Improved behavior when deleting bills

Case Files

  • Damage Type has been moved to its own column in the list of damages
  • Improved display of Body Part checkboxes in an injury's details
  • When creating new cases, Workers' Compensation fields are no longer shown for non-Workers' Compensation cases
  • No longer able to delete a case if a Trust/Client Accounting account balance exists

Case Ledgers

  • No unwarranted changes to the Logged By user when editing ledger entries
  • Better feedback for disabled entry fields
  • Case file numbers containing periods are no longer rounded to two digits and treated as numbers when exported in Excel format
  • More timely updating of ledger table when adding time from a message or an activity
  • More timely updating of totals when editing or deleting ledger entries

Contacts

  • Exporting contacts and companies now respects an applied People Type filter

Dashboard

  • Stale Case notification more accurately obeys Stale Case Notifications user preferences

Documents

  • JET Filing
    • Rich text used in a document's activity entry is no longer sent to the court

Events

  • Better guesses are made for manually entered time-ish entries, i.e. 700 (7:00pm), or 488pm (5:28pm)
  • Better behavior when using the Print Table menu item with multiple filters applied
  • Improved display of Firm Office filter
  • A firm office's assigned users can be set as an event's assignees using the dropdown menu attached to the Add Everyone link

Forms

  • Improved display of SSN when creating certain forms
  • Default filter is now Name rather than Form Type
  • Delete Form menu item is now properly disabled for users without permission to delete forms

Invoices

  • Improved display of allocated amounts after using Allocation Mode
  • Expense Codes no longer placed in the Task Code column of LEDES exports
  • Invoice items (line items, payments, and discounts) are no longer hidden when viewing an invoice if a default filter is set for Invoices: Open
  • Having a default filter set for Invoices: Open no longer causes the Invoices: Create table to be empty

Messages

  • Replies from users of the Client Portal are properly displayed in a case's Activities list if the original message was linked to a case

Parties

  • Hide/Show Parties link behaves more consistently when showing the last hidden party or hiding a single party
  • Filter dropdown menu no longer immediately disappears when clicked

Preferences

  • Billing (UTBMS) Codes can now be exported to Excel

Reports

  • Discount Report, A/R Payments & Receivables, and A/R Expenses & Receivables reports have been consolidated into A/R: Ledger Report (by ledger type) 
  • Claims Adjuster on Cases List with Injuries uses the case's Set Invoices to "Attn" of value, if one is set
  • Cash Flow per User invoiced ledger entries included in this report now use the invoice bill date rather than the date of the ledger entry
  • More consistent output of Cash Flow by Payor when being exported

Tasks

  • General Staff users can no longer delete tasks they did not create

Workflows

  • Workflows with no actions no longer cause an error when viewed
  • The That is due/occurs on label for a workflow action is properly updated when a workflow is viewed and when the type of the action (Calendar Event or Task) is changed

Miscellaneous

  • Improved display of table footers when printed
  • Court selection lists are now alphabetized by their labels
  • Better behavior of scrollable tables
  • Improved layout of table filter options
  • Improved display of Audit History table
  • Better display of EAMS Lookup Tool results
  • Other changes for a better, more efficient Meruscase experience

Posted by David Glass on Friday October 28, 2016 9 Comments

Labels: Releases

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