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
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