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 type, Expense - 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

If you accept pre-payments or use trust accounts to manage client funds, you can now easily input retainers and refundable deposits while creating a new case: