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
  
  

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