Public Release Notes
This article covers new product enhancements included in our October 20, 2023 release.
Open Charges and Reviewed Charges
Both the Open Charges and Reviewed Charges table now feature a separate column to display the ledger type for each item in the list. Users can sort and filter by this column to more easily see the different type of case ledgers in each table.
Editing Case Ledger from Rejected Charges
Users that have Power User with Accounting permissions or higher can now edit case ledgers directly from the Rejected Charges table.
Contact Audit History
Users are now able to see audit history information on contacts, including changes made to the following fields:
First Name/Middle Name/Last Name
Any changes made to the following fields for contact addresses will also appear in the contact audit history:
Move In Date
Move Out Date
Enhanced Exporting Options
Users are now able to export the Damages table data from within case files into either Excel or CSV format. All fields on this page are included in the exported data.
For firms that utilize MerusPay, the Payments History table can now be exported in CSV format for additional reporting capability.
Parties - Addressed an issue where edits made to a case party immediately before hiding the party were reverted.
Last Significant Activity - Cases' Significant Activity date will now properly update when a significant activity tag is added to activities in bulk.
Email Subject Defaults - Added handling for auto-filling case data after a users manually deleted the content of a message subject field.
Miscellaneous - Enhanced loading times for a few areas of the application to improve overall performance.