Billing and Invoicing
You can now get a pre-invoice/bill review of ledger items:
- New 'Reviewed Charges' tab in the 'Books' area
- 'Mark Reviewed' button replaces 'Create Invoices' button in the 'Open Charges' if the preference is set
- Ability to mark reviewed items as 'Not Reviewed'
- Reviewed items can not be edited in 'My Time' or a case's 'Ledgers' table
Exporting
- 'Open Charges' to 'Timeslips'
- Invoices in LEDES format as a single file
New User-level Improvements
You now have the ability to now make user-level preferences:
- Auto-filter now available on 'courts/venues' and 'forms' by state
- Auto-hide feature for the built-in Word templates
New Firm-level Enhancements
You can now set preferences at the firm-level too:
- Review case ledgers before invoicing
- Noted above
- Enforce a 'Predefined Description' when recording new case ledger entries (This applies to non-e-bill cases. UTBMS-only cases are always enforced.)
- Requires users to select a description when entering the time charges
- Hide/Show the Case column on invoices
Additional Improved Features
- Now, no more prompts on 'unsaved changes' when you are discarding a draft message.
- You will now no longer be able to paste negative values into payment allocation fields.
- 'Case File' venue now respects the 'Firm Office' venue choice.
- MerusCase now has the ability to turn off preventing duplicates while importing a contact CSV file.
- Broader court (venue) case support now available—Civil and Criminal cases now have a court venue selector. New 'Criminal' court venues entered for 16 additional states.
- Improved merging of Social Security Numbers.
- Enhanced auditing.
- Other improvements for a faster, better experience when using MerusCase
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