Equinox Version 9.1.0 was made available for release from 28 April 2021.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| API Integrations | Import Matter from EPO | New matters can be created from the EPO in Equinox by searching with history dates | Yes / Phased rollout |
| Reports | Custom CSV Delimiter | A custom delimiter can be specified for CSV exports from the report generator | Yes |
| Workflows | Run Screen | Added a workflow run summary screen | Yes |
| Renewals | Current Renewal | Added handling for 'current renewal' | |
| Scheduled Invoicing | Charge Desc. Visibility | Added 'Show/Hide Text' functionality to scheduled invoicing and the charge sheet | Yes |
| Scheduled Invoicing | Charge Desc. Visibility Per Template | Preference to disable charge text on specific templates | |
| Document | Org. File Name Format Setting | Document filename format can be set per organisation in the address book | |
| Security | Timeout Location Setting | Added server setting to specify a url for when users are timed out | Yes |
| Renewals | SPC | Preference to hide the SPC and SPC Length fields for a renewal period | Yes |
Permissions Updates
| System Area | Permissions Update |
| Matter Details | Fixed issue preventing users accessing client information on the case details screen |
| Workflows | Only read-only users are prevented from creating workflows during a manual run |
| Renewals | Improved permissions across renewals |
Improvements
| System Area | Improvement | Contact Support to Use |
| Outgoing Correspondence | Added authentication failure message | |
| Documents | Improved handling of timestamps for new documents | |
| Renewals | Improved handling of charge totals for renewal periods | |
| Renewals | Improved handling of renewal responsibility during nationalisation | |
| Renewals | Added renewal charges total to reports | |
| Addressbook Overrides | Added applicant overrides to organisations | |
| Renewals | Added auto pay functionality for renewal periods | |
| Global Search | Whitespace trimmed from global search queries | |
| System Customisation | Added css class 'custom-field-input' to custom fields | |
| Finance | Updated charge approval alert wording | |
| Renewals | Small improvement to the renewal date calculator | |
| Addressbook | Increased the possible size of oldid for a contact in the database | |
| Performance | Added indexes to commentary to improve performance | |
| Documents | Removed the toolbar from the office previewer | |
| Addressbook | Set the default enter mode as line break for organisation commentary | |
| Finance | Improved editing of currency for existing charges | |
| Workflows | New setting to enable workflow migrations at a user level | Yes |
| Documents | Client references can be included in document filename mergecodes | |
| Renewals | Renewal responsible is set when a matter opens | |
| Documents | Added timezone handling to msg email previews | |
| Finance | Improved charge rate calculation | |
| Workflows | Added option to instance behaviour to stop checklist questions triggering prompts on other active instances of the same workflow on the case | Yes |
| Global Search | Improved handling of 'not found' documents in Document Full Text Searching | |
| Performance | Added 'recent mattercodes' clean-up behaviour to improve system performance | |
| Finance | Removed 'All Client' and 'All Category' options for charge rates | |
| Finance | Added a preference to associate scheduled invoices with a certain user | Yes |
| Performance | Optimised the performance of scheduled invoicing | |
| Finance | Removed 'Process all' button for scheduled invoices | |
| Addressbook | Improved OC override matching | |
| Renewals | Ordered cases by renewal date (ASC) in the confirmation step | |
| Renewals | Added date filters to renewal date column in the confirmation step |
Fixes
| System Area | Fix |
| Reports | Fixed display of next renewal date in reports |
| Documents | Resolved issues with commas and quotes in document downloads/checkouts |
| Reports | Scheduled reports & reminder emails can link to the correct server now |
| Display | Fix for cut off content in particularly large portlets (e.g. system standard letters) |
| Reports | Fixed report export for List & Find by Applicant/Inventor |
| Workflows | Fixed container emulation in workflows |
| Finance | Resolved issues with updating supporting documents on charges |
| Finance | Fixed issue with working in currency not copying automatically |
| Timer | Added working in currency handling to the timer |
| Timer | Resolved issue with time adjustments with the timer |
| Billing | Resolved problem with values transferring back from step 3 to 2 in the billing wizard |
| Settings | Fixed display issues on user preferences |
| Documents | Fixed issues with downloading documents relating to a matter |
| Finance | Fixed display issues on charge approval |
| Display | Added colour highlight to custom fields that have been changed on a matter |
| Expressions | Fixed issues with expression handling on charges |
| Finance | Fixed issue with scheduled invoices defaulting to the base currency |
| Finance | Added handling for 'show text' functionality in invoice previews |
| Display | Typo in v8 notification |
| Finance | Fixed issue with scheduled invoices not sending to correct recipients |
| Reports | Fixed an issue with OR filters and unincluded tables in the report generator |
| Renewals | Resolved issue with grace period calculation |
| Renewals | Fixed a problem with notice due dates |
| Renewals | Fixed a problem with renewals counts |
| Finance | Fixed issue with crediting invoices in 'working in currencies' |
| Reports | Resolved issue with 'active team' in the report generator |
| Finance | Resolved problem with 0 value rates |
| Finance | Resolved problems with charge currency, mark-up and extra charge saving |
| Reports | Resolved error with subscriber images in scheduled reports |
| API | Resolved empty history dates returned by the API |
| Addressbook | Preferred associates list now correctly shows the organisation name in the organisation column |
| Display | Custom checkboxes prevented from ticking one another |
| Display | Resolved display issues with custom fields in matter summary |
| Finance | Non-chargeable charge values set to 0 for Xero exports |
| Outgoing Correspondence | Master templates now work with language selection |
| Renewals | Fixed issue with discounts over £100 not working with renewals |
| Renewals | Fixed an issue with discounts saving on renewals |
| Renewals | Resolved issues with behaviour of null value grace dates |
| Finance | Fixed a display issue with scheduled invoicing |
| Addressbook Overrides | Fixed a typo in OC override matching |