v11.4.5 was made available for release from 20/06/2024.


New Features

New FeatureDescription
Bulk Copy Case ProfilesTooling that allows you to create custom bulk copy case profiles - with the ability to define the countries that available, how fields are set, and what data is copied to the new case within each profile. Accessible via System > Copy Case Settings

 


Improvements

System AreaImprovementContact Support to Use
RenewalsUpdated Validation of EP tool to copy renewal provider field automatically from parent case
RenewalsAdded support for Unitary Patents in PAVIS integration

RenewalsAdded support for JP Examination Request Dates in PAVIS integration
CorrespondenceUpdated #NEXTRENEWAL# and #NEXTRENEWALTASK# merge codes to not include tasks that have been closed with a custom closed status
Invoicing
Added scheduled invoicing setting to only allow approved charges to be invoiced via a manual invoice
InvoicingAdded setting to prevent generated invoice numbers from being edited. This can be set in System Preferences > Charges > 'Disable editing of generated Invoice numbers'
CasesAdded changes made to custom fields to the case summary tab


  

Fixes

System AreaFix
Pre-setsResolved issue filtering pre-set list with country 'All'
Copy Case ProfilesUpdated configuration form to allow renewals responsible field to be set to empty
ReportsUpdated system finance WIP reports to round to 2 decimal places
ReportsResolved issue with using 'Who Pays' columns in invoice reports