v11.4.5 was made available for release from 20/06/2024.
New Features
New Feature | Description |
Bulk Copy Case Profiles | Tooling 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 Area | Improvement | Contact Support to Use |
Renewals | Updated Validation of EP tool to copy renewal provider field automatically from parent case | |
Renewals | Added support for Unitary Patents in PAVIS integration | |
Renewals | Added support for JP Examination Request Dates in PAVIS integration | |
Correspondence | Updated #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 | |
Invoicing | Added setting to prevent generated invoice numbers from being edited. This can be set in System Preferences > Charges > 'Disable editing of generated Invoice numbers' | |
Cases | Added changes made to custom fields to the case summary tab |
Fixes
System Area | Fix |
Pre-sets | Resolved issue filtering pre-set list with country 'All' |
Copy Case Profiles | Updated configuration form to allow renewals responsible field to be set to empty |
Reports | Updated system finance WIP reports to round to 2 decimal places |
Reports | Resolved issue with using 'Who Pays' columns in invoice reports |