v2025.4.0.0 was made available for release from 23 October 2025.


New Features

System AreaDescription
E-InvoicingE-Invoicing allows you to:
  • Export invoices in a structured XML (UBL) format compliant with the EN 16931 European e-invoicing standard and PEPPOL BIS Billing 3.0 validation rules.

  • Capture all required data directly from your Equinox records.

  • Manually upload the exported file to your accounting system or PEPPOL Access Point provider.


To use this feature:

  1. Enable E-Invoicing under System > System Preferences > Charges > E-Invoicing.

  2. Configure your E-Invoice Settings under Finance > Invoice Settings (user must have permission Finance > Account Details).

  3. Set your buyer details at the debtor level under the new fields in Address Book > Organisation > Finance Settings.

  4. Export invoices to E-Invoice under Finance > Import/Export (user must have permission Finance > Import/Export).


Improvements

System AreaImprovementContact Support to Use
DocumentsDocuments can now be bulk downloaded by View.
Documents/
Client Portal v2
Client user actions in the Client Portal (such as document views and downloads) are now logged in the main Equinox system on the 'Edit Document' screen.
Task Copy (Law Firm+)A new setting can be enabled to automatically add a note when a task is copied, advising users that the task has been copied and is not linked to any workflow.Yes


Fixes

System AreaFix
EUIPO Design FilingCorrected wording around protected and unprotected images.
EUIPO Trademark FilingImproved saving behaviour to ensure all fields are retained when Validate is selected.
EUIPO Trademark FilingAdjusted field ordering so that priority information now displays in a logical sequence.
Case FamiliesResolved an issue with linking case families for one client.
ReportsFixed an issue preventing large reports with extensive datasets from exporting correctly.
All FamiliesCorrected a display issue with the family count in the “All Families” list.
User PermissionsAdjusted read-only permissions so that Power Admins in user systems can manage their settings.
ChargesFixed an issue when undoing write-off charges.




v2025.4.0.1 was made available for release from 30 October 2025.

Fixes

System AreaFix
Reports
Resolved an issue with filtering on the 'Client Organisation Code' column to ensure that both letters and numbers are recognised correctly.
USPTO Case Link
Updated the URL for the USPTO case dates link to reflect the USPTO’s new address.
Case Summary
Improved case audit logging to prevent blank entries from being created when other fields are updated.
PTO Comparison
Resolved an issue preventing UK trademarks from linking correctly to the UKIPO.



v2025.4.0.2 was made available for release from 6 November 2025.

Fixes

System AreaFix
PTO Comparison
Improved internal logging tools to increase visibility of PTO Comparison runs.
Renewals
Enhanced filtering and search functionality on the 'Renewals – Process Client Instructions' screen, allowing the first few digits of a batch number to be searched instead of requiring an exact match. Also removed the additional page option when only one page of results is available.
Renewals
Improved data logging for renewals provider messages, displaying entries vertically rather than horizontally for better readability.
Date Fields
Resolved a display issue where Spanish word characters were being replaced with code characters.