Two new columns are now available in ‘Case and Charge’ reports for systems using the Charge Approval module: 

• Charge Approval User 
• Charge Approval Date 

Custom fields defined at Invoice level can now be used within Expressions, allowing greater flexibility when creating custom merge codes. 

Example: 

{{ invoice.getCustomFieldById(1234).value }} 

A new option has been added under System > Copy Matter Settings within the Copy Case Profiles tooling. 

For Trademark cases, users can now enable “Split Single TM Class Countries”, which will create a separate case per class when copying cases for relevant trademark jurisdictions. 

When creating a new person record in the Address Book, a “Copy From Personal Name” button is now available.This allows the populated personal name to be copied directly into the Address Name field, reducing duplicate data entry. 

A new 'Location Legal Name' field is now available for use in E-invoicing XML exports, as an alternative to the standard Location Internal Name. 

When bulk updating case users via Family Adjust, a new option is available: 

“Also change responsibility of tasks belonging to the previous user to the new user” 

This ensures task ownership remains aligned when responsibility changes are applied across a family of cases. 

Task Email Reminders can now be enabled directly by users via the UI under: 

System > User Preferences > Matters. This removes the need to contact the Equinox team to enable or adjust reminders. 

New options include: 

• Enable Task Email Reminders (checkbox) 
• Task Email Reminder Days Ahead – specify how many days in advance reminders should be sent 

The PATCH /matters endpoint has been updated to accept matter/case IDs only. 

Case references are no longer supported, improving request accuracy and security. 

Several enhancements and consistency improvements have been made to the v2 Tasks API: 

• Standardised the task description field to description across all /tasks routes 
• Updated task status handling and PATCH behaviour 
• Updated task type field format and PATCH/POST behaviour 
• Improved PATCH behaviour for task importance and removed the legacy importanceName field 
• Added core matter properties to GET /tasks responses 
• Updated task filtering to use GET /tasks?matterid={id} 
• Added a new GET /tasks/{id} endpoint for retrieving individual tasks 

You can explore and test the full REST API v2 using interactive documentation generated from the OpenAPI specification.

• ReDoc
• Swagger UI 

To view the API routes for your own Equinox system, enter your API specification URL into Swagger using:

https://[your equinox domain]/products/api/documentation/api.yaml

For example:
https://workanyware.co.uk/products/api/documentation/api.yaml

Resolved errors occurring when: 

• Party identification ID was missing 
• No default supplier payment instructions were configured 
• Tax date plus settings were not enabled for debtor locations