v2026.3.3.0 was made available for release from 29 September 2026


Improvements

System AreaImprovement
REST API v2

The REST API v2 has been expanded with additional Invoice routes, allowing invoices to be retrieved, filtered and updated, including associated custom fields, charges and credit notes.


Invoices

  • GET /invoices – Retrieve All Invoices
  • GET /invoices/{invoiceId} – Retrieve Single Invoice
  • GET /invoices/{invoiceId}/custom-fields – Retrieve Single Invoice Custom Fields
  • PUT /invoices/{invoiceId}/custom-fields – Replace Single Invoice Custom Fields
  • PATCH /invoices/{invoiceId} – Update Invoice
  • PATCH /invoices/{invoiceId}/custom-fields – Update Invoice with Custom Fields
  • GET /invoices/{invoiceId}/charges – Retrieve Charges on Invoice
  • GET /invoices/{invoiceId}/credit-note – Retrieve Related Credit Note


Invoice Filters

  • GET /invoices – Filter by Status
  • GET /invoices – Filter by Type
  • GET /invoices – Filter by Origin
  • GET /invoices – Filter by Matter ID
  • GET /invoices – Filter by Client ID
  • GET /invoices – Filter by Debtor Location ID
  • GET /invoices – Filter by Legal Entity ID
  • GET /invoices – Filter by Currency
  • GET /invoices – Filter by Invoice Date Range
  • GET /invoices – Filter by EInvoice Status
  • GET /invoices?includeCustomFields – Include Custom Fields


Custom Fields

  • GET /custom-field-definitions – Retrieve Custom Field Definitions
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Please see our full API documentation for v2 here: ReDoc 
REST API v2

Additional Address Book routes have been added to support creating, updating and deleting Organisations, Locations and People.


Organisations

  • POST /organisations – Create an Organisation
  • DELETE /organisations/{organisationId} – Delete an Organisation
  • PATCH /organisations/{organisationId} – Update an Organisation
  • PUT /organisations/{organisationId}/preferences – Replace Organisation Preferences
  • PATCH /organisations/{organisationId}/preferences – Partially Update Organisation Preferences


Locations

  • POST /locations – Create a Location
  • DELETE /locations/{locationId} – Delete a Location


People

  • POST /people – Create a Person
  • DELETE /people/{personId} – Delete a Person
REST API v2

Additional routes have been added to retrieve Matter Inventors and Inventor Rewards.


Matter Inventors

  • GET /matter-inventors?matterId={matterId} – Retrieve Matter Inventors for a Matter
  • GET /matter-inventors/{matterInventorId} – Retrieve a Single Matter Inventor
  • GET /matter-inventors/{matterInventorId}?includeCustomFields=true – Retrieve a Single Matter Inventor with Custom Fields


Inventor Rewards

  • GET /inventor-rewards – Retrieve Inventor Rewards
  • GET /inventor-rewards/{rewardId} – Retrieve a Single Inventor Reward
Charges​The Case Charges tab now allows for filtering of custom fields of type: Dropdown, Text or Text Area. 
User Permissions Added new system permissions to give administrators greater control over access to workflow actions. Access can now be restricted for:

• The Run Workflow option on the Case Workflows tab.
• The Run button on a Workflow Task.

These permissions are available under System > System Permissions > Workflows.
​REST API v2Added the Associated Location field to the GET Charges v2 API endpoint.
Case Access Restrictions

Improved the Case Access Restrictions module with two enhancements:


• Policy Description: Added a description field for user, team and permissions policies to help administrators organise and identify policies.


• History: Added a History section to the Manage Policy page, allowing users to review changes made to each policy.

PTO Import ​Improved the PTO Import tool to distinguish between Utility Models and Patents when importing cases.


Fixes

System AreaFix
PAVIS Integration​Resolved an issue that could generate duplicate renewal periods when using Check Status on a completed renewal period.
PAVIS Integration​Resolved an issue that could create duplicate renewal records when using the manual move-on option on systems with automatic move-on enabled.
PAVIS IntegrationResolved an issue preventing renewal instructions from being successfully transferred to PAVIS for some Standing Orders.
​RenewalsAdded pagination to the renewal logs to improve loading times on the Case Renewals tab. 
System​Updated system error messages to display the current support contact email address: support@equinox-ipms.com​.
API DocumentationCorrected the POST /Renewals endpoint documentation to specify matterId as the required object property instead of matter.
Renewals​Resolved an issue where double-clicking the Process Charges button while the screen was still loading could create duplicate charge entries.
CasesResolved an error preventing users from using the Nationalise PCT tool. 
Case ContactsImproved the inventor removal process so that users remain on the Inventor contacts section after removing an inventor from a matter, rather than being redirected to the Client/Owner contacts tab.
Tasks ​Increased the maximum supported task due date to the year 2100.
DashboardsUpdated HTML Widgets to allow users to assign names, making it easier to distinguish between different widgets. 
​User Permissions​Renamed the Ethical Walls Management permission to Case Access Restrictions Management to reflect the updated terminology.