Equinox Version 8.4.1 was made available for release from 19 August 2020.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Security | Password History | Equinox will remember old passwords to prevent them being reused | Yes |
| Help | Custom Help Link | The bottom right help centre link can be changed to link to alternative help centres | Yes |
| Address Book | Statutory Organisation Code | Statutory contacts can have an organisation code now for external links | Yes |
| Incoming Correspondence | Sticky Filters | Sticky filters now apply to Incoming Correspondence list | Yes |
| Address Book | Location Type Toggles | The type of location can be specified using on/off toggles when creating and editing locations. | |
| Finance | Interface Logging | Finance interface now has history/log of actions completed |
Improvements
| System Area | Improvement | Contact Support to Use |
| Nationalisation | Nationalisation of PCT copies user 3 and user 4 onto new cases | |
| Billing | VAT can be forced on or off for specific billing locations | |
| Address Book | Correspondence country can be specified on statutory contacts | |
| Billing | Smart invoice templates can include totals without currency symbols | Yes |
| Reports | Extra location fields now accessible in report generator | |
| Reports | Custom address fields now accessible in report generator | |
| Reports | Notes on an address renamed to location notes in report generator | |
| Documents | Better handling of document classifications when naming documents | |
| Permissions | Updated permissions on discounts for read-only | |
| Permissions | Updated permissions on invoices for read-only | |
| Permissions | Updated permissions on special reports to not show when set to none | |
| Permissions | Updated permissions on key contact update for read-only | |
| Permissions | Updated permissions for address book comments | |
| Permissions | Updated permissions for finance budgets | |
| Permissions | Updated permissions for timesheet and timer | |
| Permissions | Updated permissions for report export settings | |
| Permissions | Updated permissions for IC delete | |
| Matter Contacts | Updated the length of dropdown fields for 'add associate to case' dropdown | |
| Address Book | Filter by distinct name on add existing statutory contacts | |
| Search | Updated matter code search box lookup to improve speed on large data set | |
| Documents | Updated bulk download files to use formatted document file name | |
| Reports | Made title of reports mandatory and catered for empty ones so they can be opened | |
| Emails | Moved the scheduled email service inside the main product for better stability | |
| Incoming Correspondence | IC comments can be visible in the main IC list | |
| Renewals | Add filters to pay provider step and possible extra columns | |
| Renewals | Pay provider step to take you straight to list of cases | |
| Renewals | Option to individually process a case in pay provider to move it to process charges + not create exports | |
| Renewals | Show renewal responsible on create payment batch screen! | |
Renewals | Preference to only show the current renewal on the renewals details table on case details because of display issue | |
| Renewals | Display pre grace period date on renewal period list | |
| Renewals | Date format on create payment batch screen | |
| Renewals | Make it so when you manually amend the renewal date, it auto re-calculates the notices (or removes and re-adds) | |
| Renewals | Ensure no notices are supported across the system (and change misconfiguration message) | |
| Renewals | Completed date is set when the first completed option is ticked - I think it should just be when the second one is done? | |
| Renewals | Checkboxes to tick all on confirmation step | |
| Renewals | Renewal due date pre-grace period should be visible on the main renewal periods list | |
| Renewals | Invoice sent date on renewal period should be called 'Charges processed date' or similar | |
| Renewals | Bulk Export/Imports - Add pagination, order by new to old instead of old to new | |
| Renewals | Edit update and delete buttons on charges on renewal periods shouldn't be available after the charges have been processed, probably replaced with wording saying 'Charges Processed' | |
| Renewals | Renewals notice templates now generate as 'standard' task important. | |
| Renewals | Preference/setting to hide certain instructions from use in the system, e.g. allow to lapse | Yes |
| Renewals | Manual add extra renewal period option | |
| Renewals | Added renewals delete period options when you have delete permissions for renewal due dates | |
| Renewals | Added missing expiry year option to idepot for renewals system | |
| Nationalisation | Generate Madrid, Validate EP, Nationalise and National Rights now correctly copy renewals client and debtor to cases generated | |
| Nationalisation | Generate Madrid tool no longer default copies case status from parent case | |
| Billing | Made VAT charged depend on whether VAT was charged on the charge item not the invoice as a whole on the invoice details screen | |
| Nationalisation | Member rights tool now loads design subcategories instead of TM ones | |
| Workflows | Added usage information on charge sheet items for step and preset component usage and disabled delete if in use on either of these | |
| Workflows | Added usage information onto the expressions screen to let you know when they are used as mergecodes or step/task evaluations |
Fixes
| System Area | Fix |
| Outgoing Correspondence | Removed requirement for who pays the bill when producing correspondence to anyone |
| Preset Tasks | Preset task window loads correctly on Client Care Files created from the organisation screen |
| Workflows | Supporting documents created from preset task components run on a workflow have a content merge applied to them to replace mergecodes |
| User Details | Letter name 2 can be updated for users |
| Reports | Reports now warn you if the title is blank |
| Smart Templates | Smart template filters work properly on load |
| Outgoing Correspondence | Improved loading of OC templates to exclude undefined recipients |
| Reports | Custom fields for people and locations now work properly on Associate/Client reports |
| Documents | Fixed filter on bulk download documents |
| Nationalisation | Fixed dashes in matter code on nationalisation |
| Tasks | Fixed option to filter for all user types on master tasks for large data set |
| Reports | Fixed custom field error in reports |
| Incoming Correspondence | Fixed IC documents to use document classification string when set |
| Smart Templates | Fixed initial list on smart template generation |
| Documents | Fixed filename generation to include primary classification on generated documents |
| Reports | Fixed address book fields in reports to show street 1, 2 etc |
| Incoming Correspondence | Fixed display to be consistent on IC and main screen widgets |
| User Details | Fixed user details update which was blanking entity field |
| Documents | Fixed display on modified date on case documents list |
| Address Book | Fixed address notes to reflect organisation and addresses |
| Documents | Fixed preview icon on document classifications screen |
| Nationalisation | Fixed display of duplicate cases on nationalisation |