Equinox Version 9.0.0 will be made available early 2021.
New Features
System Area | New Feature | Description | Contact Support to Use |
General Navigation | Dashboarding System | An improved homepage, with a range of configurable widgets | |
Matter Details | Field Grouping | Information fields on matters can be grouped under customisable headings | |
Documents | File Extension Restrictions | Customisable restrictions on what types of file can be saved into the DMS | |
Documents | Inline Document Searching | Improved document searching functionality. | Yes |
Correspondence | Email Checking Tool | This tool helps facilitate email checking between users within Equinox. | Yes |
Finance | Working In Currency | Matters can be assigned a "working in currency" separate from a system's base currency | |
Finance | Currency Specific Charge Rates | Specific hourly rates can be set up for currencies in use | |
Finance | Remove Discounts | Discounts applied to charges can be removed | |
Finance | Currencies & Charges | Foreign currency amounts for charges can be viewed and modified more easily | |
Finance | Invoicing | New billing system that allows scheduled generation of invoices. | Yes |
Reports | Filters | Reports can be filtered by the active user (whoever is logged in) | |
Reports | Filters | Reports can be filtered by the active user's team | |
Reports | Harmonised Reporting | Some key reports can be viewed in appropriate currency modes, when using "working in" currencies and others have been harmonised into base currency for high level, company wide, analysis | |
Contacts | Applicant/Inventor Custom Fields | Custom information fields can be configured for applicant/inventor contacts. |
Improvements
System Area | Improvement | Contact Support to Use |
User Interface | General improvements have been made to the design/layout of Equinox | |
Charge Sheet | Support for additional languages in the chargesheet (beyond the defaults of Dutch, French and English) | |
Security | A range of security improvements across the whole system | |
Finance | Standardised timesheet addition of charges | |
Finance | Scheduled invoicing now has a dashboard | |
Finance | Scheduled invoicing has additional reporting capabilities regarding client setups | |
Wording | Legal Entity is now a preference word | |
Finance | Automatic invoicing has been renamed "Scheduled Invoicing" | |
Finance | Scheduled invoicing has improved error and misconfiguration handling |