Equinox Version 8.4.3 was made available for release from 9 November 2020.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Timer | Preference | Make selection of a chargesheet item mandatory on the timer | Yes |
| Timer | Preference | Hide the charge narrative input from the timer | Yes |
| Finance | Xero Export Preference | Send Client Ref. from a matter as the reference | Yes |
| Incoming Correspondence | Preference | Only process IC on the first instance | Yes |
Improvements
| System Area | Improvement | Contact Support to Use |
| Reports | Client Organisation Code now available in report generator | |
| Nationalisation / Validation | Improved performance of loading times for Validate EP and Nationalise PCT | |
| Validation | Updated preference so it also removes 'EA' when using the validate EAPO tool | Yes |
| National Rights | Added preference to allow you to set the default subcategory when using national rights tool from a WO design | Yes |
| Admin | Added preference to set which user permission role should have the ability to edit the due date on fatal tasks | Yes |
| Expressions | Added new eqSort function into Twig for use in expressions to sort arrays of data | |
| Expressions | Added advanced country properties in expressions | |
| Renewals | Removed the requirement for a renewal period to have a notice batch number for it to show in the 'Marked for Abandon' section in the renewals system | |
| Renewals | Updated the category filters in the send client notices section of the renewals system to only show categories that are applicable for renewals | |
| Renewals | Updated the process charges step in the renewals system to add case category column and the option to delete charges | |
| Renewals | Updated renewal periods so that fields aren't editable (e.g. date, instruction) when the renewal period is marked as completed | |
| Renewals | Added renewal settings to generate past renewals if they are within the grace period, or within the same month | |
| Renewals | Added specific timestamp to the Accepted Date for a renewal period | |
| Renewals | If renewals setting 'Generate All Renewal Periods Upfront' is used, the 'Next Renewals' table on a renewal period is hidden | |
| Documents | Improved handling for document titles where mandatory classification is used, but title addendums are not used | |
| Nationalisation / Validation | Improved warning handling for Validate EP/Nationalise PCT tools where the case code already exists | |
| Finance | Improved handling of charge approval status when using copy case locally tool | |
| Workflows & Presets | Increased size of number field and reduced size of CC field when being captured as data capture or as required history dates | |
| Reports | Improved performance of document reports | |
| Preset | Added preference that allows additional client contacts to be available as pre-set correspondence task recipients | Yes |
| Smart Templates | Added global CSS style setting for generated email smart templates | |
| Validation | Added organisation preference to remove anything after the country code when it is being replaced - e.g P1000WO/2 would become P1000GB | Yes |
| Documents | Improved handling for when a supporting document is generated without a required recipient, pop up warning implemented | |
| Expressions | Added eqSort and eqSortByProperties twig functions for help with sorting data into desired orders for mergecodes | |
| Expressions | Added new Twig function for easy placing of images within docx files and emails including Smart and simple resizing | |
| Reports | Increased report export limit to 350000 | |
| Finance | Original currency amount displayed on charge approval screen | |
| Reports | Location extra fields better supported in reports | |
| Documents | Improved support of foreign characters in previewed emails | |
| Special Contacts | Improved handling of Inventor/Licensee contacts | |
| Permissions | Wrapped Addressbook discounts in permissions layer | |
| Reports | More detail added to failed scheduled report email reports |
Fixes
| System Area | Fix |
| Reports | Removed 'undefined' value in report generator for field 'Instruction' |
| Renewals | Resolved issue with category and subcategory filters in the To Accept step of the renewals system |
| Renewals | Fixed the link to the case code from the 'Marked for Abandon' section of the renewals system |
| Reports | Resolved issue with the published status column/filter in the report generator |
| Reports | Organisation links fixed in report |
| Documents | Copy document to family fixed |
| Validation | Renewal responsibility choice now readable on Madrid tool |
| Client Access | Client Access accounts can update own passwords again |
| Address Book | Resolved issue with organisation codes that have a leading 0 |