Equinox Version 9.1.1 was made available for release from 8 June 2021.
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Reports | Dynamic Date Filters | Added 'this month' and 'this year' dynamic date filters to reports | |
| Reports | Checkout Status | Added document checkout status to Document reports | |
| Reports | Bulk Update | Added otherside client to bulk updates | |
| Reports | Bulk Update | Added otherside solicitor to bulk updates | |
| Finance | Negative Time Credit | New preference to allow time to be credited negatively in credit notes | Yes |
| Templates | Parent Task Due Date Mergcode | Added parent task due date mergecode | |
| Finance | Charge Approval Dashboard | Added new charge approval dashboard | Yes |
| Scheduled Invoicing | Invoice Date | Allow override of invoice date in scheduled invoicing | Yes |
Improvements
| System Area | Improvement | Contact Support to Use |
| Finance | Improved handling of 4-6dp for charge amounts | |
| Reports | Improved display of mailing list in address book reports | |
| Reports | Cancel button now close popup window in reports | |
| Reports | Added client & debtor postcode to reports | |
| Scheduled Invoicing | Improved the display of frequency for scheduled invoices | |
| Timer | Timer now correctly supports fixed fee properties | |
| Credit Notes | Improved handling of discounts when crediting invoices | |
| Credit Notes | Time spent on a charge is reset when issuing a credit note | |
| Charge Approval | General UI tweaks for charge approval | |
| Client Access | Added subcategory filtering to applicant search | |
| Client Access | Added subcategory filtering to client inventor search | |
| Dashboarding | Added functionality to prevent reports assigned to a dashboard from being deleted | |
| Reports | Added a contacts 'active' status to reports | |
| Documents | Improved document filename merging for downloads |
Fixes
| System Area | Fix |
| Chargesheet | Resolved currency issues with charges added from the chargesheet |
| Renewals | Resolved issue with notice date filters |
| Finance | Currency display issue in export to Xero screen |
| Scheduled Invoicing | Fixed the way scheduled invoicing interprets the renewals debtor |
| Scheduled Invoicing | Fix for scheduled billing not applying discounts correctly |
| Scheduled Invoicing | Fix for billing not working for scheduled invoicing |
| Charge Approval | Fixed issue with writeoffs in Charge Approval |
| Charge Approval | Already approved charges no longer appear in charge approval previews |
| Nationalisation | Cases created from Madrid trigger preset tasks |
| Renewals | Fixed filtering across renewals |
| Discounts | Fixed some issues with "working in" discount calculations |
| Scheduled Invoicing | Fixed an issue with "show text in invoice" not working in certain circumstances |
| Address Book | Issue with country code selection when adding new contacts |
| Address Book | Issue with country code selection when adding new applicants |
| Documents | Resolved issue where EML emails added by e2e are duplicated |
| Templates | Fixed display of month name in #TAXDATEPLUS# mergecode |