v12.0.0 was made available for release from 01/09/2024.


New Features

New FeatureDescription
Client Access v2Version 2 of client access is released, including the following changes:
  • Updated UI
  • Impersonate user functionality
  • Customisable client access themes
  • Client access profiles - allowing settings to be set on a profile level and then profiles linked to accounts
  • Dashboarding functionality
  • Updates to the portfolio map to include regional coverage of Unitary Patents, BX cases, EU trademarks and EU designs
  • The ability to define individual case fields that should be available per client access account
  • Reporting upgrades - the ability to create and share charge, document, and renewal reports
  • Document collaboration functionality
  • The ability to instruct renewals via client access


Documentation to follow. Existing v1 client access accounts function as previously with no changes.

CSV Task ImportTasks can now be imported into Equinox via a CSV file. This can be accessed via System > CSV Data Import, dependent on account permissions. An example template file is available to download from within this section.
Renewals - Auto-generate costs/quotes for non provider renewalsRenewal quotes for non-provider renewals are now added to renewals automatically based on the forecast settings defined in Renewals > Settings. Charges are selected from the charge sheet using the same existing logic.
Renewals - Bulk Instruct renewals via report generatorRenewal instructions can now be entered in bulk via the Bulk Instruct option in the report generator. This is available on all reports with type 'Case & Renewals'.
Renewals - Options to automatically regenerate charges when renewal charges are processedRenewal charges can now be re-generated when they are being processed as charges on the case. This can be useful in scenarios where the linked charge sheet details have updated since the initial renewal quote was added. Quotes that have been manually updated in any way will not be re-generated, and will display a manual flag next to the charge. These settings can be enabled in Renewals > Settings:
  • Automatically refresh Our fees when processing Charges
  • Automatically refresh Official fees when processing Charges
Renewals - Option to automatically regenerate renewal quotes linked to specific charge sheet itemsA new checkbox on charge sheet items that allows any renewal quotes linked to this charge sheet item to be regenerated automatically. Only charges on renewals that haven't been manually amended, and that haven't yet been processed, will be updated. Charges will be automatically updated overnight.

 


Improvements

System AreaImprovementContact Support to Use
DashboardsAdded the ability to define minimum and maximum Y axis values for line and bar charts
DashboardsAdded the ability to export dashboard widgets from the dashboard
DashboardsAdded Cumulative Mode to dashboard widgets
ReportsAdded report filter options for the below:

Start of last month
End of last month
Start of last year
End of last year
RenewalsUpdated renewal law engine to provide support for stopping renewal deadlines generating after grant, e.g. for EP patents
PTO Import and ComparisonAdded publication information to the PTO tooling for trademark cases


  

Fixes

System AreaFix
DashboardsResolved bug with series grouping where fields vary and may not be in the same order 
DashboardsResolved error with clicking charge description from within a dashboard report widget
DashboardsResolved minor issue with 'Showing X of X' on dashboard report widgets 
FinanceResolved issue with exporting finance WIP report with currency conversions to only export to 2 decimal places
PAVISUpdated PAVIS integration handling so child cases with country 'AP' are not included in the country list when the parent 'AP' case is being transferred
InvoicingResolved slim application error when generating credit notes