Changelog

What's shipping
at Efimis.

Releases, deprecations, and security advisories for the Efimis platform. Subscribe to the RSS feed to track changes from your build pipeline.

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FilterShowing 21 of 21 entries
13 Jul 2026
2026w27
Release

Release 2026w27

Fixes for preferred names, credit-note reversals, automated statements, bank reconciliation, matter reporting, and the time-entry calendar.

✓FixedSystem (MK2-7972): Preferred-name settings persist and display consistently throughout the application.
✓FixedBilling (MK2-8095): Reversing Apply Credit transactions against disbursements restores the original amount and tax balances.
✓FixedBilling (MK2-7838): Automated statement runs skip clients without outstanding balances.
✓FixedBilling (MK2-8195): Automated Trust Statement notifications reach the selected Assisting Person.
✓FixedBanking (MK2-8137): Client and trust bank reconciliations refresh variance calculations after transactions are matched or unmatched.
✓FixedReporting (MK2-8151): Matter Balances reports process active matters and acting-person assignments more efficiently.
✓FixedTime (MK2-8063): The Time Entries calendar loads every entry in the selected date range on initial display.
3 Jul 2026
2026w26
Release

Release 2026w26

Grouped invoice-ledger entries, quarterly billing, Positive Pay exports, enhanced entity and matter forms, and targeted reliability fixes.

+AddedBilling (MK2-8014): A configurable concertina view groups invoice ledger entries into expandable rows.
+AddedBilling (MK2-7134): Quarterly billing schedules support configurable start dates at firm and matter level.
+AddedBanking (MK2-7138): US cheque payments can be exported to CSV for Positive Pay, with re-export support and audit tracking.
↻ChangedClients/Matters (MK2-7052): Early-access entity and matter forms streamline navigation, actions, permissions, and inactive-record handling.
✓FixedClients/Matters (MK2-7903): On Hold, Closing, and Closed matters must be reactivated before their details can be changed.
✓FixedClients/Matters (MK2-8029): Updated matter permissions take effect immediately without reopening the matter.
✓FixedPurchases (MK2-8118): Reversing a payment against a negative supplier purchase no longer reports a false overpayment.
✓FixedBilling (MK2-7968): Percentage fee adjustment labels correctly distinguish increases from decreases.
✓FixedBilling (MK2-8149): Smokeball invoice filing creates only the required Accounts folder and document.
✓FixedSystem (MK2-8021): CMA notification emails include organisation and joint-party client names.
26 Jun 2026
2026w25
Release

Release 2026w25

Safer invoice reversal validation plus fixes for documents on open-access matters and Profit & Loss drill-down dates.

↻ChangedBilling (MK2-8057): Invoice reversals validate journal lock dates before processing, preserving balances and ledger consistency when blocked.
✓FixedSystem (MK2-8114): PE Documents can be accessed and filed, including pre-bills, on matters configured for Open Access.
✓FixedReporting (MK2-8043): Profit & Loss drill-downs use the selected reporting period and reconcile with the displayed values.
19 Jun 2026
2026w24
Release

Release 2026w24

A consistent requisition creation flow and fixes for billing totals, reporting filters, live Eve formatting, trust reporting, and webhook synchronisation.

↻ChangedRequisitions & Approvals (MK2-7984): New Request opens Create New Requisition consistently, with Matter to Matter Request available in a matter context behind a feature flag.
✓FixedBilling (MK2-8035): The billing widget calculates pending fee totals correctly after an invoice is split across recipients.
✓FixedReporting (MK2-8046): Responsible Team filters no longer prevent reports from generating and selected team names appear in output.
✓FixedReporting (MK2-8002): Profit & Loss reports handle an empty Tag filter without a GraphQL error.
✓FixedReporting (MK2-8097): Matter Balances respects the selected As At date when applying matter-status filters.
✓FixedEve (MK2-8041): Markdown formatting renders correctly while responses stream, matching the saved conversation view.
✓FixedClient/Trust Accounts (MK2-8058): Client Interest reports process large unposted transaction sets more efficiently.
✓FixedSystem (MK2-8094): Smokeball webhook processing reliably synchronises fee entries and write-offs.
12 Jun 2026
2026w23
Release

Release 2026w23

Invoice finalisation controls, bank reconciliation match ordering, and nine bug fixes across billing, trust, and purchasing.

+AddedBilling (MK2-6120): Invoice Finalising/Unfinalising Controls — configurable restrictions on invoice finalization with a new Biller role and feature flag.
+AddedRequisitions/Approvals (MK2-7964): Requisitions & Disbursement Codes — refinements addressing account type availability, field removal, and tax calculations.
✓FixedReporting (MK2-7977): CMA Ledger Report — resolves filtering logic for reversed initial receipts.
✓FixedClient/Trust Account (MK2-7999): Missing Client Interest (IE) — enables the feature for Irish tenants.
✓FixedPurchase Ledger (MK2-8010): Closed Suppliers — prevents posting against closed suppliers.
✓FixedBanking (MK2-7066): Bank Reconciliation Match Order — displays matches in descending order by date.
✓FixedSystem (MK2-7901): Missing Organisation Option — restores the switch organization feature.
✓FixedBilling (MK2-7917): Invoice Generation (Unconfigured Payment Provider) — allows generation regardless of provider status.
✓FixedClients/Matters (MK2-8052): Missing Instruction Date — defaults to current date automatically.
4 Jun 2026
2026w22
Release

Release 2026w22

CMA/deposit export and running balance, plus fixes across disbursements, trust, matters, reporting, and billing.

+AddedClient/Trust (MK2-5999): CMA/Deposit Enhancement — adds export/print functionality and running balance column.
✓FixedDisbursements (MK2-4996): Negative Cost Recoveries — enables negative rate entry.
✓FixedDisbursements (MK2-7992): Cost Recovery Label — corrects header display.
✓FixedDisbursements (MK2-7998): Credit Balance Warning — stops repeated warnings.
✓FixedClient/Trust (MK2-6864): CMA/Deposit Statement Email Templates — restores email body content.
✓FixedClient/Trust (MK2-7999): Missing Client Interest Options (IE) — makes option visible for Irish tenants.
✓FixedClients/Matters (MK2-7906): Matter Type Sorting — alphabetical grouping.
✓FixedClients/Matters (MK2-7959): Matter Role Tag Naming — regional terminology corrections.
✓FixedClients/Matters (MK2-8007): Entity Display — readable labels.
✓FixedReporting (MK2-7929): Matter Listing Report — handles deleted references gracefully.
✓FixedReporting (MK2-7943): Matter Balances Report — handles deleted references gracefully.
✓FixedBilling (MK2-7952): Activity Template Shortcut — preserves user formatting.
✓FixedBilling (MK2-7974): Invoice Date Format (US) — applies correct regional format.
✓FixedBilling (MK2-7989): Invoice Unfinalise (Ledger Lock Date) — enforces lock date validation.
✓FixedBilling (MK2-8032): Invoice Template (But Say) — corrects fee item display.
✓FixedSystem (MK2-8008): Attachment Uploads — fixes authentication handling.
29 May 2026
2026w21
Release

Release 2026w21

Terminology updates, automatic branch defaults, and fixes across billing, disbursements, time, general ledger, and trust.

✓FixedSystem (MK2-7853): Replace Work Item Terminology — updates labels to Time Entry throughout the application.
✓FixedSystem (MK2-8031): HTML Invoice Email Templates — converts default templates to HTML format.
✓FixedClients/Matters (MK2-7881): Default Branch Auto-Population for New Matters — applies defaults automatically.
✓FixedGeneral Ledger (MK2-6991): Budget Sets — eliminates unpredictable row shifts during scrolling.
✓FixedTime (MK2-7905): Activity codes now sorted alphabetically instead of by creation date.
✓FixedBilling (MK2-7967): Invoice Total Display (Currency Symbol) — displays symbols instead of abbreviations.
✓FixedBilling (MK2-8019): Invoice Template (AU) — shows amount due correctly.
✓FixedDisbursements (MK2-7988): Disbursement Label — corrects singular form display.
✓FixedClient/Trust Account (MK2-7865): Client Interest Report — loads without timing out on unposted filters.
21 May 2026
2026w20
Release

Release 2026w20

Improved bank reconciliation matching, enhanced AI invoice scanning, request approvals grid, and broad bug fixes.

+AddedBanking (MK2-5781): Bank Reconciliation Suggested Matching — improves matching quality and prevents duplicates.
+AddedRequisitions & Approvals (MK2-7400): Request Approvals Grid — includes client name for easier identification.
+AddedPurchases (MK2-6100): Enhanced AI Scanning — supports multi-page invoices and improves allocation logic.
✓FixedClient/Trust (MK2-7849): Invoice Selection — retains manually selected invoices during transfers.
✓FixedSystem: Multiple fixes addressing EvolveGo branding remnants, US terminology inconsistencies, dashboard permissions, and aged debtor widgets.
✓FixedTime (MK2-6992): Time Entries - Changing Activity — updates rate and type automatically.
✓FixedTime (MK2-7958): Time Entries (Retaining Values) — preserves posted entry values.
✓FixedBilling (MK2-7159): Rounding on Disbursement Tax Changes — ensures accurate invoice totals.
✓FixedClients/Matters (MK2-7847): Billing Contact — enables removal.
✓FixedClients/Matters (MK2-7882): Next Invoice Fixed Fee Amount — allows unchecking.
✓FixedRequisitions (MK2-7916): Request Requisition Creation Fix — enables save button when fields are complete.
✓FixedReporting: Multiple label corrections and export fixes across various reports.
13 May 2026
2026w18
Release

Release 2026w18

New overdrawn balances report, matter access control improvements, Eve AI reliability upgrade, and targeted bug fixes.

+AddedReporting (MK2-6725): New Client Overdrawn Balances Report (UK & IE) — identifies matters with negative balances.
+AddedMatters (MK2-7287): Matter Access Control Enhancement — introduces open access default with toggle for restriction.
+AddedEve AI Assistant (MK2-7854): Eve Reporting Reliability — improves accuracy with latest model version and enhanced validation.
✓FixedMatters (MK2-7262): Matter Closing Behaviour — validates balances before closure.
✓FixedMatters (MK2-7871): Leap Card Edit — maintains Efimis title consistency.
✓FixedGeneral Ledger (MK2-7852): Budget Set Import — handles duplicate data gracefully.
✓FixedGeneral Ledger (MK2-7911): Budget Sets (Saving & Entries without Tags) — allows empty tag fields.
✓FixedClient/Trust Account (MK2-7889): Client Interest Calculation — uses correct end-of-day balances.
✓FixedPurchases (MK2-6977): Supplier Link from General Ledger — opens supplier details correctly.
✓FixedSystem: Fixes for closed employees accessing system, global search results, dashboard permissions, and feature flag redirects.
6 May 2026
2026w17
Release

Release 2026w17

Label and accuracy improvements across reporting, billing, banking, trust, and purchasing.

✓FixedReporting: Label updates and accuracy improvements for billing widgets and cost disclosure.
✓FixedProtected Funds (MK2-7301): Protected Funds Entry Issue — removes mandatory Payment To requirement.
✓FixedSystem: Joint Party client consistency and email validation fixes.
✓FixedPurchases (MK2-7062): Supplier Credit Note Prefill — auto-populates required fields.
✓FixedBanking: Currency updates and ledger accuracy improvements.
✓FixedClient/Trust (MK2-7379): Future-Dated Client/Trust Transactions — prevents future-dated postings.
27 Apr 2026
2026w16
Release

Release 2026w16

US regionalisation terminology update and fixes for supplier tax balances, performance, and receipt handling.

+AddedSystem (MK2-7132): US Regionalisation — updated spelling and labels for US conventions (Organization, Check, Itemized, etc.).
✓FixedPurchases (MK2-7851): Supplier Tax Balances on Cancelled Disbursements — corrects balances and totals.
✓FixedSystem: Performance improvements for Aged Debtors; time display fixes for US localisation.
✓FixedBanking (MK2-7879): Receipting for Imported Invoices — handles tax-only amounts correctly.
21 Apr 2026
2026w15
Release

Release 2026w15

FeeWise online payments, custom matter cost centre tags, and fixes across billing, banking, and reporting.

+AddedBanking (MK2-6044): FeeWise Online Payments — enables credit/debit card and bank transfer payments with automatic receipt posting.
+AddedMatters (MK2-6225): Custom Cost Centre Tags — allows custom matter tagging for enhanced reporting.
✓FixedBilling: Invoice total consistency and rate set inheritance fixes.
✓FixedBanking: Payment allocation error resolution and overdraw prevention.
✓FixedSystem: Disbursement code payee prefill and avatar readability improvements.
✓FixedMatters (MK2-7831): Prevent Closing Matters with Balances — enforces balance validation.
✓FixedReporting: Multiple fixes for PDF formatting, export accuracy, and intermittent display issues.
7 Apr 2026
2026w13
Release

Release 2026w13

Trust account statement reversals filter, terminology consistency updates, and fixes across reporting, Eve, billing, and entities.

+AddedStatements (MK2-3855): Trust Account Statement — adds Hide Reversals filter option.
+AddedSystem (MK2-7325): Terminology Updates Across Efimis — improves consistency across the application.
✓FixedSystem: Invoice email CC field and report generation fixes.
✓FixedEve (MK2-7778): Post Time Entries — uses logged-in user context automatically.
✓FixedReporting: Sorting, export, and timeout issues resolved across multiple reports.
✓FixedEntities: Potential matches display improvements for readability.
✓FixedBilling (MK2-7454): Receipting Invoices (Negative Fee Items) — handles negative amounts correctly.
16 Mar 2026
2026w12
Release

Release 2026w12

Irish regional support, InfoTrack integration, improved firm selection, and fixes across matters, reporting, billing, tax, and system workflows.

+AddedSystem (MK2-7398): Firm and invitation selection now includes search, separate tabs, and result counts.
+AddedSystem (MK2-6994): Irish legal accounts add Euro base currency, Irish VAT reporting, and compliant financial and matter-control reports.
+AddedSystem (MK2-7446): Irish invoice templates now preview and print correctly.
+AddedSystem (MK2-6047): InfoTrack integration records related transactions and associated costs automatically.
↻ChangedMatters (MK2-7183): Restricted or unavailable matter links now show an explanatory message instead of a blank screen.
+AddedEve (MK2-7431): Irish regional support adds UK-consistent terminology and Euro as the default currency.
✓FixedSystem: Updated branding, faster initial data-grid loading, invoice email subject tags, and single-template downloads (MK2-7394, MK2-5487, MK2-7303, MK2-7742).
✓FixedVAT/Tax (MK2-7286): Invoice write-offs now separate net and tax journal values so VAT returns calculate correctly.
✓FixedDashboard (MK2-7381): The Billing Run widget is visible to users with the appropriate accounting permission.
✓FixedMatters: Party relationships display correctly and matter-to-matter transfers default to the originating bank account (MK2-7401, MK2-7418).
✓FixedClients (MK2-7402): New Party, Save, and Cancel controls display correctly on the parties form.
✓FixedReporting: Corrected exports, report registration, saved customisations, Profit & Loss values, and VAT Return timeouts (MK2-7320, MK2-7413, MK2-7414, MK2-7247, MK2-7237).
✓FixedEntities (MK2-7435): Potential matches handle long names and addresses without horizontal overflow.
✓FixedBilling (MK2-7454): Invoices containing negative fee items can be receipted with correct fee allocations.
20 Feb 2026
2026w8b
Release

Release 2026w8b

Hotfix: ABA payment file extension, banking column display, employee notes, and invoice total consistency.

✓FixedSystem (MK2-6371): AU Payment Export File Extension — generates .aba files instead of .txt.
✓FixedBanking: ABA payment screen column display corrected.
✓FixedDirectory: Employee notes function restored.
✓FixedBilling: Invoice total consistency resolved.
16 Feb 2026
2026w8
Release

Release 2026w8

Purchase order editing with attachments, autofill and navigation fixes, and reporting performance improvements.

✓FixedPurchases (MK2-6882): Purchase Order Edits — allows editing with attachments present.
✓FixedSystem: Autofill restrictions and Clear Selected action restoration.
✓FixedBanking: Tooltip confirmation for matched transactions restored.
✓FixedBilling: Duplicate invoice grid issue resolved.
✓FixedReporting: Ledger Transfer Listing Report performance optimised.
✓FixedClients: Client entity saving fixed for matters with associated records.
9 Feb 2026
2026w7
Release

Release 2026w7

Eve reporting performance improvements, global search count fix, and invoice email attachment resolution.

✓FixedEve (MK2-6894): Reporting Answers — improves performance query handling.
✓FixedSystem: Global search count update and navigation behaviour fixes.
✓FixedBilling: Invoice email attachment resolution.
26 Jan 2026
2026w5
Release

Release 2026w5

Improved work item navigation plus fixes across matters, requisitions, reporting, purchases, and general ledger.

+AddedWork Items (MK2-7203): Improved Work Item Navigation — redirects to matter page after save.
✓FixedMatters: Party creation and incorrect blank entries resolved.
✓FixedRequisitions: Text template shortcut population fixed.
✓FixedReporting: Fee Analysis export and spelling corrections applied.
✓FixedPurchases: Batch payment method setting enabled.
✓FixedWork Items: Calendar icon functionality restored.
✓FixedGeneral Ledger: Control role label corrected.
19 Jan 2026
2026w4
Release

Release 2026w4

Matter save reliability, cheque clearance date fix, work items display normalisation, and reporting account ID correction.

✓FixedMatters (MK2-7033): Matter Updates — preserves changes and resolves save errors.
✓FixedBanking (MK2-7168): Incorrect Cheque Clearance — applies correct clearance dates.
✓FixedWork Items: Full-screen display behaviour normalised.
✓FixedReporting: Account ID display corrected to show codes and names.
12 Jan 2026
2026w3
Release

Release 2026w3

Profit & Loss report performance optimisation plus fixes for directory, billing, reporting, and UK VAT.

+AddedReporting (MK2-7106): Profit & Loss Report — performance review and optimisation.
✓FixedDirectory: Matter involvement badge restoration and contact payment method retention.
✓FixedBilling: Preferred billing address application in invoice drafting.
✓FixedReporting: Dormant Client Report label correction and Eve invoice matter reference fix.
✓FixedTax (UK): VAT return confirmation popup display restored.
6 Jan 2026
2026w2
Release

Release 2026w2

DEFT payment integration, configurable payment method disabling, and fixes across requisitions, matters, billing, banking, and VAT.

+AddedSystem (MK2-6784): AU DEFT Integration — introduces DEFT as payment method with signature and DRN support.
+AddedSystem (MK2-6934): Disable Payment Methods — allows filtering disabled methods from dropdowns.
✓FixedRequisitions (MK2-4839): Payment Requisitions Currency & Journal — validates cash account matching.
✓FixedMatters (MK2-6997): Fee & Disbursement Estimate Bars — corrects threshold triggering.
✓FixedSystem: Invoice email recipient display, settings duplicate tiles, and navigation fixes.
✓FixedDirectory: Employee details changes now persist through transitions.
✓FixedBilling (MK2-6884): Unfinalising Invoices Date — enforces lock date restrictions.
✓FixedBanking: Future-dated entry deletion and reconciliation variance resolution; matching error corrections.
✓FixedTax (UK): VAT Return display issues resolved.