June 19th - Release 2026w24 

Enhancements

Requisitions & Approvals

• MK2-7984 | Improved Consistency Across Requests & Approvals (hidden under Feature Flag) - The "New Request" action now opens the "Create New Requisition" interface in all locations, replacing the previous dropdown menu. "Matter to Matter Request" has also been added to the available request types and is enabled when a matter context is available. 

Bug Fixes

Billing

• MK2-8035 | Billing Widget Totals (Split Invoices) - fixed an issue where the "Billing widget" displayed incorrect pending fee totals after an invoice was split across multiple recipients. Billing totals now correctly reflect pending and not-yet-due amounts, ensuring consistency with invoice listings and reporting. 

Reporting

• MK2-8046 | Responsible Team Filter - resolved an issue where applying a "Responsible Team" filter could cause certain reports, including Aged Debtors, to fail. Reports now generate successfully when filtering by responsible team, and the selected team names are displayed correctly in report outputs. 
• MK2-8002 | Profit & Loss (Tag Filter) - fixed an issue in the Profit & Loss report where applying a "Tag" filter without selecting a tag value could cause the report to fail with a "GraphQL" error. The report now correctly handles empty tag filters, allowing users to run reports successfully without needing to add and remove a tag value to clear the error condition. 
• MK2-8097 | Matter Balances - resolved an issue where the "Matter Balances" report could incorrectly exclude matters when using an "As At" date and filtering by matter status. The report now more accurately reflects the matter's status at the selected date, ensuring eligible matters are included in the results. 

Eve

• MK2-8041 | Display Format (Responses) - fixed an issue in "Eve" where AI responses containing markdown formatting were not rendered correctly when displayed live. Responses that included headings, bullet points, tables, or bold text could appear as plain text with raw markdown characters visible until the conversation was refreshed. Live responses now render consistently with the saved conversation view, ensuring formatting is displayed correctly as content is generated. 

Client/Trust Accounts

• MK2-8058 | Client Interest Report - resolved an issue where the "Client Interest Report" could fail to load or time out when running with the "Posted = No" filter on firms with large volumes of trust transactions or multiple client interest rate bands. The report now processes unposted client interest more efficiently, allowing results to load successfully and reducing the likelihood of timeout errors. 

System

• MK2-8094 | Smokeball Fee Sync - resolved an issue in the "Smokeball webhook" processing flow where fee entries could be dropped during synchronisation, particularly when items were created in a written-off state or when billing configuration data was temporarily unavailable. Updated processing logic now ensures fee records and write-offs are handled correctly and synchronised consistently.

June 12th - Release 2026w23 

Enhancements

Billing

• MK2-6120 | Invoice Finalising/Unfinalising Controls - implemented a new configurable control for invoice finalisation and unfinalisation, allowing firms to restrict these actions to designated roles via an enhanced Billing Permissions model. A new “Biller” role has been introduced, and a feature flag (billing_invoice_controls) enables legacy or controlled behaviour. When enabled, invoice finalisation is restricted, with updated approval workflow behaviour ensuring invoices remain in an Approved state until explicitly finalised by authorised users. For further information, please refer to the supporting documentation here Finalise/Unfinalise - Billing Controls

Requisitions/Approvals

• MK2-7964 | Requisitions & Disbursement Codes - this release delivers a series of refinements and fixes to "Requisitions and Disbursement Codes", improving consistency and correctness across creation, selection, and posting flows. Key issues addressed include incorrect availability of account types (e.g. Office Expense incorrectly allowing client/trust selection), removal of irrelevant fields such as “Allocation target” from GL requisitions, and ensuring Disbursement Code values (Amount, VAT Code, and VAT) are correctly carried through across all incurred types. Additional fixes resolve missing or inconsistent GL disbursement code visibility in requisition flows, intermittent disappearance of codes from dropdowns, and cases where pre-populated requisition data was not retained after approval or posting. Tax calculations have also been corrected to ensure Gross/Net behaviour is applied consistently across flows. 

Bug Fixes

Reporting

• MK2-7977 | CMA Ledger Report  - fixed an issue where reversing the initial receipt in a CMA/Deposit account caused the "CMA Ledger" report to return no results. The report filtering logic has been corrected so that accounts with reversed initial receipts are now included correctly when “Show reversals” / “Include zero balance accounts” is enabled, ensuring all expected ledger entries are returned even when balances become negative after reversals. 

Client/Trust Account

• MK2-7999 | Missing Client Interest (IE)  - fixed an issue where the "Client Interest" feature was not appearing for IE tenants due to missing region-based configuration. The fix ensures Client Interest is now correctly enabled and visible in IE environments, aligned with GB behaviour, while remaining correctly excluded for AU tenants as per intended regional rules. 

Purchase Ledger

• MK2-8010 | Closed Suppliers  - fixed an issue where purchases could still be posted against suppliers marked as "Closed". Supplier status is now correctly enforced across all purchasing flows, preventing new purchases, requisitions, and purchase orders from being created or posted against closed suppliers, while still allowing normal processing when the supplier is reactivated. 

Banking

• MK2-7066 | Bank Reconciliation (Match Order)  - resolved an issue where matches in the "Matched" tab of Bank Reconciliation appeared in an inconsistent order. Matches are now displayed in descending order based on when they were matched, making them easier to review. 

System

• MK2-7901 | Missing Organisation Option  - fixed an issue where the "Switch Organisation" option was not available for users with one active organisation and additional pending invitations. Users can now access and switch to invited organisations as expected. 

Billing

• MK2-7917 | Invoice Generation (Unconfigured Payment Provider)  - resolved an issue where invoice generation could fail when a payment service provider was enabled but had not yet been configured. Invoices can now be generated successfully regardless of the payment provider setup status.

Clients/Matters

• MK2-8052 | Missing Instruction Date (Matters)  - fixed an issue where the "Instruction Date" was left blank when creating a new matter directly from a client record. The field now automatically defaults to the current date when a new matter is created. 

June 4th - Release 2026w22  

Enhancements

Client/Trust

• MK2-5999 | CMA/Deposit Enhancement - enhanced the "CMA/Deposit Ledger" screen with new export and print functionality, making it easier to download and share ledger information without needing to run a separate statement report. A "running balance" column has also been added to the transaction view, with credit balances highlighted in green and debit balances in red for improved visibility. 

Bug Fixes

Disbursements

• MK2-4996 | Negative Cost Recoveries  - fixed an issue where "negative rates" could not be entered for "Cost Recovery" items. Negative cost recoveries can now be created using rates and units in the same way as positive entries, providing a more consistent posting experience. 
• MK2-7992 | Cost Recovery Label  - resolved a UI labeling issue in the Matter Disbursement tab where the "Cost Recovery" view was incorrectly displayed as “Disbursement.”

  The header now correctly shows “Cost Recovery” for both existing and newly created matters.

• MK2-7998 | Credit Balance Warning  - fixed an issue where confirming the office credit balance warning when applying or reversing credit allocations on disbursements caused the warning to repeatedly reappear instead of completing the transaction. 

Client/Trust

• MK2-6864 | CMA/Deposit Statement Email Templates - fixed an issue where "Statement of Account" emails for "CMA/Deposit" accounts were sent with a blank email body. Emailing CMA/Investment and Deposit Account Statements in AU and UK regions now correctly populates the default email content for both individuals and organisations. 
  
• MK2-7999 | Missing Client Interest Options (IE) - resolved an issue where the "Client Interest" option was not visible for Ireland (IE) tenants in Banking → Client Journal. The option now correctly appears and functions for IE tenants, remains available for UK tenants, and is correctly hidden for AU tenants.

Client/Matters

• MK2-7906 | Matter Type Sorting - resolved an issue where "Matter Types" on the "Create Matter" screen were displayed by creation date instead of alphabetically. "Matter Types" are now grouped by category and sorted alphabetically within each category, making selection easier and more consistent. 
• MK2-7959 | Matter Role Tag Naming (AU/US) - fixed an issue where legacy “Responsible Person” terminology was incorrectly displayed in "Matter Role" tags for AU and US tenants. Tag names now correctly reflect regional Matter Role terminology across allocation grids, reporting filters, and transaction drill-downs. UK tenants remain unaffected. 
• MK2-7960 | US Terminology (Originating Fee Earner) - fixed an issue in US tenants where “Introducer” was still displayed in client and matter create/update screens. The terminology has been updated to consistently show “Originating Fee Earner” across all relevant client, matter, and related views, including reporting and column selectors. 
• MK2-8007 | Entity Display - resolved an issue where EntityType.Unspecified was displayed as a raw localisation key (enum.entitytype.unspecified.displayName) instead of a user-friendly label. The Entity Type now correctly displays as “Unspecified” in the entity details panel and related UI contexts.

Reporting

• MK2-7929 | Matter Listing Report - fixed an issue where the "Matter Listing Report" could fail to generate if a referenced "Rate Set" or "Approval Flow" had been deleted. Reports now continue to load successfully, with missing references shown as blank values where applicable. 
• MK2-7943 | Matter Balances Report - resolved an issue where the "Matter Balances Report" failed to load when filtering by Person Responsible Team (multi-select). The report now correctly returns results for all selected teams, and Excel exports function as expected. 

General Ledger

• MK2-7937 | Journal Entry Export  - fixed an issue where exporting "journal entries" could fail when the "Ledger Reference" or "Running Balance" columns were included. Transaction exports now complete successfully with all supported columns included. 

Billing

• MK2-7952 | Activity Template Shortcut  - resolved an issue where "Activity Template" shortcut names were automatically converted to lowercase when saved or edited. Shortcut names now retain the exact formatting entered by the user, including mixed case and hyphens.
• MK2-7974 | Invoice Date Format (US)  - resolved an issue in US firm environments where the “Confirm Invoice Date Change” prompt displayed dates in "dd/mm/yyyy" format instead of the correct "mm/dd/yyyy" format. The prompt now consistently uses the US date format. Testing confirms that AU/UK regions are unaffected by this change.
• MK2-7989 | Invoice Unfinalise (Ledger Lock Date)  - resolved an issue where invoices could be unfinalised on or before the ledger lock date, which was inconsistent with other posting rules.

  Invoice unfinalisation now correctly follows validation rules:

  • Must be on or after the invoice date 
  • Must be after the journal/ledger lock date (if set) 
    The system message has also been updated to clearly state that invoices cannot be unfinalised on or before the ledger lock date (dd/mm/yyyy).
• MK2-8032 | Invoice Template (But Say) - fixed an issue with the “But Say” invoice template where fee items were not being displayed in the correct section of the invoice layout. Fees are now listed appropriately to improve invoice formatting and readability 

System

• MK2-8008 | Attachment Uploads - fixed an issue where attachment uploads could fail for some users due to incorrect authentication handling. Uploads now correctly use the same sign-in method selected during login, improving reliability across different authentication providers. 

May 29th - Release 2026w21  

Bug Fixes

System

• MK2-7853 | Replace "Work Item" Terminology - updated system terminology to replace “Work Item” and related labels with “Time” or “Time Entry” across the application, including reports, exports, dashboards, forms, and activity flows, improving consistency and clarity for users.
• MK2-8031 | HTML Invoice Email Templates - any firm using the "default invoice email template" will have had their template automatically converted from "Plain Text" to "HTML". All invoice information continues to display as expected, along with the new “Powered by Efimis” footer. A constraint on the Firm logo size has also been rectified. Firms using "customised invoice email templates" are not affected and will continue using their existing Plain Text templates.

Clients/Matters

• MK2-7881 | Default Branch Auto-Population for New Matters  - fixed an issue where the default branch was not automatically applied when creating a new matter, requiring users to manually select the branch each time. 

General Ledger

• MK2-6991 | Budget Sets - fixed a UI issue in "Budget Sets" where account rows would shift unpredictably while scrolling through large budget sets. 

Time

• MK2-7905 | Time - fixed an issue where "Activity Codes" in the "Time Entry" window were displayed in creation order instead of alphabetical order, making activities harder to locate when recording time. 

Billing

• MK2-7967 | Invoice Total Display (Currency Symbol) - fixed an issue where invoice totals displayed currency abbreviations (such as GBP, EUR, and USD) instead of the appropriate currency symbols across UK, IE, and US regions. 
• MK2-8019 | Invoice Template (AU) - fixed an issue in the default Australian invoice template where the "Amount Due" field in the payment section appeared blank when printing invoices. The correct amount is now displayed as expected.

Disbursements

• MK2-7988 | Disbursement Label - fixed an issue where the “New Disbursements” label was incorrectly displayed with an extra “s” in Matter > Disbursements > Cost Recoveries, ensuring the correct label “New Disbursement” is shown consistently. 

Client/Trust Account |

• MK2-7865 | Client Interest Report - fixed an issue where the "Client Interest Report" could fail to load when filtering for unposted transactions. The report now reloads correctly when “Is Posted” is set to “No”, without timing out, while maintaining expected client interest functionality across matters. 

May 21st - Release 2026w20

Enhancements

Banking

• MK2-5781 | Bank Reconciliation Suggested Matching - improved the quality and performance of suggested matches during bank reconciliation. Suggestions are now prioritised more accurately, duplicate cashbook matches are prevented, and safeguards have been added to reduce excessive or low-quality matches caused by weak bank references. This provides more reliable and consistent reconciliation results. 

Requisitions & Approvals

• MK2-7400 | Request Approvals Grid - enhanced the "Request & Approvals" grid to include the client name alongside matter information, making it easier for users to identify and review approvals at a glance. 

Purchases

• MK2-6100 | Enhanced AI Scanning - introduced improvements to AI-driven invoice scanning, including support for multi-page invoice processing and enhanced allocation logic. The system now better identifies matter references from PDFs, improves supplier name matching accuracy, and uses historical supplier data and line-item similarity to suggest more accurate GL allocations. AI-generated tax code suggestions are preserved where applicable and are not overridden by manual GL selections. Please see article for more detail Enhanced AI Invoice Scanning.

Bug Fixes

Client/Trust

• MK2-7849 | Invoice Selection (Client/Trust to Office Transfers) - fixed an issue where manually selected invoices were not being retained during a Trust to Office Transfer. Previously, invoices selected outside the default list could disappear or not display correctly. All selected invoices are now correctly retained and displayed, ensuring accurate processing 

System

• MK2-7899 | Employee Notification Branding Updated - resolved an issue where some employee notification emails incorrectly referenced “EvolveGo” instead of “Efimis”. All notifications now display the correct Efimis branding and sign-off. 
• MK2-7844 | US Terminology Alignment Across Reports & UI Labels - resolved multiple US regionalisation terminology inconsistencies across the system. Labels and references have been updated to ensure consistent US terminology, including replacing legacy terms in reports, dashboards, invoice outputs, and UI elements. 
• MK2-7888 | Dashboard Permissions Screen (Custom Dashboards) - fixed an issue where the permissions screen failed to load for some custom dashboards due to missing data in the dashboard access control record. The permissions screen now loads correctly and continues to support viewing and updating permissions as expected. 
• MK2-7904 | Dashboard Widget (Aged Debtor & WIP) - fixed issues with the "Aged Debtor" and "Aged WIP" dashboard widgets where data was not loading correctly and widgets would remain in a loading state. Widget configuration is now applied correctly, and data is displayed as expected. 
• MK2-4112 | Statement & Receipt Formatting - fixed formatting issues in "Statement of Account" and receipt templates, including unwanted spacing, inconsistent text alignment, and display formatting. Address and receipt details now appear with the correct spacing and consistent text formatting across templates. 

Time

• MK2-6992 | Time Entries - Changing Activity Did Not Update Rate or Type - fixed an issue where changing the "Activity" type on a time entry did not correctly update the associated time entry type and billing rate. Time entries now refresh the type and rate automatically when switching between different activity categories, such as Timed Fee and Itemised Fee. 
• MK2-7958 | Time Entries (Retaining Values) - fixed an issue where rate and total values were not retained when reopening posted itemised time entries. Itemised fees now correctly display previously entered rate and total values after saving and reopening. 

Billing

• MK2-7159 | Rounding on Disbursement Tax Changes - resolved an issue where changing the tax code on disbursements during invoicing could result in small rounding discrepancies, leading to incorrect invoice balances (e.g. 0.01 differences). Billing now correctly calculates and rounds tax amounts to ensure accurate invoice totals and prevents related issues during write-off processing. 
• MK2-7895 | Invoice Template Name Display (Default Template) - fixed an issue where customised invoice templates marked as default were incorrectly displayed as “Invoice” in the template selection screen. The correct template name is now preserved and shown consistently when a template is set as default. 

Clients/Matters

• MK2-7847 | Billing Contact - Unable To Remove - fixed an issue where the "Billing Contact" could not be removed from a matter. Users are now able to successfully clear or update the Billing Contact field as expected. Previously, once a Billing Contact was assigned, it could not be deleted, even when attempting to set the field to null. 
• MK2-7882 | Next Invoice Fixed Fee Amount - fixed an issue where the "Next Invoice Fixed Fee Amount" option could not be unchecked on a matter. Users are now able to correctly enable or disable this setting, and changes are retained after saving. Previously, the option would automatically revert to being selected even after being manually unticked and saved. 

Requisitions

• MK2-7916 | Request Requisition Creation Fix (Request Approvals Screen) - fixed an issue where users were unable to create payment or purchase requisitions from the "Request Approvals" screen because the "Save" button remained disabled. Requisitions can now be created successfully once all required fields are completed. 

Reporting

• MK2-5411 | Matter Listing Report Export Label (UK) - fixed an issue in UK instances where the "Matter Listing" Report export incorrectly displayed “CMA” instead of “Deposit Balance”. Exported reports now use the correct UK terminology consistently. 
• MK2-6939 | Timesheet Summary Export - fixed issues in the "Timesheet Summary" Report export where “Chargeable” and “Non-Chargeable” were misspelled and where the exported file did not correctly match the on-screen report format. The export now reflects the report layout more consistently and displays corrected labels. 

Disbursements

• MK2-7892 | Cost Recovery Field Overlapping - fixed a UI issue in the "Cost Recovery" form where the "Tag" field could overlap with the Units and Rates fields, improving layout consistency and usability. 
• MK2-7897 | Disbursement Codes (Cost Recovery) - fixed an issue where "Cost Recovery" disbursement codes could not be created or edited due to a data error when saving tags. Cost Recovery codes can now be saved successfully.   
• MK2-7925 | Disbursement Codes Amount Field - fixed an issue where the “Amount” field label in Disbursement Codes was displayed incorrectly. The label now correctly appears as “Amount” across all relevant disbursement code types.

May 13th - Release 2026w18 

Enhancements

Reporting

• MK2-6725 | New: Client Overdrawn Balances Report (UK & IE) - introduced a new report to help identify matters with overdrawn client balances at a specific point in time.

  The "Client Overdrawn Balances" report shows all matters where the client balance is negative as at a selected date (defaulting to today), giving a clear and accurate snapshot for compliance and review.

  This replaces the previous Client Overdraw report for UK & IE, making it easier to monitor current overdrawn positions.

Matters

• MK2-7287 | Matter Access Control Enhancement - Firm-wide Access Control Lists (ACL) - introduced a simplified default access model for matters, where new matters are automatically set to “open access” and visible to all users. A new “Open Access” toggle allows access to be restricted at matter level when required, enabling more controlled visibility via standard ACL rules. Existing restricted matters and their current access settings are not affected by this change and will continue to honour their existing ACL restrictions. For more information, please see the supporting article: Access Control Lists (ACL) Updates.

Eve (AI Assistant)

• MK2-7854 | Eve Reporting Reliability - improvements to the Eve reporting model following issues identified in the latest update, where some outputs were returning incorrect or inconsistent results (for example, incorrectly identifying 2026 as a leap year).

  What’s been improved:

  • Updated Eve to the latest model version to improve accuracy and stability
  • Strengthened reliability of reporting outputs across key finance and matter reporting areas
  • Improved handling of date-based logic and calculations
  • Added enhanced automated checks for SQL generation to reduce the risk of future regressions
  • Improved validation around date handling and relative time queries

Bug Fixes

Matters

• MK2-7262 | Matter Closing Behaviour - resolved an issue where matters were not consistently closing as expected. Matters with no outstanding balances will now close successfully, while matters with balances will correctly move into a “Closing” state where issues can be resolved before final closure. Clear messages will continue to appear in the UI when a matter cannot be closed. 
• MK2-7871 | Leap Card Edit Clears Efimis Title - Resolved an issue where editing a card title in Leap would unintentionally clear the title field in Efimis. Card titles now remain consistent across both systems after updates in Leap.

General  Ledger

• MK2-7852 | Budget Set Import - Duplicated Data - resolved an issue where Budget Set imports could fail unexpectedly due to duplicate or conflicting data in a tenant. Imports will now complete more reliably, even where similar names exist in the system, ensuring Budget Sets are brought in successfully and without interruption. 
• MK2-7911 | Budget Sets (Saving & Entries without Tags) - fixed issues that could prevent users from saving new budget sets or budget entries when no tags were selected. Previously, this could result in errors and failed saves. Budget sets and entries can now be created and saved successfully, even when the tags field is left empty. 

Client/Trust Account

• MK2-7889 | Client Interest Calculation  - resolved an issue where client interest was calculated incorrectly when multiple transactions occurred on the same day. Interest is now calculated using the correct end-of-day balance for each date, ensuring accurate and consistent interest results. 

Purchases

• MK2-6977 | Supplier Link from General Ledger - resolved an issue where supplier links in the general ledger did not open correctly. Selecting a supplier from journal transactions will now open the supplier details as expected, improving navigation and access to supplier information
• MK2-7405 |Purchase Ledger "From/To" Display Issue - resolved an issue where purchase ledger entries were showing incorrect “From/To” values in matter ledger views due to incorrect supplier referencing.

  Ledger entries now correctly display the associated supplier information. Existing affected records have also been corrected.

System

• MK2-7864 | Closed Employees Accessing System - fixed an issue where employees marked as "Closed" were still able to log into the system and continue using features such as creating matters and recording time. Closed employees are now correctly blocked from accessing the system, and any attempt to log in will be prevented as expected.
• MK2-7866 | Global Search "See More Matters" - fixed an issue where selecting “See more matters” from Global Search could cause the results page to fail to load or hang. Matters now load correctly when expanding search results as expected. 
• MK2-7932 | Dashboard Permissions -Restricted Access Toggle - fixed an issue where enabling and disabling restricted access on custom dashboards could cause the permissions screen to stop working. The dashboard permissions now behave correctly and remain stable when changing access settings. 
• MK2-7934 | Unnecessary ACL Updates Saving Employees - fixed an issue where saving an employee record could incorrectly trigger permission updates across related matters, even when no changes were made. This sometimes caused errors on matters where ACL had never been enabled. Employee updates now only trigger ACL changes when there is an actual change that affects access.
• MK2-7982| Disabled Feature Flags  - fixed an issue where disabled feature flags did not correctly redirect to the fallback experience, resulting in blank side panels. The system now correctly routes users to the appropriate legacy screen when a feature is not enabled for their tenant

May 6th - Release 2026w17 

Bug Fixes

Reporting

• MK2-7083 | Updated Billing Widget Label - renamed the “Invoices Issued in Last 30 Days” label to “Outstanding Invoices” to better reflect the data shown, ensuring consistency with the drill-down view and invoice overview. 
• MK2-7090 | Cost Disclosure Accuracy - resolved an issue where matters could appear in both “Under” and “Over” threshold counts simultaneously. Matters are now correctly categorised into a single, accurate group based on their fee and disbursement status, providing clearer and more reliable reporting. 

Protected Funds

• MK2-7301 | Protected Funds Entry Issue - resolved an issue where users were unable to add Protected Funds without completing the “Payment To” field. This field is no longer incorrectly enforced as mandatory, allowing entries to be added as expected. 

System

• MK2-7034 | Joint Party Client Inconsistencies - resolved inconsistencies in how Joint Party clients are displayed across the system. Joint Party clients are now correctly labelled and shown consistently in both the directory and client records.
•  MK2-7855 | Entity Freeze on Invalid Email Data - fixed an issue where editing certain entities could cause the screen to freeze when malformed email data was present. The system now safely validates and handles invalid email formats, preventing browser crashes and allowing users to edit and correct the data normally. 

Purchases

• MK2-7062 | Supplier Credit Note Prefill - fixed an issue where required fields were not automatically populated when creating a Supplier Credit Note. Relevant fields, including supplier details and defaults, now prefill as expected. 

Banking

• MK2-7008 | Client Receipt Currency - resolved an issue where the currency did not update when selecting a trust or client account with a different currency. The currency now updates automatically based on the selected account, ensuring accurate data entry without workarounds.
• MK2-7878 | Transaction Imports - Ledger Accuracy - fixed an issue that could cause problems when importing certain transactions and lead to incorrect ledger balances. Imports are now handled more reliably, and empty ledgers will correctly show a zero balance, ensuring clearer and more accurate financial information. 

Client/Trust

• MK2-7379 | Future-Dated Client/Trust Transactions - resolved an issue where client/trust payments and transfers could be posted with future dates. These transactions are now correctly restricted, helping ensure compliance and preventing unintended future-dated entries.

April 27th - Release 2026w16 

Enhancements

System

• MK2-7132 - US Regionalisation - Updated Terminology - Terminology across the system has been updated for US users, including spelling and labels to match US conventions. Key changes include: Organisation → Organization, Cheque → Check, Itemised → Itemized, Utilisation → Utilization, Favourite → Favorite, and date format changed to MM/DD/YYYY. Disbursements are now labelled as Costs, and Cost Recovery as Soft Costs, with matter roles and other labels updated for consistency in US workflows. For more details, see our article here: US Terminology Changes.

Bug Fixes

Purchases

• MK2-7851 | Supplier Tax Balances on Cancelled Disbursements - resolved an issue where some cancelled incurred disbursements retained incorrect supplier tax balances. A data correction has been applied to ensure balances are accurate and matter totals are correctly recalculated.

System

• MK2-7862 | Improved Aged Debtors Performance - resolved a performance issue where the Aged Debtors widget was slow to load. The widget now loads significantly faster, improving responsiveness on the accountant dashboard.
• MK2-7873 | Time Display (US Localisation) - resolved an issue where the time was missing from the Entry Date field when creating time entries under US localisation. Date and time now display correctly across all regions.

Banking

• MK2-7879 | Receipting for Imported Invoices - resolved an issue where some imported invoices could not be fully receipted due to certain line items being excluded during allocation. Receipts can now be applied correctly, even when invoices include tax-only amounts, ensuring both full and partial payments process as expected without errors. 

Reporting

• MK2-7891 | FeeWise & US Regionlisation Fixes - no info on Jira as yet

April 21st - Release 2026w15 

Enhancements

Banking

• MK2-6044 | Introducing FeeWise Online Payments  -  we have introduced FeeWise, a new online payments feature that enables clients to pay invoices using credit/debit cards, bank transfers, or Apple Pay/Google Pay via a secure payment link. Payments are automatically recorded against invoices, with receipts posted in real time and batched deposits prepared for easy reconciliation. This helps firms get paid faster while streamlining payment processing and reducing manual effort. For more information and setup guidance, please refer to the following articles: FeeWise Integration Setup & Registration Guide &  FeeWise Integration Payments User Guide.

Matters

• MK2-6225 | Custom Cost Centre tags (not applicable to EvolveGo Clients) - you can now add custom tags to matters (e.g., Location, Department) to enhance reporting. Tags are configurable in Firm Settings, applied to matters, and available as filters across key reports—making it easier to analyse your data in new ways. For more details, see the user guide: Custom Cost Centre Tagging User Guide.

Bug Fixes

Billing

• MK2-7408 | Invoice Total Inconsistencies - resolved an issue where invoice totals could become inconsistent after adjustments, causing differences between the top and bottom of the invoice screen. Totals now remain accurate and in sync regardless of adjustments. 
• MK2-7412 | Client Rate Set - Inherited Value Fix - fixed an issue where newly created clients with the Rate Set left as “Inherited” were incorrectly showing as “Not Set” after saving. The inherited rate is now correctly applied and displayed on the client record. 

Banking

• MK2-7443 | Client/Trust Posting Totals Fix -  fixed an issue where using Post & New when posting to a client or trust account incorrectly displayed Net, Tax, and Total values. The form now correctly shows only the relevant total allocation information. 
• MK2-7824 | Client/Trust Payment Allocation Error (AD) - resolved an issue where users could intermittently see an “allocation not fully completed” error when posting Client/Trust payments for anticipated disbursements. The payment may have appeared to fail initially but was actually processed successfully. This has been corrected so payments now post without showing a misleading allocation error. 
• MK2-7829 | Client/Trust Account Overdraw Failure - resolved an issue where payments for incurred purchases and anticipated disbursements from Client/Trust accounts could proceed without checking available funds. The system now correctly validates Client/Trust balances and prevents overdrawing, or prompts authorised users with a warning before proceeding. 

System

• MK2-7448 | Disbursement Codes - Payee Field Not Populating - fixed an issue where the nominated payee from an incurred payment disbursement code was not correctly carried through to the Pay To field when processing a payment. The correct payee now automatically populates based on the selected disbursement code. 
• MK2-7750 | Avatar Readability - Requests & Approvals - resolved an issue where employee avatars on the Requests and Approvals page were displaying with unreadable text. Avatars now render correctly with improved contrast, making employee initials clearly visible. 

Matters

• MK2-7831 |  Prevent Closing Matters with Balances - resolved an issue where matters could be closed even when Billed Anticipated Disbursement or Office Credit Fund balances remained outstanding. The system now enforces balance validation during matter closure to ensure all relevant financial balances are cleared before a matter can be closed. 

Reporting

• MK2-7857 | Aged Debtors Report Formatting - resolved an issue where the Aged Debtors PDF report was incorrectly formatted when printed. The report now renders correctly with properly aligned values and improved layout. 

April 7th - Release 2026w13

Enhancements

Statements

• MK2-3855 | Trust Account Statement  -  a new Hide Reversals filter has been added to the Trust Account Statement, allowing users to exclude reversal transactions from the report. This option is also available on the Trust Account Schedule, helping provide clearer and more focused reporting while maintaining accurate balances.

System

• MK2-7325 | Terminology Updates Across Efimis - updated terminology across Efimis to improve consistency and alignment with standard naming. These changes provide a clearer and more intuitive user experience throughout the system. The updates will take effect on 7th April 2026. For more information, please refer to the user guide. Efimis Terminology Updates - 7th April 2026

Bug Fixes

System

• MK2-7252 | Invoice Email CC Field - fixed an issue where the logged-in user's email address was not automatically added to the CC field when sending invoices. The correct email is now populated by default.

Reporting

• MK2-7758 | Matter Listing Report  -  resolved an issue where adding the Last Worked On column and sorting by it in the Matter Listing Report would throw an error. Users can now sort by this column without any errors, ensuring the report works smoothly as expected.

Eve

• MK2-7778 | Eve - Post Time Entries -  fixed an issue where Eve was failing to post time entries unless an explicit employee reference was provided. Eve will now correctly use the logged-in user's employee context, allowing work items to be posted seamlessly.

March 16th - Release 2026w12

Enhancements

System

• MK2-7398 | Firm and Invitation Selection - improved the firm selection experience to make it easier to use, especially for users with access to multiple firms and invitations. You can now search within the list, and firms and invitations are organised into separate tabs with counts displayed - making navigation quicker and more manageable.
• MK2-6994 | Irish Legal Accounts -  introduced updates to support Irish legal accounting requirements, including Euro as the base currency, Irish-compliant VAT reporting, and updates to financial and matter control reports. These changes help ensure the system aligns with Law Society of Ireland accounting rules and improves reporting and compliance for Irish firms.
• MK2-7446 | Irish Invoice Template -  added support for the Irish Invoice Template. Irish-region invoices now load correctly in the preview and can be printed without errors. 
• MK2-6047 | InfoTrack Integration -  introduced InfoTrack Integration to help firms manage searches and services more efficiently. Related transactions are now automatically recorded, and associated costs are handled seamlessly. Refer to the user guide here, InfoTrack Searches Integration Guide for step-by-step instructions and helpful reference material.

Matters

• MK2-7183 | Improved Messaging for Restricted or Missing Matters -  improved the experience when opening a matter link that you cannot access or that no longer exists. Instead of displaying a blank screen, the system will now show a clear message explaining whether the matter is restricted or unavailable.

Eve

• MK2-7431 | Eve Irish Support -  Eve has been successfully regionalised for Ireland. Testing confirms that: 
  • Key functionality works as expected. 
  • Terminology is consistent with the UK.
  • Euro is now the default currency.

Bug Fixes

System

• MK2-7394 | Logo Updated - fixed an issue where the Verify Email Screen was still displaying the previous brand logo after the rebrand. The screen now correctly shows the updated Efimis logo.
• MK2-5487 | Improved Loading - fixed an affecting the initial load time of key data grids. Information will now appear faster when first opened, providing a quicker and smoother experience when accessing areas such as matters, invoices, and disbursements.
• MK2-7303 |  Invoice Email Subject Line - resolved an issue where updates to the subject line in Email Invoice notification templates were not reflected when sending invoices. The subject line now correctly displays added free text and tags, including Divisons and other supported tags, ensuring emails show the intended information.
• MK2-7742 |  Report Templates - Multiple  Downloads - clicking Download Template in Report Templates now downloads only the selected template, regardless of how many times the button is pressed. Previous issues causing multiple files to download progressively in the same sesssion have been resolved.

VAT/TAX

• MK2-7286 | Invoice Write-Off Calculation  - resolved an issue where writing off invoices could incorrectly affect the VAT Return by including the next write-off value in Box 7. This occurred because the net and tax values were posted to the same GL entry. The system now correctly separates net and tax values in the journal entries, ensuring VAT returns are calculated accurately.

Dashboard

• MK2-7381 | Billing Run Widget Visibility  - fixed an issue where users with the Accounting permission could not see the Billing Run widget on the Accounting Dashboard. The widget now displays correctly for all users with the appropriate accounting permissions, without requiring additional roles.

Matters

• MK2-7401 | Parties Showing Incorrect Info  -  resolved an issue in the client drawer where the Parties section was incorrectly displaying client-to-matter relationships. It now correctly shows only the entity-to-entity relationships that have been added, providing a clearer and more accurate view.
• MK2-7418 | Matter-to-Matter Bank  -  fixed an issue where the wrong bank account was selected when initiating a Matter-to-Matter transfer from a client or trust ledger. The transfer form now defaults to the account you started from and allows changes if needed, ensuring accurate and flexible transfers.

Clients

• MK2-7402 | Parties Form Button  -  fixed an issue on the parties form card in the client drawer where the "New Party", "Save", and "Cancel" buttons were not displaying correctly. The buttons now appear as expected, allowing users to add, save, or cancel party changes smoothly.

Reporting

• MK2-7320 | Consolidated Tax Report  -  resolved an issue where exporting the Consolidated Tax Report to Excel only showed tax code headers. The export now correctly includes all line item transactions per tax code, providing a complete and accurate report.
• MK2-7413 | Intermittent Report Disappearance  - some reports, such as Client Control Report and Consolidated Tax Report, were intermittently disappearing or appearing blank. This was caused by runtime errors affecting report registration and loading. This issue has been fixed, and reports now load consistently without requiring a page refresh. Users can access all reports as expected across environments.
• MK2-7414 | Customised Reports  - previously, attempts to save customised reports - including the Client Interest Report (UK) and Consolidated Tax Report (AU) - could fail, showing the error "Unable to save customisation". This has been resolved. All major UK and AU reporting screens have been verified to save and retain cusomisations.
• MK2-7247 | Profit & Loss Export  - previously, exporting the Profit & Loss report to Excel could display NaN values in some fields, particularly against Account Type rows. This issue has been fixed. Excel reports now correctly reflect the report data as seen in Efimis, with all numerical fields displaying the expected values.
• MK2-7237 | VAT Return Report  - resolved an issue where the VAT Return Report could time out after 180 seconds. The timeout was caused by a region mismatch which has now been corrected. Reports now load within the expected time in the report viewer.

Entities

• MK2-7435 | Entity Potential Matches  -  the Potential Matches card for entities has beeen updated for improved usability:
  • Long client names now truncate with "..." instead of causing horizontal scroll.
  • Full client name or address can be viewed on hover.
  • This ensures a cleaner and more readable interface when reviewing potential matches.

Billing

• MK2-7454 | Receipting Invoices (Negative Fee Items)  -  Invoices that include negative fee items can now be receipted without errors. Fee allocations correctly reflect negative amounts for affected fee earners, while positive fees are allocated as expected. Zero-net billers are ignored, and standard positive-only invoices continue to work normally.

February 20th - Release 2026w8b

Bug Fixes

System

• MK2-6371 | (AU)Payment Export File Extension - fixed an issue where payment exports were generated as .txt files. Some banks restrict file types during upload, and changing the file extension can be difficult since Windows hides extensions by default. Payment exports will now be generated with the .aba file extension, making uploads to your bank smoother and more reliable.
• MK2-7312 | ABA Payment Screen - resolved an issue on the Prepare Payment screen for ABA payments where the Receipt and Payment columns were not displaying transaction values. These columns now populate correctly with the appropriate amounts.

Directory

• MK2-7307 | Employee Notes Function - resolved an issue where the Notes function in employee records was unresponsive. The notes screen now opens correctly, allowing you to add or remove notes as intended. 

Billing

• MK2-7318 | Invoice Total Calculation - fixed an issue where invoice totals could display different amounts in the top left and bottom right sections of the invoice after adjustments were made. This was caused by a rounding inconsistency. Invoice totals will now remain accurate and consistent, regardless of the number of adjustments applied.

February 16th - Release 2026w8

Bug Fixes

Purchases

• MK2-6882 | Purchase Order Edits  - fixed an issue where users were unable to edit purchase orders when an attachment was present. Purchase orders can now be edited normally, even with attachments included.

System

• MK2-7253 | Inappropriate Autofill - resolved an issue where Autofill was appearing on various fields and forms where it was not appropriate, including areas such as Work Items, Billing, Reporting and General Ledger. Autofill will now only appear where it is relevant and helpful.
• MK2-7317 | Clear Selected - fixed an issue where the Clear Selected option in the Actions menu was not working on certain grids, including Invoices, Work Items, and Purchases. Selected items can now be cleared correctly.

Banking

• MK2-7263 | Tooltip Failure - fixed an issue where the tooltip confirming that a cashbook transaction was matched was not appearing when viewing the transaction. This notification is now displayed correctly.

Billing

• MK2-7306 | Duplicate Invoice Grid - fixed an issue where the Invoices screen could display two grids after opening a matter, viewing an invoice, and then closing it. The screen will now correctly show a single grid as expected.

Reporting

• MK2-7311 | Ledger Transfer Listing Report - resolved an issue where the Ledger Transfer Listing Report was taking 20-30 seconds to load, sometimes causing timeouts and showing a blank screen. The report query has been optimised, and it should now render quickly and reliably.

Clients

• MK2-7374 | Client Entity - fixed an issue where saving a client entity could fail if the client had associated matters, displaying an error message instead of saving correctly. Client updates will now save without errors as expected.

February 9th - Release 2026w7

Bug Fixes

Eve

• MK2-6894 | Reporting Answers - fixed an issue where Eve was unable to properly handle performance-related queries, even when the relevant data was available. Eve can now provide accurate insights into fees and collections compared to targets.

System

• MK2-7186 | Global Search Count - fixed an issue where the global search result count did not update correctly after entering and deleting characters. When only one character is entered (which does not return results), the result count will now correctly display as "0" as expected.

Billing

• MK2-7305 | Emailing Invoices - fixed an issue where invoices failed to attach when sending them by email from the main invoices screen or from the Invoices tab on a matter. Invoices will now attach correctly when emailed.

26th January - Release 2026w5

Enhancements

Work Items

• MK2-7203 | Improved Work Item Navigation - updated the new work item creation form accessed via URL to redirect to the matter's work items page upon saving and closing, instead of the main work items page.

Bug Fixes

Matters

• MK2-7100 | Incorrect Party Creation - resolved an issue where creating a Joint or Organisation client with a party caused an additional blank party to appear in the Update Client form when creating a new matter.

Requisitions

• MK2-7149 | Text Template Shortcut - fixed an issue where entering a Text Template shortcut in the Reason field when creating a requisition did not populate the template and the keyboard icon was not available for manual selection.

Reporting

• MK2-7189 | Fee Analysis Pivot Export - fixed an issue where the Fee Analysis Pivot report failed to export when custom filters were applied. The report can now be exported to Excel with or without filters.
• MK2-7227 | Aged Creditors  - corrected a spelling mistake in the filters of the Aged Creditors report where "Ageing Basis" was misspelled.

Purchases

• MK2-7202 | Batch Payment Method - resolved an issue where users were unable to set or change the payment method for a supplier during the batch pay purchases process.

Work Items

• MK2-7229 | Calendar Icon - resolved an issue where clicking the calendar icon in Work Items did not open the calendar as expected.

General Ledger

• MK2-7235 | Control Role Label in Client/Trust Journal - fixed an issue where the control role was incorrectly shown as "Office Credit Funds" instead of "Client/Trust Control".

January 19th - Release 2026w4

Bug Fixes

Matters

• MK2-7033 | Matter Updates -  fixed an issue where changes to various matter attributes were not retained after saving, or caused an on-screen error—particularly when non-value fields were present. 

Banking

• MK2-7168 | Incorrect Cheque Clearance  - resolved an issue that caused receipts posted with a cheque payment type to return an incorrect date rather than the configured clearance date. 

Work Items

• MK2-7178 | Work Items Display - resolved an issue when creating a new work item the screen opened in full screen regardless of whether it was accessed from a designated URL. 

Reporting

• MK2-7213 | Report Exports - resolved an issue where exports of the Profit and Loss Statement and Balance Sheet incorrectly displayed account IDs instead of the account code and account name. 

January 12th - Release 2026w3

Enhancements

Reporting

• MK2-7106 | Profit & Loss Report -  we have enhanced this report, it processes a large volume of transactions and journal entries, requiring multiple data round trips. A performance review was needed, especially for sections that aggregate totals by account.

Bug Fixes

Directory

• MK2-7141 | Clients Matter Involvement Badge - resolved an issue where the matter involvement badge was missing for some active matters in the Directory and corrected a problem that caused multiple blank party fields to appear in the client record.
• MK2-7142 | Preferred Payment Method for Contact - resolved an issue where updates to a contact's preferred payment method were not retained or displayed after saving.

Billing

• MK2-7143 | Preferred Billing Address - resolved an issue where invoices defaulted to the first billing address instead of the client's preferred billing address when drafting invoices.

Reporting

• MK2-7151 | Dormant Client Report - corrected the Dormant Client Ledgers report name in the UK environment, which was previously mislabelled as the Dormant Trust Ledger report.
• MK2-7174 | Eve - Incorrect Matter on Draft Invoice - resolved an issue where Eve drafted invoices with the incorrect matter number. 

Tax (UK)

• MK2-7188 | HMRC VAT Return Message - resolved an issue where the confirmation popup failed to display after submitting a VAT return.

January 6th - Release 2026w2

Enhancements

System

• MK2-6784 | (AU) DEFT Integration - introduced DEFT as a payment method for invoices, including support for signature formatting, storing Billing Reference Numbers, and generating DRN numbers. Please refer to our user guide here. 
• MK2-6934 | Disable Payment Methods - you can now disable payment methods so they no longer appear in the drop-down lists on transaction, requisition and entity screens. Disabled payment methods can also be filtered out on the Settings screen for easier management. System-defined payment methods remain always enabled and cannot be disabled by users.

Bug Fixes

Requisitions

• MK2-4839 | Payment Requisitions Currency & Journal - fixed an issue where payment requisitions for new and anticipated disbursements were not properly checking the available cash accounts for the selected journal and the matter's currency. The system now correctly limits selection to cash accounts that match both the journal and the matter's currency.

Matters

• MK2-6997 | Fee & Disbursement Estimate Bars - fixed an issue where, after opening a matter, the fee and disbursement estimate bars turned amber as soon as the first entry was recorded - even when the entry was well below the firm's threshold. The bars will now correctly stay green until the threshold is actually exceeded. 

System

• MK2-6783 | Invoice Emails - fixed an issue where invoice emails sent to multiple addresses only displayed one recipient in the "To" field. All intended recipients now appear correctly.
• MK2-6984 | Duplicate Tiles - fixed an issue where some tiles in the Settings screen were appearing more than once. 
• MK2-7163 | Incorrect Screen Navigation Behaviour - fixed an issue where closing a screen would always take you back to the Home tab, instead of returning you to the screen you were on previously.
• MK2-7170 | Text Template Categories - fixed an issue in Settings where switching between text templates categories showed all templates instead of only those belonging to the selected category.

Directory

• MK2-6865 | Employee Details - resolved an issue where changes to employee details were not carrying over when moving from the Save button to Manage Work Hours. Updates now save correctly and no longer revert to previous information. 

Billing

• MK2-6884 | Unfinalising Invoices Date - fixed an issue that allowed users to unfinalise invoices dated before the journal lock date. Invoices can no longer be unfinalised if their date is earlier than the set locked journal date.

Banking

• MK2-7002 | Bank Entry Variance - resolved an issue where deleting a future-dated bank entry that had been carried forward caused an unexpected variance during reconciliation. Bank reconciliations will now stay accurate and unchanged when these entries are deleted.

• MK2-7010 - | Matching Error - Bank Rec - resolved an issue on the Bank Reconciliation screen where matching contra entries triggered an error because the system incorrectly required "starting reconciliation" first.
• MK2-7091 - | Bank Reconciliation Match Display - fixed an issue on the Bank Reconciliation screen where the "Suggested Matches" tab displayed incorrectly and alignment was off when a statement entry had multiple suggested matches. Results now appear in a consistent, uniform layout.

Tax (UK)

• MK2-7086 | VAT Return Display - fixed an issue where opening the VAT Return screen multiple times caused display problems, including missing boxes and ungrouped data.