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.