What’s in the MR 9.02 update

Released November 8, 2026, the MetaRecords 9.02 update features expanded credit card processing options, part waiver dates, interface updates, and more.

Highlights

Process credit card payments within MR9

If a law firm or other client gives you their credit card information instead of using MR Connect to pay an invoice, you can now handle the payment in Receive Payments — instead of switching to your merchant credit card processing vendor to process the charge.

Partial payments now allowed in MR Connect

Previously when paying online your clients had to pay the invoice amount in full. Now they can elect to pay a portion of their bill at a time.

New separate waiver dates for orders and parts

A part-level waiver date has been added to the existing order-level waiver date.

You can set different waiver dates for any records.

The Waiver Date column in Tracking has been split into Order Waiver Date and Part Waiver Date.

Part > Waiver Date has been added to all datasets in Form Templates that use part data.

Give specific clients access to different Connect functions

In addition to the existing Access Group in which you determine which MR Connect functions clients can use, you can now create multiple Access Groups with different accessibility configurations. By assigning specific contacts to those groups, you give or deny them access to different MR Connect functions than contacts in the default Access Group.

Drag & drop tabs + custom tab closing

You can now rearrange the order of open tabs along the top of the RB9 window. And Close All Tabs has been changed to a Close Tab popup where you can close multiple or all tabs at once.

Save multiple selections to a clipboard to reuse later

Use the new clipboard function to copy and paste names of firms, contacts, locations, and users in search and function fields within the application. It operates just like the Windows clipboard and saves your info for reuse until you override it or log out.

Duplicate file uploads don’t interrrupt bulk file uploads

When uploading files to the repository, the upload continues for the other files even if duplicate files are encountered. The duplicates are flagged and not uploaded so you can resolve the issue after the other files have finished uploading.

More results grids are customizable

This update adds the ability to save and reuse modified grid layouts to many functions:

• Orders > Notify Runner
• Orders > Daily Tracking Summary
• Production > Turn In
• Production > Shipping
• Billing > Post Invoices
• Billing > COD Invoices
• Billing > Send Invoices
• Billing > Transfer Invoices
• Billing > Export Invoices
• Inquiry > Client Activity
• Inquiry > Receivable Transaction Inquiry
• Inquiry > Anniversary Inquiry
• Receivables > Enter Other Transactions
• Receivables > Finance Charges
• Receivables > Paid Invoices
• Receivables > Void Invoices
• Payables > Request Checks
• Payables > Print Checks
• Payables > Fee Checks
• Payables > Override Sales Commission
• Entities > Locations
• Setup > Service Item Master
• Connect > Publish COD Invoices

Customization options in the results grids let you:

• Re-arrange the columns so the most important information is most prominent.
• Stick up to 10 columns to the left side of the grid so they do not scroll when you have a results grid wider than your screen.
• Stretch/shrink columns to fit the results.
• Hide columns you don’t need to see.
• Choose which column(s) to sort results by.
• If you select more than one column, choose in what column order to sort the list.
• Choose whether to sort info by ascending or descending order in each selected column.

Save your custom grid as your default. Your customizations do not affect other users — and you can restore the original MR9 grid layout anytime.

More MR9 improvements

• The order of functions in all Save dropdowns is now the same to make choosing Save options easier.
• Location No. filter has been added to Locations’ search criteria, with Location No. column added to the results grid.
• Can now bulk update which user is assigned to an order’s parts.
• Priority filter has been added to Tracking’s search criteria, with Priority column added to the results grid.
• In Turn In, a Billing Rate column has been added to the grid in the Calculate Invoices panel, and only invoices that have a Bill To client and a billing rate table attached are selected.
• In Envelopes and Labels, firm searches find only active contacts at the searched firm.
• In Send Invoices, A Send Method option has been added to the search criteria. When Individual Invoice is selected, emails are sent to the Bill To Contact with individual invoices attached, just as before. When Invoices by Order No. is selected, all invoices associated with the same order number are attached to a single email sent to the Bill To Contact. In this case, if the email template contains data fields for the invoice, only the data from the first invoice will be displayed in the single email that accompanies the invoices.
• With the new “Save & View Invoice” option in the Transfer Invoice function you can print or email the revised invoice after changing the Sold To/Bill To client.
• Use the new Check Amount filter in Receivable Transaction Inquiry’s search criteria to search for payments that match the check total.
• Now MR9 will prevent the removal of the last user belonging to the Administrators group from that group in Users and Groups.
• System Preference and Connect Preference detail screens now include View or Edit in the title bar to reflect whether the current node screen is a View or an Edit — just like detail screens in other functions.

MR Connect improvements

• Stripe has added the ability to manage transaction fees separately, so MR9 has been updated to record transaction fees as Processing Fees for payments processed through Stripe.