26.02.15.0000 (Feb 2026)

Release Detail For 26.02.15.0000

Accounting
GL Transactions
The words Credit Card Charge and FITID number no longer appear in the memo field for expense accounts.

Admin/Manager
Data Import
You can now use an approved Project Request to create a Campaign through the Campaign Import.
The Tasks api/import now has a "SendNotification" field that will send the assigned user an email that they've been assigned to a task.

Framework
A new snippet for "Plain Text" has been added to the rich text editor. This allows for markup to be pasted in without rendering the code.

Integrations
Added a new Trans Preference > Connections > Avalara > Disable Auto Calculation. When this option is ON tax on estimates are calculated when the estimate is approved or submitted. Tax on Billing Worksheets is calculated when generated. When changes are made to Amount to Bill the user controls when the tax is recalculated.
Added a more > Recalculate Taxes option for the user to access Avalara manually for estimates and billing worksheets.

System Setup
Added the One Row Per option for the expenses sub-section so it can be grouped one row per transaction or item.
Added the Media Plan Name field (Media Plan ID - Media Plan Name ) to the Designer Invoice Layout > Broadcast Order Breakout and Insertion Order Breakout.
Added a total field for Net Expense Amount in the designer Layout for Invoices footer section.
Added a new Trans Pref > Notifications > Billing Worksheet Notification Email. When this option is turned on, Email Notifications are sent when: A Billing Worksheet is Generated and/or the Reviewer/Approver on the Worksheet settings has been changed.
Added a new Transaction Preference to Require Comments on Expense Reports.

Billing
Billing Worksheets
Fixed an issue with Billing Worksheet generation that did not recognize previous Invoices associated with a Billing Schedule unless those invoices were generated using a Billing Worksheet.

Client Invoices
You can now change the Liability account on Advance Billings. After the invoice is generated, open the invoice and go to the Details panel and change to the desired Liability account. The AR Aging has been modified as well. When using the Unapplied Advance Billings option, you can select a specific Liability account to report on.
Corrected an issue with slow printing when using Custom Fields when using a layou

Everyone
Expense Reports
Changed the Expense Edit page to open to a larger screen.

Notifications and Approvals
Locked the first column of the Time Sheet approval screen.

Reports
Added Author UserID to the Calendar Data dataset.
Added PO Type field to the Estimate Views and the Estimate Datasets.
Added Source Project field to the Project Task dataset.
Added a Media Plan Filter for active Media Plans to the Media Billing Report and the Media Details Report.
Added Company Owner to the Project Views and the Project Summary Data Dataset.
Added Item Sales Account to the Order Detail Dataset.
Added Line Date to the Order Details Dataset.
Added Billing Group and Non Billable (Yes/No) to the Task Assignment View and the Task Assignment Dataset.
Added Campaign Net Profit as percent of Revenue, Campaign Net Profit as percent of AGI, Total Net Profit as percent of Revenue and Total Net Profit as percent of Revenue to the Campaign P&L Multi Report.
Added a new dataset called "Task Assignment Weekly Data with Original Allocation". This is an exact copy of the "Task Assignment Weekly Data" dataset, but it also includes new columns for "Orig Week Hours", and Original hours for each of the months.

Media
Orders
Added a new Transaction Preferences > Media to require publication/stations on Insertion and Broadcast orders.
The Insertion Order and Broadcast Order screens now use the People panel to select users to be notified.

Today - Media
Added Media Plans to Today - Media Views.
Added a new Edit Media Plans right. This allows user access to Media Plans were they can add and edit plans.
Added Accrued Order Detail report to Today - Media.
Added Media Plan option to the global search search settings.
Added Media Pans to the Global Search Views.

Project Manager
Dashboard
Fixed an error message on Project Template Conversations.
Fixed an issue with loading Project Snapshot options in the dashboard.

Schedule
Added a Beta Lab to allow you to set up recurring tasks on the Project Schedule.

Spec Sheets
Added a Draft checkbox to Spec Sheets. When checked new revisions will not be created and any Spec Sheet added notifications will not be sent out until the checkbox is unchecked.

Purchasing
Credit Card Connector
The Credit Card Connector now supports paying tax amounts when linking charges to Broadcast and Insertion orders.

Purchase Orders
The Purchase Order screen now uses the People panel to select users to be notified.

Today - Purchasing
Added Station or Publication to the Today Purchasing > Views > Vendor Invoices.

Vendors
Added the Station/Pub as an available column in the Vendor > Connections > Vendor Invoices screen.

Resource Manager
Assignment Management
Changed the Assignment Management task cards when auto expand option is NOT enabled, to require the user to click the carrot to expand the card instead of auto expanding when you mouse over the card.

Salesperson
Today - Sales
Fixed an issue with conversations duplicating on Today - Sales.