26.04.19.0000 (Apr 2026)

Release Detail For 26.04.19.0000

Accounting
Revenue Forecast
When adding a new Revenue Forecast there is now a 'Forecast Opportunities by Month' option. When selected, the Forecast divides the Total Amount evenly across the number of months specified on the Opportunity.

Admin/Manager
Employees
Changed printing to use the culture from the users Office or the culture set in Visual Appearance and not the culture set on the Employee.

Data Import
You can now import billing schedules for Projects and/or Campaigns.
The Employee Import now correctly imports the Default Calendar Color.
Added Billable to the Insertion Order import.

Invoice and Estimate Layouts
Fixed an issue with designer Estimate/Invoice Layouts that caused elements in a section that grew to or beyond a third page to overlap each other.
The Expense Breakout on the invoice layouts is now automatically sorted by expense date.

Slack Integration
Allow Slack to send messages to Workamajig without using the /postconversation command.
Due to upgraded security requirements, in order to use the new messaging functionality you must remove the Slack integration and re-add it or it will not work. Also, if a project is already set up on the Slack side (channel) it may or may not work for that project once you reinstall the app. There is a possibility you may need to delete that channel and recreate it.
On a new diary message or reply, the Send To Slack checkbox will now be auto checked if they have a Slack Channel attached to a project.

Billing
Client Invoices
Added a Variance column to the Client Invoice Expense breakout.
Users with access to Client Invoices can now jump from the expense breakout directly to the source transaction.
The Billing Worksheet link from within the client invoice is now accessible when the user has the 'View Client Invoices' right.

Creative
Today - Creatives
Changed the default Today - Creative grid columns.

Media
Media Orders
The People panel on Broadcast, Insertion and Purchase orders now includes Vendor Contacts as a filter option.
Added a 'Show Vendor Invoices' option under the Transaction Preferences > Media > Printing Options for both Insertion and Broadcast Orders. When the option is turned on the Applied Vendor Invoices section appears on the printed order.

Today - Media
There is no longer a menu dot for Media Plans. Media Plans are now located under Today-Media Views.
Order Header and Line custom fields have been added to the Broadcast and Insertion Order Detail Reports.
Prevented incorrect order revision lines from being created when an applied amount exists but no data changed.

Project Manager
Billing
On the Project > Billing screen 'Purchased By' has been added to the Credit Card Charge Vendor/Person column data.

Dashboard
Fixed an issue with custom menus not displaying properly when using Moody Blues or Dark Mode.
Fixed an issue with Percentages not appearing sometimes on the Project Snapshot.
Fixed an issue with the Refresh Project Financials not working on the project snapshot widget.
Added the ability to edit Next Steps, Status Notes and Client Notes from the Project Details widget in the dashboard.

Estimates
Remember the Show/Hide Zero Gross and Show/Hide Zero Rate on the Project estimates Total labor Screen.

Projects
Fixed an issue where text such as "update" and "insert" were getting removed from text when using certain punctuation.

Purchasing
Credit Card Connector
The Credit Card Connector screen now has the added ability to AI suggest matching charges to vendor invoices, using the memo field provided. When the Memo matches an Invoice Number for a previously matched Vendor, and the Amount matches the unpaid balance, the system will automatically link that specific Voucher.

Purchase Orders
The People panel on Broadcast, Insertion and Purchase orders now includes Vendor Contacts as a filter option.

Vendor Invoices
Added the Task column to the Select Purchase Order screen when entering a vendor invoice.

Vendors
Now saving the sort order of the Vendor Invoices under Vendor > Connections.

Everyone
Notifications and Approvals
Added Task as an available column to the Deliverable Approvals screen.
A new Credit Card Approver Email option has been added to the Transaction Preference > Notification screen. When the option is turned on an email is sent to the approver on the credit card charge when the charge is created or submitted for approval.

Reports
Added the Invoice Client ID and Invoice Client Name fields to the Receipts Dataset.
Added "Budget COGS" and "Budget Expenses" columns to the Client P&L Multi report.
Added Owner as a search parameter to the Report Center.
Added Campaign Full Name to the Campaign Level Data and the Campaign Views.
Add an option in the report settings to change the orientation of the Key Metrics on the dashboards from horizontal to vertical.
Changed the Campaign filter to an ‘any of’ for the Campaign Profit & Loss Multi and the Campaign Profit & Loss Multi reports.
Added Client Active field to the Miscellaneous Costs dataset.
Added the Reconciliation date field to the GL Transaction Detail dataset.
Fixed an issue on the Corporate P&L when the AGI amount was greater than 5 decimals.
Fixed an issue in Excel reports that have a page break after user-defined grouping.
Added Unit Rate to the Miscellaneous Costs Dataset.
Added Time Sheet Required to the Time Sheet Level Data report.
Updated the google sheet to expire in 5 years instead of 120 days, when the user who created it is still active.
Updated the sql generated for the Credit Card Connector Detail Data dataset when filtering by the Processed Status to make the graph load faster.

Timesheets
Added Require Comments on time entry check box for Opportunity Projects.

Resource Manager
Staff Schedule
Fixed a Staff Schedule issue where calendar details were not showing for meetings with the "display details in main grid" option selected.

Salesperson
Companies
Changed Twitter to X.

Opportunities
When a new opportunity is created with the enabled features turned on, there is now a jump link to the new project or campaign.
The Opportunities views now have the Google link.

Today - Salesperson
Added the Opportunity ID to the Conversation Views.