26.05.17.0000 (May 2026)

Release Detail For 26.05.17.0000

Accounting
Revenue Forecast
Corrected an issue with the Revenue Forecast and fixed fee billing schedules.

Admin/Manager
Import Data
Added GL Company to the lead import.
Added comment field to the Credit Card Charges import.
Fixed an issue with importing conversations and including the GL Company.

Invoice and Estimate Layouts
Added Tax Remaining, and Total Non Tax Remaining fields to the main invoice section, as well as the 'Other Taxes' and 'All Taxes' sub sections. These fields account for payments made against invoices with tax.

System Setup
Added Automation Rules to automate project and task actions.
Added color to the Project Status setup.

Today - Admin/Manager
Added the Google Sheet Copy Link to all Views on Today - Admin/Manager.

Billing
Billing Worksheets
Fixed an issue where all lines on IOs and BOs were locked down when some of the lines were included in a Billing Worksheet.

Client Invoices
Fixed an issue in the Invoice edit screen that prevented the Summary Total from refreshing after adding transactions to a line.
Fixed an issue when emailing Client Invoices to clients setup for CC or ACH payments where the email did not include the invoice attachments.

Clients
Corrected the Client Listing to show the One Line Per value.
Added Include Retainer on Client Worksheets to the mass update for Client Views.
Fixed an issue when mass updating Custom Fields in the Client Views and changes not saving.

Creative
Today - Creative
Add Show Account Manager and Show Project Manager as new options in System Setting and Display Options under More on Today - Creatives page.

Everyone
Notifications and Approvals
Added an email warning message to Daily Review Reminders email.

Reports
Inactive GL accounts with a zero balance are no longer displayed on the Trial Balance and the Balance Sheet reports.
Added Contractor field to the Project Cost Transaction Data reports.
Added Advance Bill Liability Account, Advance Bill Liability Account Number, and Advance Bill Liability Account Name to the Billing Data dataset.
Added the Transaction Status field to the Vendor Invoice Dataset.
Added Project Tax Address to Billing Data, Billing Transaction Detail Data, and Billing Transaction Detail Data with COGS reports.
Added Advance Bill Liability Account, Advance Bill Liability Account Number, and Advance Bill Liability Account Name to the Client Invoice Level Data dataset.
Added Account Manager, Client, Currency, Campaign and Project Type to the Revenue Forecast Details dataset.
Fixed an issue with the next scheduled report not sending.

Themes
Fixed an issue with the Moody Blues Theme and the dialog text being difficult to read.

Media
Media Plans
Fixed an issue with the Media Plan Detail History not being saved correctly. This caused a problem when order revision lines needed to be created.

Orders
Added the Order Description to the IO and BO email notifications.
Insertion Orders now have a new Ad Size field at the line level. Ad Size is an available column on Media > Today > Insertion Order Detail view.

Project Manager
Budgets
Fixed an issue with some fields showing no data in the Project Budget - By Type.

Campaigns
Expanded the Transaction Preference to require client on linked projects to match client on the campaign to include parent / child relationships when linking Projects to a Campaign.
Add an Project Total Gross Unbilled field to the grid settings on the Campaign Billing screen.
Added the Campaign Request to the Contact Information section of the Campaign Dashboard.
Changed the Campaign schedule Est Hours field to include Change Orders on Estimates.

Deliverables
Fixed a saving issue when changing the Status for a Campaign Deliverable in the Deliverable edit screen.

Project Requests
When the transaction preference "Allow Employee to be Primary Contact on Projects" is enabled, then when adding a project request, full users will be able to select from both contacts and employees for the Request By lookup.

Schedules
Now defaulting the Task when adding a new conversation from the schedule using the conversations icon on the task.
The Allow on all Time Sheets option will always appear and be editable for all Summary Tasks with Track Budgets checked on the schedule.
Added Deliverable Count field to the Project Schedule grid options.
Added Budget Remaining Hours to project schedule grid.

To Do Board
Fixed an issue with activity email dates causing an error.

Today - Project Manager
Added a new Complete Open Tasks option under the Changed Closed Status option when using the mass update in the Project Views.

Purchasing
Credit Card Connector
AI Suggest on the Credit Card Connector will now ignore inactive items.

Payments
Fixed issue on the payment screen where it was showing -0.00 as the unapplied amount

Purchase Orders
Added a new Delete Purchase Orders security right that is separate from the add/edit right.

Request for Quote
The Vendor section of the Quote screen is now an Add panel for each vendor.

Resource Manager
Assignment Management
Fixed an issue with completed tasks not showing up in the correct Assignment Status column of the Assignment Management screen when a task was completed from the schedule.

Traffic Calendar
Fix an issue with some fields not saving on the Traffic Calendar.

Salesperson
Client Portal
Adding printing to the Quotes in the Client Portal.

Opportunities
Fixed an issue with duplicate Opportunities showing in the Opportunity Views.
Fixed an issue with Opportunity Conversations disappearing / reappearing.