26.06.14.0000 (Jun 2026)

Release Detail For 26.06.14.0000

Accounting
Account Reconciliations
Changed the Ledger Balance display on Account Reconciliations for liability (Credit Card) accounts so the +/- calculation matches the Book Balance.
Corrected an issue on the Account Reconciliation where the bank fee transaction was not selected with the corresponding receipt.

Admin/Manager
Invoice Templates
Added the 'Month' and 'Month and Year' as available grouping options on the Invoice Templates for Broadcast Orders and Insertion Orders.
When the Invoice Template Options > Header/Footer Options > Show Campaign is enabled, the Client Campaign Number (when available) will be displayed on the printed invoice right below the Campaign Name.

Invoice and Estimate Layouts
Added the Total Estimate and Remaining to Bill fields to the Invoice Layout footer.
Added the 'Month' and 'Month and Year' grouping/sorting options for the Broadcast and Insertion Order subreports on the Invoice Layouts.

Integrations - Email
Fixed the whitespace in Diary responses.
Added a lab to create Email Templates to be used with Project Conversations. Email Templates can be set up in System Setup > Global List and can be created to show project summary, upcoming meetings, task status, completed assignments, overdue assignments and deliverables for projects.

Billing
Billing Worksheets
Billing Worksheets that produce Invoices for a single Project rolled up to Services and/or Items will now show the Project at the line level. This matches the Invoices created under the same conditions in Mass Billing.

Client Invoices
There is a new option 'Advance Invoice Prefix' in Trans Pref > Client Invoices. The system will use this prefix when generating Advance invoices. When existing invoices are changed from advance to revenue the prefix is not updated. No change is necessary if you do not want a different advance invoice prefix.
You can now apply foreign currency credits to invoices in the same currency.
Billing Manager is now available as the Default Approver on Trans Pref > Client Invoices.
A new column Billed Variance has been added to the client invoice transaction grid. Add it using System Settings.

Creatives
Today - Creatives
Added a files count to the Today - Creatives assignment screen.

Everyone
Conversations
Fixed an issue with the Subscribe/Unsubscribe not showing correctly in conversation threads.
Fixed an issue with the new Dashboard and conversation threads not showing the original post in the correct spot based on what was selected in the Transaction Preference.
Fixed an issue with downloading incorrect attachments from project conversations.

Reports
On the Client Statement, when Statement Period is selected, a new option has been added for Exclude Revenue Invoices. The statement will display advance invoices and payments only.
Added Original Item Budget Quantity, Approved Item Budget Quantity, Current Item Budget Quantity and Item Quantity to Project Items/Services dataset.
Added Campaign Custom Fields to the Billing Data report.
Added Project Settings Date Updated to the Task Assignment Data report.
Fixed an issue with the Client P&L Detail, overhead allocation, when allocating by Total Bill.
Removed Home Currency label from the Time Productivity Analysis report details.
Fixed an issue with duplicate Scheduled reports going out.
A new option 'Show only the last four digits of the recipient's TIN' has been added for printing the 1099 (Misc/Int/NEC) Form report. When this new option is checked, the report will only show the last 4 digits of the EIN/SSN field value. Default is unchecked, and value is also remembered for re-running the report.

Views
When using the Update Multiple feature on system views, any fields checked, radio buttons selected, drop-downs accessed, are not cleared until you exit the Change Multiple panel.

Media
Orders
Added a Billable checkbox on Insertion and Broadcast Order lines.

Today - Media
Corrected an issue where users with security setting Edit Media Plans were not able to see the Media Plan views on Today > Media.

Project Manager
Dashboard
The Checkmarks on the project dash will turn green when an Estimate is approved or the Set Baseline is used.
Fixed an issue with saving Security Groups for the Project Snapshot widget.
Fixed issue with the project widgets when only the Project Profitability is on the page.
Added the missing option for "Show billing for closed projects" to options in the project menu in the new dashboard.

Estimates
Added the Service Code to the Adjust/Add Labor Rates screen and the + Add Service panel on Estimates.
Added Attachments to the Estimate page.

Project Planning
Removed the "Print Gantt" menu option from the Planning Project list since Gantt's are not displayed there.

Project Requests
Fixed an issue with the Approval Date missing from the Project Request Views.

Schedule
Fixed an issue where new cross project predecessors were not adjust dates on the schedule.
Fixed Task Assignment custom reports to include assignments on summary tasks.

Purchasing
Credit Card Connector
The AI Suggest feature on the Credit Card Connector screen was enhanced to handle the following three real-world matching scenarios:

1. A new "Pass C" date fallback was added so that when no exact invoice date match is found, the system will also check for AP invoices dated within ±1 day of the transaction — this fixes Google charges where time zone differences cause a 1-day date shift.
2. This same ±1 day fallback also resolves LinkedIn transactions, which never carry an invoice number in the memo and were previously relying solely on an exact date match.
3. A new re-suggest path was added for entries where AI Suggest ran before the AP invoice was posted. Previously, if a vendor was identified but no invoice existed yet, re-running AI Suggest would do nothing. Now it will find and link the invoice on a second run without disturbing any fields already set.

Pay Credit Cards
Added Description field from the header of the credit card charge to the Pay Credit Cards screen.

Request for Quote
The project number will now be pre-populate when creating a Quote from the Project Dashboard.

Vendor Invoices
Fixed an issue with the Conversation on Vendor Invoices and the Private check box not working.

Resource Manager
Staff Schedule
Added Expand All/Collapse All to the Staff Schedule detail pages.
Fixed an issue with the User filter not working in the Staff Schedule if you had a User with no first or last name.

Salesperson
Client Portal
Fixed an issue with the right "Can add and delete spec sheets on project requests" not working when Previewing the Client Portal as an Admin.