26.07.19.0000 (Jul 2026)

Release Detail For 26.07.19.0000

Accounting
GL Transactions
Modified the GL Transactions screen to show the opening balance for a GL account, when there are no transactions for the selected time period.

Admin/Manager
Employees
Disabled the "Change Password on next login" checkbox, in Employee Setup, for SSO tenants so the flag cannot be set.
Added a user permission to enable / disable use of the API and MCP server.

Import Data
There is now a Status Column on the Project Request import. You can now import requests with a status of Unsubmitted. The import supports these rules.
When the Skip Approval Process is on, it'll come in as unsubmitted.
When the Skip Approval process is off
and Status = Unsubmitted, it'll come in as unsubmitted
and status = Submitted, it'll come in as submitted, unless there are no approval steps, then it'll be set to Approved.

System Setup
Modified the Automation settings to allow multiple services to be selected when the action is to add a conversation.
In Automation setup, added the ability to select users other than staff members when the action is to add a conversation.
Added a new security right 'View API Tokens' under the System Administration section. The right is defaulted ON for all security groups. When the right is turned off the API User Token and the API Company Token are no longer visible on the user info page.
Added new security right controlling the "View Scheduled Transactions" view on Today > Accounting.
Updated the Plaid Connection Screen to update the Plaid Sub Accounts when doing the preview screen.
Removed Email Templates, Automation and Recurring Tasks from Labs.
Added a new component on the Invoice and Estimate Layouts. Hyperlink component allows you to store text to be printed on the form with an associated URL.

Today - Admin/Manager
Fixed an issue with Graphs not copying.

Billing
Billing Worksheets
Fixed an issue that prevented the Billing Schedule menu link from working in a Billing Worksheet for a Project.

Client Invoices
Fixed an issue with the Invoice template that caused the Client Campaign Number and User Defined 1 fields to print overlapped when both were in use.

Mass Billing - Media
Fixed an issue in the Media Mass Billing summary view that created multiple lines per Project when the Orders were a part of more than one Media Plan.

Mass Billing - Retainers
Monthly Retainer billing will now use the day of Start Date rather than the day of the Last Billed Date to determine if a Retainer is ready to be billed. This holds true for Mass Billing - Retainers and Billing Worksheets.

Mass Billing - Fixed Fee and Time and Materials
Billing Comments from the Billing Schedule are now copied to invoices for all invoice types.

Creatives
Today - Creatives
Added the System Setting Display Options to "Use task count instead of hours" on Today-Creative.

Everyone
Conversations
A new AI Summary feature has been added to the Conversations page. As new replies are added, you can summarize again.
Fixed an issue with duplicate conversations showing on the Today pages.
Fixed an issue with people getting removed from conversations on the reply.
Fixed an issue with the originator getting removed from conversations.

Mobile
The new dashboards have been disabled for mobile.

Reports
Removed underscores from the headers for Google Sheet links.
Parent companies that are also set to "Do Not Use for Campaigns, Projects and Project Requests" can now be used for reporting purposes.
Added the Project Budget Expense Net field to the GL Transaction Detail report.
Fixed an issue with Scheduled Reports sending twice.
Added the option 'Use alternate address for 1099' to Vendor > Purchasing Defaults > Payment Options. When the 'Use alternate address for 1099' is turned on the 1099 Vendor Details report and 1099 Form reports display the Vendor address selected on the Payment Options screen.
Use alternate address for 1099 has also been added to the Vendor View to allow you to update company fields.

Integrations
API
Code change to allow unposting and reposting of JEs through the API.
Fixed issue with the api when exporting numbers stored in string fields.

MCP
Added Baseline Start and Complete, Actual and Allocated hours to Get Schedule Details. Added Project Custom Fields to Get Project Summary.
Only allow user access to the GL Accounts listing if the user is an admin or have the Edit GL Settings right.
You can now specify a user's name other than your own when pulling Time Entries.
Fixed an MCP issue with Calendar rights, access should be based on the calendars security setting.
Added Track Budget to MCP Task Update.
Fixed some security issues with returning Employee lists and information.

Media
Insertion Orders
Insertion Order field Ad Size label has been changed to Ad Unit.
Modified the Insertion and Broadcast order lines to set the billable flag on, when the user enters a gross amount.
Corrected an issue with Insertion Order revision lines not saving all the decimals on the Commission/Markup.

Project Manager
Billing
Added the Posting Date as an available field for vendor invoices to the project billing screen for the Unbilled Transactions.

Budget
Fixed an issue with "To Bill Remaining" on the Project Budget > By Type when the billing includes sales tax.

Dashboard
Added the Schedule Status and Financial Status icons to the Project Details widget on the project dashboard.
Added a check to see if the user has access to the Lab for the New Dashboard if they are sent a link to access the dashboard for a project.

Deliverables
Added Email Recipients to the Deliverable Comment emails.
Fixed the date/time stamp in Deliverables Review.
When a campaign is selected the deliverable dashboard will now pull deliverables for all the projects as well as any on the campaign.

Estimates
Allow the estimate's internal approver to be edited when the estimate is approved and there is no internal approver.

Project Requests
Added a "Send Individual Approved Emails" option to the Project Request setup. This will send an Approved Step email notification to the people on the notify list.

Schedule
Fixed an issue where the schedule screen becomes unresponsive when deleting large numbers of tasks at one time.
Added new recurring task frequencies like day of the month and quarterly.
Now defaulting the Assignment Status when a new assignment is added to a scheduled task.
Fixed an issue where the Task Priority on new tasks gets cleared out.
Fixed an issue with recurring tasks when they are moved out from under a parent, some of the occurrences were still under the parent.

Purchasing
Purchase Orders
Modified Insertion Orders, Broadcast Orders, and Purchase Orders to prevent a duplicate order number from being saved in the system.

Request for Quote
Changed the expiration date for Requests for Quote so they expire at the end of the expiration date set, not at the time it was submitted.

Resource Manager
Staff Schedule
Added a Client/Project grouping option the the Staff Schedule when Display Details in Main Grid is checked.

Salesperson
Client Portal
Added Print Reply to the Request for Quotes on the Client Portal.
Fixed the number ordering for the project list in the Client Portal.

Companies
Fixed the Campaign counts on the Company Connections to only show Active.