26.08.16.0000 (Aug 2026)

Release Detail For 26.08.16.0000

Admin/Manager
Custom Fields
Fixed an issue with Custom Fields that had field names containing a period that would not show data on the Project Dashboard page.
Fixed an issue with Display when fields not working correctly in Campaign Custom Fields.

Employees
Added a "For A Specific Campaign" option to the Employee Assign to Projects function.

Import Data
Corrected the Journal Entry error message for duplicate entries.
Added Internal Comment and PO type to the Estimate import.

System Performance
The user reported performance issues related to system slowness. During the investigation, several process errors were identified in the Event Viewer. Further analysis revealed that email processing was failing under a specific scenario. This patch addresses that condition and is intended to reduce these failures, helping to improve overall system stability and prevent potential server degradation going forward.

System Setup
Added new automation action "Close All Tasks". Also now allowing special Keywords to be copied and pasted into the Subject field of the "Add a Conversation" automation action.
Added the "Do Not Post to WIP" checkbox to the project template setup.

Billing
Client Invoices
The last used checkbox options on the Email Invoices screen will be saved for the next user.
Updated the Bill Variance column, on the expenses grid, to recalculate on the screen when the Bill Amount Changes.
A print button has been added to the screen for unposted client invoices.
Mass Billing - Retainers now includes the option to Bill Expenses By Item, rather than as a single Expenses line. This allows taxes to be managed on individual expense lines.

Creatives
Today - Creatives
The Task Status Comments field is now editable in the Today-Creative grid view.

Everyone
Conversations
Expanded the search functionality for Project Conversations to include replies.
There is now a Conversation > System Setting > Hide AI Summary button that allows you to turn off AI summary option by security group.

Notifications and Approvals
Fixed a sending error with Deliverable Notifications.

Reports
Added Expand All and Collapse All to the AR and AP Aging Reports.
Added the field Active Item to the Project Items/Services dataset.
Added Source as an available field column to all the Time Detail Datasets.
Fixed an error with Scheduled Reports.
Upgraded the Pivot Table component in Custom Reports.
Added the 'Vendor Active' (yes/no) column and filter, and the Last Payment Date column to the Vendor Payments dataset.
Fixed an issue with calculated column groups not showing correctly when printing to PDF.

Timesheets
If you do not have the right to Add time to completed tasks, completed Summary tasks will no longer default onto the timesheet when using Default Projects from Assignments or Default Projects Touched Today.

Integrations
File:
Made sure the get_lookup_list commands in the MCP are using the correct security rights.

Storage:
Added the ability to download file folders when using all webdav servers - AmazonS3, WMJ, and Box.

MCP:
Now you can pull all conversations for a User, when using get_conversations.
Added an MCP tool to add and update company records along with custom fields.
Added the ability to add and update companies as well as convert them to client or vendor and update those fields as well.
Added the Project Key to be returned from get_project_summary.
Added Project Status Notes to list of available fields for the add_update_project tool for MCP.
Fixed an issue with Claude updating the project status to the default when updating the

Status Notes:
Fixed an issue with the search everything tool.

Media
Orders
When an order line is deleted, the system now automatically re-points the Media Plan buy back to its remaining order line on the same order (and only clears the link if there's truly no order line left). Previously it either left a broken link (Broadcast screen) or just cleared it (PO/Insertion screen), which is why the column went blank.

Stations and Publications
On the Station/Publication edit page the Vendor ID is now a link to the vendor.

Project Manager
Billing
Fixed an issue in Project billing that did not correctly apply the specified split percentages when the "Adjust Total To Bill Amount to" was set.

Deliverables
Fixed an issue with the strike out tool not working correctly with deliverables.

Media Orders
The Search on Projects > Broadcast Orders and Insertion Orders pages has been enhanced to search for Station ID/Station Name, Publication ID/Publication Name.

Project Requests
Removed the background color for the Separator Text custom field.
Fixed an issue with getting completed emails when a Project Request had been rejected.
Changed the Project Request email that gets sent when you have the option checked to "send confirmation emails to requestor" to say approved or declined when it is completed.

Project Settings
Billing Schedule rows that have been billed are now locked except for the Billing Comment field.
Project and Campaign Billing Schedules now have the ability to remove an Invoice from the Billing Schedule and/or link an existing Invoice to a Billing Schedule.
New option on Projects Setup > Billing Options when Expenses are Not Included is selected > Bill Expenses by Item. When this option is selected, each expense appears on the client invoice on its own line. By billing at the service/item level taxes can be calculated for each expense.

Projects
Fixed an issue with the display option for Project Billing Status on the Project Dash not allowing you to clear the selected filter options.

Schedules
Fixed an issue where template tasks copied to a schedule were not displaying the predecessor line numbers in the grid until after a refresh.

Spec Sheets
Added the ability to print a spec sheet when users click the link to a copied Spec Sheet.
Added Delete Selected under the More button when viewing Spec Sheets in grid mode.
Fixed the "View the Campaign Specifications" link on Project Specs.

Purchasing
Orders
Custom Fields for all Orders are now on the side panel of the main page.

Request for Quote
Fixed an issue with the GL Company not getting set when adding a Quote from the Project Dashboard.

Vendor Invoices
Corrected an issue where editing the Invoice Date on a WIP-posted vendor invoice was incorrectly changing its Posting Date.