26.09.20.0000 (Sept 2026)

Release Detail For 26.09.20.0000

Admin/Manager
Custom Fields
Fixed an issue with newly added Custom Field Default Values not showing on existing Project Templates.

Import Data
Added Account Type, ACH Name, ACH Routing Number and ACH Account Number to the client import.

System Setup
Added a new Notification Message Setting for Conversations. This will send a growler message when a conversation is added, replied and updated.
Fixed a task automation issue where the Summary Task Name was not being filled in when the automation action was Add a conversation.
Added a new option in Trans Prefs - Estimates called Exclude External Approver. This will completely remove the external approver field when creating new estimates.

Billing
Client Invoices
Corrected an issue when drilling into the IO and BO from the invoice expenses grid.

Mass Billing - Retainers
Fixed an issue with mass billing retainers not pulling up items when searching for partial months (i.e. thru the 15th instead of the 30th).
Fixed an issue with the Mass Billing display for Retainers when the listed Retainer had no frequency specified.

Everyone
Conversations
Fixed an issue with text from conversations that has been copied and pasted not showing on Project Dash.

Notifications and Approvals
Added the Invoice Comment as an optional column on the client invoice approvals grid.

Reports
Added Project Custom Fields to the Purchase Order Data report.
Added Service Code field to the Assignment Views, Allocated Hours Data and Task Assignment Data reports.
Added Project Custom Fields to the GL Transaction Details dataset.
Added Amount Open to the Billing Data and Transaction Detail Data report.
Added Export to CSV and Excel to the Pivot Grid.
Adding Company Type as a column option to the Project Request Views and the Project Request Data report.
Fixed an issue with Scheduled Reports still sending after the end date.

Integrations
API
Added the DepartmentKey to the services endpoint get method

Avalara
Fixed an issue with unposting when Avalara is enabled the invoice is locked through Avalara.

MCP
Added the ability to get a list of Spec Sheet templates and then use that list to add specs to a Project or Campaign. You can also update spec sheets on Projects and Campaigns.
Added MCP tools for the Client P&L Multi and the Project P&L Multi.
Added a new MCP tool to add and update Campaigns.
Added a tool for adding Journal Entries in the MCP server.
Added the originator's full name and email address to the get_conversations MCP tool.
Added Due By, Priority, Constraint, and Constraint Date to the get_assignments and the get_schedule_details MCP tools.
Added Traffic Comments as an updateable field in add_task for assignments and fixed some minor issues with the other comments.
Fixed an issue with get_overdue_invoices MCP tool.

Media
Orders
Fixed issue when trying to email an I/O from the print page.
Added the ability to resize columns when viewing order lines on B/O and I/Os

Project Manager
Budget
Fixed an issue where manually adjusted assignment buckets were not removed when a project duration was shortened.

Campaigns
Fixed an issue with the Draft button not working on Campaign Conversations.

Project Dashboard
Fixed an issue with the Project Profitability options not saving.
Fixed an issue with "View Purchase Orders" not always being set when loading the project menu widget.

Project Settings
Fixed an issue with the List of available Services not showing for some members on the Project Team tab.

Schedule
Fixed an issue where modified recurring tasks were not displaying on the schedule screen.
Fixed an issue on the schedule where % complete may be incorrect on summary tasks with assignments.
Fixed an issue where some HTML content in a conversation can cause a display issue on the schedule screen.

To Do Board
Added a duplicate button on To Do board cards and grid view.

Today - Project Manager
Added Timeline Segment as a lookup to the Task Assignment view filters.

Purchasing
Credit Card Connector
Updated the qfx/ofx file import to read the detail lines when importing to the Credit Card Connector.

Vendor Invoices
Added the Station ID or Publication ID to the Order Number lookup when adding a new Vendor Invoice.

Salesperson
Client Portal
Modified the Client Portal 'Pay via Credit Card' and the 'Pay via ACH' pages to
default to pay all open invoices. The user would have to select 'Don't Pay' if they don't want to pay specific invoices.

Leads
Added the Active field as an option to update multiple on the Lead Views.

Opportunities
Fixed an issue with the No Stage column of Opportunities showing a Value when there were no opportunities under that column.