26.10.18.0000 (Oct 2026)

Release Detail For 26.10.18.0000

Admin/Manager
System Setup
Added logging for the Trans Pref "include sender when emailing to do, conversation or diary post".
On Trans Preferences > Connections > Banking improved view for the plaid connections and ofx mappings panels.
Fixed issue where the Automation label was duplicating on the System Settings screen.

Billing
Billing Worksheets
Fixed an issue with Purchase Orders that prevented the adding or editing of any line when any other line was on a Billing Worksheet.

Clients
Corrected an issue where parent clients that were flagged as 'Do not use for Campaigns, Projects and Project Requests' were shown in the client list.

Everyone
Calendar
Fixed an issue where Outlook calendar feeds were returning errors.

Conversations
Fixed a bug where the default value for "Load Next 50 Conversations" option in Transaction Preferences was checked, but the value for new companies on the database was still NULL.

Reports
Added the Bill To Address fields to Billing Data and Transaction Detail Data.
Ad Size is now shown after the Item description on the Media Details Report.
Modified the Project Cost Transaction Datasets to include: Ad Number/caption (currently labeled "item name", Ad Unit, Program, Days, Time, and Length.
Fixed an issue where blank data in the pivot table displayed as "undefined".
Fixed an issue with the Week Start Date not showing data in the Task Assignment Weekly Data report.
Added back the project custom fields to purchase order dataset.

Timesheets
Added Copy Day option to the day view of Time Sheets.

Integrations
API
Fixed issue with task endpoint treating task ID's as numbers instead of string. Returns 4.1 instead of 4.10.

MCP
Added the project closed date as a parameter as well as a response column to get_project_summary.
Added TaskKey, TaskUserKey, and ProjectKey to the get_schedule_details and the get_assignments MCP tools.
Fixed an issue with the MCP allowing a project with a different client on a campaign even if the preference is checked.
Fixed an issue with the MCP tool get schedule details not getting template projects.
Fixed an issue with Get Time returning the wrong data.
Fixed an issue with get_ar_aging and get_ap_aging where it was returning corrupted text.

AI Client Invoice Tool
WHAT CHANGED
- New AI tool: add_update_client_invoice - creates or updates a client invoice with its lines and applied advance bills in one call. Can also approve and post. If anything is invalid, nothing is saved.
- New AI tool: get_unapplied_advance_bills - lists advance bills a client can still apply, with the balance left on each.
- Fix: approving a client invoice through the AI approval tool (approve_item) now works like the invoice screen (validation, invoice number assigned at approval, due date, approved date, old comments cleared). Invoices with no number yet can now be approved.
- Fix: saving from the Add Invoice screen now checks the "Add and Edit Client Invoices and Credits" right.
- Database: spApiAIInvoiceUpdate, spApiAIGetUnappliedAdvanceBills (new), spApiAIApproveItem (changed). Code: WJAPI MCPBilling.cs, MCPHandler.cs; WJAPP ClientInvoice.vb.

Strata
Added "Use BC/IO WMJ Commission" to Trans Prefs. When it is on, new StrataLink
media orders keep Strata's net but bill the client at net / (1 - WMJ commission)
instead of Strata's gross.

The commission comes from the project or client
(per the project's Get Markup From). The setting is stored on each order when
it is created, so existing orders are not affected.

Strata's original gross is saved in new SourceGrossAmount columns on order
lines and vendor invoice lines, so the difference can be reconciled. If no
commission can be found, the sync returns StrataLink error 150 instead of
billing wrong. Orders prebilled at Net don't need a commission.

Project Manager
Budget
Updated the Project Budget by Person "labor write-off" column to show the correct amount.

Deliverables
Fixed an issue with the Deliverable expire link date when using Invite Others.
Fixed an issue with Deliverables and the comment section being partially hidden.

Files
Fixed an issue with PDF files in subfolders on projects or campaigns not showing the correct thumbnail.
Changed the File Uploader to only show and hide the uploading dialog once instead of once for every file.

Schedule
Fixed an issue with the unlinking of Predecessors causing the task Status to be incorrect.
Added a "Recalculate Dates" button to the recurring tasks panel, to recalculate current and future recurring task dates.

Transactions
Corrected an issue to ensure that the Total Gross is cleared out on the Transfer From transaction and Total Gross is populated on the Transfer To transaction.

Purchasing
Request for Quote
Fixed issue with GL Company not being saved on Quotes, under certain circumstances.

Salesperson
Opportunities
Fixed an issue with Opportunities being displayed under the incorrect Status.
Fixed an issue with the Opportunity drag and drop not working.

Accounting
Fixed an issue with new Journal Entries when created from the schedule.