Last updated 06 May 2026

What's New in Practice Engine v10.1

Version 10.1 delivers on four priorities your firm has been asking for: a smoother Microsoft Dynamics 365 Business Central integration, more flexibility in billing schedules, faster time entry when you run a large job book, and a set of security and stability improvements that keep the platform trustworthy day to day.

Full technical detail is in the accompanying technical release document.

Business Central Integration (New)

Your finance team can now connect Practice Engine to Microsoft Dynamics 365 Business Central with greater confidence - cleaner setup, a fuller chart of accounts alignment, and reliable background processing mean your month-end workflow is less dependent on manual checks.

Simpler, Safer Setup

Guided connection flow: Administrators follow a clearer step-by-step path to connect the two systems. Validation runs before any settings are saved, so misconfiguration is caught early rather than discovered later during a journal run.
Background processing reliability: The jobs that keep Business Central and Practice Engine in sync run more dependably. You are less likely to encounter a silent failure that only surfaces at month-end.

Fuller Accounting Alignment

Chart of accounts mapping: You can now map Practice Engine lines to Business Central account types, firm accounts, sub-accounts, and dimensions - so finance reporting stays aligned with exactly how your firm structures its books, with no workarounds in spreadsheets.
Export types and journal actions: A dedicated area handles export types and journal-related actions (transfer, delete) tied to Business Central, giving your finance team one place to manage that activity rather than hunting across settings.

Known gap - Period End journaling: Period End journal paths are turned off in this version while product decisions are finalised. There is no Period End journaling in this deployment. If your firm relies on this, contact your account team for the expected timeline.

Monitoring and Email

Integration logs: Default logging and log-viewing screens are now in place so your administrator can investigate Business Central activity quickly when something needs attention - rather than raising a support ticket for basic diagnostics.
Certificate-based email: Where your firm's policies require it, outbound email from Practice Engine can now honour certificate-based requirements.

What to do next

- Your administrator should review the updated Business Central connection screen and confirm settings are validated correctly.
- Your finance team should verify the chart of accounts mapping reflects your current book structure before the next journal run.
- If Period End journaling is part of your close process, contact your account team now to plan ahead.

Billing and Invoices (New) (Improved)

Billing schedules are more flexible, and the PDFs your clients receive open more reliably. For firms that run scheduled billing, this release adds a new final-bill option that removes workarounds when a schedule reaches its end.

More Flexible Final Bills on Schedules

New final-bill type: Billing schedules can now use a new category of final bill where your schedule requires one — handling scenarios that previously needed manual intervention or a custom workaround.
Broader triggers: Templates and job schedules support additional triggers for when a final bill applies, giving you finer control over automated billing without needing to step outside the system.
Clearer analysis: Manual scheduled bills now appear correctly in the detailed billing analysis views, so the picture you see matches the work that has actually been scheduled.

Reliable Bill PDFs

PDF rendering fix: Bill PDFs now open consistently. The intermittent failure some users experienced when clicking to view a bill PDF is resolved.

What to do next

- Your billing team should review any schedules that previously required manual final-bill workarounds and assess whether the new final-bill type simplifies them.
- No action required for PDF viewing — this is resolved automatically with the update.

Time Entry and Work in Progress (Improved)

If your firm carries a large number of open jobs, timesheets and WIP screens now stay fast and responsive. Your timekeepers can find the job they need in seconds without waiting for a full list to load.

Faster Job Lookup Across a Large Job Book

Search-as-you-type on busy firms: When your firm has many open jobs, timesheet and WIP screens switch automatically to a search-as-you-type approach instead of loading every job at once. Screens stay responsive regardless of how large your active job book is.
Consistent job selection: Job selection now works through one unified approach that adapts based on your firm's job volume - so behaviour is predictable whether you have 50 jobs or 5,000.

Staff Budget Portfolio Fixes

Portfolio screens load correctly: Staff budget portfolio screens that were previously returning errors on open now load reliably. The fix also ensures these screens use the search approach rather than pulling unnecessary data in the background.
WIP service change: When you change the service on a WIP line, the job selection clears properly - so you are not left with a mismatched job and service combination that requires manual correction.

What to do next

- No configuration is needed - faster job lookup activates automatically based on your job volume.
- Users who had stopped using budget portfolio screens due to errors should try them again - the issue is resolved.

Jobs and Contacts (Improved)

Job status now respects your client rules automatically, and portfolio contact links work as expected — two fixes that reduce the manual tidying your team has been doing around lost clients and contact records.

Lost clients no longer trigger rolling jobs: When a client is marked as lost, rolling jobs are no longer applied. Job status now matches your client rules without anyone having to intervene manually.
Portfolio contact links restored: Job portfolio contact information links correctly where contact indexes had been missing — so navigating from a job to the related contact record works as it should.

Security and Privacy (New)

Three targeted security improvements reduce exposure risk in areas that were previously inconsistent: staff field access, new-user welcome emails, and underlying software libraries.

Staff field access rules corrected: Field-level security now applies correctly to staff person fields. The rules you have configured now match what your team actually sees and can edit - with no unintended access gaps.
Safer welcome emails: New-user welcome emails no longer embed sensitive account token material in the login link. Links are cleaner and do not expose token data in browser history, server logs, or email forwarding chains.
Library security updates: Underlying software libraries have been updated to address known security advisories, keeping the platform aligned with current standards.

What to do next

- Administrators should audit staff field security settings to confirm they reflect current intentions now that the rules apply correctly.
- No action is needed on welcome emails or library updates — these take effect automatically.

Stability and Performance (Improved)

Heavy billing and allocation activity is less likely to stall the system during your busiest periods. Cloud-hosted deployments and large report outputs are also more reliable.

Fewer stalls during peak billing: Changes reduce locking conflicts that occurred when billing and allocation ran simultaneously during busy periods, keeping the system responsive when your team needs it most.
Reliable large report outputs: Reports saved to cloud storage now write successfully even for large outputs that previously failed intermittently.
Hosted environment fix: A configuration correction restores correct behaviour for hosted deployments where an incorrect setting could cause problems.
Steadier concurrent use: Shared components have been tightened so interactive users and background processes running at the same time are less likely to interfere with each other.
Sorting and dialog fixes: List screen sorting behaves predictably where invalid sort settings had caused odd behaviour. Custom dialogs no longer error when opened without a specific record selected.

Release Summary

Area	What your firm gains	Action needed
Business Central	Cleaner setup, fuller accounting alignment, reliable background sync, integration logs. Period End journaling is not in this release - contact your account team if this affects you.	Yes - admin and finance review recommended
Billing	New final-bill type on schedules; consistent PDF opening	Optional - review schedules with manual workarounds
Time & WIP	Instant job lookup on large job books; budget portfolios load correctly	No - automatic. Budget portfolio users should retest.
Jobs & Contacts	Rolling jobs respect lost-client status; portfolio contacts link correctly	No
Security	Correct staff field access; safer welcome-email links; updated libraries	Yes - admin should audit staff field security settings
Stability	Fewer stalls at peak billing; reliable large reports; hosted environment fix	No

Questions and Next Steps

For configuration guidance, Business Central impact assessment, or anything specific to your firm's setup, contact your Practice Engine account team, or raise a ticket through your usual support channel.