Summer 2026
Version 2026.1.3
These changes also apply to Release 2025.1.2 and Release 2023.1.17.
Bug Fixes
UDF Extra Detail Table Pick List Sorting - Extra Detail Table pick lists in UDF now default to sorting by ID. A new two-column dropdown layout also lets users sort and select by either ID or Description. (ADO 24272)
Time & Expenses Daily Maximum Hours Validation - A new Staff "Max Hours" field now enables firms to enforce a daily maximum hours limit for non-timesheet (non-TSC) time entries. Firms who want to use this must add the new Max Hours field to their Staff Custom Form via the form designer. (ADO 4137)
Expense Receipt File Retention Fix - Expense receipt files are no longer lost when an update to an expense line is saved without a receipt file attached. (ADO 4192)
Time Entry Date Edit Crash Fix - Editing a saved time entry's date to a date outside the current period no longer causes a crash. (ADO 4188)
Planner Wallcharts Staff Pools Privilege Fix - The Staff Pools maintenance control now correctly enforces the Staff Pools setup privilege. (ADO 4164)
Schedule List Builder Multi-Select Fix - Multi-select selection now works correctly on the SDC selector results grid in the Schedule List Builder. (ADO 4163)
Timesheets Non-Chargeable Colour Preference Fix - The Timesheets grid now correctly honours the configured colour preference for non-chargeable time entries. (ADO 4162)
Scheduling Drag-and-Drop Defaults Fix - Dragging and dropping a job in Scheduling now correctly applies the job's default charge account, stage, and state. (ADO 4160)
Credit Control Notes Privilege Enforcement - Editing notes in Credit Control now correctly enforces the privCCEditNotes privilege. (ADO 24208)
Scheduling Excel Export Limit Removed - Exporting schedule records to Excel is no longer capped at 50 rows; all records in the schedule now export. (ADO 15257)
Billing Internal Comment Ampersand Fix - Internal comments on bills now display the ‘&’ sign correctly. (ADO 23940)
Transactional Notes Delete Privilege Fix - The delete action on the Client form's Notes tab now correctly uses the UDF control privilege. (ADO 5032)
Client Contact Default/Statement Designation Fix - Deleting a client contact that was set as the default or statement contact now correctly clears that designation. (ADO 23844)
Budget Variance Report Excel Export Fix - Money columns in the Budget Variance report now export to Excel as numeric values instead of text. (ADO 24150)
Time Entry Delete – Orphaned WIP Row Fix - Deleting a time entry now correctly removes the associated WIP dimension row, preventing an orphaned record from being left behind. (ADO 23945)
Staff Wallchart Public Holiday Display - Public Holidays are now shown on the Week and Month views of the Staff Wallchart. (ADO 24215)
Include Suspended/Closed Buttons in Replace Terms - The ‘Include Suspended’ and ‘Include Closed’ buttons now correctly honour the Replace Terms setting. (ADO 24194)
Basis Date Offset Days Limit Increase - The Basis Date Offset Days field now accepts values greater than 31. (ADO 24198)
Timer Auto-Start - Newly created timers now start automatically. (ADO 24126)
Staff Dates and Rates Default Rate Fix - New rate cells in Staff Dates and Rates now default to 0, preventing a forced-entry validation block. (ADO 12884)
Job Budget Delete Field Clear Fix - Deleting a job budget now correctly clears the BudgCreateStaffID and BudgCreateDate fields. (ADO 24101)
Staff Wallchart Action Log Fix - The Staff Wallchart "More Details" report now includes StaffPlanID in its data packet, fixing an issue where the action log returned no values. (ADO24086)
Staff Skills Edit Privilege Enforcement - Tab actions in Staff Skills now correctly enforce edit privileges, aligning behaviour between PM and PDM. (ADO 24257)
Version 2026.1.2
Bug Fixes
AR Discount Split Button Correction - The Add button in AR Discount Splits is now disabled when no parent discount is selected, preventing users from adding invalid child-discount entries. (ADO: 23935)
Duplicate Time Entry Prevention - Time entries can no longer be duplicated by double-clicking the Save button or selecting away from the time column on the Time List page. (ADO: 24271, 5036)
Edit Bill Save Error Fix - When cancelling the primary approver lookup in two-stage approval, the bill's data now refreshes automatically, allowing users to save immediately without encountering an error or needing to leave and re-open the Edit Bill tab. (ADO: 24288)
Bill Reversal Key Violation Fix - Bill reversals no longer fail with a key violation error when a bill contains multiple Job/Staff entries of the same internal charge type. The lookup process now correctly matches on the full Bill, Job, and Staff combination. (ADO: 24258)
Budgeting Note Type Selection - A note type option has been added to the Budgeting screen, allowing users to select the correct note type when adding a note, instead of all notes defaulting to Note Type 1. (ADO: 24274)
Undo Allocations Multiple Trigger Fix - Selecting the Undo button multiple times in the Billing – Undo Allocations screen no longer causes multiple undos and incorrect allocation balances. (ADO: 24127)
AR Notes Grid Layout Save Fix - The right-click menu in the AR Notes grid now correctly displays the Save Grid Layout option, allowing users to save column layout changes as expected. (ADO: 24235)
Cash Receipts Batch Import – Pending Bill Handling - The Cash Receipts Batch Import Service now correctly handles lines referencing a PENDING bill ref, importing them as unallocated draft receipts only and preventing cash from being incorrectly allocated. (ADO: 24174)
New Client Parent Client Error Fix - Users can now add a Parent Client when creating a new client record without triggering an error. The eligibility check is now skipped for unsaved client records, which do not yet have a Client ID. (ADO: 24236)
Target Realization Calculation Fix - Billed jobs without WIP are now included in the custom target realization calculation for cost of WIP, ensuring accurate results regardless of whether all jobs have associated WIP. (ADO: 24237)
Dashboard Drill-Back Navigation Fix - Breadcrumb navigation in the AR Aging and WIP Aging dashboard views has been restored, allowing users to navigate back up after drilling down into data. (ADO: 24246)
Due Dates Add Process Button Restored - The Add Process button in the Due Dates module is now correctly displayed for staff with the necessary privileges within the same entity. (ADO: 24256)
Due Dates Staff Selector Limit Fix - The Due Dates staff selector is no longer limited to 50 results due to a hardcoded parameter. It now honors the SPDMStaffMax row limit. (ADO: 24265)
Due Dates Mass Reassignment Fix - The Due Dates mass update process now correctly handles reassignments where the default staff member has not changed, preventing errors and batch blocking. (ADO: 24268)
Staff Reclaim Expense Type Validation - Expenses posted to Staff Reclaim Only expense types now require an associated staff member, preventing invalid entries. (ADO: 24133)
Job Budget Display Fix - The budget display now refreshes correctly after creating a new job budget through the context menu. (ADO: 23896)
Staff Scheduling Column Layout Persistence - Column layout changes in the Booking Requests form in Staff Scheduling are now retained across sessions. (ADO: 24088)
Future Billing Recovery Calculation Fix - Recovery is now calculated correctly on zero-WIP allocation bills in Future Billing, without requiring manual editing to trigger the calculation. (ADO: 24221)
Due Dates Dialog Window Resizing - The Due Dates process dialog window now supports automatic resizing, including auto-sizing of columns, resolving previous layout issues. (ADO: 24091)
Due Dates Templates – Schedule Cascade Date Fix - The Apply Date control in Due Dates Templates – Schedule Cascade now allows past dates to be selected, removing the previous restriction to today or later. (ADO: 24122)
Job Status Change When Copying - Users can now change the job status when copying a job, regardless of their edit privileges. (ADO: 23874)
Billing Approval Tab Display Fix - The selection filter in the Billing – Approval Tab is now displayed correctly. (ADO: 24214)
SDC Favorite Preset Fix - SDC Favorite preset values are now correctly saved and restored. (ADO: 9302)
Credit Control Client Details Dialog Fix - Opening client details from the Credit Control grid no longer locks the screen. The client details dialog now opens non-modally, keeping the grid accessible. (ADO: 23905)
Timesheet Charge Account Sorting - The Charge Account column in the Timesheets grid now sorts alphabetically by description. (ADO: 23818)
Staff UDF Billable Hour Goals – View Access Fix - Staff budgets in Staff UDF – Billable Hour Goals can now be opened with view-only privileges. (ADO: 24080)
AR Posting Splitter Layout Persistence - The splitter layout in AR Posting now persists across sessions for AR batch and discount splits. (ADO: 23740)
Booking Request Start Time Sync Fix - The Start Time in the Day Details panel now correctly reflects updates made to the Start Time in the Requested Days panel. (ADO: 24190)
Performance Fix
Scheduling Performance Improvements - This release includes performance improvements to Scheduling, reducing session-lock wait times, deferring grid auto-bind, and adding read-only session attributes on core controllers to improve responsiveness for high-volume Scheduling users. (ADO: 70047)
Vulnerability Fix
Security Hardening - This release includes security hardening with multiple vulnerabilities addressed. (ADO: 24308, 24304, 24305, 24306)