August 7th 2026 Patch Notes

New

  • Added a Manual "Posted" status option for vendor invoices, for accounts not connected to QuickBooks Online
  • Added filtering options to the Audit index page; Filters include "Missing Services", "Accounting/Posting Errors" & "Approval Errors"
  • Added the ability to restrict installation fee locking to a per-unit amount
  • Added an API endpoint for uploading Gather invoices, previously only available in the UI
  • Added more flexibility to client invoice dates

Improvements

  • Improved the accuracy of automatic line-item classification
  • Improved security of the MCP query interface
  • Improved the ability to link Vendor ID from QuickBooks Online for bulk update and import purposes
  • Rebuilt the PDF generation pipeline for reports, improving rendering speed and reliability

Bug Fixes

  • Fixed issue causing the client invoice creation job to time out for large invoices
  • Fixed issue causing client invoices to remain editable during the bulk creation process

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