October 30th 2026 Patch Notes

New
- Added expanded role-based access. Owners and Admins can now set each role’s access page by page (no access, view only, edit, or delete) and create Custom Roles. Existing “Data Entry” users automatically become “Full User”.
- Added the option to run Batch Create Invoices for specific client companies instead of all of them.
- Improved Rover’s proxy handling so a proxy blocked by one billing portal can still be used for others, which reduces gathering failures.
Improvements
- Updated Current Monthly Base Cost on the Overage & Contamination Review to count only active services, so it can no longer go negative.
- Added “(deprecated)” and “(current)” labels to the API version dropdown in the API documentation.
- Made security and performance improvements to visual reporting features that are still in development.
Bug Fixes
- Fixed issue causing the latest API’s service endpoints to leave out
binandpickup_rrule - Fixed issue causing the latest API’s client company archive endpoint to skip a permission check
- Fixed issue causing QuickBooks Online vendor bill balance syncs to keep retrying after the connection lost authorization
- Fixed issue causing an error when applying user revisions to a vendor invoice with amounts that weren’t whole cents
- Fixed issue causing OCR extraction to crash on documents with no readable fields. These invoices now fail with a reason.
- Fixed issue causing the Location detail page to crash when loading role permissions
- Fixed issue causing the rich-text editor on the Location page to throw errors when pasting or undoing
- Fixed issue causing Terminate All on a location to terminate only the services shown on the page (up to 10)
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