--- title: "Release Log" canonical: "https://support.functionpoint.com/space/PR/2611576847/Release+Log" format: markdown --- ### November 2026 [enhancement] [SETTINGS] The office timezone dropdown now hides deprecated zones, so you can only pick valid timezones and avoid the errors the old ones caused. [enhancement] [BI] When you change Adjust Data in a BI report, side filters that are still valid now stay applied, so you no longer lose selections you still need. [enhancement] [SCHEDULING] Work Planning View now buckets each person's hours in their own office timezone, so everyone sees the same correct per-day allocations no matter where they view from. [enhancement] [API] We've removed internal and unsupported endpoints from the public API, giving integrators a cleaner, more predictable surface to build against. [fix] [API] We strengthened security around account credentials on the API so sensitive data stays protected. [fix] [TASKS] Tasks now show the same due date in the Tasks / To Dos list and the Work Planning View, so your daily counts line up. [fix] [DASHBOARD] The Dashboard Tasks / To Dos widget now reliably shows your open assigned tasks instead of an empty grid. [fix] [SCHEDULING] Tasks in the Work Planning View now display their planned hours even when a predecessor task is still in Draft. [fix] [ESTIMATES] Estimate PDFs again show the correct totals that appear on screen, instead of printing zeros on a client-facing document. [fix] [INVOICING] Invoices with mixed line totals now print and generate without the error that previously blocked the PDF. [fix] [PROOFING] Approvers now receive a single notification per new proof version instead of two identical review emails. [fix] [SEARCH] Pressing Enter in Quick Search again opens the results dropdown, so you can jump to a result straight from the keyboard. [fix] [EXPENSES] Clicking a Ref # under Find → External Expenses now opens the expense detail instead of a 404 page. [fix] [REPORTS] The Job Task Report now downloads correctly from Task Find, so you can pull assigned and in-progress task reports again. [fix] [TASKS] The previous and next month arrows in the Task Draw's date calendar now work, so you can move between months when setting a task date. ### October 2026 [new feature] [API] Create estimate revisions and make a revision active directly through the API, so integrations can manage estimate versions without dropping back to the legacy app. [new feature] [API] The second phase of API Platform CRUD support broadens the entities integrations can create, read, update, and delete directly through the API. [enhancement] [FINANCIALS] The job Financials tab now shows what's committed to vendors on purchase orders, not just what's been invoiced, giving accountants and managers early warning before a budget is overrun. [enhancement] [FINANCIALS] An expanded Financials row now groups the purchase orders behind a job's commitment, so an accountant can see which POs make it up and how each is drawing down without leaving Financials. [enhancement] [EXPENSES] You can now pick a purchase order on a new expense before saving it, so an accounts-payable clerk can code and link a vendor invoice in a single pass instead of saving first. [enhancement] [ALERTS] If your organisation uses its own mail server, alert and reminder emails now send from your own sender address, so they are delivered instead of being rejected. [enhancement] [FINANCIALS] The job Financials tab now shows what's committed to vendors on open purchase orders, so accountants and PMs see the full budget picture — not just what's been invoiced. [enhancement] [FINANCIALS] Expanding a service group's Financials now breaks out its purchase orders in their own row, so you can see which POs make up a commitment and how each is drawing down without leaving the page. [enhancement] [EXPENSES] You can now pick a purchase order while entering a new expense instead of saving first and coming back, so an AP clerk codes and links a vendor invoice in a single pass. [enhancement] [API] Paging through estimate phases in the API Platform is now consistently fast, removing the occasional 50–100 second pages that could stall integrations. [enhancement] [API] Anonymous API requests — including login — now allow more calls before throttling, so heavy third-party integrations are far less likely to hit 429 errors. [enhancement] [SEARCH] Search fields now trim extra spaces around your terms, so a stray space in a filter no longer makes it return nothing. [fix] [INVOICES] Changing the date on an actuals-based invoice no longer overwrites amounts on your other invoices, so invoice totals stay correct across the account. [fix] [ESTIMATES] You can once again add an external expense to a service group on an estimate without hitting an error. [fix] [PROOFING] Version files on the Proof details page now load reliably instead of silently failing to appear. [fix] [ALERTS] Task reminder alerts and alert emails no longer fail on certain tasks, so your scheduled notifications reach you reliably. [fix] [REPORTS] Utilization reports now correctly hide inactive staff with no hours, Forecast and profit totals add up, the timesheet drawer link works, and alert emails show the right icons. [fix] [REPORTS] The BI Resource Forecast's expected-work-hours-by-staff view now reports each person's actual hours instead of always showing zero. [fix] [PROOFING] You can again upload a new file version to an existing Proof without the save failing with an error. [fix] [PROOFING] Proof notification emails are generated and delivered again, so reviewers no longer miss proof updates. [fix] [TIMESHEETS] The timesheet Service dropdown now distinguishes services that share a name, so staff pick the right service line when tracking time to a Job or in Weekly View. [fix] [PURCHASE_ORDERS] Clicking a column header in a PO's Linked Expenses grid now toggles the sort direction instead of stacking a duplicate sort each time. [fix] [SCHEDULES] You can once again publish and share a schedule's Gantt chart without hitting a publishing error. [fix] [EXPENSES] Exporting an external expense now works correctly instead of being blocked by a false 'reference required' error. [fix] [EXPENSES] Purchase orders that use the "No Tax" tax group now save successfully instead of failing with a generic error. [fix] [WORK_PLANNING] The Work Planning View and Find List exports now load quickly again, no longer bogged down by a flood of PHP 8 warnings. [fix] [CALENDAR] The Calendar now hides Tasks when you've turned them off, so what you see matches what you've chosen to view. [fix] [API] Creating a job through the public API with contacts attached no longer returns a 500, so integrations can add a job and its contacts in a single request. [fix] [JOBS] Exporting a large Job List to PDF now completes without timing out. [fix] [NOTES] Pinned notes no longer unpin themselves, so important note comments stay visible on your dashboard. [fix] [ESTIMATES] Adding or editing an estimate no longer errors out when the company's default or selected tax group has been disabled, so you can create estimates for those companies again. [fix] [ALERTS] Task alerts now process reliably when two events for the same task fire at the same time, preventing missed alert notifications. [fix] [TASKS] Tasks in your Kanban view now appear in correct due-date order, so work that's due now or soon rises to the top instead of being buried below later items. [fix] [TASKS] Assigning a task from the Task Draw now reliably sends the Task Assigned email, so assignees are notified the moment work lands with them. [fix] [NAVIGATION] The main navigation now reflects each signed-in user's own permissions, so switching users in the same browser no longer shows the previous user's menu. [fix] [TASKS] Task assignees can no longer be changed on invoiced or locked jobs, keeping finalised work from being altered after the fact. [fix] [QBO] Invoices exported to QuickBooks Online now carry a valid transaction ID, so customer payments apply correctly instead of silently going missing. [fix] [ALERTS] Task Assigned Alerts now fire reliably again — both the in-app and email notifications are generated when a task is assigned, so team members stop missing newly assigned work. [fix] [REPORTS] Fixed an error that stopped the Billable Hours Recovered (By Staff) Standard Report from running when only a start and end date were entered, so you can run it again without filling in every field. [fix] [TASKS] Printing a Task's details now produces a proper PDF instead of failing to load or printing a blank page. [fix] [TASKS] Comments on a Task now load reliably in the full-page view, not just in the Task drawer. [fix] [INVOICING] Using 'Send Test to Current User' to preview a client invoice now completes cleanly without throwing an error. [fix] [TIMESHEETS] Using the Task or Job clock icon to fill in a timesheet no longer erases the start time from your previous entry. [fix] [SCHEDULING] Fixed an error that prevented schedule changes from saving and caused an invalid-date message on the weekly timesheet view. [fix] [REPORTS] Clicking Refresh on a BI table report no longer flags it as modified, so you are not prompted to save changes you never made. [fix] [SCHEDULING] Share Gantt now reports an upload failure accurately instead of wrongly claiming the schedule cannot be found. ### September 2026 **Highlighted Release: Subtasks** [new feature] [TASKS] Complex tasks can now be broken into assignable, trackable subtasks, giving teams granular planning and clearer visibility into progress and effort. [enhancement] [INTEGRATIONS] Tasks synced from Asana now carry their Assigned By, so they no longer disappear from the Job Task tab and appear to be lost. [fix] [PRICING] The client-facing Pricing Doc printout now shows the correct Subtotal instead of $0.00 when GST and Total are already calculating. [fix] [EXPENSES] Clicking a column header a second time on a Job's Expenses tab now correctly re-sorts the grid in descending order. [fix] [TIMESHEETS] Timesheets logged against a job now reliably appear in the job's Timesheets tab, so you can see all recorded time in context without switching to the Timesheet module. [fix] [TIMESHEETS] Fixed a case where timesheets visible in the Timesheet module were missing from a job's Timesheets tab, so job-level time is now complete and consistent. [fix] [SCHEDULING] Assigning staff or a role to a draft task from the Task Draw in the Gantt no longer flips it to Assigned, so draft tasks stay in Draft until you're ready to release them. [fix] [SCHEDULING] Resolved unexpected gaps that were spreading tasks apart in the Work Plan View, restoring a compact, accurate schedule layout. [fix] [REPORTS] Applying Adjust Data with no changes no longer clears your BI side filters, so your in-browser refinements stay put while you work. [fix] [INVOICING] Saving an estimate no longer rewrites a job's invoices to point at a previously-assigned project, keeping invoice-to-project links accurate and unblocking project deletion. [fix] [TIMETRACKING] When you submit a timesheet entry, the next entry's start time once again auto-fills from the previous end time, so you no longer have to delete the old value and retype it. [fix] [API] Filtering API queries on true/false fields now returns the intended records instead of silently returning the opposite set. [fix] [TASKS] Closing a task now follows the correct workflow when you've opted to reassign it, so the task lands with the right person. [fix] [ALERTS] Users no longer receive note-comment alerts for company-level notes they aren't connected to, cutting out irrelevant notifications. [fix] [ALERTS] Daily and weekly timesheet summary alerts are being delivered again, so staff and managers get their expected reminders. [fix] [ESTIMATES] You can once again remove service and expense lines from an estimate or job when they carry no invoiced value or logged time, keeping job setups tidy. [fix] [TIMESHEETS] Updating the rate on open timesheets now applies the intended individual staff rate instead of pulling an incorrect one, so time bills accurately. ### August 2026 [new feature] [ESTIMATES] You can now add your own custom fields to estimates and jobs, capturing the details specific to your agency's workflow. [enhancement] [BI_REPORTS] External Expense custom fields in BI Reports now appear under your agency's own labels and hide the fields you don't use, making expense reporting far easier to read. [enhancement] [ESTIMATES] You can now set a specific currency on an estimate, so quotes for clients billed outside your default currency read correctly from the start. [fix] [INVOICING] Fixed an issue where individual jobs on a fully paid batch invoice could still show as unpaid, leaving the invoice stuck on the Outstanding list. [fix] [ESTIMATES] Choosing to carry rates when changing an estimate's rate now correctly re-rates timesheets and expenses, and copying an estimate now honours your Estimated-vs-Actuals quantity selection. [fix] [RATES] Reapplying staff rates no longer rewrites already-billed timesheets, and the option is now clearly labelled so you know exactly what it will change. [fix] [SCHEDULES] You can once again view and edit task dependencies from the Task Drawer on jobs with many tasks, even in busy Gantt schedules. [fix] [TASKS] Task lists now show the assignee that a task is actually assigned to, removing the mismatch between the listed name and the hover detail. [fix] [PROOFING] A proofing script that could silently stop forms from saving has been fixed, so edits across the app submit reliably again. [fix] [API] Fixed a timeout that could occur when paging through the projects collection endpoint on the API Platform, so integrations can reliably fetch project data. [fix] [API] Corrected a spurious "you cannot update a contact to that name" error when patching a company's website URL through the API Platform, so company details update cleanly. [fix] [SCHEDULING] Job start dates now reflect the job's real start on the Work Planning View instead of defaulting to an incorrect year. [fix] [TASKS] The staff dropdown on a task's Assigned By field is no longer clipped, so you can see and select every team member. [fix] [EXPENSES] External expenses now stay billed to the correct job and client, keeping your QuickBooks revenue export accurate. [fix] [TASKS] Picking a Start or Due date from the inline calendar in the Tasks/To Dos Editable List View now saves the date you chose instead of silently keeping the old one. [fix] [INVOICING] Invoices with a "No Sales Tax" setting now export reliably to QuickBooks Online again, resolving the tax mapping error that was intermittently blocking exports. [fix] [TIMESHEETS] Changing the service on a timesheet entry and logging time to another service on the same job in the Weekly Timesheet View are quick again, restoring the streamlined behaviour lost in the Wilbur update. [fix] [TIMESHEETS] Tasks viewed or edited in the Weekly Planner View no longer incorrectly appear in the Timesheet module's view section. [fix] [DEPOSITS] The Deposit Report now shows the true remaining balance on closed jobs, honours the as-of date you set, and includes Campaign-type jobs — so deposit figures reconcile correctly against your accounting. [fix] [TASKS] Clicking Today on the calendar in the full-page Task view now jumps the calendar to the current date, matching the behavior in the Task drawer. [fix] [TIMESHEETS] Entering a timesheet in the Timesheet tile now saves the job number on the first try, without the spurious red error that forced you to re-enter it. ### July 2026 [new feature] [EXPENSES] Custom fields can now be added to External Expenses. [enhancement] [TIMESHEETS] Every sortable column on the Job Timesheets table now shows a sort arrow, so you can tell at a glance which columns you can order by. [enhancement] [EXPENSES] Purchase Orders now display a warning when the ordered amount exceeds the estimated expense. [enhancement] [FILES] Multiple files can now be downloaded together in a single bulk download. [fix] [REPORTS] Column totals on printed and PDF find-list exports now add up correctly when values reach 1,000 or more, so your reports show accurate totals every time. [fix] [INVOICES] The Stripe "Pay Now" button now only appears on invoices and deposits that are still outstanding, so clients are no longer prompted to pay invoices they've already settled. [fix] [TASKS] Marking a task Complete from the Dashboard Tasks & To-Dos panel now takes effect the first time, instead of requiring you to set it twice. [fix] [REPORTS] The printable Project Details report now shows each timeline's percent-complete value correctly instead of leaving the column blank. [fix] [RATES] On the Manage Service Rate & Markup admin page, the date field and calendar icon now sit neatly on one line instead of wrapping to the next row. [fix] [TASKS] Opening a task after switching accounts now reliably shows the task from the account you're logged into, instead of occasionally surfacing a same-numbered task from a different account. [fix] [INVOICING] Invoices now correctly list the amounts previously invoiced against a job, so you can bill the remaining balance without accidentally overcharging the client. [fix] [ESTIMATES] The Approval Status on an estimate's Basic Info tab now shows the full status wording (e.g. "Estimate is Approved") even when that status has been disabled, rather than cutting off after "Estimate is". [fix] [TIMESHEETS] Posting or unposting a timesheet now sends a single request per click, preventing the duplicate submissions that could occur on the timesheet details page. [fix] [TAXES] The Print Taxes button under Admin → Manage Taxes once again opens the print report options for your tax list, restoring behaviour that broke during the interface migration. [fix] [TASKS] On the Tasks / To Dos page, subtasks now indent neatly beneath their parent task with clean caret icons, removing the overlapping carets and missing indentation. [fix] [ESTIMATES] The "Revise & Edit Services" button now appears on approved or declined estimates, so you can create a new revision without a workaround. [fix] [QBO] QuickBooks Online connections now stay authenticated when syncs overlap, avoiding sudden sync failures that previously forced a manual disconnect and reconnect. [fix] [STAFF] Saving a staff record now submits just once, preventing duplicate staff records and the wasted license seat that could result. [fix] [TASKS] The Task Draw description field now saves your changes correctly and displays the text in the right order. [fix] [TIMESHEETS] When logging time in the Task Draw, you no longer have to enter the Service twice. [fix] [PROJECTS] You can once again find projects by searching for their code or name in Project Find. [fix] [DOCKETS] The Docket progress widget now counts completed tasks correctly, so the percentage-complete figure on your dashboard reflects real progress. [fix] [SCHEDULES] Shared Tasks added to a Schedule now link to their Job, so all of them show up when you view or run reports by Job. [fix] [DASHBOARD] The dashboard Utilization tile once again offers the 'All Staff' view, so managers can see whole-team utilization at a glance. [fix] [EXPENSES] Expense Find now lets every user list the same set of columns, so what one teammate configures matches what the next one sees. [fix] [DASHBOARD] Marking a task Complete from the dashboard To Dos tile now clears it immediately, without waiting for a page refresh. [fix] [TIMESHEETS] Resolved an issue where timesheets for staff using a Spanish (day/month/year) locale displayed an incorrect 12/31/1969 date. ### June 2026 [new feature] [API] The API platform now supports API key authentication, providing a simpler and more secure way to authenticate API requests. [enhancement] [API] Improved how API platform permissions are evaluated, making access checks more accurate and consistent. [enhancement] [TASK DRAWER] Improved the loading performance of the Task Drawer. [enhancement] [TASKS] Improved the loading speed of the task side bar. [fix] [SCHEDULES] Resolved an issue where Schedule pages displayed only the Basic Info tab and did not show any tasks. [fix] [EXPENSES] Resolved an issue where the internal cost ('Our Cost') on newly created Internal Expense entries was calculating as 0.00. [fix] [TIMESHEETS] Resolved an issue where the Weekly Timesheet view would fail to load for certain users. [fix] [KANBAN] Resolved an issue where the Kanban Board displayed tasks for only one company when multiple companies were selected in the Company filter. [fix] [REPORTING] Resolved an issue where headers were missing from a Standard Report. [fix] [BRIEFS] Resolved an issue preventing a new Brief from being created by copying an existing Brief. [fix] [INVOICES] Resolved an issue where the Contact field was missing from the Batch Invoice form. [fix] [INVOICES] Resolved an issue where Stripe information was missing from the Invoice screen. [fix] [INVOICES] Printed invoices now include the Stripe payment button, using the updated print service. [fix] [TASK DRAWER] Resolved an issue where two dates displayed in the Task Drawer did not match. [fix] [STAFF] Resolved an issue where a staff member's active/inactive status could not be saved. ### May 2026 [enhancement] [ACCOUNTING INTEGRATIONS] Credit memos are now included when performing a QuickBooks Online full sync. [fix] [Jobs] Resolved an issue where the ‘Include Inactive Jobs’ toggle would appear on the Job-level Financials tab. [fix] [TASKS] Resolved an issue where task status could not be updated due to missing required data. [fix] [TASKS] Resolved an issue where clicking a task name or ID in the Tasks and To-Dos list view did not open the Task Drawer or Task Details page. [fix] [TASKS] Resolved an issue where the task timer icon did not automatically appear when changing a task status to In Progress. [fix] [TIMESHEETS] Resolved an issue preventing time from being logged after approximately 12:45. [fix] [TASKS] Resolved an issue where task status could not be saved from the Tasks and To-Dos list view. [fix] [TASKS] Resolved an issue where confirmed tasks were incorrectly displayed with a Completed status. [fix] [WORK PLANNING VIEW] Resolved an issue where the task status field was disabled in the Work Planning View. [fix] [TASKS] Resolved an issue where task status could not be changed from the larger Task and To-Dos dashboard tile. [fix] [TASKS] Resolved an issue where a timesheet added in the Task Drawer did not appear on the task until the page was refreshed. [fix] [TIMESHEETS] Resolved an issue where the Job, Service, and Task search dropdowns were clipped in the Weekly Timesheet view. [fix] [TIMESHEETS] Resolved an issue causing an error when deleting jobs from the Weekly Timesheet view. [fix] [TIMESHEETS] Resolved an issue where duplicate entries in the Weekly Timesheet view could not be deleted. [fix] [INVOICES] Resolved an issue where links in the Invoice Find list were not working. [fix] [INVOICES] Resolved an issue where manually entered invoice payment amounts changed when saved. [fix] [NOTES] Resolved issues with word wrapping in the Note text field and line spacing changes in Note comments after saving. [fix] [NOTES] Resolved an issue where HTML code appeared on the Note Details printout. [fix] [ESTIMATES] Resolved issues with admin print templates, where margins could not be set on a Brand Template and a Brand Template could not be added to a Print Template. [fix] [SCHEDULES] Resolved issues in Schedules where creating a task in the Grid view created two tasks, and the task dropdown was obscured when adding a task to a Schedule. [fix] [WORK PLANNING VIEW] Resolved issues in the Work Planning View where tasks were incorrectly shown as overdue and cancelled tasks did not disappear from the view. [fix] [EXPENSES] Resolved display issues with the header total and GST/subtotal on the External Expense form. ### April 2026 [fix] [ACCOUNTING INTEGRATIONS] Resolved an issue where CAD customers using QuickBooks Online were unable to export expenses to a US supplier when the AP account was configured in USD. [fix] [SCHEDULES] Resolved an issue preventing Gantt charts from being shared. [fix] [USER EXPERIENCE] Resolved an issue where some checkboxes were not saving their checked status. [fix] [TIMESHEETS] Resolved an issue where timesheets created via the Task Drawer were assigned an incorrect date. [fix] [ESTIMATES] Resolved a misalignment of date input elements for Staff and Roles in Estimates. [fix] [FILES] Resolved an issue preventing files from being uploaded. [fix] [SCHEDULES] Resolved an issue in the Schedule Bulk Edit view where the 'Assigned By' column was incorrectly labelled as 'From'. ### March 2026 [enhancement] [ALERTS] Unread alerts are now automatically cleared after 12 months, preventing performance degradation on accounts with high alert volumes. [enhancement] [ACCOUNTING INTEGRATIONS] Added a button to the QuickBooks service mapping screen to bulk-clear all deleted service item mappings in one action, reducing invoice export errors caused by stale mappings. [FIX] [SCHEDULES] Resolved an issue where a dependent task in a Schedule was not moving to Assigned status when the prior task was completed. [fix] [ACCOUNTING INTEGRATIONS] Resolved an issue where the Review Posted Items section failed to load, displaying only a loading indicator. [fix] [BRIEFS] Resolved a layout issue where dropdown options for Brief questions were obscured by dead space at the bottom of the page. ### February 2026 [enhancement] [JOBS] Added a new permission allowing agencies to restrict user access to closing jobs. [fix] [proofing] Resolved an issue where the 'Proof List' breadcrumb link was incorrectly navigating to the task page instead of the Proof List. [fix] [API] Resolved an issue preventing Job (Docket) status from being updated via the API platform. ### January 2026 [enhancement] [NOTES] The Pinned Notes user list is now searchable, making it easier to find and pin notes to a specific user or role. [enhancement] [BI REPorts] Reports shared by other users now display the 'Share By' contact and date below the report name, instead of being appended to the report name. [enhancement] [User experience] Table headers and controls now stay in view when scrolling. [enhancement] [Work Planning View] Staff job titles (per their Contact record) now appear below their name in the Work Planning View. [enhancement] [Work Planning View] When Cost Center is enabled in System Preferences, a new Cost Center filter will now appear in the Work Planning View allowing work to be filtered by associated Cost Center. [fix] [schedules] Resolved an error that occurred when copying tasks with cross-job dependencies. [fix] [WORK CALENDAR] Resolved an issue with default working hours not carrying to new users. [fix] [USER EXPERIENCE] Resolved an issue causing the Note Details page's Comments table to be too short. ### December 2025 **Highlighted Release:** **UX Uplift & Task Drawer Interface** [new feature] [USER EXPERIENCE] Function Point just got a visual and functional refresh! Our **UX Uplift** brings a modern, cleaner, and more intuitive interface. **We appreciate your feedback! We've temporarily rolled back these changes to address issues reported upon release. Expect in-app and email communication before rerelease.** [new feature] [TASKS] [TASK Drawer] Tasks will now open in a new slide-out Task Drawer interface, highlight what matters without losing context, and make task management faster and more intuitive. [fix] [INVOICES] Resolved an issue causing deposit tax amounts to be miscalculated on interim invoices until after the invoice was saved. ### November 2025 [enhancement] [Reporting] Financial data in BI Reports is now shown using the currency symbol of the logged-in user's office. [enhancement] [Expenses] When adding/editing an expense, a warning icon is now displayed for expenses that exceed the associated 'Quoted For' amount. [fix] [API] Resolved an issue causing Batch Invoice API POST requests to fail. ### October 2025 **Highlighted Release:** **Zapier Integration, HubSpot & Copper CRM Support** [new feature] [Integration] Function Point now integrates seamlessly with the automation platform [Zapier](https://zapier.com/apps/function-point/integrations) to automate processes between Function Point and thousands of supported apps. For more information, check out our [Zapier Integration guide](https://support.functionpoint.com/space/FPL/3517743114/Zapier+Integration). [new feature] [Integration] Function Point and HubSpot data can now be kept in sync via Zapier with our new [pre-configured HubSpot integration](https://support.functionpoint.com/space/FPL/3517743114/Zapier+Integration#HubSpot). [new feature] [Integration] Function Point and Copper CRM data can now be kept in sync via Zapier with our new [pre-configured Copper CRM integration](https://support.functionpoint.com/space/FPL/3517743114/Zapier+Integration#Copper-CRM). [enhancement] [Expenses] Added new permission enabling agencies to restrict user access to expense entry input fields. [enhancement] [alerts] Extended overdue job alert to include option 30, 60, and 90 day overdue alerts. [fix] [API] Resolved an issue causing Dockets API errors for some jobs. ### September 2025 [enhancement] [API] Job, Task & Task Comment API responses can now be ordered by revision date. [fix] [TASK Drawer] Resolved an issue causing file downloads initiated via the Task Drawer to fail. [fix] [TASK Drawer] Resolved an issue causing a spinner to never resolve when editing comments via the Task Drawer. [fix] [Notes] Resolved an issue where the Note template dropdown list would be obscured by the text editor. ### August 2025 [enhancement] [Estimate] Internal Service lines on an Estimate can now be easily duplicated. [enhancement] [Expense] Purchase Order & Insertion Order line items can now be easily duplicated. [enhancement] [UX] Details pages for each module now have more informative page/tab titles. [enhancement] [API] Task API responses will now include associated timesheet data. [fix] [Rate Cards] Resolved an issue causing '0' to be considered an invalid internal service rate, internal expense cost, or external expense markup. [fix] [ADMIN] Resolved an issue with the permission making staff hourly cost visible. [fix] [Work planning view] Resolved an issue with reassigning tasks via the Work Planning View, causing all assignees to be removed. ### July 2025 [BETA] [TASKS] [TASK Drawer] Task links will now open in a new slide-out Task Drawer interface (limited beta release). [fix] [TASK Drawer] Resolved an inconsistency in how predicted hours were calculated in the Task Drawer. [fix] [TASK Drawer] Resolved an error message that appeared when attempting to attach a file to a new task via the Task Drawer. [fix] [TASK Drawer] Resolved an issue causing file-related actions to be non-functional. [fix] [REPORTING] Resolved an issue causing estimated hours to be doubled for renamed Services in some reports. ### June 2025 [fix] [TASKS] Resolved an issue mapping Estimate services to Tasks after reactivating a historical Estimate. [fix] [alerts] Resolved an issue causing Timesheet reminder alerts not to be sent. [fix] [API] Resolved an issue causing `GET /projects` API requests to timeout. ### May 2025 [new feature] [Project] [NOTES] Notes can now be added at the Project-level. In addition to Project-level Notes, the new Project Notes tab will display all notes added to Estimates & Jobs within that Project. [enhancement] [Estimate] External expense cost calculation can now include Duration (in days), in addition to Quantity and Rate. Also, Detailed Estimate printouts can now be configured to show cost calculation for External Expenses. [enhancement] [INVOICES] Negative invoices that have been credited will now have the payment status of 'Credited'. [fix] [SEARCH] Resolved an issue causing subsequent Job search result pages to disappear after modifying a date filter. ### April 2025 [new feature] [FILES] Uploaded images can be previewed by hovering your cursor over the filename. This is possible for files attached to briefs Briefs, Note & Task comment uploads, and on any module's Files tab. [enhancement] [ESTIMATE] Admin Fees are now much more flexible, allowing agencies to configure applicable service type and scope (Service Group-level or Estimate-level). [enhancement] [BI REporting] A new aggregation method has been added to pivot grids for calculated columns with percentage data – F(SUM(X)). When used, the aggregation method will recalculate aggregated percentages based on constituent data columns. [fix] [ESTIMATE] Resolved an issue allowing inactive rate cards to be applied when creating an estimate from the Company Details page. [fix] [ESTIMATE] Resolved an issue causing some Schedule revision dates to be off by one day. ### March 2025 **Highlighted Release:** **Multi-Office Work Planning View** [new feature] [Work planning View] Staff and work across multiple offices can now be managed from the Work Planning View. For clarity, staff names are now accompanied by an office label. Two new filters have also been added – one to restrict staff by office, and one to restrict job data by office. [new feature] [TASKS] Details displayed on Kanban Board task cards can now be customized. In addition to job name and due date, newly available details include client name, milestone, and start date. [enhancement] [FILES] Searching for files is now possible via the Quick Search menu. ### February 2025 [enhancement] [Notes] Notes can now be pinned in bulk via the Notes Find results list. [fix] [TASKS] Resolved an issue preventing new task tags from being created. ### January 2025 **Highlighted Release:** **Restricted Access Permissions** [new feature] [Admin] Added new Restricted Access permissions, allowing agencies to limit user access to only estimates, jobs, and projects that pertain to them. [enhancement] [Estimate] [Schedule] Existing standalone schedules can now be linked to an existing estimate without having to first create a schedule template. ### December 2024 [enhancement] [Client Portal] Files added to Note & Task comments can now be accessed via the Client Portal. [enhancement] [CRM] Custom Company statuses can now be considered either Active or Inactive, for filtering and reporting purposes. [fix] [Work Planning View] Resolved an issue that affected page scroll position in the Work Planning View after editing a task. ### November 2024 [enhancement] [ALERTS] Passed Task alert emails now include the name of the previous assignee. [enhancement] [Quickbooks] Agencies using QuickBooks Online can now override tax amounts on expenses. [fix] [reporting] Resolved an issue with duplicate data appearing in the Efficiency [All Staff] report. ### October 2024 [enhancement] [REPORTING] Configured decimal and thousands separator settings are now applied more universally systemwide. [fix] [NOTES] Resolved an issue preventing files from being attached to a new note before the note had been saved. [fix] [ALERTS] Resolved an issue with scheduled alerts not being sent in all geographies. ### September 2024 [enhancement] [staff] Photos can now be uploaded to staff user contacts. These photos will be used to identify staff users in the Work Planning View & the Kanban Board. ### August 2024 [enhancement] [TASKS] [Notes] Files can now be added to Task & Note comments. [enhancement] [EXpenses] External Expense tax amounts can now be overridden for agencies using QuickBooks Online. ### July 2024 **Highlighted Release:** **Task Dependency Enhancements** [new feature] [SCHEDULES] Tasks dependencies have been greatly enhanced: Tasks may now be linked to multiple predecessor and dependent Tasks, and dependencies may now exist across Jobs & Schedules. [enhancement] [TASKS] The Task Details page now reports Predicted Hours for in-progress tasks, given actual hours tracked and the percentage of work completed thus far. ### June 2024 [enhancement] [deposits] Improvements have been made to the QuickBooks integrations in relation to applied deposits on interim and final invoices. Distinction has been introduced to ensure deposits with the same applied amount and same description are recorded correctly as multiple deposit applications, not a duplicate. [enhancement] [API] estimateServiceStaff has been added as a data endpoint to FPs API so users can work with service and role level estimate data. [enhancement] [API] Adjustments have been made to the API endpoint assignedto and will now be accessible to those with authentication. [fix] [Printouts] File names for system generated printouts will now respect terminology replace setting in their default titling. [fix] [Work Planning View] We have fixed the support button on the WPV, as it was temporarily not triggering the Resource Center for users. [fix] [Admin] A text change has been made on the Staff Rate Management page to ensure reference to "Job" respects system replace settings. [fix] [Jobs] Multi-Job Invoice Printouts have been fixed to respect line breaks in the Job Description.