Release Notes Advisories 26.01

Published: 2026.02.04
Latest update: 2026.05.18
Build range: 26.01 (25.01.050 – 25.01.103)

Important: When upgrading, it is recommended that your team review all advisories and release notes published between your latest version and the version to which you are upgrading. This ensures that your team is aware of and able to navigate any new Q360 requirements, deprecations, improvements and features.

Version 26.01 requires a PHP minimum version of 8.3. The recommended PHP version is 8.5
The minimum SQL Server version for Q360 v26.01 is SQL Server 2017 with a minimum SQL compatibility level of 140
Data Integrity Email: an automated check and nightly email containing a list of potential issues related to accounting/operational integrity. If you are not currently taking advantage of this powerful tool, please reach out to your Customer Care Team for more information

GENERAL

Help Anchors are now hidden from External Users. External Users may now only access search results pertaining to Customers to which they have been granted access. External Users may no longer directly navigate via URL to Service Calls, Projects, or Invoices to which they have not been granted access. US52719456
Added stricter API security so API users now require explicit permission for each endpoint. Users must be granted access in Maintenance > User Maintenance > Perms > API Endpoints, preventing unintended access to unrelated endpoints while still enforcing standard Q360 permissions. US54599821

ACCOUNTING

Accounting > Service Contracts > Global Update – Service Contract Price. Transaction threshold is now set to 2500 records. If the update affects 2500+ contracts, this task will automatically process as a background job and User will be alerted via system notification when task has completed. US51512314

PROJECT

If a Product record is linked to a Recurring Dispatch, the User is no longer allowed to delete the Product. An error message will appear if this action is attempted. US52610970

Q360 Payments – an embedded payment solution within Q360 that allows you to accept credit card and ACH payments directly in the system. Payments automatically post to A/R in real time, eliminating manual reconciliation.

Added:

EACCEPTANCEWITHOUTMFA. Deprecated in v25.01, added back in v26.01. When ON, eAcceptance documents may be sent via eAccept (no MFA) option. Recipient will be able to open and sign WITHOUT Multi Factor Authentication. When OFF, MFA is a required step when opening and signing eAcceptance documents. US64553848
FUNNELPHASEPROBABILITY. Config Value 2. EDITABLE is now an option and allows the User to edit the Probability % field on an Opportunity. US53915794
PAYMENTPROCESSOR_SERVICE. Options ON, OFF (default). When ON, specific Credit Card integration features are disabled and replaced with Q360 Payments (Payment Processor) features. US49055787
RMRREQUIREREASON. Options ON, OFF (default) can enforce entry of a change reason on every Service Contract Item Change Log edit. US55604975

Added:

GRIDCUSTOM (exec). Grants access to the customize grid feature which previously was only available to ADMIN user types. US64709325
PAYMENT (view, exec). View permission controls the ability to see the payment token expiry field and saved payment accounts. Exec permission controls all internal ability to create payment accounts, make payments with a payment account on file, and make call deposit payments. Note: these permissions apply to External Users as well. US49055787
TECHINV (view). When a User selects Tech Inventory from the Call Extended Menu and opens the Tech Inventory form, the Available Parts drop down menu behavior will now be controlled by this permission. Users with TECHINV permission: available Parts drop down is enabled, and Users may select any Technician and view that Technician’s inventory. Users without TECHINV permission: available Parts defaults to the current User. Drop down is disabled and Users cannot switch to another Technician or access another Technician’s inventory. US34300543

Changed:

INVOICE (edit). Now required to use ADD button on Find Products grid on Invoice form. US57511128
ORDER (create). This permission is now required to use the Order form > Extended Menu > Create RMA Order option. US35452268
RECORDLOCK. (exec). Breaking a Record Lock now requires RECORDLOCK (exec) permission. Previously, this action required view permission. US57139359
SERVCONT (exec). Controls edit access to Service Contract Item Change Log records. US55604975
VOUCHER (edit). Now required to use ADD button on Find Products grid on Voucher form. US57511128

EMLTMPLTYP. PAYMENTRECEIPT option added. Defines the Payment Receipt Email template type. US49055787
EXPSTATUS. Added REJECTED option. Rejected expenses are clearly distinguished from new entries and follow a proper resubmission cycle. Rejected expenses will no longer return to DATAENTRY, improving visibility for users and providing clearer status tracking in both the web and mobile app. US59851493
SRVCHGREAS. Service Change Reason code types. Define change reason options that will appear on Service Change Reason drop down menu when attempting to add / edit a Service Contract Item Change Log record. US55604975

Release Notes