Release Notes v26.06
Initially published: 2026-11-03
Build range: 26.06 (26.05.100 – 26.05.112)
For the previous major releases, see Release Notes v26.05 / v26.04 / v26.03 / v26.02 / v26.01, and What’s New v25.01.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 8653 | 26.06 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Rate | CommissionConfig RATETYPE = FIXED. Rate(%), Custom Rate(%) and Quota Exceeded Rate(%) now save up to two decimal places (e.g. 12.75) instead of rounding to a whole number. [26.05.102, US78826349] |
| 8654 | 26.06 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > Admin > Branch & Department Maintenance. Branch and department records can no longer be saved with duplicate names or sub-accounts, restoring validation from prior to v25. Previously, these checks were not enforced in the v25 web form. Branch renames now also propagate the updated name across all related records, as expected. [26.05.101, UT52308113] |
| 8655 | 26.06 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation > Fixed Asset row > Difference > Month End Fixed Asset Integrity (Q0041). The drill-down now lists each asset with its depreciation account and amount, and the amounts add up to the Difference. Previously, the report returned no rows, or "Book value is out of balance" rows with no account and an amount of $0. [26.05.103, US74344226] |
| 8656 | 26.06 | ACCOUNTING | REVENUE | IMPROVED | Accounting > Month End > Post Service Revenue. The Post Date now opens blank and must be selected, and the system now asks you to confirm the date ("Are you sure you want to Post Service Revenue as of 2026?") before posting. Previously, the Post Date defaulted to the current month end. [26.05.103, UT52972710] |
| 8657 | 26.06 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Voucher > Save | voucher currency differs from the selected bank account's currency. Saving is now blocked with the message "Voucher currency (X) does not match bank account currency (Y)". Previously, the voucher saved with mismatched currencies. [26.05.101, US70030216] |
| 8658 | 26.06 | ACCOUNTS RECEIVABLE | AGED AR | CHANGED | Accounting > Quick Views > Aged AR; Accounting > Accounts Payable > Quick Views > Aged AP. The report runs once on open using the default filters and no longer automatically re-runs each time a filter value changes. The filter panel now opens by default; set all filters, then click Apply Filters to run the report. [26.05.101, US73558934] |
| 8659 | 26.06 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Customer > Invoices > Create invoice, missing or inactive Main Site. A missing Main Site and an inactive site now each display a distinct, accurate error message. Previously, both showed "Site {{SiteNo}} is inactive" with an unresolved placeholder. [26.05.101, UT51967089] |
| 8660 | 26.06 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | External Payment form > When a payment succeeds but the receipt email fails to send, the email error now appears as a dismissible warning followed by the payment confirmation and a form refresh. Previously, a blocking error appeared and the form did not refresh. [26.05.100, UT52551685] |
| 8661 | 26.06 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Invoice > "Bill Contact" field | unposted invoice, edit mode. The dropdown now lists the contacts of the invoice's customer and invoice site. Previously, it listed incorrect contacts. [26.05.103, US91537103] |
| 8662 | 26.06 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Invoice > Extended Menu > Apply This Credit | credit memo with a Credit Invoice that has an outstanding balance. The system now asks "Apply credit to invoice [number]?". Yes opens the Apply Credit modal with Apply Credit To Invoice No filled in; No opens "Select invoice to apply credit to:" to choose a different invoice. Previously, the Invoice No field was empty and no other invoice could be selected. [26.05.103, UT51967358] |
| 8663 | 26.06 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Q360 Payments | Invoice > Extended Menu > Charge Payment. Payments now process successfully for invoices with a line item quantity of 1,000 or more. Line items with a quantity below 1 or of 1,000 and above are not included in the line-item detail sent to the payment processor. [26.05.103, UT50712703] |
| 8664 | 26.06 | GENERAL | AI | FEATURE | Ask Q Chat | Azure Foundry agents. Review what an AI agent wants to change in Q360 before it happens. When an agent triggers an action that requires sign-off, Ask Q shows an approval card listing the proposed changes, and the chat header shows the number of pending approvals. Approve to let the agent proceed, Modify to ask for changes, or Deny to stop the action. The card then shows your name and the date of your decision. [26.05.108, UT52306113] |
| 8665 | 26.06 | GENERAL | AI | FEATURE | Maintenance > AI Routines; Live Data Report > Schedule tab > "AI Routines" grid | A new way to put AI report summaries on autopilot. Schedule a Live Data Report, or trigger a routine on a field change, to deliver an AI-generated summary to selected users, groups, or contact emails as an Ask Q chat, email, or both. Summaries can be shared or personalized for each recipient, and recipients can ask follow-up questions or opt out. Routines can be edited or deleted from the report's Schedule tab or from Maintenance > AI Routines, which also shows monthly token limits and run logs. Config SHOWBETAAPIQ360AI must be ON. Permissions: AIROUTINE (new). [26.05.110, UT52306077] |
| 8666 | 26.06 | GENERAL | API | CHANGED | Maintenance > API Configuration > DTools. The DTools menu item now displays only for the user ID designated as the Solutions360 support user in the SUPPORTUSER config setting, and for S360 users. It no longer displays for Q360 administrators. [26.05.105, UT53040587] |
| 8667 | 26.06 | GENERAL | API | IMPROVED | Maintenance > API Configuration > HubSpot > Field Translations | HubSpot integration. Supports HubSpot accounts with multiple deal pipelines: stages show as "Pipeline: Stage" and each status can map to a stage in every pipeline. [26.05.109, UT53202193] |
| 8668 | 26.06 | GENERAL | CUSTOMER | IMPROVED | Customer > Company > Phone Ext. Phone and Alternate Phone now each include a dedicated Ext. field. Previously, entering extensions in the phone field caused format validation errors. [26.05.106, US39710624] |
| 8669 | 26.06 | GENERAL | EXPENSES | FIXED | Unpaid Expense Claim Item > Description | > 100 characters. Closing the linked project or call now correctly shows "All linked expenses must be added to a voucher and all of the linked vouchers must be posted" for descriptions up to 200 characters. Previously, it failed with a SQL error. [26.05.101, US66778381] |
| 8670 | 26.06 | GENERAL | GENERAL CODES | FIXED | Maintenance > General Codes > Code Values | Type. Input is now limited to the code type's Max Length. Previously, values were accepted past the limit, a v25 regression. [26.05.101, US68071215] |
| 8671 | 26.06 | GENERAL | GRIDS | FIXED | Grid column filters. The (not equal) operator in numeric and money columns now returns non-matching rows as expected. Previously, entering returned zero rows instead of filtering out the specified value. [26.05.101, US65437514] |
| 8672 | 26.06 | GENERAL | GRIDS | FIXED | Quote, Order, Invoice, or Purchase Order > Line Items grid | section recorded as its own parent section. Adding an item under a section, dragging an item into a section, or copying a section no longer freezes the browser. The same fix applies to the Mobile App (Q360 Stride). [26.05.101, UT50599175] |
| 8673 | 26.06 | GENERAL | LOGIN | IMPROVED | Login (Azure OAuth sign-in). When the Azure app registration's client secret has expired, the login error now reads "Client secret has expired." Previously it read "ID Token is missing." [26.05.103, UT52972774] |
| 8674 | 26.06 | GENERAL | MOBILE APP | CHANGED | Mobile App (Q360 Stride) | Offline sync, task and call forms. Fixed: documents added during a sync now wait for the next sync cycle (app version 1.0.18); time bills created offline now sync successfully; the Scheduled Date validation against Project Financial Start Date now applies only when Scheduled Date is edited; when config MULTITECHDISPATCH = ON, Tech Done no longer sets the call to OPEN while another user, including the CSR, remains dispatched. Changed: conflicting offline edits to task comments and call solution fields no longer prompt a choice, the last save wins, and a history entry on the record preserves the other value; the site city now displays beside the address on task list detail cards and the call and task forms. [26.05.112, UT53571244] |
| 8675 | 26.06 | GENERAL | MOBILE APP | FIXED | Call > Get Signature, Mobile App (Q360 Stride) > Signature entry. Signature capture now stays responsive while drawing and keeps strokes visible after the screen is resized or rotated. Android and iOS require app version 1.0.18. [26.05.111, UT53568890] |
| 8676 | 26.06 | GENERAL | MOBILE APP | FIXED | Mobile App (Q360 Stride) | Calendar. Schedule event times now display in the user's own time zone, matching the stored values. Previously, times were shifted when the user's time zone differed from the server's. [26.05.101, UT51329616] |
| 8677 | 26.06 | GENERAL | MOBILE APP | FIXED | Mobile App (Q360 Stride) | Date-time values. Applies to My Task List detail cards, Call form > Schedule Details, Task form > Start Date and Schedule Details, and Access Info form > Last Modified. These now display in the user's own time zone, consistent with the Calendar and Q360. Previously, the server time displayed without conversion. [26.05.105, UT53235875] |
| 8678 | 26.06 | GENERAL | MOBILE APP | FIXED | Mobile App (Q360 Stride) > Clock In | Language with no loaded translations (e.g. Spanish). Labels and buttons, such as OK and No in the clock-in confirmation, now display English text. Previously, they appeared blank. [26.05.101, US68207111] |
| 8679 | 26.06 | GENERAL | MOBILE APP | IMPROVED | Mobile App (Q360 Stride) | Offline sync. Offline data storage and syncing now use a more reliable mechanism, so changes made in the app, including while offline, reach Q360 as expected. Requires app version 1.0.18. [26.05.110, UT53334262] |
| 8680 | 26.06 | GENERAL | NAVIGATION | FEATURE | Upon login: a red "TEST ENVIRONMENT" banner now displays at the bottom of the screen in the Q360 full client when the database is not the production database, so users can tell test and training environments from production. [26.05.103, UT52973462] |
| 8681 | 26.06 | GENERAL | NAVIGATION | FIXED | My Task List grid | Tab screen mode, touch devices. Tapping the action bar of a form opened from a grid row now runs the action on that form, as expected. Previously, the tap switched back to My Task List. [26.05.103, UT52973710] |
| 8682 | 26.06 | GENERAL | NAVIGATION | IMPROVED | View > Bookmarks > Groups. Administrators can now edit the sequence and parameters of forms in a shared group. A new Layer column on the Group Forms grid sets the order forms open in, with layer 1 active. The toolbar now refreshes after changes are saved. [26.05.103, UT52356389] |
| 8683 | 26.06 | GENERAL | NOTIFICATION | IMPROVED | Navbar > Notifications. Notifications now display 25 per page with Previous and Next buttons, so Q360 no longer freezes when there are many unread notifications. Clear All dismisses all unread notifications, not only those on the current page. [26.05.101, US68448143] |
| 8684 | 26.06 | GENERAL | PROGRAM EFFICIENCY | FEATURE | Upon login > After each major version upgrade, eligible users (ADMIN, TECH, USER) see a one-time dismissible notification in the top right of the application displaying the new version number with a "Learn more" link to the release notes. [26.05.100, UT52172375] |
| 8685 | 26.06 | GENERAL | PROGRAM EFFICIENCY | FIXED | FormBuilder > Call No. lookup > The Active Only setting now filters autocomplete and popup results as configured and persists after save. Previously, both searches returned only active calls regardless of the setting. [26.05.101, UT52358675] |
| 8686 | 26.06 | GENERAL | PROGRAM EFFICIENCY | FIXED | Forms > Combo fields with wrapping labels. Inputs in a combo field (two side-by-side inputs sharing one label) now center-align correctly in Normal sizing mode when the label wraps to two lines, across approximately 24 forms including Task, Opportunity, and Customer, as expected. Mobile and top-label layouts are unaffected. [26.05.103, UT53040763] |
| 8687 | 26.06 | GENERAL | PROGRAM EFFICIENCY | FIXED | Forms in Tab screen mode, Mac and iOS Safari > Tab bar. The tab bar now stays fixed at the top of the screen when opening a form in Tab screen mode on Mac and iOS Safari, as expected. Other screen modes are unaffected. [26.05.103, UT53038432] |
| 8688 | 26.06 | GENERAL | USER MAINTENANCE | FIXED | User Maintenance > Home Page | User Type = DISPLAY. The Home Page dropdown now lists available dashboards. Previously, it showed standard menu items, causing saves to fail with "DISPLAY users must have a dashboard selected as homepage." [26.05.101, US66144550] |
| 8689 | 26.06 | HR | TIME BILL | FIXED | Time Bill | Screen mode Browser Tab. Creating a time bill (e.g. from My Task List or File > Time Bill) now opens the new record in a browser tab without an error. Previously, an error appeared and the new tab showed "not found" even though the time bill had been saved. [26.05.103, US74173021] |
| 8690 | 26.06 | HR | TIME BILL | FIXED | Time Bill > "Comment" and "Note" fields > + button | time bill not yet linked to an invoice. Users without the TBINVEDIT permission can now append text. TBINVEDIT (EDIT) is still required for invoiced time bills. [26.05.102, US71760161] |
| 8691 | 26.06 | HR | TIME REQUEST | FIXED | HR Time Request. The PTOREQUEST_EXEC permission can now be granted to TECH users. [26.05.104, UT53082434] |
| 8692 | 26.06 | INVENTORY | MASTERS | FIXED | Inventory > Find Product > Parts grid > "Prod URL" column. Prod URL now opens the URL as stored on the Master; corresponding "Product URL" field may be viewed and set on Master > Details tab > "Product URL" (third section). Also, Parts grid is streamlined to remove Nxt Date and Nxt Qty columns. [26.05.103, US72416799] |
| 8693 | 26.06 | INVENTORY | MASTERS | FIXED | Inventory > Import/Update Master Vendors. When an import file contains duplicate master/vendor rows, the Import Warnings window now correctly opens listing each duplicated row, as expected. [26.05.101, UT51809730] |
| 8694 | 26.06 | INVENTORY | MASTERS | IMPROVED | Inventory > Master. The Manufacturer field is now an auto-complete dropdown that suggests matching manufacturers as you type (after 3 letters). New manufacturer names can still be entered as free-form text. Previously it was a plain text box. [26.05.103, US91537603] |
| 8695 | 26.06 | INVENTORY | PICK ORDER | FIXED | Warehouse Workflow > Items to Pick > Project record | Order No. = ALL. Print Pick List now prints without error and lists items for all orders on the project. [26.05.102, US72115910] |
| 8696 | 26.06 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase Order > Line Items > Item sub tab; Find Product > Parts grid > "Cost" and "Price" columns | PO Document Currency differs from Company Setup > Misc > Default Currency. The currency prefix now shows the PO Document Currency, matching Sale Orders. Amounts are unchanged. [26.05.101, US64557263] |
| 8697 | 26.06 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase Order > Line items > Item sub tab > Auto-Pick flag. The Auto-Pick flag now correctly defaults from the Inventory Master setting when adding PO line items via the web client, as expected. Previously, items added via the web client always defaulted to N regardless of the Master setting. [26.05.101, US60371605] |
| 8698 | 26.06 | PROJECTS | COGS | FIXED | Project > Profit | config PROJECTUSEJOBCOSTTYPE = ON. Actual Profit and Total Cost now include Sub Cont. costs, so profit is no longer overstated on projects with subcontractor costs. The Profit Actual detail adds a SubCont Actual line, and Project Profit - Actual Profit (Q0359) is corrected the same way. Project WIP (Q0060) and Project Delta (Q0054) now show Sub Cont. costs in Earn_GP and Earn_GPHR, and Earn_Misc shows miscellaneous costs only. [26.05.109, UT53367332] |
| 8699 | 26.06 | PROJECTS | MATERIALS | FIXED | Project > Material tab > Extended Menu > Print Packing Slip for Selected Item(s). The packing slip now lists only the selected items and their quantities, not the whole project (e.g. selecting 1 of 3 monitors prints a quantity of 1). A selected change order line with a negative quantity is not accepted for the packing slip. Items must still be in DATAENTRY, PICKED or SHIPPED status. [26.05.103, UT51497994] |
| 8700 | 26.06 | PROJECTS | SOV | FIXED | Project > SOV > SOV Items sub tab > Items grid > Comp. This Period. Editing the dollar value now recalculates Comp. This Period % and Total Comp. %. Previously, only editing the percentage updated the dollar value. [26.05.101, US60633817] |
| 8701 | 26.06 | REPORTS | LIVE DATA REPORTS | FEATURE | Project > Extended Menu > Project Cash Flow (Actual) (Q0422). A new report to see where a project stands on cash, not just profit. The Project Cash Flow Tracking report shows Cash In, Cash Out, Net Cash Movement, and Cumulative Cash Position by month or week, with Open AR, Open AP, Retention Held, and accrued Labor Cost alongside. Click any figure to see the receipts, vendor payments, or invoices behind it. Payments on vendor invoices that span several projects are split by each project's share. Permissions: PROJCASH (new). [26.05.102, UT4844] |
| 8702 | 26.06 | REPORTS | LIVE DATA REPORTS | FIXED | ReportNo Q0060 - Project WIP. The Company No filter now lists each company by number and name plus All, and the selection can be changed. Previously, the selection stuck on the first company chosen. [26.05.101, US72223983] |
| 8703 | 26.06 | REPORTS | LIVE DATA SOURCES | IMPROVED | Data Source "LDView_PurchaseItem" > Field Name "PURCHASENO" (Label Caption "P.O. No.") (new Zoom destination). Live Data Report designers can now enable Zoom on P.O. No. in Design SQL > Fields so users can drill into the Purchase Order record from a report built on this data source. Opening the record requires PURCHASE_VIEW permission. [26.05.103, UT51911991] |
| 8704 | 26.06 | REPORTS | WORKFLOW | FIXED | Workflow > Projects Overview > Projects with no PM Bucket. Projects with blank Branch, Department, or Sales Representative fields now correctly appear in the bucket, as expected. [26.05.101, US60896667] |
| 8705 | 26.06 | SALES | FUNNELS | IMPROVED | Opportunity > Opportunity tab > Funnel sub tab and Funnel tab > "Sales Criteria" column; Funnel Administration > Funnel Definition Item grid > "Title" column. A tooltip now displays the Funnel Definition Item comment. [26.05.101, US72417953] |
| 8706 | 26.06 | SALES | QUOTES | FIXED | Customer > Quotes / Quick Lists tab > Quick Lists grid > open a Quick List. Editing a Quick List now requires CUSTQLIST (edit). Previously, any user with Quote edit permission could edit Quick Lists, so Quick List editing could not be controlled separately. Users without CUSTQLIST (edit) can still open Quick Lists but cannot edit them. Regular quotes still require only Quote edit. [26.05.105, UT52551668] |
| 8707 | 26.06 | SALES | QUOTES | FIXED | Quote > Line Items; Order > Line Items. The Price field now rounds to the decimal precision set by the MONEYDECIMALS config item when MSRP, Discount %, or Margin % values are entered, ensuring Extended Price (Qty × Price) calculates to the correct total. [26.05.101, US67581218] |
| 8708 | 26.06 | SALES | QUOTES | FIXED | Quote or Order > Details > Hrs/Trip field > plus button | config TRIPMASTERNO set to a Master. The Line Items grid now refreshes to display the trip line item that Q360 adds automatically, when the Line Items tab was already loaded. [26.05.101, US72119194] |
| 8709 | 26.06 | SALES | QUOTES | FIXED | Quote or Order > Line Items | Find Product. Items with labor rows now add successfully with only QUOTE_EDIT or ORDER_EDIT, restoring v24 behavior; previously MASTERLABOR_CREATE was also required. MASTERLABOR_CREATE and MASTERLABOR_EDIT now apply only to manual labor changes on the Labor sub tab. [26.05.105, US68447775] |
| 8710 | 26.06 | SALES | QUOTES | FIXED | Quote or Order > Line Items > Find Product | add a Master item of type "K" (kit). The next item added now appears on its own line after the kit, instead of inside it. If a section is selected in the Sections panel, the new item is added to that section, alongside the kit. [26.05.106, US74342153] |
| 8711 | 26.06 | SALES | QUOTES | FIXED | Quote or Order > Line Items > Find Products. When the Profile Name filter is set to a specific profile, the line item Description now correctly displays the Master Profile short description when one exists, otherwise the Master description, a regression from v25. [26.05.103, US49054936] |
| 8712 | 26.06 | SALES | QUOTES | IMPROVED | Quote > Process > Approve / Convert to Order | config VERIFYQUOTEBOOKING = ON. Quote conversion now displays a specific error message when a line item is missing a Master No or has an unset item type. [26.05.101, US91537973] |
| 8713 | 26.06 | SERVICE | CALLS | FIXED | Call > Extended Menu > Preview Billing Report | call has at least one billable time bill record but no linked Order. Previewing the proposed Call Invoice no longer leaves a blank Work Order on the call. [26.05.106, US71237383] |
| 8714 | 26.06 | SERVICE | CALLS | FIXED | Call > Profit | config PROJECTUSEJOBCOSTTYPE = ON. Actual Misc. now reflects only miscellaneous costs and no longer includes Sub Cont. costs, which are shown separately under Sub Cont. [26.05.105, UT53238230] |
| 8715 | 26.06 | SERVICE | CALL-WORKORDER | FIXED | Call > Parts tab | "New Work Order" unchecked and the linked work order is SHIPPED or PARTSHIP. Parts added from the call are now added to the existing work order instead of creating a new one. The work order is retotaled and its status updated (PARTSHIP if unshipped items remain, SHIPPED if all items ship). Previously, a new work order was created. Cancelled work orders still get a new work order. [26.05.101, UT51104427] |
| 8716 | 26.06 | SERVICE | DEFICIENCY | FIXED | Service > Work Queues > Deficiency Q > Quote Selected, then convert the order to a call. The system now populates Repair Call No. on the Deficiency form with the new call and keeps the original Call No., restoring v24 behavior. Previously, the new call replaced the original Call No. and Repair Call No. stayed blank. [26.05.101, UT51329006] |
| 8717 | 26.06 | SERVICE | DISPATCH Q | FEATURE | Dispatch Q or Resource Console > Dispatch Q tab. Spot new activity on a call without leaving the queue. A call with an unreviewed inbound email from outside your organization shows red, and a call with an unreviewed event shows yellow; when both exist, the most recent sets the color. Mark emails reviewed from the Email form or the call's email grid, and events reviewed from the call's Events tab (Extended Menu > Mark Reviewed), and the color clears for everyone. Undo Review brings it back. General Code DISPEVTTYP > Review Flag sets which event types turn the row yellow. [26.05.106, UT4810] |
| 8718 | 26.06 | SERVICE | DISPATCH Q | FIXED | Service > Dispatch Q > Map pin icon (or grid > mouse right-click > Map > All / Selected Rows). Google Maps now loads tiles and controls correctly. Previously, maps displayed a blank area or "This page can't load Google Maps correctly" error even when Google Maps was correctly configured. [26.05.101, US65248474] |
| 8719 | 26.06 | SERVICE | SERVICE CONTRACTS | CHANGED | Project > Extended Menu > Create Warranty Service Contract > Update. Lists all of the customer's active service contracts instead of a limited number, based on general code Service Contract Status (SCSTATUS) State = ACTIVE. [26.05.101, US72223904] |
| 8720 | 26.06 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contracts > Service Contract > Extended Menu > Bill Service Contract. Billing a single service contract now creates the invoice immediately, as expected. Previously, a background job was queued instead — the user received a "Background job started" notification and was not navigated to the new invoice. [26.05.101, US59802149] |
| 8721 | 26.06 | SERVICE | WORK QUEUES | FIXED | Service > Work Queues > Event Q | Event Type = "MANUAL". Manual events now appear in the queue, and their Comment column displays formatted text instead of raw HTML tags. [26.05.101, US72116595] |