Release2026w29
Release 2026w29
Faster client exploration and fixes for message filtering, invoice workflows, financial reporting, transfers, and disbursement tax codes.
- ChangedSystem (MK2-8126): The Explorer widget's Clients view loads faster for firms with large client and matter datasets.
- FixedSystem (MK2-7304): Message Quarantine date filters return the expected Sent items.
- FixedSystem (MK2-8184): The Notification Template editor loads reliably without an intermittent error banner.
- FixedBilling (MK2-7890): Matter Billing Defaults uses the current matter-role names in invoice approval workflows.
- FixedBilling (MK2-8130): Designated approvers can approve and finalise invoices when the Person Acting differs from the Person Responsible.
- FixedBilling (MK2-8133): Invoices and transaction documents can be emailed to manually entered recipients, including when the email body is blank.
- FixedReporting (MK2-8011): Aged WIP supports multiple fee-earner selections in reports, saved customisations, and Excel exports.
- FixedReporting (MK2-8059): Time Listing exports format durations as readable hours and minutes.
- FixedReporting (MK2-8241): Matter Balances excludes cancelled anticipated disbursements.
- FixedClient/Trust Account (MK2-8177): Receipt unlink dates cannot precede the original receipt date.
- FixedDisbursements (MK2-8368): Matter disbursement posting includes the Non-Taxable (N-T/Out of Scope) purchase tax code where applicable.