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What's New - May 11, 2026

GL Transaction Search exports now respect selected Layouts, alongside new visibility into Interoffice Billing settings and improved formatting for media document notes.

Export GL Transaction Search Using Your Selected Layout

What is it

The General Ledger Transaction Search export now gives users the option to export:

  • All Columns — exports the full system-default column layout
  • Layout Columns — exports only the columns currently displayed in the selected Layout, in the same order shown on screen

Previously, exports always included all default columns regardless of the selected Layout.

Why it matters

This provides greater flexibility when exporting General Ledger Transaction data for review, analysis, or sharing.

Users can now:

  • Export cleaner, more focused datasets
  • Match exports to their saved Layouts and preferred column order
  • Reduce time spent removing unnecessary columns in Excel
  • Generate exports tailored to different finance or reporting workflows

How it works

  • Open General Ledger Transaction Search
  • Select List Export
  • Choose either:
    • All Columns to export the full default column set
    • Layout Columns to export only the columns from the active Layout
  • Select Export

 

Screenshot 2026-05-10 at 11.00.04 PM

When using Layout Columns, the export respects both the visible columns and their order in the selected Layout.

View Interoffice Billing Settings Across Clients or Jobs

What is it

You can now export Interoffice Billing configuration directly from:

  • Search Clients
  • Search Jobs

Each export generates a single-sheet Excel file based on your current filters.

Interoffice Billing supports scenarios where billing and revenue recognition sit across different offices.

Why it matters

This makes it easier to review, validate, and share Interoffice Billing setup without navigating individual records.

It is especially useful when:

  • Reviewing configuration during audits or reconciliations
  • Validating setup changes across clients or jobs
  • Sharing configuration details with finance or operations teams
  • Troubleshooting Interoffice Billing workflows in bulk

Because the export respects your existing filters, the output reflects exactly what you are viewing on screen.

How it works

  • Go to Search Clients or Search Jobs
  • Apply filters as needed
  • Click the Interoffice Billing Settings link on the top of the page. 
  • Download the Excel file with relevant configuration data
 

Display Media Notes After Document Details

What is it

The option to print notes below the total is now available for:

  • Media Client Invoices
  • Media Estimates (Media Authorization)

This matches existing behavior in Job Estimates, Purchase Orders, and Client Job Invoices. 

Why it matters

Printing notes at the bottom creates a cleaner, more readable layout—especially for longer notes—and ensures consistency across all document types.

For Media Estimates, this also provides greater flexibility for Media Authorization (MAF)-specific terms and conditions in addition to standard client- or office-level terms.

How it works

  • Navigate to Settings > Notes on a specific Media Estimate (aka Media Authorization) or Media Client Invoice form. 
  • Enter additional text for the media authorization or invoice.
  • Check the option to print notes below the total
  • Screenshot 2026-05-10 at 10.51.35 PM
  • Notes appear at the bottom of the document