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What's New - January 26th, 2026

Improved Drill-Down for Header Accounts in Financial Statements

What is it?

We’ve enhanced interactive Financial Statements so you can now drill into header GL account totals and see all related transactions, including sub-accounts. When previewing a report with “Show Sub GL Account Detail?” unchecked, amounts roll up to the header GL account—and clicking on those amounts now opens the GL Details page with transactions from all associated sub GL accounts.

Previously, the drill-down only showed activity posted directly to the header account.

Why it matters

This enhancement helps you:

  • See complete transaction detail from summary reports

  • Validate header-level balances without running separate detailed reports

  • Review financials more confidently and efficiently

How it works

  • Run or preview your Financial Statement with “Show Sub GL Account Detail?” unchecked

  • Header GL accounts display rolled-up totals 

  • Clicking a header amount opens GL Details showing all transaction, including postings to related sub accounts

When to use it

Use this feature when:

  • Reviewing consolidated financial statements

  • Validating header-level balances

  • Performing audits or reconciliations

 

 

Option to Display Purchase Order Notes After Document Details

What is it?

Purchase Orders now support printing notes after line items and totals, giving you more control over document layout and readability. This allows detailed or contextual notes to appear at the bottom of the PO instead of in the header—keeping charges and totals front and center.

This enhancement aligns Purchase Orders with similar updates previously released for Estimates and Client Invoices.

Why it matters

This update helps you:

  • Keep financial details immediately visible at the top of the document

  • Place detailed supplier instructions closer to related line items

  • Maintain consistent formatting across document types

How it works

  1. Go to the Settings > Notes section of the Purchase Order.  

    Screenshot 2026-01-26 at 11.48.19 PM

  2. In the Purchase Order Note page, select “Print Notes after Total” 

    Screenshot 2026-01-26 at 11.48.59 PM

     

  3. When enabled, notes will appear after the Total line, before any Disclaimers. 

When to use it

Use this option when:

  • Including detailed supplier instructions or clarifications

  • You prefer a cleaner header layout

  • You want Purchase Orders to match the layout of other documents


 

 

Daily Working Times – Audit Trail for Edits

What is it?

We’ve added an audit trail for Daily Working Times, giving teams visibility into all changes made to start times, end times, and breaks. A new Daily Working Times Audit Report captures who made each change, what was updated, and when—supporting better accuracy, accountability, and compliance.

Audit data is available starting January 17, 2026.

Why it matters

This enhancement provides:

  • Greater transparency into work day and break start and end times 

  • Stronger compliance for regions requiring detailed working-hour records

How it works

The Daily Working Times Audit Trail tracks:

  • Edits to start and end times

  • Break additions, updates, and deletions

  • Changes to daily working hours

  • User who made the change

  • Action type and date (insert, update, delete)

Access the Daily Working Times Report: 

Time & Tasks > Time Reports > Employee Time Reports

Use the Audit Trail link on the Daily Working Times Report selection page to view all tracked changes in chronological order.

Screenshot 2026-01-26 at 11.12.33 PM

When to use it

Use this report to:

  • Review or validate edits to recorded working hours

  • Maintain historical records for internal or external audits