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Release Notes

Overview

  • Additional non-breaking modifications to endpoint versions (such as adding additional data fields) are possible. Major changes will only be made in new endpoint versions (V1, V2, etc.).

Releases

Release 2026.1.8 (2026-6-22)

  1. Fixed SQL issue when creating the response from the Deliverables POST endpoint.

Release 2026.1.7 (2026-6-17)

  1. Added extension_status to V2 of Projects GET

Release 2026.1.6 (2026-6-15)

  1. New: Contact GET/POST/PUT
  2. New: Contact Associations PUT
  3. New: Group Codes GET / Sub Group Codes GET
  4. New: Project Types GET
  5. Added an istemplate parameter to the V2 Projects GET endpoint.
  6. New: WIPs GET
  7. New: WIP GET/PUT
  8. New: Time Bills GET
  9. New: Charge Codes GET
  10. New: Billing Stats GET
  11. New: Invoice request GET/POST/PUT
  12. Added subsidiary filter to Employees GET
  13. New: Employee GET/POST/PUT
  14. New: Entity Address POST/PUT/DELETE

Release 2026.1.5 (2026-5-26)

  1. Fix for deployment validation issue in new accounts.

Release 2026.1.4 (2026-4-3)

  1. The UpdateStatus POST endpoint was not filtering status records properly so the wrong status for a project could be selected.

Release 2026.1.3 (2026-3-6)

  1. Added prefix INVOICE_ to billing email PDF name

Release 2026.1.2 (2026-3-3)

  1. Added fields custentity_gvcpa_emailadditional and custentity_gvcpa_emailadditional2 to Client(s) GET endpoints.
  2. Fixed query artifact in Client Addresses GET endpoint (was returning meaningless rows in addition to meaningful rows)
  3. Added lastmodifieddate field to Client Addresses GET endpoint (may be null)

Release 2026.1.1 (2026-2-25)

  1. Minor adjustments to billing email system

Release 2026.1.0 (2026-2-24)

  1. Added billing email system
  2. Added company-level script parameter (Do Not Query Time Bill Approval Status) to toggle whether timebill approval status is queried in the Time GET endpoint.
  3. Added this field to what is allowed for Taskflow Project PUT: custrecord_gvcpa_tf_project_excludetime

Release 2025.2.6 (2026-1-15)

  1. Renaming Contacts endpoint as Client Contacts and limiting the contacts returned in the GET to only contacts related to one or more clients.
  2. Adding Client Organizer Preference (custentity_gvcpa_clientorganizer, custentity_gvcpa_clientorganizer_text) data points in Client and Clients (GET) endpoints.

Release 2025.2.5 (2026-1-7)

  1. Added lastmodifieddate filter on Projects (GET) V1 endpoint.
  2. Additional data points returned in the tasks array of the Project (GET) V1 endpoint.

Release 2025.2.4 (2026-1-6)

  1. Additional data points returned in the Contacts (GET) V1 endpoint.
  2. New Client Addresses (GET) endpoint.

Release 2025.2.3 (2026-1-6)

  1. Additional data points returned in the Client (GET) V2 endpoint.
  2. Additional data points returned in the Clients (GET) V1 endpoint.
  3. Additional data points returned in the Projects (GET) V1 endpoint.
  4. Added filter for stage (Lead, Prospect, Client) on Clients (GET) V1 endpoint.

Release 2025.2.2 (2025-12-19)

  1. Additional data points returned in the Client (GET) V2 endpoint.
  2. Additional data points returned in the Project (GET) V1 endpoint.
  3. Added ability to return account-specific custom fields in Client (GET) V2 endpoint.

Release 2025.2.1 (2025-11-14)

  1. Release of new contacts endpoint.
  2. Added V2 of client endpoint. The response now includes an array of related contacts.

Release 2025.2.0 (2025-11-10)

  1. Release of new time tracking endpoints. New UI API setup role. MISC bug fixes.

Release 2024.1.59 (2024-10-14)

  1. Release of the Payments service for submitting batches of payments from external payment systems.
  2. Bug fixes.

Release 2024.1.58 (2024-10-09)

  1. Release of the UpdateStatus service.
  2. Update Projects service to allow filtering by "Client ID" on the project.

Release 2024.1.57 (2024-10-01)

  1. Updates to how role permissions are setup during deployment

Release 2024.1.56 (2024-09-27)

  1. Added entityid to the Clients response.
  2. Added isinactive to the Employees response.
  3. Employees now returns all Employee records active and inactive.
  4. Invoices no longer returns lastpaymentdate

Release 2024.1.55 (2024-09-25)

  1. Added the ability to use arrays for certain parameters
  2. Added the ability to use exclusions (not) with certain parameters (for single values or arrays)
  3. Added the name to the Deliverable objects returned by the GET project request.
  4. Added the status_text to the Deliverable objects returned by the GET project request.