Release on July 13, 2026

Version: 66.0.0 · Release

Areas Affected

Invoices, Subcontracts, Change Orders, Finance, Portfolio, Bids

Highlights

• Invoices now support retainage at the line-item level for both subcontracts and prime invoices, with matching updates to PDF exports and QuickBooks Online syncing.
• Change order details now allow multiple lines of text, making it easier to capture fuller descriptions.
• Prime invoices now enforce permissions based on invoice status, giving teams tighter control over who can take action at each stage.

What Changed

• Added a source citation to give users more context on where certain information comes from. (Ticket)
• Added support for line-item retainage on subcontract and prime invoices, and corrected related retainage calculations in PDF exports and QuickBooks Online syncing. (Ticket)
• Fixed an issue where portfolio cards could appear more than once on the portfolio view. (Ticket)
• Fixed an issue where older, legacy bid records could cause unexpected errors in the system. (Ticket)
• Added the ability to set an invoice size, and fixed cell alignment issues in the invoice window. (Ticket)
• Change order detail fields now support multiple lines of text, allowing for more complete descriptions. (Ticket)
• Added status-based permission controls to prime invoices, restricting who can take certain actions depending on the invoice's status. (Ticket)

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Hotfixes Since Last Release

These fixes were deployed to production independently before this release — they are listed here for a complete record of what changed since the previous release.

July 13, 2026

• Improved internal quality-check tooling to ensure reviews are delivered reliably and silent failures are caught (no customer-facing changes). (PR)

July 10, 2026

• Fixed change order displays to show the title instead of the name as the label for clarity. (PR)
• Corrected change order lists to display the title instead of the name. (PR)

July 9, 2026

• Rebuilt email notification templates so they display correctly in Outlook and in dark mode. (PR)

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Chores

• fix image previews in observation view modal (#3037) (PR)