2026 | Beeline Professional release notes

We have introduced deep linking within email notifications to enable users to navigate directly to relevant tasks and records in the application. The feature is available to all users and supports all resource types.

We added the following columns to the Headcount Tracking and Standard reports:

Organizations that track time as fractions of a working day can now enable units-based time entry in addition to standard hours. This approach is commonly used in some regions where work is recorded as portions of a day (for example, 0.5 for half a day) instead of hours.

Figure 1. Configuring units of work

The system now validates currency when you create or update an engagement or milestone.

This release adds new total fee fields to improve visibility and reporting for managed services provider (MSP), vendor management system (VMS), and other fees across Beeline Professional.

Consolidated invoicing now allows suppliers to create and submit their own invoices using the automated invoicing setup. If your program uses invoicing blueprints to define invoice file structure and run cadence, you can now include suppliers directly in the process.

You can now export Job Catalog data to a spreadsheet for easier bulk management. This capability is available for the following entities: Job Profiles, Job Families, and Job Family Groups.

We moved the Enable Spend Approval setting from Settings  Tenant Configuration  YML Configuration to Settings  Spend  General.

We improved the admin experience for managing ABAC policies and permissions by clarifying policy behavior and reducing legacy complexity. These changes enable greater self-service for development and support teams, faster issue resolution, and more consistent policy behavior across environments.

Invoice file names now include key identifiers that make it easier to identify invoices and supplier batches at a glance, reducing the need to open blueprints or search by billing end date. This update improves efficiency for invoice review, reconciliation, and audit workflows without changing invoice data or generation behavior.

Supplier Client-Defined Fields (CDFs) are now supported in the Spend Detail Report and invoice blueprint configuration, enabling supplier-specific metadata to flow through consolidated invoicing and downstream financial processes. This enhancement improves reporting flexibility and reconciliation accuracy without impacting existing configurations unless supplier CDFs are selected.

This release introduces enhanced, configurable invoice ID generation to support customers who require greater billing granularity for downstream financial processing. It enables the creation of multiple invoice identifiers for batch items within a single consolidated invoice, without increasing batch-level complexity.

We have introduced new budget and spend fields for contracts, giving you clearer visibility into approved budgets and actual spend across timesheets, expenses, and milestones.

Critical timesheets notifications alert users when submitted timesheets require updates due to engagement changes. When a retroactive engagement change updates a cost center or financial field, workers or suppliers must review any previously submitted timesheets that used outdated values and select the correct ones. The system triggers a critical timesheet notification to highlight the required changes. We enhanced these notifications to include clear, actionable steps for resolving the issue. The message appears as a note directly on the timesheet.

Org Navigator is now easier to navigate and more intuitive to use. This release delivers a number of user experience improvements that reduce time spent searching for information, improve visual clarity, and ensure the right details appear where you expect them without requiring you to relearn how the interface works.

Type-ahead search displays matching results as you type, helping you find and select values faster. We added type-ahead search for cost centers and financial fields when you add worker timesheets, supplier timesheets, or expenses.

We’ve redesigned the Organizations drop-down menu in reports and hub filter panels to provide a more consistent and transparent experience. The updated design adds clear visual indicators that show which organizations contain sub-organizations, making it easier to include or exclude sub-organizations as needed.

We updated the Spend Detail Report to better align with existing client financial connector fields used for manual invoicing outside of blueprints. The changes include adding new fields and updating existing ones to close gaps between financial connector data and the Spend Detail Report.

You can now reference the originating job posting during sourcing and managing engagements. This update improves traceability between job postings, job applications, and worker engagements.

To improve reporting performance, we now exclude zero hour rows in the Spend Detail Report.

You can now manually cancel tasks from the All Tasks section on the Tasks page in Beeline Professional. This feature supports both single-task and bulk cancellation.

We updated the Headcount Tracking report template to include additional worker information. This release adds the following worker fields:

We added a new task filter to Beeline Professional. The Engagement Job Profiles filter is now available on the Tasks page for both My Tasks and All Tasks. This multi-select filter allows you to refine task lists by one or more engagement job profiles.

In supplier-funded programs, Beeline Professional uses negative fee values to deduct fees from the amount due to the supplier. While this supports accurate calculations, it can be confusing for finance teams reviewing invoice files and can complicate downstream payment processing.

We replaced the Excluded Values field with the Allowed Currencies field on smart forms. This change applies to all field components that include a currency selection. You can now select multiple currencies to allow for a smart form.

You can now export the complete set of rate cards data in Beeline Professional. To export rate cards data, go to Settings  Engagements  Rate Cards, and then select Export Data.

We updated the smart forms user interface to improve usability and streamline form configuration. This release also adds new configuration options on supported smart form elements, giving administrators greater control when setting up and managing smart forms.

The Headcount Tracking report now includes custom engagement field filters.

You can now export the complete set of cost center data in Beeline Professional. To export cost center data, go to Settings  Enterprise  Cost Centers, and then select Export Data.

Consolidated invoicing enables self-service, automated pro forma invoice generation in Beeline Professional. Administrators configure invoice blueprints, which serve as reusable templates that define billing rules, suppliers, data sources, required fields, schedules, and output formats. These blueprints establish the recurring structure of an invoice, ensuring consistent, accurate invoice generation across billing cycles. Scheduled runs generate invoices for review, payment, and downstream financial system invoice output consumption.